Colton Groome Financial Advisors, LLC Portfolio Holdings

Colton Groome Financial Advisors, LLC

  • $293 Million
  • Q2 2025

Colton Groome Financial Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $293 Million distributed in 135 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 $50.6M, Ishares Tr Msci Eafe ETF with a value of $21.5M, Ishares Core U.S. Aggregate Bo with a value of $20.6M, Ishares Msci Emerging Markets with a value of $12.1M, and Ishares Trust Ishares 5 10 Yea with a value of $9.83M.

Examining the 13F form we can see an increase of $37.4M in the current position value, from $256M to 293M.

Below you can find more details about Colton Groome Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $293 Million
ETFs: $242 Million
Technology: $22.1 Million
Financial Services: $10.6 Million
Healthcare: $5.23 Million
Consumer Cyclical: $3.76 Million
Consumer Defensive: $3.23 Million
Communication Services: $2.35 Million
Industrials: $2.11 Million
Other: $2.25 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$360M
$291,000 0.1% of portfolio
7,675
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $293 Million
  • Prior Value $256 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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