Colton Groome Financial Advisors, LLC Purchases in Q2 2025

Colton Groome Financial Advisors, LLC

  • $293 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.76K
+ 3.51%
$498.8 - $620.9 $1.38M - $1.72M
81.5K $50.6M
EWC
Ishares Msci Canada ETF

ETFs
53.2K
New
$37.17 - $46.2 $1.98M - $2.46M
53.2K $2.46M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
36.3K
New
$48.22 - $60.41 $1.75M - $2.19M
36.3K $2.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18K
+ 9.46%
$96.84 - $99.46 $1.74M - $1.79M
208K $20.6M
MSFT
Microsoft Corp

Technology
110
+ 0.8%
$354.56 - $497.45 $39K - $54.7K
13.8K $6.88M
XLK
Technology Sector Spdr

ETFs
3.74K
+ 22.58%
$179.73 - $253.23 $672K - $946K
20.3K $5.14M
EEM
Ishares Msci Emerging Markets

ETFs
11.2K
+ 4.69%
$38.52 - $48.28 $433K - $542K
251K $12.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
63.6K
New
$22.54 - $23.17 $1.43M - $1.47M
63.6K $1.46M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
23.4K
+ 14.52%
$51.1 - $53.29 $1.2M - $1.25M
184K $9.83M
GOOGL
Alphabet Inc.

Communication Services
6.82K
+ 237.4%
$144.7 - $178.6 $987K - $1.22M
9.69K $1.71M
MUB
Ishares National Muni Bond ETF

ETFs
8.05K
+ 131.11%
$102.31 - $105.8 $824K - $852K
14.2K $1.48M
MBB
Ishares Tr

ETFs
8.87K
New
$91.41 - $94.22 $810K - $835K
8.87K $832K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
11.9K
+ 4.97%
$29.44 - $33.91 $351K - $404K
252K $8.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.66K
+ 2.63%
$51.16 - $62.02 $187K - $227K
143K $8.85M
XLF
Financial Sector Spdr

ETFs
10.7K
+ 18.21%
$43.92 - $52.37 $468K - $558K
69.2K $3.62M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
13.1K
New
$49.73 - $51.44 $652K - $675K
13.1K $674K
SPYG
Spdr Portfolio

ETFs
449
+ 1.09%
$71.83 - $95.32 $32.3K - $42.8K
41.8K $3.98M
XLV
Select Sector Spdr Fund Health

ETFs
5.38K
+ 25.08%
$128.77 - $144.3 $693K - $776K
26.8K $3.62M
IGV
Ishares Expanded Tech Software

ETFs
4.25K
New
$80.15 - $109.5 $341K - $465K
4.25K $465K
MA
Mastercard Inc

Financial Services
741
New
$479.92 - $590.74 $356K - $438K
741 $416K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.99K
New
$85.42 - $94.39 $341K - $376K
3.99K $374K
ORCL
Oracle Corp

Technology
496
+ 16.49%
$122.82 - $218.63 $60.9K - $108K
3.5K $765K
META
Meta Platforms, Inc.

Communication Services
455
New
$484.66 - $738.09 $221K - $336K
455 $335K
QQQ
Invesco Qqq Trust, Series 1

ETFs
15
+ 0.42%
$416.06 - $551.64 $6.24K - $8.27K
3.63K $2M
XLP
Consumer Staples Sector Spdr

ETFs
3.93K
+ 16.51%
N/A
27.8K $2.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.51K
+ 2.19%
$34.72 - $42.74 $52.5K - $64.6K
70.6K $3.02M
JPM
Jpmorgan Chase & CO

Financial Services
107
+ 1.95%
$210.28 - $289.91 $22.5K - $31K
5.6K $1.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.04K
+ 4.09%
$35.35 - $42.68 $107K - $130K
77.2K $3.29M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.38K
+ 20.93%
$61.79 - $76.67 $147K - $183K
13.8K $1.05M
V
Visa Inc.

Financial Services
607
+ 8.6%
$308.27 - $373.31 $187K - $227K
7.66K $2.72M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.11K
+ 2.94%
$46.39 - $47.84 $190K - $196K
144K $6.89M
UNH
Unitedhealth Group Inc

Healthcare
767
New
$274.35 - $599.47 $210K - $460K
767 $239K
BNDX
Vanguard Total International B

ETFs
4.6K
New
$48.77 - $49.55 $224K - $228K
4.6K $227K
WMT
Walmart Inc.

Consumer Defensive
766
+ 5.13%
$81.79 - $99.98 $62.7K - $76.6K
15.7K $1.54M
AMZN
Amazon Com Inc

Consumer Cyclical
358
+ 7.24%
$167.32 - $223.3 $59.9K - $79.9K
5.3K $1.16M
CSCO
Cisco Systems, Inc.

Technology
3.21K
New
$53.19 - $69.38 $171K - $223K
3.21K $222K
ACGL
Arch Capital Group Ltd.

Financial Services
2.42K
New
$84.99 - $96.82 $206K - $234K
2.42K $220K
QUAL
Ishares Msci Usa Quality Facto

ETFs
575
+ 6.09%
$152.42 - $182.82 $87.6K - $105K
10K $1.83M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.31K
New
$20.42 - $25.3 $170K - $210K
8.31K $210K
TFC
Truist Financial Corp

Financial Services
4.85K
New
$34.79 - $42.99 $169K - $208K
4.85K $208K
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.84K
New
$29.82 - $30.19 $204K - $207K
6.84K $206K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.05K
New
$139.8 - $197.22 $146K - $206K
1.05K $206K
AXP
American Express CO

Financial Services
636
New
$231.39 - $318.98 $147K - $203K
636 $202K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.5K
New
$43.63 - $45.4 $196K - $204K
4.5K $201K
EMB
Ishares Tr

ETFs
1.47K
+ 4.63%
$86.54 - $92.62 $127K - $136K
33.2K $3.07M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
370
+ 1.74%
$60.34 - $74.89 $22.3K - $27.7K
21.7K $1.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
769
+ 29.1%
$152.93 - $181.74 $118K - $140K
3.41K $620K
SCHW
Schwab Charles Corp

Financial Services
420
+ 4.51%
$69.06 - $91.24 $29K - $38.3K
9.74K $888K
TJX
Tjx Companies Inc

Consumer Cyclical
1.19K
+ 30.18%
$119.13 - $135.03 $142K - $160K
5.13K $632K
Activity Summary
Buys All Purchases 77 New Holdings 21 Increased Positions 56 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Colton Groome Financial Advisors, LLC Portfolio

Follow Colton Groome Financial Advisors, LLC 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 Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email