Colton Groome Financial Advisors, LLC Incresed Positions 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
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
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
XLY
Select Sector Spdr Consumer Di

ETFs
2.27K
+ 8.57%
$176.34 - $218.59 $401K - $497K
28.8K $6.26M
MUB
Ishares National Muni Bond ETF

ETFs
8.05K
+ 131.11%
$102.31 - $105.8 $824K - $852K
14.2K $1.48M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
11.9K
+ 4.97%
$29.44 - $33.91 $351K - $404K
252K $8.23M
XLF
Financial Sector Spdr

ETFs
10.7K
+ 18.21%
$43.92 - $52.37 $468K - $558K
69.2K $3.62M
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
ORCL
Oracle Corp

Technology
496
+ 16.49%
$122.82 - $218.63 $60.9K - $108K
3.5K $765K
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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
575
+ 6.09%
$152.42 - $182.82 $87.6K - $105K
10K $1.83M
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
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
85
+ 1.5%
$149.76 - $186.42 $12.7K - $15.8K
5.73K $1.07M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
324
+ 3.87%
$49.48 - $61.22 $16K - $19.8K
8.69K $529K
BALL
Ball Corp

Consumer Cyclical
485
+ 5.99%
$44.94 - $56.99 $21.8K - $27.6K
8.59K $481K
SCHF
Schwab Strategic Tr Intl Eqty

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