Consolidated Portfolio Review Corp Purchases in Q3 2025

Consolidated Portfolio Review Corp

  • $796 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
795
+ 0.39%
$202.38 - $256.87 $161K - $204K
205K $52.2B
PPA
Invesco Exchange Traded Fd Tr

ETFs
30.6K
New
$139.82 - $155.45 $4.27M - $4.75M
30.6K $4.75B
XLG
Invesco Exchange Traded Fd Tr

ETFs
45.2K
+ 36.76%
$51.78 - $57.89 $2.34M - $2.62M
168K $9.68B
IYW
Ishares Dj Us Tech ETF

ETFs
14.1K
+ 995.35%
$171.38 - $197.01 $2.42M - $2.78M
15.6K $3.05B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
58K
New
$46.51 - $50.07 $2.7M - $2.9M
58K $2.72B
IVV
Ishares Core S&P 500 ETF

ETFs
3.1K
+ 44.48%
$620.67 - $670.08 $1.92M - $2.08M
10.1K $6.74B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
37.8K
+ 172.55%
$59.81 - $60.11 $2.26M - $2.27M
59.7K $3.57B
VTV
Vanguard Value ETF

ETFs
6.97K
+ 8.93%
$175.51 - $186.57 $1.22M - $1.3M
85K $15.9B
NVDA
Nvidia Corp

Technology
3.73K
+ 8.6%
$153.3 - $186.58 $572K - $696K
47.1K $8.8B
VUG
Vanguard Growth ETF

ETFs
822
+ 2.21%
$433.97 - $484.08 $357K - $398K
38.1K $18.3B
MSFT
Microsoft Corp

Technology
1.48K
+ 3.57%
$491.09 - $535.64 $725K - $791K
42.8K $22.2B
GOOGL
Alphabet Inc.

Communication Services
1.01K
+ 5.73%
$174.36 - $254.72 $176K - $257K
18.6K $4.52B
SLV
I Shares Silver Trust

ETFs
1.92K
+ 1.42%
$32.73 - $42.5 $62.8K - $81.6K
137K $5.81B
GOOG
Alphabet Inc.

Communication Services
1.66K
+ 11.33%
$175.16 - $255.24 $290K - $423K
16.3K $3.97B
Calamos ETF Tr
45.9K
New
N/A
45.9K $1.26B
Fidelity Wise Origin Bitcoin
3.64K
+ 2.42%
N/A
154K $15.4B
VV
Vanguard Large Cap ETF

ETFs
3.5K
+ 97.19%
$285.05 - $309.14 $996K - $1.08M
7.09K $2.18B
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
95.7K
+ 228.69%
$11.59 - $12.29 $1.11M - $1.18M
138K $1.62B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.83K
+ 18.37%
$362.31 - $405.74 $664K - $744K
11.8K $4.75B
APH
Amphenol Corp

Technology
8.04K
+ 199.53%
$97.39 - $125.4 $783K - $1.01M
12.1K $1.49B
JPIE
J P Morgan Exchange Traded Fd
23.4K
+ 140.99%
$46.01 - $46.55 $1.07M - $1.09M
39.9K $1.85B
AMZN
Amazon Com Inc

Consumer Cyclical
4.87K
+ 15.01%
$211.65 - $238.24 $1.03M - $1.16M
37.3K $8.2B
TYG
Tortoise Energy Infrastructure Corp

Financial Services
24K
New
$42.13 - $44.1 $1.01M - $1.06M
24K $1.03B
DBL
Double Line Opportunistic Credit Fund

Financial Services
63.7K
+ 73.17%
$15.1 - $15.88 $961K - $1.01M
151K $2.35B
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 1.96%
$293.94 - $444.72 $42.3K - $64K
7.49K $3.33B
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.2K
+ 12.25%
$28.92 - $32.19 $528K - $587K
167K $5.34B
GLD
Spdr Gold Trust

ETFs
694
+ 4.82%
$300.96 - $355.47 $209K - $247K
15.1K $5.37B
BHK
Blackrock Core Bond Trust

Financial Services
92.6K
+ 53.4%
$9.42 - $9.94 $872K - $920K
266K $2.64B
SCHX
Schwab Strategic Tr Us Large C

ETFs
14K
+ 4.89%
$24.46 - $26.5 $342K - $371K
300K $7.91B
Lam Research Corp
188
+ 0.78%
N/A
24.4K $3.27B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.4K
+ 13.61%
$78.11 - $79.07 $814K - $824K
87K $6.88B
JNJ
Johnson & Johnson

Healthcare
1.54K
+ 8.8%
$155.17 - $185.42 $238K - $285K
19K $3.51B
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.08K
+ 129.25%
$85.01 - $90.35 $772K - $821K
16.1K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
578
+ 6.09%
$546.99 - $602.2 $316K - $348K
10.1K $6.04B
Blackrock ETF Trust Ii
14.6K
+ 305.23%
N/A
19.4K $1.03B
PAXS
Pimco Access Income Fund

Financial Services
33.5K
+ 22.05%
$14.97 - $16.42 $502K - $550K
186K $3.02B
ILF
Ishares Latin America 40 ETF

ETFs
23.4K
New
$24.77 - $28.98 $578K - $677K
23.4K $675M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.98K
+ 9.16%
$192.76 - $203.86 $382K - $404K
23.6K $4.82B
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
33.3K
+ 13.51%
$12.52 - $13.45 $417K - $448K
280K $3.74B
BME
Black Rock Health Sciences Trust

Financial Services
15.6K
+ 40.24%
$35.17 - $37.31 $550K - $584K
54.5K $2.03B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.63K
+ 271.05%
$339.37 - $366.46 $553K - $597K
2.23K $815M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.93K
+ 17.92%
$135.0 - $146.02 $395K - $427K
19.3K $2.81B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14.9K
+ 24.66%
$37.14 - $37.85 $552K - $563K
75.1K $2.84B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8.67K
New
N/A
8.67K $580M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.78K
+ 129.48%
$116.14 - $168.56 $323K - $469K
4.93K $830M
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.8K
+ 95.33%
$96.22 - $98.19 $558K - $570K
11.9K $1.16B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4.01K
+ 17.2%
$85.43 - $92.81 $342K - $372K
27.3K $2.52B
EMB
Ishares Tr

ETFs
5.36K
New
$91.52 - $95.59 $491K - $512K
5.36K $510M
XLE
Energy Sector Spdr

ETFs
3.79K
+ 10.75%
$84.25 - $91.99 $319K - $349K
39K $3.49B
Activity Summary
Buys All Purchases 267 New Holdings 45 Increased Positions 222 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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