Consolidated Portfolio Review Corp New Holdings in Q1 2025

Consolidated Portfolio Review Corp

  • $624 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
3.65K
New
$457.79 - $648.32 $1.67M - $2.37M
3.65K $2.01B
RVT
Royce Value Trust, Inc.

Financial Services
46.4K
New
$14.07 - $16.68 $653K - $774K
46.4K $661M
Blackrock Income Tr Inc
47.9K
New
N/A
47.9K $568M
JPIE
J P Morgan Exchange Traded Fd
11.3K
New
$45.46 - $46.18 $513K - $521K
11.3K $520M
SO
Southern CO

Utilities
5.21K
New
$80.96 - $92.96 $422K - $485K
5.21K $479M
Proshares Tr
8.87K
New
N/A
8.87K $395M
AFL
Aflac Inc

Financial Services
3.39K
New
$100.99 - $111.19 $342K - $377K
3.39K $377M
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.08K
New
$35.35 - $42.74 $321K - $388K
9.08K $375M
BEN
Franklin Resources Inc

Financial Services
17.1K
New
$18.92 - $22.24 $323K - $380K
17.1K $329M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.2K
New
$59.78 - $60.03 $311K - $312K
5.2K $311M
C
Citigroup Inc

Financial Services
3.49K
New
$67.23 - $84.63 $234K - $295K
3.49K $247M
HON
Honeywell International Inc

Industrials
1.17K
New
$202.75 - $226.52 $236K - $264K
1.17K $247M
Calamos ETF Tr
8.7K
New
N/A
8.7K $242M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.44K
New
$42.18 - $45.16 $229K - $246K
5.44K $241M
MS
Morgan Stanley

Financial Services
2.01K
New
$111.68 - $141.08 $225K - $284K
2.01K $235M
SYK
Stryker Corp

Healthcare
622
New
$355.18 - $399.9 $221K - $249K
622 $231M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.48K
New
$92.45 - $106.69 $230K - $265K
2.48K $230M
BST
Black Rock Science & Technology Trust

Financial Services
6.98K
New
$32.99 - $38.94 $230K - $272K
6.98K $230M
TMUS
T Mobile Us, Inc.

Communication Services
863
New
$211.3 - $272.83 $182K - $235K
863 $230M
DTE
Dte Energy CO

Utilities
1.6K
New
$117.6 - $138.27 $188K - $221K
1.6K $221M
IVE
Ishares S&P 500 Value ETF

ETFs
1.14K
New
$185.78 - $198.58 $213K - $227K
1.14K $218M
UBER
Uber Technologies, Inc

Technology
2.94K
New
$63.17 - $81.49 $185K - $239K
2.94K $214M
VDE
Vanguard Energy ETF

ETFs
1.63K
New
$119.14 - $132.76 $195K - $217K
1.63K $212M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.79K
New
$114.9 - $139.6 $206K - $250K
1.79K $211M
TT
Trane Technologies PLC

Industrials
625
New
$332.0 - $400.86 $208K - $251K
625 $211M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.04K
New
$51.45 - $58.51 $208K - $236K
4.04K $209M
STAG
Stag Industrial, Inc.

Real Estate
5.76K
New
$32.39 - $37.07 $187K - $214K
5.76K $208M
ISRG
Intuitive Surgical Inc

Healthcare
420
New
$476.63 - $610.45 $200K - $256K
420 $208M
DLR
Digital Realty Trust, Inc.

Real Estate
1.45K
New
$142.1 - $183.56 $206K - $266K
1.45K $207M
COP
Conocophillips

Energy
1.97K
New
$88.6 - $105.85 $174K - $208K
1.97K $206M
Blackrock ETF Trust Ii
3.88K
New
N/A
3.88K $203M
MLSS
Milestone Scientific Inc.

Healthcare
12.1K
New
$0.9 - $1.33 $10.9K - $16.1K
12.1K $11.3M
Activity Summary
Buys All Purchases 255 New Holdings 33 Increased Positions 222 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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