Colton Groome Financial Advisors, LLC Reduced Holdings in Q3 2024

Colton Groome Financial Advisors, LLC

  • $267 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.85K
- 30.0%
$434.77 - $502.96 $806K - $932K
4.32K $2.11M
ETN
Eaton Corp PLC

Industrials
-1.98K
- 33.13%
$272.52 - $333.02 $539K - $659K
3.99K $1.32M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-30.3K
- 45.02%
$14.36 - $16.0 $436K - $485K
37.1K $559K
XLY
Select Sector Spdr Consumer Di

ETFs
-5.2K
- 17.17%
$170.05 - $200.86 $884K - $1.04M
25.1K $5.03M
XLK
Technology Sector Spdr

ETFs
-2.14K
- 13.45%
$197.34 - $237.68 $423K - $509K
13.8K $3.11M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12.1K
- 16.79%
$48.51 - $52.86 $588K - $640K
60.1K $3.17M
MUB
Ishares National Muni Bond ETF

ETFs
-2.62K
- 8.93%
$106.13 - $108.7 $278K - $285K
26.7K $2.9M
MRK
Merck & Co., Inc.

Healthcare
-80
- 0.51%
$111.15 - $128.97 $8.89K - $10.3K
15.6K $1.78M
GBF
Ishares Tr

ETFs
-2.15K
- 6.88%
$101.73 - $107.63 $219K - $232K
29.2K $3.12M
SCHW
Schwab Charles Corp

Financial Services
-84
- 0.81%
$61.74 - $76.08 $5.19K - $6.39K
10.2K $662K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-919
- 11.19%
$92.63 - $105.69 $85.1K - $97.1K
7.29K $759K
AMZN
Amazon Com Inc

Consumer Cyclical
-130
- 2.91%
$161.02 - $200.0 $20.9K - $26K
4.34K $808K
CLH
Clean Harbors Inc

Industrials
-310
- 21.99%
$219.55 - $249.19 $68.1K - $77.2K
1.1K $265K
LLY
Eli Lilly & CO

Healthcare
-45
- 8.7%
$772.14 - $960.02 $34.7K - $43.2K
472 $418K
EWJ
Ishares Msci Japan ETF

ETFs
-932
- 17.3%
$63.12 - $72.99 $58.8K - $68K
4.45K $318K
IVW
Ishares S&P 500 Growth ETF

ETFs
-575
- 8.29%
$84.77 - $97.13 $48.7K - $55.8K
6.36K $609K
XLP
Consumer Staples Sector Spdr

ETFs
-303
- 1.65%
$76.04 - $76.04 $23K - $23K
18.1K $1.37M
XOM
Exxon Mobil Corp

Energy
-305
- 4.6%
$109.72 - $119.0 $33.5K - $36.3K
6.32K $740K
BOND
Pimco Active Bond Exchange Tra

ETFs
-363
- 9.55%
$90.01 - $95.32 $32.7K - $34.6K
3.44K $325K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-560
- 12.8%
$73.43 - $80.37 $41.1K - $45K
3.81K $306K
VIG
Vanguard Dividend Appreciation

ETFs
-68
- 3.02%
$182.15 - $182.15 $12.4K - $12.4K
2.19K $397K
SPY
Spdr S&P 500 ETF Trust

ETFs
-57
- 7.63%
$517.38 - $573.86 $29.5K - $32.7K
690 $395K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-250
- 5.49%
$45.6 - $46.83 $11.4K - $11.7K
4.3K $201K
AVY
Avery Dennison Corp

Industrials
-40
- 1.26%
$202.27 - $224.18 $8.09K - $8.97K
3.13K $689K
VUG
Vanguard Growth ETF

ETFs
-50
- 2.85%
$341.08 - $391.94 $17.1K - $19.6K
1.7K $654K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-55
- 2.5%
$285.48 - $330.24 $15.7K - $18.2K
2.14K $689K
IEMG
Ishares Inc

ETFs
-50
- 0.33%
$53.64 - $53.64 $2.68K - $2.68K
15K $806K
TJX
Tjx Companies Inc

Consumer Cyclical
-350
- 6.24%
$107.93 - $120.23 $37.8K - $42.1K
5.26K $617K
HTRB
Hartford Fds Total Return Bd E

ETFs
-216
- 3.44%
$33.29 - $35.33 $7.19K - $7.63K
6.06K $211K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-240
- 4.45%
$42.38 - $47.25 $10.2K - $11.3K
5.15K $243K
JPM
Jpmorgan Chase & CO

Financial Services
-222
- 3.72%
$194.9 - $224.8 $43.3K - $49.9K
5.75K $1.21M
PEP
Pepsico Inc

Consumer Defensive
-162
- 2.37%
$161.9 - $179.3 $26.2K - $29K
6.67K $1.13M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-20
- 0.4%
$39.23 - $44.22 $785 - $884
4.98K $218K
XLV
Select Sector Spdr Fund Health

ETFs
-610
- 4.63%
$143.3 - $157.24 $87.4K - $95.9K
12.6K $1.93M
AXP
American Express CO

Financial Services
-100
- 9.21%
$225.92 - $271.17 $22.6K - $27.1K
986 $267K
JNJ
Johnson & Johnson

Healthcare
-52
- 3.22%
$145.48 - $167.38 $7.56K - $8.7K
1.56K $253K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-131
- 2.12%
$41.9 - $48.26 $5.49K - $6.32K
6.04K $289K
VEA
Vanguard Ftse Developed Market

ETFs
-530
- 3.85%
$47.6 - $53.31 $25.2K - $28.3K
13.2K $699K
SYY
Sysco Corp

Consumer Defensive
-144
- 3.13%
$69.16 - $78.98 $9.96K - $11.4K
4.45K $347K
VTV
Vanguard Value ETF

ETFs
-100
- 3.87%
$159.75 - $174.57 $16K - $17.5K
2.48K $433K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-950
- 0.5%
$20.47 - $20.71 $19.4K - $19.7K
189K $3.9M
V
Visa Inc.

Financial Services
-310
- 3.69%
$253.74 - $291.56 $78.7K - $90.4K
8.09K $2.22M
IVE
Ishares S&P 500 Value ETF

ETFs
-100
- 3.56%
$181.06 - $197.17 $18.1K - $19.7K
2.71K $534K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.18%
$475.2 - $527.7 $950 - $1.06K
1.09K $576K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.97K
- 7.16%
$36.02 - $41.68 $143K - $166K
51.5K $2.13M
IBM
International Business Machines Corp

Technology
-109
- 8.59%
$175.1 - $223.38 $19.1K - $24.3K
1.16K $256K
MGV
Vanguard Mega Cap Value

ETFs
-75
- 1.43%
$118.0 - $128.28 $8.85K - $9.62K
5.18K $664K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-681
- 3.42%
$162.64 - $179.3 $111K - $122K
19.2K $3.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.2%
$405.19 - $478.57 $810 - $957
1.01K $465K
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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