Consolidated Portfolio Review Corp Purchases in Q4 2024

Consolidated Portfolio Review Corp

  • $632 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
131K
+ 229.62%
$221.69 - $259.02 $29.1M - $34M
188K $47.1B
MSTR
Microstrategy Inc

Technology
43.7K
New
$162.69 - $473.83 $7.11M - $20.7M
43.7K $12.7B
Fidelity Wise Origin Bitcoin
128K
New
N/A
128K $10.4B
MSFT
Microsoft Corp

Technology
19.9K
+ 122.9%
$406.35 - $454.46 $8.1M - $9.05M
36.1K $15.2B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
52.9K
+ 245.97%
$47.29 - $84.74 $2.5M - $4.48M
74.3K $5.5B
LLY
Eli Lilly & CO

Healthcare
5.75K
+ 536.97%
$727.2 - $932.06 $4.18M - $5.36M
6.82K $5.27B
IWD
Ishares Russell 1000 Val ETF

ETFs
21K
New
$183.23 - $199.79 $3.85M - $4.2M
21K $3.89B
PLTR
Palantir Technologies Inc.

Technology
51.3K
New
$36.46 - $82.38 $1.87M - $4.22M
51.3K $3.88B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
9.54K
New
$340.59 - $380.5 $3.25M - $3.63M
9.54K $3.49B
WMT
Walmart Inc.

Consumer Defensive
35.4K
+ 739.44%
$79.1 - $95.7 $2.8M - $3.39M
40.2K $3.63B
PRU
Prudential Financial Inc

Financial Services
26.4K
New
$114.59 - $129.52 $3.03M - $3.42M
26.4K $3.13B
TSLA
Tesla, Inc.

Consumer Cyclical
5.48K
+ 88.31%
$213.65 - $479.86 $1.17M - $2.63M
11.7K $4.72B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25K
+ 162.1%
$113.92 - $127.38 $2.85M - $3.18M
40.4K $4.66B
O
Realty Income Corp

Real Estate
55.5K
+ 439.17%
$51.76 - $64.71 $2.87M - $3.59M
68.2K $3.64B
VTI
Vanguard Total Stock Market Et

ETFs
9.38K
+ 253.31%
$280.04 - $302.45 $2.63M - $2.84M
13.1K $3.79B
SLV
I Shares Silver Trust

ETFs
104K
+ 1208.2%
$26.33 - $31.74 $2.75M - $3.31M
113K $2.98B
PG
Procter & Gamble CO

Consumer Defensive
16.7K
+ 141.15%
$161.05 - $179.7 $2.68M - $3M
28.5K $4.77B
EPD
Enterprise Products Partners L.P.

Energy
86.3K
New
$28.66 - $34.43 $2.47M - $2.97M
86.3K $2.71B
NFLX
Netflix Inc

Communication Services
2.65K
+ 543.94%
$687.65 - $936.56 $1.82M - $2.48M
3.14K $2.8B
PYPL
Pay Pal Holdings, Inc.

Financial Services
28.2K
New
$77.25 - $91.3 $2.18M - $2.57M
28.2K $2.4B
COST
Costco Wholesale Corp

Consumer Defensive
2.58K
+ 406.47%
$873.59 - $994.69 $2.25M - $2.56M
3.21K $2.94B
BMY
Bristol Myers Squibb CO

Healthcare
42.1K
New
$51.92 - $59.94 $2.18M - $2.52M
42.1K $2.38B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.8K
+ 50.19%
$126.68 - $134.74 $2.38M - $2.53M
56.2K $7.17B
NVDA
Nvidia Corp

Technology
14.2K
+ 39.0%
$117.0 - $148.88 $1.66M - $2.11M
50.5K $6.79B
HOOD
Robinhood Markets, Inc.

Technology
61.9K
New
$22.33 - $43.2 $1.38M - $2.67M
61.9K $2.31B
STEW
Boulder Growth & Income Fund

Financial Services
142K
New
$15.33 - $16.73 $2.18M - $2.38M
142K $2.28B
VRT
Vertiv Holdings CO

Industrials
19.9K
New
N/A
19.9K $2.26B
VIG
Vanguard Dividend Appreciation

ETFs
11.5K
+ 127.01%
N/A
20.6K $4.03B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
110K
New
$20.04 - $22.53 $2.21M - $2.48M
110K $2.23B
ADBE
Adobe Inc.

Technology
5.08K
+ 779.88%
$437.39 - $552.96 $2.22M - $2.81M
5.73K $2.55B
EME
Emcor Group, Inc.

Industrials
4.77K
New
$427.96 - $526.95 $2.04M - $2.52M
4.77K $2.17B
FIX
Comfort Systems Usa Inc

Industrials
4.99K
New
$370.68 - $504.12 $1.85M - $2.51M
4.99K $2.11B
BKNG
Booking Holdings Inc.

Consumer Cyclical
412
+ 508.64%
$4100.99 - $5300.34 $1.69M - $2.18M
493 $2.45B
T
At&T Inc.

Communication Services
78.9K
+ 221.51%
$21.22 - $23.88 $1.67M - $1.88M
115K $2.61B
ITOT
Ishares Core S&P Total U.S. St

ETFs
14K
New
$124.26 - $134.12 $1.74M - $1.88M
14K $1.8B
JNJ
Johnson & Johnson

Healthcare
12.9K
+ 347.84%
$143.34 - $165.86 $1.84M - $2.13M
16.6K $2.39B
IBM
International Business Machines Corp

Technology
7.73K
+ 797.42%
$204.9 - $238.04 $1.58M - $1.84M
8.7K $1.91B
Lam Research Corp
21.9K
New
N/A
21.9K $1.58B
VONG
Vanguard Russell 1000 Growth E

ETFs
14.3K
New
$95.27 - $107.82 $1.37M - $1.55M
14.3K $1.48B
Grayscale Bitcoin Mini Tr Et
35.3K
New
N/A
35.3K $1.48B
HD
Home Depot, Inc.

Consumer Cyclical
3.71K
+ 243.44%
$385.02 - $431.37 $1.43M - $1.6M
5.23K $2.04B
VTV
Vanguard Value ETF

ETFs
9.87K
+ 14.96%
$168.32 - $181.87 $1.66M - $1.79M
75.8K $12.8B
PPLT
Abrdn Platinum ETF Trust

ETFs
15.4K
New
N/A
15.4K $1.28B
VUG
Vanguard Growth ETF

ETFs
761
+ 2.12%
$378.79 - $428.11 $288K - $326K
36.6K $15B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
45.3K
New
$27.54 - $83.04 $1.25M - $3.76M
45.3K $1.26B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.82K
+ 72.77%
$442.29 - $483.08 $1.25M - $1.36M
6.69K $3.03B
COIN
Coinbase Global, Inc.

Technology
4.9K
New
$163.17 - $343.62 $800K - $1.69M
4.9K $1.22B
AMGN
Amgen Inc

Healthcare
4.67K
New
$258.78 - $328.31 $1.21M - $1.53M
4.67K $1.22B
JPM
Jpmorgan Chase & CO

Financial Services
4.23K
+ 85.54%
$205.18 - $250.29 $868K - $1.06M
9.18K $2.2B
Activity Summary
Buys All Purchases 282 New Holdings 93 Increased Positions 189 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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