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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$41.9 Billion 5.79% of portfolio
204,052
Q2 2025 Added 0.9%
$3.81T
$20.5 Billion 2.84% of portfolio
41,295
Q2 2025 Added 4.66%
$0
$18.7 Billion 2.59% of portfolio
241,902
Q2 2025 Reduced 2.76%
$4.22B
$17.2 Billion 2.38% of portfolio
42,532
Q2 2025 Reduced 3.35%
$0
$16.3 Billion 2.26% of portfolio
37,253
Q2 2025 Added 0.77%
$0
$16 Billion 2.22% of portfolio
37,739
Q2 2025 Added 0.9%
Fidelity Wise Origin Bitcoin
-
$14.1 Billion 1.96% of portfolio
-
Q2 2025 Added 6.81%
$0
$13.8 Billion 1.91% of portfolio
78,026
Q2 2025 Added 1.82%
$0
$10.8 Billion 1.49% of portfolio
188,949
Q2 2025 Added 1.66%
$0
$9.54 Billion 1.32% of portfolio
43,571
Q2 2025 Added 1.1%
$0
$8.64 Billion 1.2% of portfolio
105,928
Q2 2025 Added 0.64%
$0
$8.62 Billion 1.19% of portfolio
70,998
Q2 2025 Added 2.68%
$0
$8 Billion 1.11% of portfolio
32,234
Q2 2025 Reduced 5.0%
$0
$7.39 Billion 1.02% of portfolio
55,411
Q2 2025 Reduced 1.38%
$631B
$7.38 Billion 1.02% of portfolio
15,192
Q2 2025 Reduced 0.56%
$2.28T
$7.12 Billion 0.99% of portfolio
32,454
Q2 2025 Added 13.75%
$0
$6.95 Billion 0.96% of portfolio
140,600
Q2 2025 Added 0.73%
$431B
$6.85 Billion 0.95% of portfolio
43,386
Q2 2025 Added 12.71%
$0
$6.41 Billion 0.89% of portfolio
123,060
Q2 2025 Added 3.88%
$0
$6.27 Billion 0.87% of portfolio
60,123
Q2 2025 Added 42.6%
$59.6B
$6.18 Billion 0.86% of portfolio
72,900
Q2 2025 Added 11.31%
$172B
$6.2 Billion 0.86% of portfolio
143,374
Q2 2025 Added 30.85%
$0
$6.18 Billion 0.85% of portfolio
98,444
Q2 2025 Reduced 0.11%
$0
$6.03 Billion 0.83% of portfolio
76,603
Q2 2025 Added 15.11%
$724B
$5.7 Billion 0.79% of portfolio
7,310
Q2 2025 Added 4.82%
$0
$5.23 Billion 0.72% of portfolio
9,485
Q2 2025 Added 43.13%
$34.8B
$4.85 Billion 0.67% of portfolio
84,117
Q2 2025 Reduced 4.38%
$0
$4.88 Billion 0.67% of portfolio
153,320
Q2 2025 Added 5.99%
$0
$4.78 Billion 0.66% of portfolio
132,011
Q2 2025 Reduced 13.26%
$0
$4.69 Billion 0.65% of portfolio
19,791
Q2 2025 Reduced 0.58%
$369B
$4.61 Billion 0.64% of portfolio
28,910
Q2 2025 Added 0.63%
$258B
$4.54 Billion 0.63% of portfolio
46,442
Q2 2025 Added 6.17%
$106B
$4.39 Billion 0.61% of portfolio
14,404
Q2 2025 Added 0.02%
$0
$4.43 Billion 0.61% of portfolio
95,587
Q2 2025 Added 0.1%
$18.2B
$4.43 Billion 0.61% of portfolio
135,172
Q2 2025 Added 15.31%
$0
$4.42 Billion 0.61% of portfolio
17,940
Q2 2025 Reduced 0.61%
$0
$4.39 Billion 0.61% of portfolio
21,452
Q2 2025 Added 2.68%
$0
$4.39 Billion 0.61% of portfolio
17,352
Q2 2025 Reduced 0.07%
$0
$4.33 Billion 0.6% of portfolio
6,967
Q2 2025 Added 269.99%
$0
$4.35 Billion 0.6% of portfolio
149,006
Q2 2025 Added 3.54%
$0
$4.28 Billion 0.59% of portfolio
39,141
Q2 2025 Reduced 4.33%
$0
$4.26 Billion 0.59% of portfolio
6,896
Q2 2025 Added 45.06%
$0
$4.2 Billion 0.58% of portfolio
21,607
Q2 2025 Added 2.93%
$0
$4.06 Billion 0.56% of portfolio
10,247
Q2 2025 Added 4.17%
$0
$3.98 Billion 0.55% of portfolio
13,101
Q2 2025 Reduced 5.03%
$0
$3.85 Billion 0.53% of portfolio
138,975
Q2 2025 Added 4.76%
$68B
$3.79 Billion 0.52% of portfolio
122,249
Q2 2025 Reduced 1.19%
$0
$3.65 Billion 0.51% of portfolio
9,981
Q2 2025 Reduced 2.63%
$138B
$3.59 Billion 0.5% of portfolio
148,121
Q2 2025 Added 0.18%

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
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