Consolidated Portfolio Review Corp Portfolio Holdings

Consolidated Portfolio Review Corp

  • $632 Billion
  • Q4 2024

Consolidated Portfolio Review Corp has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $632 Billion distributed in 371 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.1B, Vanguard Bd Index Fd Inc Inter with a value of $19.1B, Ishares Russell 1000 Gr ETF with a value of $15.4B, Microsoft Corp with a value of $15.2B, and Vanguard Growth ETF with a value of $15B.

Examining the 13F form we can see an increase of $183B in the current position value, from $448B to 632B.

Consolidated Portfolio Review Corp is based out at Woodbury, NY

Below you can find more details about Consolidated Portfolio Review Corp portfolio as well as his latest detailed transactions.

Portfolio value $632 Billion
ETFs: $330 Billion
Technology: $105 Billion
Financial Services: $66.2 Billion
Healthcare: $18.9 Billion
Consumer Cyclical: $16.4 Billion
Communication Services: $16.3 Billion
Industrials: $13.9 Billion
Consumer Defensive: $13.7 Billion
Other: $28.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$47.1 Billion 7.46% of portfolio
188,191
Q4 2024 Added 229.62%
$0
$19.1 Billion 3.03% of portfolio
255,954
Q4 2024 Added 3.52%
$0
$15.4 Billion 2.44% of portfolio
38,350
Q4 2024 Reduced 16.37%
$3.09T
$15.2 Billion 2.41% of portfolio
36,134
Q4 2024 Added 122.9%
$0
$15 Billion 2.38% of portfolio
36,583
Q4 2024 Added 2.12%
$0
$12.8 Billion 2.03% of portfolio
75,830
Q4 2024 Added 14.96%
$3.13B
$12.7 Billion 2.0% of portfolio
43,718
Q4 2024 New
Fidelity Wise Origin Bitcoin
-
$10.4 Billion 1.65% of portfolio
-
Q4 2024 New
$0
$8.96 Billion 1.42% of portfolio
187,352
Q4 2024 Added 5.1%
$0
$8.79 Billion 1.39% of portfolio
34,636
Q4 2024 Reduced 3.07%
$0
$8.34 Billion 1.32% of portfolio
108,050
Q4 2024 Reduced 15.8%
$0
$8.23 Billion 1.3% of portfolio
38,943
Q4 2024 Reduced 5.98%
$0
$8.11 Billion 1.28% of portfolio
70,402
Q4 2024 Added 7.63%
$0
$8.1 Billion 1.28% of portfolio
162,110
Q4 2024 Added 1.12%
$0
$7.17 Billion 1.14% of portfolio
56,213
Q4 2024 Added 50.19%
$299B
$6.79 Billion 1.07% of portfolio
50,528
Q4 2024 Added 39.0%
$0
$6.22 Billion 0.99% of portfolio
141,298
Q4 2024 Added 1.42%
$0
$5.84 Billion 0.92% of portfolio
98,713
Q4 2024 Reduced 17.54%
$55.7B
$5.5 Billion 0.87% of portfolio
74,339
Q4 2024 Added 245.97%
$2.42T
$5.25 Billion 0.83% of portfolio
23,939
Q4 2024 Reduced 6.21%
$771B
$5.27 Billion 0.83% of portfolio
6,822
Q4 2024 Added 536.97%
$0
$5.01 Billion 0.79% of portfolio
64,794
Q4 2024 Added 1.89%
$393B
$4.77 Billion 0.76% of portfolio
28,482
Q4 2024 Added 141.15%
$0
$4.83 Billion 0.76% of portfolio
20,530
Q4 2024 Added 4.07%
$0
$4.74 Billion 0.75% of portfolio
19,729
Q4 2024 Added 25.38%
$1.28T
$4.72 Billion 0.75% of portfolio
11,679
Q4 2024 Added 88.31%
$0
$4.66 Billion 0.74% of portfolio
40,406
Q4 2024 Added 162.1%
$0
$4.54 Billion 0.72% of portfolio
19,521
Q4 2024 Added 7.22%
$0
$4.44 Billion 0.7% of portfolio
145,792
Q4 2024 Added 7.41%
$0
$4.28 Billion 0.68% of portfolio
94,290
Q4 2024 Added 13.42%
$0
$4.03 Billion 0.64% of portfolio
20,560
Q4 2024 Added 127.01%
$0
$3.92 Billion 0.62% of portfolio
140,584
Q4 2024 Added 334.44%
$0
$3.89 Billion 0.62% of portfolio
21,032
Q4 2024 New
$162B
$3.88 Billion 0.61% of portfolio
51,286
Q4 2024 New
$0
$3.79 Billion 0.6% of portfolio
13,083
Q4 2024 Added 253.31%
$165B
$3.75 Billion 0.59% of portfolio
93,879
Q4 2024 Added 52.67%
$33.7B
$3.64 Billion 0.58% of portfolio
68,151
Q4 2024 Added 439.17%
$266B
$3.63 Billion 0.57% of portfolio
40,184
Q4 2024 Added 739.44%
$0
$3.51 Billion 0.56% of portfolio
6,865
Q4 2024 Added 42.34%
$0
$3.49 Billion 0.55% of portfolio
9,537
Q4 2024 New
$0
$3.4 Billion 0.54% of portfolio
34,750
Q4 2024 Added 8.52%
$89.2B
$3.4 Billion 0.54% of portfolio
14,049
Q4 2024 Reduced 17.82%
$0
$3.43 Billion 0.54% of portfolio
9,994
Q4 2024 Reduced 1.21%
$0
$3.29 Billion 0.52% of portfolio
126,237
Q4 2024 Added 205.77%
$149B
$3.19 Billion 0.51% of portfolio
120,313
Q4 2024 New
$44.9B
$3.13 Billion 0.5% of portfolio
26,431
Q4 2024 New
$0
$3.11 Billion 0.49% of portfolio
98,082
Q4 2024 Added 1.38%
$615B
$3.03 Billion 0.48% of portfolio
6,693
Q4 2024 Added 72.77%
$434B
$2.94 Billion 0.47% of portfolio
3,211
Q4 2024 Added 406.47%

Summary

  • Portfolio
  • No. of Stocks 371
  • Current Value $632 Billion
  • Prior Value $448 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 93 stocks
  • Additional Purchases 189 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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