Colton Groome Financial Advisors, LLC Purchases in Q1 2025

Colton Groome Financial Advisors, LLC

  • $256 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAAU
Goldman Sachs Physical Gold ETF

ETFs
240K
New
$26.05 - $30.88 $6.25M - $7.41M
240K $7.41M
GBF
Ishares Tr

ETFs
60.5K
+ 209.08%
$101.08 - $104.63 $6.12M - $6.33M
89.5K $9.32M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
67.6K
+ 72.33%
$50.82 - $52.7 $3.44M - $3.56M
161K $8.46M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
9.56K
New
$107.24 - $116.37 $1.02M - $1.11M
9.56K $1.11M
AFL
Aflac Inc

Financial Services
9.95K
New
$100.99 - $111.19 $1.01M - $1.11M
9.95K $1.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.74K
+ 3.12%
$95.85 - $99.25 $550K - $570K
190K $18.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.51K
New
$91.45 - $91.75 $870K - $873K
9.51K $872K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.6K
+ 36.97%
$64.88 - $72.1 $884K - $982K
50.5K $3.32M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.5K
+ 19.35%
$33.84 - $37.77 $525K - $586K
95.7K $3.49M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
25.9K
New
$18.36 - $20.51 $476K - $531K
25.9K $512K
IDEV
Ishares Core Msci Intl Develop

ETFs
6.92K
+ 154.81%
$63.77 - $71.36 $441K - $494K
11.4K $784K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.3K
+ 86.48%
$24.73 - $25.62 $429K - $444K
37.4K $955K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
20.1K
New
$21.77 - $22.56 $438K - $454K
20.1K $451K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.52K
New
$283.24 - $338.07 $432K - $515K
1.52K $449K
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.9K
New
$21.75 - $24.28 $432K - $482K
19.9K $438K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.53K
+ 108.62%
$102.49 - $119.96 $464K - $543K
8.69K $908K
IEFA
Ishares Tr

ETFs
2.92K
+ 9.73%
$69.57 - $78.65 $203K - $230K
33K $2.49M
VDE
Vanguard Energy ETF

ETFs
2.63K
New
$119.14 - $132.76 $313K - $349K
2.63K $341K
VGT
Vanguard Information Technolog

ETFs
570
New
$542.38 - $646.34 $309K - $368K
570 $309K
IEF
Ishares Barclays

ETFs
3.01K
New
$91.17 - $95.39 $274K - $287K
3.01K $287K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.69K
New
$89.27 - $92.9 $240K - $250K
2.69K $248K
DGRO
Ishares Core Dividend Growth E

ETFs
3.94K
New
$60.46 - $64.42 $238K - $254K
3.94K $243K
AMT
American Tower Corp

Real Estate
155
+ 2.65%
$173.46 - $217.6 $26.9K - $33.7K
6K $1.31M
AMGN
Amgen Inc

Healthcare
25
+ 0.59%
$258.59 - $327.36 $6.46K - $8.18K
4.28K $1.33M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.6K
New
$45.72 - $51.73 $210K - $238K
4.6K $211K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.89K
New
$63.07 - $73.5 $182K - $212K
2.89K $202K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
4.72K
New
$39.43 - $44.62 $186K - $210K
4.72K $202K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.69K
New
$114.57 - $118.14 $194K - $200K
1.69K $199K
KO
Coca Cola CO

Consumer Defensive
1.51K
+ 35.26%
$60.81 - $72.32 $91.8K - $109K
5.79K $414K
NVDA
Nvidia Corp

Technology
1.47K
+ 96.27%
$106.98 - $149.43 $157K - $220K
3K $324K
SPMD
Spdr Portfolio

ETFs
2.44K
+ 36.97%
$50.21 - $57.73 $122K - $141K
9.02K $461K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
2.31K
+ 36.3%
$42.24 - $47.29 $97.4K - $109K
8.66K $370K
VEA
Vanguard Ftse Developed Market

ETFs
695
+ 4.76%
$47.4 - $52.99 $32.9K - $36.8K
15.3K $777K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.98%
$442.66 - $534.52 $3.98K - $4.81K
930 $495K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
523
+ 6.67%
$51.39 - $57.43 $26.9K - $30K
8.36K $463K
SCHW
Schwab Charles Corp

Financial Services
185
+ 2.03%
$71.24 - $83.64 $13.2K - $15.5K
9.32K $729K
XOM
Exxon Mobil Corp

Energy
20
+ 0.52%
$105.44 - $118.93 $2.11K - $2.38K
3.84K $456K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
130
+ 14.84%
$507.05 - $563.67 $65.9K - $73.3K
1.01K $516K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.39%
$142.06 - $167.7 $852 - $1.01K
1.56K $258K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
254
+ 4.17%
$42.5 - $46.71 $10.8K - $11.9K
6.35K $287K
IEMG
Ishares Inc

ETFs
206
+ 1.14%
N/A
18.3K $983K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
20
+ 0.36%
$45.92 - $47.58 $918 - $952
5.52K $261K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
432
+ 2.07%
$67.03 - $74.61 $29K - $32.2K
21.3K $1.45M
AMZN
Amazon Com Inc

Consumer Cyclical
115
+ 2.38%
$190.26 - $242.06 $21.9K - $27.8K
4.95K $940K
XLY
Select Sector Spdr Consumer Di

ETFs
970
+ 3.79%
$192.6 - $233.2 $187K - $226K
26.5K $5.24M
Activity Summary
Buys All Purchases 46 New Holdings 17 Increased Positions 29 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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