Consolidated Portfolio Review Corp Portfolio Holdings

Consolidated Portfolio Review Corp

  • $448 Billion
  • Q3 2024

Consolidated Portfolio Review Corp has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $448 Billion distributed in 309 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $19.4B, Ishares Russell 1000 Gr ETF with a value of $17.2B, Vanguard Growth ETF with a value of $13.8B, Apple Inc. with a value of $13.3B, and Vanguard Value ETF with a value of $11.5B.

Examining the 13F form we can see an increase of $19.4B in the current position value, from $429B to 448B.

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 $448 Billion
ETFs: $291 Billion
Financial Services: $58 Billion
Technology: $36.7 Billion
Real Estate: $10.1 Billion
Consumer Cyclical: $9.46 Billion
Communication Services: $8.82 Billion
Basic Materials: $6.33 Billion
Healthcare: $5.22 Billion
Other: $16.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$177 Million 0.04% of portfolio
20,710
Q3 2024 Added 1.69%
$0
$200 Million 0.04% of portfolio
13,607
Q3 2024 Reduced 9.22%
$0
$140 Million 0.03% of portfolio
34,289
Q3 2024 Added 7.91%
$0
$126 Million 0.03% of portfolio
17,777
Q3 2024 Added 1.59%
$0
$142 Million 0.03% of portfolio
11,144
Q2 2024 Reduced 5.59%
Grayscale Bitcoin Mini Tr Bt
-
$102 Million 0.02% of portfolio
-
Q3 2024 New
$22.2M
$45.5 Million 0.01% of portfolio
25,250
Q3 2024 Added 7.45%
$3.8M
$27.6 Million 0.01% of portfolio
53,736
Q2 2024 New
American Lithium Corp
-
$8.21 Million 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $448 Billion
  • Prior Value $429 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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