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
UNP
Union Pacific Corp

Industrials
929
+ 36.95%
$225.21 - $254.42 $209K - $236K
3.44K $813M
WEA
Western Asset Premier Bond Fund

Financial Services
12.6K
+ 5.88%
$10.63 - $11.21 $134K - $142K
227K $2.55B
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.42K
+ 5.09%
$25.77 - $27.6 $165K - $177K
133K $3.53B
MS
Morgan Stanley

Financial Services
2.01K
New
$111.68 - $141.08 $225K - $284K
2.01K $235M
SYK
Stryker Corp

Healthcare
622
New
$355.18 - $399.9 $221K - $249K
622 $231M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.48K
New
$92.45 - $106.69 $230K - $265K
2.48K $230M
BST
Black Rock Science & Technology Trust

Financial Services
6.98K
New
$32.99 - $38.94 $230K - $272K
6.98K $230M
TMUS
T Mobile Us, Inc.

Communication Services
863
New
$211.3 - $272.83 $182K - $235K
863 $230M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.05K
+ 69.41%
$59.61 - $66.71 $241K - $270K
9.88K $597M
DTE
Dte Energy CO

Utilities
1.6K
New
$117.6 - $138.27 $188K - $221K
1.6K $221M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.27K
+ 88.85%
$89.27 - $92.9 $203K - $211K
4.83K $446M
UBER
Uber Technologies, Inc

Technology
2.94K
New
$63.17 - $81.49 $185K - $239K
2.94K $214M
VDE
Vanguard Energy ETF

ETFs
1.63K
New
$119.14 - $132.76 $195K - $217K
1.63K $212M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.79K
New
$114.9 - $139.6 $206K - $250K
1.79K $211M
TT
Trane Technologies PLC

Industrials
625
New
$332.0 - $400.86 $208K - $251K
625 $211M
WMT
Walmart Inc.

Consumer Defensive
3.56K
+ 8.86%
$84.5 - $105.05 $301K - $374K
43.7K $3.84B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.04K
New
$51.45 - $58.51 $208K - $236K
4.04K $209M
JPM
Jpmorgan Chase & CO

Financial Services
642
+ 7.0%
$225.19 - $279.95 $145K - $180K
9.82K $2.41B
STAG
Stag Industrial, Inc.

Real Estate
5.76K
New
$32.39 - $37.07 $187K - $214K
5.76K $208M
ISRG
Intuitive Surgical Inc

Healthcare
420
New
$476.63 - $610.45 $200K - $256K
420 $208M
DLR
Digital Realty Trust, Inc.

Real Estate
1.45K
New
$142.1 - $183.56 $206K - $266K
1.45K $207M
COP
Conocophillips

Energy
1.97K
New
$88.6 - $105.85 $174K - $208K
1.97K $206M
CCI
Crown Castle International Corp

Real Estate
570
+ 5.27%
$84.33 - $106.39 $48.1K - $60.6K
11.4K $1.19B
Blackrock ETF Trust Ii
3.88K
New
N/A
3.88K $203M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.75K
+ 2.7%
$76.94 - $78.28 $135K - $137K
66.5K $5.21B
VPU
Vanguard Utilities ETF

ETFs
846
+ 10.81%
$161.24 - $173.33 $136K - $147K
8.68K $1.48B
PRU
Prudential Financial Inc

Financial Services
3.34K
+ 12.64%
$105.04 - $122.33 $351K - $409K
29.8K $3.33B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.17K
+ 70.16%
$168.16 - $186.21 $196K - $217K
2.83K $483M
GOOGL
Alphabet Inc.

Communication Services
3.85K
+ 32.51%
$154.33 - $206.19 $595K - $794K
15.7K $2.43B
AMZN
Amazon Com Inc

Consumer Cyclical
4.59K
+ 19.18%
$190.26 - $242.06 $874K - $1.11M
28.5K $5.43B
PPLT
Abrdn Platinum ETF Trust

ETFs
520
+ 3.38%
N/A
15.9K $1.45B
XOM
Exxon Mobil Corp

Energy
407
+ 3.8%
$105.44 - $118.93 $42.9K - $48.4K
11.1K $1.32B
V
Visa Inc.

Financial Services
226
+ 9.27%
$306.92 - $362.71 $69.4K - $82K
2.66K $933M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.42K
+ 1.69%
$23.43 - $25.55 $33.2K - $36.2K
85.1K $2.17B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
803
+ 3.71%
$68.32 - $75.06 $54.9K - $60.3K
22.4K $1.68B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.09K
+ 14.9%
$120.29 - $134.6 $251K - $281K
16.1K $1.96B
GRMN
Garmin LTD

Technology
629
+ 41.77%
$204.55 - $241.93 $129K - $152K
2.14K $464M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.23K
+ 13.41%
$38.99 - $40.37 $126K - $130K
27.3K $1.1B
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
7.6K
+ 4.6%
$12.04 - $13.32 $91.6K - $101K
173K $2.17B
XLV
Select Sector Spdr Fund Health

ETFs
487
+ 5.39%
$137.61 - $149.68 $67K - $72.9K
9.52K $1.39B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.2K
+ 1.27%
$44.68 - $46.49 $53.5K - $55.7K
95.5K $4.42B
LMT
Lockheed Martin Corp

Industrials
443
+ 31.99%
$423.19 - $506.29 $187K - $224K
1.83K $817M
PIM
Putnam Master Intermediate Income Trust

Financial Services
36.5K
+ 12.48%
$3.23 - $3.35 $118K - $122K
329K $1.09B
ADP
Automatic Data Processing Inc

Industrials
404
+ 36.04%
$286.85 - $318.64 $116K - $129K
1.53K $466M
FNDX
Schwab Fundamental U S Large C

ETFs
5.94K
+ 13.05%
$23.03 - $25.01 $137K - $148K
51.4K $1.21B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.26K
+ 13.65%
$23.9 - $24.18 $126K - $127K
43.8K $1.06B
IFN
India Fund Inc

Financial Services
8.31K
+ 7.84%
$14.32 - $16.19 $119K - $135K
114K $1.8B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.51K
+ 4.63%
$33.84 - $37.77 $51.2K - $57.1K
34.2K $1.24B
MGF
Mfs Government Markets Income Trust

Financial Services
29.5K
+ 8.51%
$3.03 - $3.17 $89.4K - $93.5K
376K $1.19B
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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