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
GBDC
Golub Capital Bdc, Inc.

Financial Services
10.2K
New
$13.03 - $15.28 $132K - $155K
10.2K $148K
MDT
Medtronic PLC

Healthcare
2.05K
+ 15.07%
$80.68 - $88.86 $165K - $182K
15.6K $1.36M
EMR
Emerson Electric CO

Industrials
280
+ 6.47%
$94.15 - $133.33 $26.4K - $37.3K
4.61K $614K
IVW
Ishares S&P 500 Growth ETF

ETFs
225
+ 3.74%
$82.96 - $110.1 $18.7K - $24.8K
6.25K $687K
AMGN
Amgen Inc

Healthcare
943
+ 22.04%
$262.28 - $309.85 $247K - $292K
5.22K $1.46M
MRK
Merck & Co., Inc.

Healthcare
2.72K
+ 28.83%
$73.47 - $87.12 $200K - $237K
12.2K $962K
VTI
Vanguard Total Stock Market Et

ETFs
171
+ 9.34%
$243.75 - $303.93 $41.7K - $52K
2K $608K
QCOM
Qualcomm Inc

Technology
375
+ 6.59%
$124.66 - $159.48 $46.7K - $59.8K
6.06K $965K
XLU
Utilities Sector Spdr

ETFs
330
+ 1.61%
$73.09 - $82.77 $24.1K - $27.3K
20.8K $1.7M
PEP
Pepsico Inc

Consumer Defensive
1.14K
+ 27.7%
$128.02 - $151.37 $146K - $172K
5.25K $692K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
324
+ 3.87%
$49.48 - $61.22 $16K - $19.8K
8.69K $529K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.0%
$17.76 - $22.1 $17.8 - $22.1
25.9K $572K
BALL
Ball Corp

Consumer Cyclical
485
+ 5.99%
$44.94 - $56.99 $21.8K - $27.6K
8.59K $481K
SPMD
Spdr Portfolio

ETFs
342
+ 3.79%
$44.89 - $54.38 $15.4K - $18.6K
9.36K $509K
GOOG
Alphabet Inc.

Communication Services
57
+ 3.38%
$146.58 - $180.01 $8.36K - $10.3K
1.74K $309K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
450
+ 9.54%
$38.59 - $47.36 $17.4K - $21.3K
5.17K $244K
AMT
American Tower Corp

Real Estate
90
+ 1.5%
$203.96 - $228.19 $18.4K - $20.5K
6.09K $1.35M
APD
Air Products & Chemicals, Inc.

Basic Materials
205
+ 13.45%
$248.61 - $294.96 $51K - $60.5K
1.73K $487K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
788
+ 10.98%
$39.34 - $40.41 $31K - $31.8K
7.97K $319K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.02%
$39.89 - $49.46 $39.9 - $49.5
6.35K $314K
VTV
Vanguard Value ETF

ETFs
45
+ 2.51%
$153.67 - $176.74 $6.92K - $7.95K
1.84K $325K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
175
+ 3.17%
$46.41 - $47.7 $8.12K - $8.35K
5.69K $270K
Blackrock Inc
25
+ 2.35%
N/A
1.09K $0
Pimco ETF Tr
12.8K
New
N/A
12.8K $0
XLE
Energy Sector Spdr

ETFs
165
+ 1.03%
$76.44 - $94.13 $12.6K - $15.5K
16.1K $1.37M
AAPL
Apple Inc.

Technology
474
+ 1.81%
$172.42 - $223.89 $81.7K - $106K
26.7K $5.47M
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