Colton Groome Financial Advisors, LLC Portfolio Holdings
Colton Groome Financial Advisors, LLC
- $267 Million
- Q3 2024
Colton Groome Financial Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $53.7M, Ishares Tr Msci Eafe ETF with a value of $21.3M, Ishares Core U.S. Aggregate Bo with a value of $19.1M, Ishares Msci Emerging Markets with a value of $11.5M, and Ishares Core S&P Mid Cap ETF with a value of $8.69M.
Examining the 13F form we can see an increase of $13.4M in the current position value, from $254M to 267M.
Below you can find more details about Colton Groome Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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