Consolidated Portfolio Review Corp Reduced Holdings in Q2 2025

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-201
- 3.7%
$38.81 - $44.28 $7.8K - $8.9K
5.24K $222M
PFL
Pimco Income Strategy Fund

Financial Services
-1.37K
- 5.85%
$7.76 - $8.58 $10.7K - $11.8K
22.1K $184M
AMT
American Tower Corp

Real Estate
-153
- 3.22%
$203.96 - $228.19 $31.2K - $34.9K
4.59K $1.02B
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
-2.25K
- 3.23%
$11.34 - $11.98 $25.5K - $27K
67.4K $808M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-969
- 5.89%
$20.12 - $21.0 $19.5K - $20.3K
15.5K $324M
BBDC
Barings Bdc, Inc.

Financial Services
-805
- 3.77%
$7.89 - $9.51 $6.35K - $7.66K
20.6K $188M
RWO
Spdr Dow Jones Global Real Est

ETFs
-398
- 5.98%
$38.85 - $45.0 $15.5K - $17.9K
6.26K $276M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1K
- 5.31%
$10.78 - $11.28 $10.8K - $11.3K
17.9K $199M
EWJ
Ishares Msci Japan ETF

ETFs
-454
- 13.18%
$61.32 - $75.28 $27.8K - $34.2K
2.99K $224M
TIP
Ishares Tr Tips Bd ETF

ETFs
-59
- 1.15%
$107.93 - $110.97 $6.37K - $6.55K
5.09K $560M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-97
- 4.98%
$105.23 - $109.61 $10.2K - $10.6K
1.85K $203M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-250
- 2.23%
$25.69 - $26.9 $6.42K - $6.73K
11K $291M
USA
Liberty All Star Equity Fund

Financial Services
-1.77K
- 10.33%
$5.9 - $6.81 $10.4K - $12.1K
15.4K $105M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-99
- 1.96%
$53.27 - $54.27 $5.27K - $5.37K
4.95K $266M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-13
- 0.19%
$50.48 - $50.71 $656 - $659
6.74K $342M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.77K
- 4.33%
$90.56 - $109.49 $160K - $194K
39.1K $4.28B
VOOV
Vanguard S&P 500 Value ETF

ETFs
-76
- 2.3%
$162.65 - $188.71 $12.4K - $14.3K
3.23K $609M
MCK
Mckesson Corp

Healthcare
-58
- 8.02%
$652.83 - $732.78 $37.9K - $42.5K
665 $488M
Linde PLC
-3
- 0.39%
N/A
757 $355M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-1.56K
- 1.66%
$5.25 - $6.28 $8.19K - $9.8K
92.5K $578M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-345
- 1.74%
$13.21 - $14.85 $4.56K - $5.12K
19.5K $289M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-16
- 19.75%
$4164.15 - $5789.24 $66.6K - $92.6K
65 $376M
SPMD
Spdr Portfolio

ETFs
-115
- 2.55%
$44.89 - $54.38 $5.16K - $6.25K
4.4K $239M
VBR
Vanguard Small Cap Value ETF

ETFs
-198
- 3.52%
$162.76 - $195.77 $32.2K - $38.8K
5.43K $1.06B
F
Ford Motor CO

Consumer Cyclical
-224
- 1.37%
$8.69 - $10.85 $1.95K - $2.43K
16.1K $174M
FSCO
Fs Cr Opportunities Corp Com
-805
- 0.91%
N/A
87.2K $633M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-93
- 6.96%
$224.16 - $285.86 $20.8K - $26.6K
1.24K $356M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.06K
- 13.98%
$57.46 - $75.58 $60.8K - $80K
6.51K $492M
DE
Deere & CO

Industrials
-37
- 4.07%
$412.99 - $531.48 $15.3K - $19.7K
873 $444M
Ishares Bitcoin Trust ETF
-2K
- 20.67%
N/A
7.68K $470M
MU
Micron Technology Inc

Technology
-818
- 24.71%
$64.72 - $127.91 $52.9K - $105K
2.49K $307M
JHMM
John Hancock Multifactor Mid C

ETFs
-85
- 1.28%
$50.32 - $61.13 $4.28K - $5.2K
6.58K $402M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-539
- 0.89%
$35.3 - $37.51 $19K - $20.2K
60.3K $2.26B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-35
- 1.17%
$91.51 - $113.03 $3.2K - $3.96K
2.96K $334M
FIGS
Figs, Inc.

Consumer Cyclical
-500
- 1.79%
$3.62 - $5.89 $1.81K - $2.95K
27.4K $155M
BST
Black Rock Science & Technology Trust

Financial Services
-81
- 1.16%
$29.62 - $38.3 $2.4K - $3.1K
6.9K $263M
VCR
Vanguard Consumer Discretionar

ETFs
-125
- 5.62%
$290.42 - $364.35 $36.3K - $45.5K
2.1K $760M
XLY
Select Sector Spdr Consumer Di

ETFs
-9
- 0.44%
$176.34 - $218.59 $1.59K - $1.97K
2.03K $441M
GS
Goldman Sachs Group Inc

Financial Services
-31
- 7.71%
$462.22 - $707.75 $14.3K - $21.9K
371 $263M
DLR
Digital Realty Trust, Inc.

Real Estate
-8
- 0.55%
$136.11 - $177.69 $1.09K - $1.42K
1.44K $251M
VPU
Vanguard Utilities ETF

ETFs
-20
- 0.23%
$158.36 - $178.82 $3.17K - $3.58K
8.66K $1.53B
IWM
Ishares Russell 2000 ETF

ETFs
-273
- 4.19%
$174.82 - $215.79 $47.7K - $58.9K
6.25K $1.35B
C
Citigroup Inc

Financial Services
-8
- 0.23%
$58.13 - $85.12 $465 - $681
3.48K $296M
DGRO
Ishares Core Dividend Growth E

ETFs
-4
- 0.02%
$55.22 - $63.94 $221 - $256
25.9K $1.66B
VV
Vanguard Large Cap ETF

ETFs
-177
- 4.69%
$228.25 - $285.3 $40.4K - $50.5K
3.6K $1.03B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-144
- 0.32%
$22.92 - $28.05 $3.3K - $4.04K
45K $1.26B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-385
- 4.26%
$91.62 - $116.16 $35.3K - $44.7K
8.64K $1B
CRWD
Crowd Strike Holdings, Inc.

Technology
-192
- 16.22%
$321.63 - $509.31 $61.8K - $97.8K
992 $505M
SPYG
Spdr Portfolio

ETFs
-821
- 7.17%
$71.83 - $95.32 $59K - $78.3K
10.6K $1.01B
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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