Colton Groome Financial Advisors, LLC Incresed Positions in Q3 2024

Colton Groome Financial Advisors, LLC

  • $267 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.78K
+ 1.95%
$520.18 - $576.82 $925K - $1.03M
93.2K $53.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.55K
+ 1.82%
$75.32 - $84.37 $343K - $384K
255K $21.3M
EEM
Ishares Msci Emerging Markets

ETFs
4.42K
+ 1.8%
$40.42 - $46.7 $179K - $206K
250K $11.5M
AMT
American Tower Corp

Real Estate
1.01K
+ 16.14%
$192.27 - $242.73 $194K - $245K
7.27K $1.69M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.29K
+ 18.58%
$60.84 - $67.51 $322K - $357K
33.7K $2.28M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.23K
+ 1.46%
$41.02 - $46.01 $50.5K - $56.7K
85.7K $3.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.9K
+ 118.66%
$162.83 - $179.16 $309K - $340K
3.49K $625K
LOW
Lowes Companies Inc

Consumer Cyclical
886
+ 70.77%
$213.3 - $270.78 $189K - $240K
2.14K $578K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.7K
+ 47.98%
$83.76 - $91.82 $226K - $248K
8.33K $760K
EMB
Ishares Tr

ETFs
1.23K
+ 4.14%
$87.75 - $93.74 $108K - $115K
31K $2.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.26K
+ 3.37%
$33.74 - $37.96 $76.2K - $85.7K
69.2K $2.6M
DGRO
Ishares Core Dividend Growth E

ETFs
2.81K
+ 51.38%
$57.47 - $62.76 $161K - $176K
8.28K $518K
AMGN
Amgen Inc

Healthcare
350
+ 5.47%
$309.38 - $337.38 $108K - $118K
6.74K $2.17M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.36K
+ 5.0%
$21.05 - $21.17 $155K - $156K
154K $3.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
916
+ 31.34%
$105.53 - $118.34 $96.7K - $108K
3.84K $449K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
526
+ 2.54%
$63.28 - $70.06 $33.3K - $36.9K
21.2K $1.49M
AVGO
Broadcom Inc.

Technology
16.8K
+ 863.82%
$136.27 - $1745.86 $2.29M - $29.3M
18.8K $3.24M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.65K
+ 33.78%
$39.71 - $44.22 $65.3K - $72.7K
6.52K $288K
MSFT
Microsoft Corp

Technology
760
+ 5.15%
$395.15 - $467.56 $300K - $355K
15.5K $6.68M
IDEV
Ishares Core Msci Intl Develop

ETFs
735
+ 17.49%
$63.46 - $71.43 $46.6K - $52.5K
4.94K $349K
SUB
Ishares Short Term National Mu

ETFs
520
+ 12.77%
$104.3 - $106.3 $54.2K - $55.3K
4.59K $487K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
802
+ 8.45%
$39.37 - $41.68 $31.6K - $33.4K
10.3K $426K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
278
+ 3.72%
$50.99 - $57.81 $14.2K - $16.1K
7.74K $443K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 1.66%
$333.64 - $405.2 $3.34K - $4.05K
612 $247K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
660
+ 5.1%
$28.11 - $29.42 $18.6K - $19.4K
13.6K $399K
VEU
Vanguard Ftse All World Ex Us

ETFs
224
+ 6.34%
$56.47 - $63.69 $12.6K - $14.3K
3.76K $236K
SPSB
Spdr Portfolio Short Term Corp

ETFs
482
+ 2.29%
$29.58 - $30.31 $14.3K - $14.6K
21.5K $651K
SPMD
Spdr Portfolio

ETFs
30
+ 0.42%
$50.29 - $54.92 $1.51K - $1.65K
7.22K $394K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
295
+ 5.72%
$46.18 - $48.92 $13.6K - $14.4K
5.46K $265K
JMBS
Janus Detroit Str Tr Henderson

ETFs
198
+ 2.74%
$44.13 - $47.01 $8.74K - $9.31K
7.43K $346K
PG
Procter & Gamble CO

Consumer Defensive
25
+ 1.31%
$160.76 - $177.82 $4.02K - $4.45K
1.93K $334K
HYLB
Xtrackers Usd High Yield Corp

ETFs
157
+ 1.55%
$35.26 - $36.92 $5.54K - $5.8K
10.3K $380K
BNDX
Vanguard Total International B

ETFs
56
+ 0.78%
$48.42 - $50.35 $2.71K - $2.82K
7.27K $365K
PFE
Pfizer Inc

Healthcare
5
+ 0.04%
$27.7 - $31.39 $139 - $157
12.4K $358K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
210
+ 2.52%
$26.42 - $26.67 $5.55K - $5.6K
8.56K $228K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
210
+ 2.52%
$25.97 - $26.11 $5.45K - $5.48K
8.56K $223K
KLAC
Kla Corp

Technology
185
+ 6.81%
$696.17 - $892.35 $129K - $165K
2.9K $2.25M
GOOGL
Alphabet Inc.

Communication Services
70
+ 2.59%
$148.65 - $191.18 $10.4K - $13.4K
2.77K $459K
XLE
Energy Sector Spdr

ETFs
530
+ 2.21%
$84.35 - $93.39 $44.7K - $49.5K
24.5K $2.15M
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 66 Reductions 66 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