Colton Groome Financial Advisors, LLC Incresed Positions in Q4 2024

Colton Groome Financial Advisors, LLC

  • $260 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
12.7K
+ 100.76%
$136.28 - $154.74 $1.72M - $1.96M
25.2K $3.47M
IVV
Ishares Core S&P 500 ETF

ETFs
653
+ 0.7%
$570.51 - $610.59 $373K - $399K
93.8K $55.2M
XLK
Technology Sector Spdr

ETFs
5.41K
+ 39.23%
$220.26 - $241.44 $1.19M - $1.31M
19.2K $4.46M
SUB
Ishares Short Term National Mu

ETFs
9.73K
+ 211.83%
$104.94 - $106.2 $1.02M - $1.03M
14.3K $1.51M
XLY
Select Sector Spdr Consumer Di

ETFs
479
+ 1.91%
$194.8 - $239.43 $93.3K - $115K
25.6K $5.74M
XLF
Financial Sector Spdr

ETFs
10.5K
+ 20.4%
$44.89 - $51.34 $472K - $540K
62.1K $3M
XLP
Consumer Staples Sector Spdr

ETFs
7.51K
+ 41.57%
N/A
25.6K $1.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.96K
+ 5.7%
$61.68 - $67.87 $491K - $540K
147K $9.19M
XLC
Select Sector Spdr Tr Communic

ETFs
754
+ 1.19%
$89.66 - $102.16 $67.6K - $77K
63.9K $6.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
481
+ 11.12%
$481.22 - $538.17 $231K - $259K
4.81K $2.46M
AMZN
Amazon Com Inc

Consumer Cyclical
489
+ 11.26%
$180.88 - $232.93 $88.5K - $114K
4.83K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
278
+ 4.84%
$205.18 - $250.29 $57K - $69.6K
6.03K $1.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
351
+ 50.87%
$567.81 - $607.81 $199K - $213K
1.04K $610K
IEMG
Ishares Inc

ETFs
3.08K
+ 20.49%
N/A
18.1K $971K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.23K
+ 8.71%
$51.09 - $55.27 $267K - $289K
65.3K $3.34M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11K
+ 15.93%
$34.13 - $37.35 $376K - $412K
80.2K $2.74M
VUG
Vanguard Growth ETF

ETFs
177
+ 10.39%
$378.79 - $428.11 $67K - $75.8K
1.88K $772K
EMR
Emerson Electric CO

Industrials
285
+ 5.55%
$108.13 - $134.33 $30.8K - $38.3K
5.42K $671K
GOOGL
Alphabet Inc.

Communication Services
162
+ 5.85%
$161.86 - $196.66 $26.2K - $31.9K
2.93K $555K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.37K
+ 12.35%
$38.37 - $42.82 $244K - $273K
57.9K $2.22M
ORCL
Oracle Corp

Technology
527
+ 21.25%
$165.41 - $192.43 $87.2K - $101K
3.01K $501K
XLU
Utilities Sector Spdr

ETFs
2.14K
+ 11.05%
$74.89 - $82.93 $161K - $178K
21.6K $1.63M
HD
Home Depot, Inc.

Consumer Cyclical
166
+ 27.12%
$385.02 - $431.37 $63.9K - $71.6K
778 $302K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.03K
+ 2.37%
$44.33 - $49.55 $90.1K - $101K
87.8K $3.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
327
+ 8.52%
$113.92 - $127.38 $37.3K - $41.7K
4.17K $480K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.03K
+ 11.98%
$26.55 - $26.67 $27.2K - $27.3K
9.58K $255K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.8K
+ 285.87%
$25.93 - $105.3 $540K - $2.19M
28.1K $784K
MUB
Ishares National Muni Bond ETF

ETFs
680
+ 2.54%
$105.78 - $108.7 $71.9K - $73.9K
27.4K $2.92M
UNH
Unitedhealth Group Inc

Healthcare
87
+ 21.75%
$485.52 - $625.25 $42.2K - $54.4K
487 $246K
PG
Procter & Gamble CO

Consumer Defensive
62
+ 3.21%
$161.05 - $179.7 $9.99K - $11.1K
2K $334K
VEA
Vanguard Ftse Developed Market

ETFs
1.37K
+ 10.34%
$47.57 - $52.44 $65.1K - $71.8K
14.6K $698K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.56K
+ 198.09%
$25.79 - $80.4 $195K - $607K
11.4K $296K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
40
+ 0.73%
$46.33 - $48.6 $1.85K - $1.94K
5.5K $255K
EMB
Ishares Tr

ETFs
1.37K
+ 4.4%
$88.94 - $93.46 $121K - $128K
32.4K $2.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
53
+ 0.88%
$44.04 - $49.49 $2.33K - $2.62K
6.1K $268K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
97
+ 1.25%
$52.1 - $57.26 $5.05K - $5.55K
7.84K $408K
AVY
Avery Dennison Corp

Industrials
20
+ 0.64%
$186.26 - $220.48 $3.73K - $4.41K
3.15K $588K
KLAC
Kla Corp

Technology
75
+ 2.58%
$614.46 - $829.55 $46.1K - $62.2K
2.98K $1.88M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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