Colton Groome Financial Advisors, LLC Reduced Holdings in Q4 2024

Colton Groome Financial Advisors, LLC

  • $260 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.49K
- 0.98%
$75.1 - $82.99 $187K - $207K
252K $19.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.87K
- 2.06%
$96.64 - $101.23 $374K - $392K
184K $17.9M
EEM
Ishares Msci Emerging Markets

ETFs
-3.56K
- 1.43%
$41.82 - $47.36 $149K - $169K
246K $10.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-52.7K
- 27.94%
$20.6 - $20.71 $1.09M - $1.09M
136K $2.81M
AMGN
Amgen Inc

Healthcare
-2.49K
- 36.94%
$258.78 - $328.31 $645K - $818K
4.25K $1.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.5K
- 28.58%
$176.42 - $186.91 $971K - $1.03M
13.7K $2.45M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-13.6K
- 8.79%
$46.69 - $49.2 $634K - $668K
141K $6.6M
QCOM
Qualcomm Inc

Technology
-3.57K
- 35.67%
$150.4 - $178.04 $537K - $636K
6.44K $989K
AMT
American Tower Corp

Real Estate
-1.42K
- 19.54%
$179.4 - $232.01 $255K - $329K
5.85K $1.07M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.65K
- 55.82%
$88.59 - $94.57 $412K - $440K
3.68K $326K
PEP
Pepsico Inc

Consumer Defensive
-1.88K
- 28.17%
$151.29 - $176.1 $284K - $331K
4.79K $728K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-10.9K
- 50.69%
$29.77 - $30.19 $324K - $329K
10.6K $316K
XOM
Exxon Mobil Corp

Energy
-2.5K
- 39.56%
$105.51 - $125.37 $264K - $313K
3.82K $410K
MDT
Medtronic PLC

Healthcare
-1.93K
- 11.79%
$79.61 - $92.24 $153K - $178K
14.4K $1.15M
XLE
Energy Sector Spdr

ETFs
-3.06K
- 12.47%
$83.32 - $97.27 $255K - $297K
21.5K $1.84M
MRK
Merck & Co., Inc.

Healthcare
-894
- 5.72%
$96.31 - $114.76 $86.1K - $103K
14.7K $1.47M
SPYG
Spdr Portfolio

ETFs
-6.7K
- 11.18%
$81.74 - $91.38 $548K - $612K
53.2K $4.68M
IEFA
Ishares Tr

ETFs
-246
- 0.81%
$70.06 - $77.43 $17.2K - $19K
30K $2.11M
AAPL
Apple Inc.

Technology
-3.03K
- 9.99%
$221.69 - $259.02 $672K - $786K
27.3K $6.85M
XLI
Industrial Sector Spdr

ETFs
-829
- 2.89%
$131.76 - $143.99 $109K - $119K
27.9K $3.67M
PHM
Pultegroup Inc

Consumer Cyclical
-480
- 12.24%
$108.86 - $149.04 $52.3K - $71.5K
3.44K $374K
LOW
Lowes Companies Inc

Consumer Cyclical
-461
- 21.56%
$244.52 - $284.07 $113K - $131K
1.68K $413K
GBF
Ishares Tr

ETFs
-222
- 0.76%
$101.93 - $106.84 $22.6K - $23.7K
28.9K $2.96M
BALL
Ball Corp

Consumer Cyclical
-90
- 0.81%
$54.84 - $67.94 $4.94K - $6.11K
11K $601K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.32K
- 25.08%
$112.15 - $127.2 $148K - $168K
3.94K $475K
GOOG
Alphabet Inc.

Communication Services
-1.02K
- 36.56%
$163.08 - $198.16 $166K - $202K
1.77K $337K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.61K
- 26.54%
$28.6 - $29.27 $103K - $106K
9.99K $286K
SYK
Stryker Corp

Healthcare
-309
- 22.65%
$345.14 - $392.15 $107K - $121K
1.06K $379K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-2.1K
- 28.27%
$44.03 - $46.65 $92.4K - $97.9K
5.33K $235K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-2.13K
- 20.69%
$39.3 - $41.34 $83.7K - $88.1K
8.17K $321K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-217
- 19.85%
$521.84 - $558.82 $113K - $121K
876 $471K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-2.64K
- 25.57%
$35.95 - $36.76 $94.8K - $96.9K
7.68K $276K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-810
- 11.99%
$178.39 - $215.0 $144K - $174K
5.94K $1.15M
MGV
Vanguard Mega Cap Value

ETFs
-622
- 12.0%
$124.06 - $133.48 $77.2K - $83K
4.56K $569K
LLY
Eli Lilly & CO

Healthcare
-32
- 6.78%
$727.2 - $932.06 $23.3K - $29.8K
440 $339K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-375
- 10.74%
$174.22 - $187.62 $65.3K - $70.4K
3.12K $546K
VTV
Vanguard Value ETF

ETFs
-375
- 15.1%
$168.32 - $181.87 $63.1K - $68.2K
2.11K $357K
EWJ
Ishares Msci Japan ETF

ETFs
-690
- 15.49%
$66.18 - $71.84 $45.7K - $49.6K
3.76K $252K
KO
Coca Cola CO

Consumer Defensive
-333
- 7.22%
$61.74 - $71.71 $20.6K - $23.9K
4.28K $266K
IDEV
Ishares Core Msci Intl Develop

ETFs
-469
- 9.5%
$64.18 - $70.42 $30.1K - $33K
4.47K $288K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-305
- 14.25%
$316.94 - $357.88 $96.7K - $109K
1.84K $630K
IVE
Ishares S&P 500 Value ETF

ETFs
-200
- 7.38%
$189.5 - $206.17 $37.9K - $41.2K
2.51K $479K
EBAY
Ebay Inc

Consumer Cyclical
-165
- 1.26%
$57.51 - $67.17 $9.49K - $11.1K
13K $802K
ETN
Eaton Corp PLC

Industrials
-152
- 3.81%
$326.96 - $377.52 $49.7K - $57.4K
3.84K $1.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-90
- 8.9%
$442.29 - $483.08 $39.8K - $43.5K
921 $417K
HYD
Vaneck High Yield Muni ETF

ETFs
-750
- 10.99%
$51.09 - $53.06 $38.3K - $39.8K
6.08K $315K
PFE
Pfizer Inc

Healthcare
-521
- 4.21%
$24.8 - $30.19 $12.9K - $15.7K
11.9K $314K
VEU
Vanguard Ftse All World Ex Us

ETFs
-224
- 5.96%
$57.29 - $63.1 $12.8K - $14.1K
3.54K $202K
SPMD
Spdr Portfolio

ETFs
-636
- 8.81%
$54.13 - $59.56 $34.4K - $37.9K
6.59K $360K
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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