Consolidated Portfolio Review Corp Purchases in Q1 2025

Consolidated Portfolio Review Corp

  • $624 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.58K
+ 128.25%
$442.66 - $534.52 $3.8M - $4.59M
15.3K $8.14B
SPOT
Spotify Technology S.A.

Communication Services
3.65K
New
$457.79 - $648.32 $1.67M - $2.37M
3.65K $2.01B
UTG
Reaves Utility Income Fund

Financial Services
54.1K
+ 55.16%
$31.08 - $34.42 $1.68M - $1.86M
152K $4.95B
EPD
Enterprise Products Partners L.P.

Energy
37.4K
+ 43.36%
$31.75 - $34.14 $1.19M - $1.28M
124K $4.22B
O
Realty Income Corp

Real Estate
19.8K
+ 29.08%
$51.67 - $58.49 $1.02M - $1.16M
88K $5.1B
VZ
Verizon Communications Inc

Communication Services
15.7K
+ 16.72%
$37.81 - $46.49 $593K - $730K
110K $4.97B
STEW
Boulder Growth & Income Fund

Financial Services
59.9K
+ 42.12%
$15.76 - $17.3 $943K - $1.04M
202K $3.48B
VDC
Vanguard Consumer Staples ETF

ETFs
4.15K
+ 10.66%
$206.54 - $226.16 $858K - $939K
43.1K $9.43B
PDI
Pimco Dynamic Income Fund

Financial Services
45.4K
+ 74.85%
$18.51 - $20.05 $840K - $909K
106K $2.1B
WPC
W. P. Carey Inc.

Real Estate
13.5K
+ 89.4%
$53.5 - $65.05 $725K - $881K
28.7K $1.81B
RWL
Invesco Exchange Traded Fd Tr

ETFs
7.41K
+ 21.33%
$96.9 - $104.39 $718K - $774K
42.2K $4.19B
GLD
Spdr Gold Trust

ETFs
352
+ 2.51%
$243.19 - $288.14 $85.6K - $101K
14.4K $4.15B
IWM
Ishares Russell 2000 ETF

ETFs
3.96K
+ 154.51%
$198.1 - $229.79 $784K - $910K
6.52K $1.3B
RVT
Royce Value Trust, Inc.

Financial Services
46.4K
New
$14.07 - $16.68 $653K - $774K
46.4K $661M
SLV
I Shares Silver Trust

ETFs
4.15K
+ 3.67%
$26.93 - $31.32 $112K - $130K
117K $3.63B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
39.3K
+ 35.67%
$18.61 - $21.28 $731K - $836K
149K $2.84B
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
37.1K
+ 50.1%
$14.39 - $15.91 $533K - $590K
111K $1.7B
AMGN
Amgen Inc

Healthcare
1.08K
+ 23.08%
$258.59 - $327.36 $279K - $353K
5.74K $1.79B
Blackrock Income Tr Inc
47.9K
New
N/A
47.9K $568M
PFE
Pfizer Inc

Healthcare
27.5K
+ 22.89%
$25.01 - $27.13 $689K - $747K
148K $3.75B
UPS
United Parcel Service Inc

Industrials
5.93K
+ 72.36%
$109.66 - $136.26 $650K - $808K
14.1K $1.55B
JPIE
J P Morgan Exchange Traded Fd
11.3K
New
$45.46 - $46.18 $513K - $521K
11.3K $520M
JNJ
Johnson & Johnson

Healthcare
912
+ 5.51%
$142.06 - $167.7 $130K - $153K
17.5K $2.9B
LLY
Eli Lilly & CO

Healthcare
152
+ 2.23%
$725.72 - $929.72 $110K - $141K
6.97K $5.76B
SO
Southern CO

Utilities
5.21K
New
$80.96 - $92.96 $422K - $485K
5.21K $479M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
27.8K
+ 14.74%
$13.33 - $14.08 $370K - $391K
216K $3B
IBM
International Business Machines Corp

Technology
762
+ 8.76%
$217.4 - $264.74 $166K - $202K
9.46K $2.35B
PEP
Pepsico Inc

Consumer Defensive
2.86K
+ 95.55%
$142.64 - $156.42 $408K - $447K
5.85K $877M
PAXS
Pimco Access Income Fund

Financial Services
21.6K
+ 27.83%
$15.31 - $16.37 $331K - $354K
99.4K $1.6B
VTV
Vanguard Value ETF

ETFs
799
+ 1.05%
$167.73 - $179.21 $134K - $143K
76.6K $13.2B
BMY
Bristol Myers Squibb CO

Healthcare
3.45K
+ 8.2%
$53.9 - $63.11 $186K - $218K
45.5K $2.78B
Proshares Tr
8.87K
New
N/A
8.87K $395M
AFL
Aflac Inc

Financial Services
3.39K
New
$100.99 - $111.19 $342K - $377K
3.39K $377M
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.08K
New
$35.35 - $42.74 $321K - $388K
9.08K $375M
XLE
Energy Sector Spdr

ETFs
1.35K
+ 4.39%
$85.7 - $93.96 $115K - $126K
32K $2.99B
TGT
Target Corp

Consumer Defensive
3.84K
+ 172.9%
$103.65 - $142.5 $397K - $546K
6.05K $632M
BEN
Franklin Resources Inc

Financial Services
17.1K
New
$18.92 - $22.24 $323K - $380K
17.1K $329M
CSCO
Cisco Systems, Inc.

Technology
4.23K
+ 19.36%
$58.74 - $64.87 $248K - $274K
26.1K $1.61B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.7K
+ 69.96%
$44.41 - $45.98 $298K - $308K
16.3K $743M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.2K
New
$59.78 - $60.03 $311K - $312K
5.2K $311M
CVX
Chevron Corp

Energy
180
+ 1.55%
$146.71 - $167.97 $26.4K - $30.2K
11.8K $1.98B
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
6.74K
+ 7.37%
$20.29 - $22.36 $137K - $151K
98.1K $2.17B
Aim ETF Products Trust
8.29K
New
N/A
8.29K $252M
IVV
Ishares Core S&P 500 ETF

ETFs
507
+ 36.85%
$554.06 - $615.85 $281K - $312K
1.88K $1.06B
C
Citigroup Inc

Financial Services
3.49K
New
$67.23 - $84.63 $234K - $295K
3.49K $247M
HON
Honeywell International Inc

Industrials
1.17K
New
$202.75 - $226.52 $236K - $264K
1.17K $247M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4K
+ 63.15%
$64.88 - $72.1 $260K - $289K
10.3K $680M
Calamos ETF Tr
8.7K
New
N/A
8.7K $242M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.44K
New
$42.18 - $45.16 $229K - $246K
5.44K $241M
Activity Summary
Buys All Purchases 255 New Holdings 33 Increased Positions 222 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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