Consolidated Portfolio Review Corp Sells in Q3 2024

Consolidated Portfolio Review Corp

  • $448 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
-9
- 1.03%
$294.18 - $368.01 $2.65K - $3.31K
862 $295M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-26
- 8.39%
$1015.62 - $1159.62 $26.4K - $30.2K
284 $327M
ICLN
Ishares

ETFs
-1.38K
- 9.22%
$13.26 - $14.77 $18.3K - $20.4K
13.6K $200M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-165
- 3.64%
$71.45 - $75.64 $11.8K - $12.5K
4.37K $328M
JPM
Jpmorgan Chase & CO

Financial Services
-190
- 3.7%
$194.9 - $224.8 $37K - $42.7K
4.95K $1.04B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-660
- 3.49%
$46.18 - $48.92 $30.5K - $32.3K
18.2K $886M
IWM
Ishares Russell 2000 ETF

ETFs
-115
- 6.4%
$200.87 - $224.6 $23.1K - $25.8K
1.68K $372M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-171
- 4.11%
$48.51 - $52.86 $8.3K - $9.04K
3.99K $211M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-136
- 2.35%
$43.42 - $48.95 $5.91K - $6.66K
5.64K $275M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3
- 0.15%
$106.11 - $113.72 $318 - $341
2.04K $230M
RWO
Spdr Dow Jones Global Real Est

ETFs
-713
- 8.79%
$41.23 - $48.48 $29.4K - $34.6K
7.39K $351M
META
Meta Platforms, Inc.

Communication Services
-287
- 10.79%
$453.41 - $572.44 $130K - $164K
2.37K $1.36B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2
- 0.02%
$81.31 - $83.29 $163 - $167
12.1K $1.01B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-540
- 2.22%
$39.37 - $41.68 $21.3K - $22.5K
23.8K $985M
IDNA
Ishares Tr Genomics Immunology

ETFs
-112
- 0.77%
$22.86 - $25.49 $2.56K - $2.85K
14.4K $354M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
-139
- 0.9%
$31.41 - $33.78 $4.37K - $4.7K
15.3K $515M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-269
- 2.54%
$65.06 - $71.72 $17.5K - $19.3K
10.3K $735M
XLV
Select Sector Spdr Fund Health

ETFs
-311
- 3.24%
$143.3 - $157.24 $44.6K - $48.9K
9.28K $1.43B
VOT
Vanguard Mid Cap Growth Index

ETFs
-129
- 2.64%
$218.05 - $243.47 $28.1K - $31.4K
4.76K $1.16B
BJUN
Innovator U.S. Equity Buffer E

ETFs
-200
- 0.63%
$39.1 - $39.1 $7.82K - $7.82K
31.5K $1.28B
VTI
Vanguard Total Stock Market Et

ETFs
-52
- 1.38%
$255.18 - $283.2 $13.3K - $14.7K
3.7K $1.05B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-109
- 1.07%
$285.48 - $330.24 $31.1K - $36K
10.1K $3.26B
GDV
Gabelli Dividend & Income Trust

Financial Services
-242
- 0.83%
$22.05 - $24.45 $5.34K - $5.92K
28.7K $703M
VV
Vanguard Large Cap ETF

ETFs
-3
- 0.08%
$236.92 - $263.4 $711 - $790
3.84K $1.01B
VPU
Vanguard Utilities ETF

ETFs
-978
- 11.46%
$146.64 - $174.54 $143K - $171K
7.56K $1.31B
JNJ
Johnson & Johnson

Healthcare
-20
- 0.54%
$145.48 - $167.38 $2.91K - $3.35K
3.7K $599M
LMT
Lockheed Martin Corp

Industrials
-3
- 0.58%
$460.3 - $584.56 $1.38K - $1.75K
513 $300M
VO
Vanguard Mid Cap ETF

ETFs
-74
- 1.89%
$237.84 - $263.83 $17.6K - $19.5K
3.84K $1.01B
ORCL
Oracle Corp

Technology
-80
- 2.5%
$125.9 - $170.35 $10.1K - $13.6K
3.12K $532M
TD
Toronto Dominion Bank

Financial Services
-36
- 0.31%
$54.54 - $64.56 $1.96K - $2.32K
11.4K $721M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-554
- 2.37%
$28.7 - $35.25 $15.9K - $19.5K
22.8K $786M
T
At&T Inc.

Communication Services
-289
- 0.8%
$18.21 - $22.28 $5.26K - $6.44K
35.6K $784M
PODD
Insulet Corp

Healthcare
-6
- 0.16%
$180.69 - $239.01 $1.08K - $1.43K
3.75K $873M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-146
- 1.52%
$162.83 - $179.16 $23.8K - $26.2K
9.47K $1.7B
DGRO
Ishares Core Dividend Growth E

ETFs
-77
- 0.32%
$57.47 - $62.76 $4.43K - $4.83K
24.3K $1.52B
AMT
American Tower Corp

Real Estate
-263
- 5.39%
$192.27 - $242.73 $50.6K - $63.8K
4.61K $1.07B
DLY
Double Line Yield Opportunities Fund

N/A
-524
- 0.3%
$15.67 - $16.79 $8.21K - $8.8K
172K $2.86B
PFN
Pimco Income Strategy Fund Ii

Financial Services
-2.85K
- 0.81%
$7.02 - $7.62 $20K - $21.7K
350K $2.66B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-185
- 1.15%
$104.5 - $114.97 $19.3K - $21.3K
15.8K $1.82B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-631
- 2.0%
$77.02 - $85.06 $48.6K - $53.7K
30.9K $2.62B
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-1.13K
- 0.82%
$15.19 - $16.72 $17.1K - $18.8K
136K $2.28B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.04K
- 2.46%
$73.43 - $80.37 $76.4K - $83.7K
41.3K $3.32B
WDI
Western Asset Diversified Income Fund

ETFs
-256
- 0.17%
$14.48 - $15.76 $3.71K - $4.03K
149K $2.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.13%
$405.19 - $478.57 $2.03K - $2.39K
3.87K $1.78B
TSLA
Tesla, Inc.

Consumer Cyclical
-390
- 5.92%
$191.76 - $263.26 $74.8K - $103K
6.2K $1.62B
VHT
Vanguard Health Care ETF

ETFs
-294
- 0.82%
$261.88 - $288.1 $77K - $84.7K
35.7K $10.1B
Activity Summary
Buys All Purchases 189 New Holdings 33 Increased Positions 156 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Consolidated Portfolio Review Corp Portfolio

Follow Consolidated Portfolio Review Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Portfolio Review Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Portfolio Review Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email