Consolidated Portfolio Review Corp Incresed Positions in Q2 2025

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MLSS
Milestone Scientific Inc.

Healthcare
2.55K
+ 21.08%
$0.64 - $1.09 $1.63K - $2.78K
14.7K $9.33M
ARCC
Ares Capital Corp

Financial Services
6
+ 0.04%
$18.91 - $22.43 $113 - $135
13.9K $306M
NEE
Nextera Energy Inc

Utilities
107
+ 1.39%
$64.11 - $75.0 $6.86K - $8.03K
7.83K $543M
DTE
Dte Energy CO

Utilities
18
+ 1.12%
$127.39 - $139.49 $2.29K - $2.51K
1.62K $214M
ABBV
Abb Vie Inc.

Healthcare
237
+ 11.1%
$170.16 - $206.27 $40.3K - $48.9K
2.37K $441M
TMO
Thermo Fisher Scientific Inc.

Healthcare
126
+ 18.45%
$390.26 - $489.06 $49.2K - $61.6K
809 $328M
EOG
Eog Resources Inc

Energy
14
+ 0.83%
$104.61 - $129.97 $1.46K - $1.82K
1.7K $204M
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.1%
$313.51 - $363.51 $941 - $1.09K
2.99K $1.03B
EQR
Equity Residential

Real Estate
58
+ 1.14%
$61.82 - $71.72 $3.59K - $4.16K
5.16K $348M
GRMN
Garmin LTD

Technology
1
+ 0.05%
$173.63 - $218.07 $174 - $218
2.14K $446M
AFL
Aflac Inc

Financial Services
7
+ 0.21%
$99.77 - $112.45 $698 - $787
3.4K $358M
UPS
United Parcel Service Inc

Industrials
1.05K
+ 7.46%
$91.92 - $110.2 $96.9K - $116K
15.2K $1.53B
Healthcare Rlty Tr
2.04K
+ 3.83%
N/A
55.1K $875M
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 2.4%
$285.55 - $321.23 $12K - $13.5K
1.8K $525M
PFN
Pimco Income Strategy Fund Ii

Financial Services
4.32K
+ 1.17%
$6.87 - $7.56 $29.7K - $32.6K
373K $2.75B
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
115
+ 0.57%
$22.73 - $29.21 $2.61K - $3.36K
20.2K $543M
MRK
Merck & Co., Inc.

Healthcare
72
+ 1.51%
$73.47 - $87.12 $5.29K - $6.27K
4.85K $384M
CLX
Clorox CO

Consumer Defensive
30
+ 1.53%
$118.01 - $148.69 $3.54K - $4.46K
1.99K $238M
LLY
Eli Lilly & CO

Healthcare
336
+ 4.82%
$713.71 - $898.95 $240K - $302K
7.31K $5.7B
PEAK
Healthpeak Properties, Inc.

Real Estate
3.57K
+ 7.02%
N/A
54.4K $953M
XLV
Select Sector Spdr Fund Health

ETFs
143
+ 1.5%
$128.77 - $144.3 $18.4K - $20.6K
9.66K $1.3B
PRU
Prudential Financial Inc

Financial Services
216
+ 0.73%
$95.12 - $112.71 $20.5K - $24.3K
30K $3.22B
PFE
Pfizer Inc

Healthcare
267
+ 0.18%
$21.59 - $24.84 $5.76K - $6.63K
148K $3.59B
AMGN
Amgen Inc

Healthcare
68
+ 1.18%
$262.28 - $309.85 $17.8K - $21.1K
5.81K $1.62B
PG
Procter & Gamble CO

Consumer Defensive
181
+ 0.63%
$157.66 - $172.39 $28.5K - $31.2K
28.9K $4.61B
BMY
Bristol Myers Squibb CO

Healthcare
164
+ 0.36%
$44.12 - $59.6 $7.24K - $9.77K
45.7K $2.11B
AAPL
Apple Inc.

Technology
1.83K
+ 0.9%
$172.42 - $223.89 $315K - $409K
204K $41.9B
Activity Summary
Buys All Purchases 312 New Holdings 84 Increased Positions 228 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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