Colton Groome Financial Advisors, LLC Reduced Holdings in Q1 2025

Colton Groome Financial Advisors, LLC

  • $256 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-15K
- 16.03%
$554.06 - $615.85 $8.33M - $9.26M
78.8K $44.3M
MUB
Ishares National Muni Bond ETF

ETFs
-21.3K
- 77.6%
$104.71 - $107.69 $2.23M - $2.29M
6.14K $647K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-97.5K
- 71.68%
$20.64 - $20.73 $2.01M - $2.02M
38.5K $796K
SPYG
Spdr Portfolio

ETFs
-11.9K
- 22.3%
$80.05 - $92.39 $950K - $1.1M
41.3K $3.32M
AVGO
Broadcom Inc.

Technology
-890
- 4.76%
$167.43 - $244.7 $149K - $218K
17.8K $2.98M
MSFT
Microsoft Corp

Technology
-1.12K
- 7.56%
$375.39 - $447.2 $421K - $501K
13.7K $5.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.46K
- 5.74%
$57.21 - $65.8 $484K - $557K
139K $8.11M
XLK
Technology Sector Spdr

ETFs
-2.64K
- 13.76%
$206.38 - $242.18 $545K - $639K
16.6K $3.42M
AAPL
Apple Inc.

Technology
-1.16K
- 4.25%
$209.68 - $247.1 $243K - $287K
26.2K $5.82M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.6K
- 15.46%
$40.03 - $46.81 $543K - $635K
74.2K $3.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.19K
- 24.83%
$468.34 - $539.52 $559K - $644K
3.61K $1.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-13.9K
- 21.29%
$49.78 - $53.19 $692K - $739K
51.4K $2.62M
MRK
Merck & Co., Inc.

Healthcare
-5.3K
- 35.98%
$83.01 - $101.02 $440K - $536K
9.43K $846K
XLC
Select Sector Spdr Tr Communic

ETFs
-4.62K
- 7.23%
$94.84 - $105.31 $438K - $487K
59.3K $5.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
-577
- 55.43%
$551.42 - $612.93 $318K - $354K
464 $259K
XLE
Energy Sector Spdr

ETFs
-5.48K
- 25.55%
$85.7 - $93.96 $470K - $515K
16K $1.49M
XLV
Select Sector Spdr Fund Health

ETFs
-3.76K
- 14.93%
$137.61 - $149.68 $518K - $563K
21.4K $3.13M
ETN
Eaton Corp PLC

Industrials
-240
- 6.25%
$271.83 - $371.23 $65.2K - $89.1K
3.6K $978K
VUG
Vanguard Growth ETF

ETFs
-542
- 28.81%
$369.1 - $427.61 $200K - $232K
1.34K $496K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.7K
- 20.26%
$24.91 - $29.02 $142K - $165K
22.4K $561K
XLI
Industrial Sector Spdr

ETFs
-1.39K
- 4.99%
$128.78 - $141.67 $179K - $197K
26.5K $3.47M
EMR
Emerson Electric CO

Industrials
-1.09K
- 20.15%
$108.64 - $131.17 $119K - $143K
4.33K $474K
WMT
Walmart Inc.

Consumer Defensive
-1.71K
- 10.27%
$84.5 - $105.05 $144K - $180K
14.9K $1.31M
BALL
Ball Corp

Consumer Cyclical
-2.87K
- 26.16%
$49.04 - $56.53 $141K - $162K
8.1K $421K
SUB
Ishares Short Term National Mu

ETFs
-1.69K
- 11.77%
$105.3 - $106.24 $177K - $179K
12.6K $1.33M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-295
- 4.96%
$168.84 - $202.89 $49.8K - $59.9K
5.65K $992K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-285
- 15.52%
$307.43 - $357.48 $87.6K - $102K
1.55K $479K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.77K
- 39.7%
$39.18 - $43.52 $148K - $164K
5.72K $239K
XLP
Consumer Staples Sector Spdr

ETFs
-1.74K
- 6.8%
N/A
23.8K $1.81M
QCOM
Qualcomm Inc

Technology
-750
- 11.65%
$151.94 - $175.86 $114K - $132K
5.69K $873K
PEP
Pepsico Inc

Consumer Defensive
-685
- 14.29%
$142.64 - $156.42 $97.7K - $107K
4.11K $615K
GOOGL
Alphabet Inc.

Communication Services
-60
- 2.05%
$154.33 - $206.19 $9.26K - $12.4K
2.87K $444K
IVE
Ishares S&P 500 Value ETF

ETFs
-555
- 22.11%
$185.78 - $198.58 $103K - $110K
1.96K $372K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.2K
- 13.79%
$51.52 - $52.37 $113K - $115K
13.8K $720K
VTI
Vanguard Total Stock Market Et

ETFs
-242
- 11.67%
$271.18 - $303.12 $65.6K - $73.4K
1.83K $503K
JPM
Jpmorgan Chase & CO

Financial Services
-530
- 8.8%
$225.19 - $279.95 $119K - $148K
5.5K $1.35M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-474
- 15.21%
$169.43 - $182.84 $80.3K - $86.7K
2.64K $457K
IVW
Ishares S&P 500 Growth ETF

ETFs
-342
- 5.37%
$92.45 - $106.69 $31.6K - $36.5K
6.02K $559K
XLF
Financial Sector Spdr

ETFs
-3.53K
- 5.69%
$47.32 - $52.19 $167K - $184K
58.5K $2.92M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.23K
- 28.37%
$25.77 - $27.6 $83.1K - $89K
8.14K $216K
GOOG
Alphabet Inc.

Communication Services
-85
- 4.8%
$156.06 - $207.71 $13.3K - $17.7K
1.69K $263K
MGV
Vanguard Mega Cap Value

ETFs
-632
- 13.86%
$123.61 - $133.01 $78.1K - $84.1K
3.93K $506K
VIG
Vanguard Dividend Appreciation

ETFs
-345
- 15.79%
N/A
1.84K $335K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.83K
- 19.1%
$26.63 - $26.75 $48.7K - $49K
7.75K $207K
VTV
Vanguard Value ETF

ETFs
-313
- 14.84%
$167.73 - $179.21 $52.5K - $56.1K
1.8K $310K
SYY
Sysco Corp

Consumer Defensive
-543
- 13.08%
$70.0 - $77.13 $38K - $41.9K
3.61K $270K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-215
- 8.94%
$120.29 - $134.6 $25.9K - $28.9K
2.19K $267K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-989
- 12.11%
$38.99 - $40.37 $38.6K - $39.9K
7.18K $289K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-719
- 13.5%
$43.53 - $45.42 $31.3K - $32.7K
4.61K $208K
Activity Summary
Buys All Purchases 46 New Holdings 17 Increased Positions 29 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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