Consolidated Portfolio Review Corp Sells in Q2 2025

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-116K
- 90.97%
$15.13 - $16.84 $1.76M - $1.96M
11.6K $195M
NFLX
Netflix Inc

Communication Services
-2.04K
- 82.07%
$855.86 - $1339.13 $1.74M - $2.73M
445 $596M
PDI
Pimco Dynamic Income Fund

Financial Services
-68.6K
- 64.73%
$17.02 - $19.87 $1.17M - $1.36M
37.4K $709M
VHT
Vanguard Health Care ETF

ETFs
-1.7K
- 5.0%
$236.71 - $261.92 $401K - $444K
32.2K $8B
AGNC
Agnc Investment Corp.

Real Estate
-83K
- 76.19%
$8.12 - $9.49 $674K - $788K
25.9K $238M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-45.5K
- 54.67%
$13.96 - $16.51 $635K - $751K
37.7K $614M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-64.5K
- 26.38%
$10.73 - $12.54 $692K - $809K
180K $2.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-85
- 0.56%
$483.48 - $539.8 $41.1K - $45.9K
15.2K $7.38B
T
At&T Inc.

Communication Services
-25.2K
- 37.94%
$26.33 - $28.94 $663K - $729K
41.2K $1.19B
INTC
Intel Corp

Technology
-28.8K
- 47.92%
$18.13 - $22.69 $521K - $653K
31.3K $700M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
-40.7K
- 79.31%
$8.41 - $9.25 $342K - $376K
10.6K $98.1M
GDV
Gabelli Dividend & Income Trust

Financial Services
-15.9K
- 56.51%
$21.11 - $26.01 $335K - $413K
12.2K $318M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.87K
- 2.76%
$75.05 - $77.34 $516K - $531K
242K $18.7B
CVX
Chevron Corp

Energy
-98
- 0.83%
$133.73 - $168.51 $13.1K - $16.5K
11.7K $1.68B
O
Realty Income Corp

Real Estate
-3.85K
- 4.38%
$52.27 - $58.52 $201K - $225K
84.1K $4.85B
JNJ
Johnson & Johnson

Healthcare
-20
- 0.11%
$146.36 - $159.82 $2.93K - $3.2K
17.4K $2.66B
DSL
Double Line Income Solutions Fund

Financial Services
-12.8K
- 10.56%
$11.15 - $12.57 $143K - $161K
109K $1.33B
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.58K
- 7.37%
$58.63 - $59.9 $210K - $214K
45K $2.69B
UTG
Reaves Utility Income Fund

Financial Services
-20.2K
- 13.26%
$29.08 - $36.18 $587K - $730K
132K $4.78B
BCV
Bancroft Fund LTD

Financial Services
-12.8K
- 27.47%
$15.82 - $18.9 $203K - $243K
33.9K $641M
WEA
Western Asset Premier Bond Fund

Financial Services
-8.33K
- 3.66%
$10.28 - $11.05 $85.6K - $92K
219K $2.38B
UGI
Ugi Corp

Utilities
-5.57K
- 46.98%
$30.18 - $36.59 $168K - $204K
6.29K $229M
BCAT
Black Rock Capital Allocation Trust

ETFs
-10.3K
- 35.8%
$13.2 - $15.27 $136K - $157K
18.5K $280M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-8.42K
- 2.89%
$5.25 - $5.92 $44.2K - $49.8K
283K $1.6B
PEP
Pepsico Inc

Consumer Defensive
-108
- 1.85%
$128.02 - $151.37 $13.8K - $16.3K
5.74K $758M
GAB
Gabelli Equity Trust Inc

Financial Services
-24.2K
- 17.72%
$4.97 - $5.87 $120K - $142K
113K $655M
BLW
Blackrock LTD Duration Income Trust

Financial Services
-6.38K
- 22.81%
$12.75 - $14.21 $81.4K - $90.7K
21.6K $306M
CCI
Crown Castle International Corp

Real Estate
-543
- 4.77%
$94.83 - $107.06 $51.5K - $58.1K
10.8K $1.11B
VNQ
Vanguard Specialized Funds Van

ETFs
-369
- 1.76%
$79.79 - $91.42 $29.4K - $33.7K
20.6K $1.83B
KMI
Kinder Morgan, Inc.

Energy
-2.44K
- 19.5%
$25.21 - $29.4 $61.5K - $71.7K
10.1K $296M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-3.64K
- 15.28%
$24.54 - $30.41 $89.3K - $111K
20.2K $613M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-6.84K
- 17.07%
$20.72 - $25.75 $142K - $176K
33.2K $855M
FVD
First Tr Value Line Divid Inde

ETFs
-1.09K
- 18.01%
$40.62 - $45.12 $44.4K - $49.4K
4.98K $223M
VOE
Vanguard Mid Cap Value Index F

ETFs
-399
- 8.06%
$141.87 - $164.49 $56.6K - $65.6K
4.55K $748M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-3.22K
- 16.44%
$9.19 - $10.76 $29.6K - $34.6K
16.4K $173M
CION
Cion Investment Corp

Financial Services
-1.05K
- 2.49%
$8.68 - $10.48 $9.1K - $11K
41K $392M
SRLN
Ssga Active Trust

ETFs
-1.03K
- 13.26%
$39.47 - $41.59 $40.7K - $42.9K
6.75K $281M
VFH
Vanguard Financial ETF

ETFs
-944
- 9.0%
$104.87 - $127.3 $99K - $120K
9.55K $1.22B
PM
Philip Morris International Inc.

Consumer Defensive
-474
- 21.35%
$149.23 - $184.95 $70.7K - $87.7K
1.75K $318M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-521
- 3.93%
$77.94 - $79.5 $40.6K - $41.4K
12.7K $1.01B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-625
- 2.29%
$39.34 - $40.41 $24.6K - $25.3K
26.7K $1.07B
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-4.12K
- 3.56%
$16.43 - $18.82 $67.7K - $77.5K
112K $2.1B
WDI
Western Asset Diversified Income Fund

ETFs
-5.57K
- 3.86%
$12.85 - $14.92 $71.6K - $83.1K
139K $2.06B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.16K
- 13.09%
$62.73 - $78.42 $72.5K - $90.7K
7.68K $595M
SBUX
Starbucks Corp

Consumer Cyclical
-54
- 1.81%
$79.69 - $99.41 $4.3K - $5.37K
2.93K $268M
UNP
Union Pacific Corp

Industrials
-7
- 0.2%
$208.27 - $238.46 $1.46K - $1.67K
3.44K $791M
DUK
Duke Energy Corp

Utilities
-106
- 4.38%
$112.46 - $124.05 $11.9K - $13.1K
2.31K $273M
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.18%
$210.83 - $235.28 $632 - $706
1.7K $377M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-436
- 7.33%
$51.1 - $53.29 $22.3K - $23.2K
5.51K $294M
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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