Consolidated Portfolio Review Corp Portfolio Holdings

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025

Consolidated Portfolio Review Corp has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $723 Billion distributed in 445 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.9B, Microsoft Corp with a value of $20.5B, Vanguard Bd Index Fd Inc Inter with a value of $18.7B, Microstrategy Inc with a value of $17.2B, and Vanguard Growth ETF with a value of $16.3B.

Examining the 13F form we can see an increase of $98.6B in the current position value, from $624B to 723B.

Consolidated Portfolio Review Corp is based out at Woodbury, NY

Below you can find more details about Consolidated Portfolio Review Corp portfolio as well as his latest detailed transactions.

Portfolio value $723 Billion
ETFs: $381 Billion
Technology: $105 Billion
Financial Services: $82.3 Billion
Healthcare: $21 Billion
Communication Services: $17.3 Billion
Consumer Cyclical: $15 Billion
Consumer Defensive: $14.8 Billion
Real Estate: $14.6 Billion
Other: $32 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.7B
$209 Million 0.03% of portfolio
774
Q2 2025 New
$32.8B
$222 Million 0.03% of portfolio
7,890
Q2 2025 New
$5.12B
$238 Million 0.03% of portfolio
25,934
Q2 2025 Reduced 76.19%
$8.81B
$227 Million 0.03% of portfolio
21,533
Q2 2025 New
$50.8B
$232 Million 0.03% of portfolio
925
Q2 2025 New
$32.5B
$246 Million 0.03% of portfolio
2,818
Q2 2025 New
$0
$184 Million 0.03% of portfolio
22,106
Q2 2025 Reduced 5.85%
$211B
$231 Million 0.03% of portfolio
1,699
Q2 2025 Added 3.09%
$0
$132 Million 0.02% of portfolio
34,691
Q2 2025 Added 0.09%
$44B
$174 Million 0.02% of portfolio
16,076
Q2 2025 Reduced 1.37%
$923M
$155 Million 0.02% of portfolio
27,400
Q2 2025 Reduced 1.79%
$0
$98.1 Million 0.01% of portfolio
10,607
Q2 2025 Reduced 79.31%
$1.15B
$105 Million 0.01% of portfolio
37,574
Q2 2025 New
$65.8M
$81.5 Million 0.01% of portfolio
10,350
Q2 2025 New
$0
$105 Million 0.01% of portfolio
15,376
Q2 2025 Reduced 10.33%
$42M
$9.33 Million 0.0% of portfolio
14,651
Q2 2025 Added 21.08%
$50.8M
$10.7 Million 0.0% of portfolio
53,736
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $723 Billion
  • Prior Value $624 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 84 stocks
  • Additional Purchases 228 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 118 stocks
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