Colton Groome Financial Advisors, LLC Reduced Holdings in Q3 2025

Colton Groome Financial Advisors, LLC

  • $324 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-42.1K
- 66.29%
$22.64 - $23.22 $954K - $978K
21.4K $495K
GBF
Ishares Tr

ETFs
-7.47K
- 9.89%
$102.86 - $105.88 $768K - $791K
68K $7.17M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-17.6K
- 46.72%
$20.66 - $20.74 $363K - $365K
20.1K $414K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.1K
- 32.12%
$181.56 - $190.33 $199K - $209K
2.32K $439K
XLV
Select Sector Spdr Fund Health

ETFs
-1.25K
- 4.66%
$129.01 - $139.72 $161K - $175K
25.6K $3.56M
VTV
Vanguard Value ETF

ETFs
-398
- 21.62%
$175.51 - $186.57 $69.9K - $74.3K
1.44K $269K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.28K
- 9.33%
$74.68 - $80.26 $95.9K - $103K
12.5K $1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.21K
- 6.85%
$52.12 - $55.33 $167K - $177K
43.6K $2.41M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-625
- 5.08%
$52.39 - $53.11 $32.7K - $33.2K
11.7K $619K
PG
Procter & Gamble CO

Consumer Defensive
-99
- 4.96%
$150.47 - $161.22 $14.9K - $16K
1.9K $291K
IEMG
Ishares Inc

ETFs
-210
- 1.2%
N/A
17.3K $929K
DGRO
Ishares Core Dividend Growth E

ETFs
-378
- 10.26%
$64.12 - $68.08 $24.2K - $25.7K
3.31K $225K
PEP
Pepsico Inc

Consumer Defensive
-379
- 7.22%
$133.81 - $152.16 $50.7K - $57.7K
4.87K $683K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-95
- 1.67%
$46.86 - $48.27 $4.45K - $4.59K
5.6K $268K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.88K
- 8.72%
$28.92 - $32.19 $54.4K - $60.5K
19.7K $628K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-32
- 0.8%
$92.18 - $95.14 $2.95K - $3.04K
3.96K $376K
TFC
Truist Financial Corp

Financial Services
-251
- 5.18%
$42.83 - $47.07 $10.8K - $11.8K
4.6K $210K
IVE
Ishares S&P 500 Value ETF

ETFs
-70
- 4.14%
$194.44 - $206.51 $13.6K - $14.5K
1.62K $334K
VDE
Vanguard Energy ETF

ETFs
-80
- 3.04%
$118.37 - $129.65 $9.47K - $10.4K
2.55K $320K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-10
- 0.13%
$27.61 - $29.15 $276 - $292
7.51K $218K
SYY
Sysco Corp

Consumer Defensive
-77
- 2.13%
$76.33 - $82.51 $5.88K - $6.35K
3.53K $290K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 1.08%
$617.65 - $666.84 $3.09K - $3.33K
459 $305K
XLF
Financial Sector Spdr

ETFs
-1.5K
- 2.17%
$51.37 - $54.25 $77.2K - $81.5K
67.7K $3.65M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-460
- 4.59%
$182.33 - $194.5 $83.9K - $89.5K
9.56K $1.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 1.49%
$567.77 - $614.76 $8.52K - $9.22K
991 $606K
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 0.79%
$215.01 - $273.02 $2.8K - $3.55K
1.64K $411K
IVW
Ishares S&P 500 Growth ETF

ETFs
-130
- 2.08%
$108.97 - $121.65 $14.2K - $15.8K
6.12K $738K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-738
- 3.41%
$74.93 - $80.73 $55.3K - $59.6K
20.9K $1.69M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-25
- 0.33%
$108.46 - $120.63 $2.71K - $3.02K
7.61K $904K
EBAY
Ebay Inc

Consumer Cyclical
-1.15K
- 10.33%
$75.33 - $100.77 $86.6K - $116K
9.99K $908K
IEFA
Ishares Tr

ETFs
-518
- 1.6%
$81.7 - $87.53 $42.3K - $45.3K
31.9K $2.78M
GOOG
Alphabet Inc.

Communication Services
-91
- 5.22%
$175.16 - $255.24 $15.9K - $23.2K
1.65K $402K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-177
- 0.25%
$42.67 - $46.91 $7.55K - $8.3K
70.4K $3.3M
SPYG
Spdr Portfolio

ETFs
-918
- 2.2%
$94.33 - $105.31 $86.6K - $96.7K
40.9K $4.27M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.17K
- 2.37%
$105.99 - $119.41 $124K - $140K
48.3K $5.71M
KLAC
Kla Corp

Technology
-128
- 4.61%
$843.9 - $1078.6 $108K - $138K
2.65K $2.86M
AVGO
Broadcom Inc.

Technology
-1.68K
- 9.71%
$264.74 - $369.57 $445K - $621K
15.6K $5.15M
XLY
Select Sector Spdr Consumer Di

ETFs
-575
- 2.0%
$216.09 - $242.18 $124K - $139K
28.2K $6.77M
XLK
Technology Sector Spdr

ETFs
-120
- 0.59%
$250.97 - $282.66 $30.1K - $33.9K
20.2K $5.68M
Activity Summary
Buys All Purchases 76 New Holdings 6 Increased Positions 70 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Colton Groome Financial Advisors, LLC Portfolio

Follow Colton Groome Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email