Consolidated Portfolio Review Corp Sells in Q4 2024

Consolidated Portfolio Review Corp

  • $632 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7.51K
- 16.37%
$370.24 - $418.94 $2.78M - $3.14M
38.4K $15.4B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-20.3K
- 15.8%
$76.72 - $82.83 $1.56M - $1.68M
108K $8.34B
VHT
Vanguard Health Care ETF

ETFs
-1.1K
- 3.07%
$250.81 - $283.3 $275K - $311K
34.6K $8.79B
RDVY
First Trust Rising Dividend Ac

ETFs
-21K
- 17.54%
$58.65 - $64.37 $1.23M - $1.35M
98.7K $5.84B
VDC
Vanguard Consumer Staples ETF

ETFs
-2.48K
- 5.98%
$210.96 - $223.62 $523K - $554K
38.9K $8.23B
GLD
Spdr Gold Trust

ETFs
-3.05K
- 17.82%
$236.59 - $257.5 $721K - $785K
14K $3.4B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-14K
- 21.09%
$50.0 - $50.27 $700K - $704K
52.3K $2.62B
XLU
Utilities Sector Spdr

ETFs
-7.57K
- 68.89%
$74.89 - $82.93 $567K - $628K
3.42K $259M
BME
Black Rock Health Sciences Trust

Financial Services
-10.1K
- 23.82%
$36.92 - $42.26 $374K - $429K
32.4K $1.23B
CCI
Crown Castle International Corp

Real Estate
-747
- 6.46%
$89.78 - $119.11 $67.1K - $89K
10.8K $982M
WDI
Western Asset Diversified Income Fund

ETFs
-4.2K
- 2.82%
$14.2 - $15.71 $59.6K - $65.9K
145K $2.06B
INTC
Intel Corp

Technology
-1.11K
- 1.65%
$19.07 - $26.23 $21.2K - $29.1K
66.2K $1.33B
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-1.48K
- 6.48%
$26.39 - $35.74 $39K - $52.8K
21.3K $572M
VNQ
Vanguard Specialized Funds Van

ETFs
-361
- 1.69%
$87.85 - $98.6 $31.7K - $35.6K
21K $1.87B
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
-8.59K
- 8.65%
$10.11 - $11.75 $86.9K - $101K
90.7K $921M
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-14.1K
- 7.85%
$11.8 - $12.29 $166K - $173K
165K $1.95B
UNH
Unitedhealth Group Inc

Healthcare
-167
- 11.83%
$485.52 - $625.25 $81.1K - $104K
1.25K $630M
XLV
Select Sector Spdr Fund Health

ETFs
-247
- 2.66%
$136.28 - $154.74 $33.7K - $38.2K
9.03K $1.24B
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.81K
- 3.47%
N/A
50.5K $1.02B
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.06K
- 27.36%
$50.23 - $50.46 $154K - $155K
8.13K $409M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-6.06K
- 12.88%
$15.43 - $16.42 $93.5K - $99.5K
41K $636M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-9.46K
- 3.65%
$11.15 - $12.48 $105K - $118K
250K $2.92B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-216
- 2.09%
$63.27 - $70.31 $13.7K - $15.2K
10.1K $642M
ICLN
Ishares

ETFs
-3.12K
- 22.9%
$11.35 - $14.51 $35.4K - $45.2K
10.5K $119M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-780
- 4.28%
$46.33 - $48.6 $36.1K - $37.9K
17.4K $810M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-105
- 1.02%
$74.68 - $81.45 $7.84K - $8.55K
10.2K $764M
EOG
Eog Resources Inc

Energy
-531
- 20.38%
$118.22 - $136.54 $62.8K - $72.5K
2.08K $254M
RWO
Spdr Dow Jones Global Real Est

ETFs
-718
- 9.71%
$42.41 - $47.31 $30.5K - $34K
6.68K $286M
IDNA
Ishares Tr Genomics Immunology

ETFs
-1.55K
- 10.79%
$22.38 - $25.53 $34.7K - $39.6K
12.8K $290M
DSL
Double Line Income Solutions Fund

Financial Services
-1.15K
- 0.97%
$12.32 - $13.0 $14.2K - $14.9K
118K $1.48B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-58
- 0.51%
$96.64 - $101.23 $5.61K - $5.87K
11.2K $1.09B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-88
- 0.93%
$174.22 - $187.62 $15.3K - $16.5K
9.39K $1.64B
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-1.04K
- 18.34%
$47.66 - $51.97 $49.3K - $53.8K
4.61K $225M
XLP
Consumer Staples Sector Spdr

ETFs
-235
- 3.5%
N/A
6.47K $509M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-552
- 8.47%
$51.33 - $53.74 $28.3K - $29.7K
5.96K $307M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-113
- 0.44%
$35.89 - $39.51 $4.06K - $4.46K
25.4K $922M
BHK
Blackrock Core Bond Trust

Financial Services
-1.14K
- 7.68%
$10.39 - $12.03 $11.8K - $13.7K
13.7K $143M
SBUX
Starbucks Corp

Consumer Cyclical
-14
- 0.27%
$87.44 - $102.5 $1.22K - $1.44K
5.12K $467M
EWJ
Ishares Msci Japan ETF

ETFs
-125
- 3.18%
$66.18 - $71.84 $8.27K - $8.98K
3.81K $256M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-111
- 5.45%
$106.56 - $113.11 $11.8K - $12.6K
1.93K $206M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-14
- 0.41%
$184.21 - $199.29 $2.58K - $2.79K
3.42K $630M
GDV
Gabelli Dividend & Income Trust

Financial Services
-576
- 2.0%
$23.77 - $25.59 $13.7K - $14.7K
28.2K $680M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-475
- 3.95%
$21.42 - $22.58 $10.2K - $10.7K
11.6K $247M
UGI
Ugi Corp

Utilities
-2.26K
- 15.82%
$23.24 - $30.37 $52.6K - $68.7K
12K $340M
VTWO
Vanguard Russell 2000 ETF

ETFs
-200
- 8.0%
$87.42 - $98.06 $17.5K - $19.6K
2.3K $205M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-219
- 1.25%
$11.42 - $12.5 $2.5K - $2.74K
17.2K $199M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-735
- 4.43%
$20.98 - $21.19 $15.4K - $15.6K
15.9K $334M
GTO
Invesco Actively Managed ETF T

ETFs
-23
- 0.38%
$46.33 - $48.41 $1.07K - $1.11K
6.09K $282M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-1.24K
- 11.67%
$41.58 - $49.65 $51.5K - $61.5K
9.37K $431M
Activity Summary
Buys All Purchases 282 New Holdings 93 Increased Positions 189 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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