Colton Groome Financial Advisors, LLC Reduced Holdings in Q2 2025

Colton Groome Financial Advisors, LLC

  • $293 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GBF
Ishares Tr

ETFs
-13.9K
- 15.59%
$101.99 - $104.66 $1.42M - $1.46M
75.5K $7.89M
XLC
Select Sector Spdr Tr Communic

ETFs
-9.86K
- 16.62%
$86.13 - $108.53 $849K - $1.07M
49.4K $5.37M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.54K
- 8.83%
$45.11 - $52.34 $205K - $237K
46.9K $2.45M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-6.48K
- 17.33%
$24.98 - $25.66 $162K - $166K
30.9K $791K
NVDA
Nvidia Corp

Technology
-1.5K
- 50.02%
$94.31 - $157.99 $141K - $237K
1.5K $236K
SUB
Ishares Short Term National Mu

ETFs
-900
- 7.13%
$104.77 - $106.34 $94.3K - $95.7K
11.7K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.06K
- 12.16%
$90.56 - $109.49 $95.7K - $116K
7.63K $834K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.45K
- 10.55%
$51.68 - $52.76 $74.9K - $76.5K
12.3K $648K
LLY
Eli Lilly & CO

Healthcare
-50
- 12.5%
$713.71 - $898.95 $35.7K - $44.9K
350 $272K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.11%
$483.48 - $539.8 $483 - $540
929 $451K
IVE
Ishares S&P 500 Value ETF

ETFs
-265
- 13.55%
$168.34 - $195.42 $44.6K - $51.8K
1.69K $330K
LOW
Lowes Companies Inc

Consumer Cyclical
-25
- 1.49%
$210.83 - $235.28 $5.27K - $5.88K
1.65K $366K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-400
- 6.99%
$37.08 - $42.26 $14.8K - $16.9K
5.32K $220K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-875
- 2.27%
$20.66 - $20.74 $18.1K - $18.1K
37.6K $778K
DGRO
Ishares Core Dividend Growth E

ETFs
-254
- 6.45%
$55.22 - $63.94 $14K - $16.2K
3.68K $235K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-625
- 7.67%
$23.55 - $27.67 $14.7K - $17.3K
7.52K $208K
EBAY
Ebay Inc

Consumer Cyclical
-880
- 7.32%
$59.52 - $79.36 $52.4K - $69.8K
11.1K $829K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-20
- 0.91%
$108.12 - $135.04 $2.16K - $2.7K
2.17K $292K
VEA
Vanguard Ftse Developed Market

ETFs
-959
- 6.27%
$45.65 - $57.01 $43.8K - $54.7K
14.3K $817K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-25
- 0.29%
$37.93 - $47.69 $948 - $1.19K
8.63K $411K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-80
- 5.16%
$273.67 - $366.17 $21.9K - $29.3K
1.47K $538K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-863
- 3.85%
$22.27 - $29.21 $19.2K - $25.2K
21.6K $630K
VUG
Vanguard Growth ETF

ETFs
-3
- 0.22%
$329.49 - $438.4 $988 - $1.32K
1.34K $585K
IEFA
Ishares Tr

ETFs
-579
- 1.76%
$67.83 - $84.09 $39.3K - $48.7K
32.4K $2.7M
ETN
Eaton Corp PLC

Industrials
-115
- 3.19%
$246.52 - $356.99 $28.3K - $41.1K
3.49K $1.24M
XLI
Industrial Sector Spdr

ETFs
-803
- 3.03%
$116.42 - $147.52 $93.5K - $118K
25.7K $3.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-195
- 0.39%
$58.41 - $72.69 $11.4K - $14.2K
50.3K $3.65M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.19K
- 1.25%
$32.66 - $40.75 $38.9K - $48.6K
94.5K $3.83M
KLAC
Kla Corp

Technology
-55
- 1.94%
$576.53 - $902.94 $31.7K - $49.7K
2.78K $2.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.6K
- 0.66%
$72.96 - $90.39 $117K - $145K
241K $21.5M
AVGO
Broadcom Inc.

Technology
-520
- 2.92%
$146.29 - $275.65 $76.1K - $143K
17.3K $4.77M
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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