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
EMR
Emerson Electric CO

Industrials
1.92K
+ 33.09%
$108.64 - $131.17 $208K - $252K
7.72K $846M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.35K
+ 14.76%
$23.29 - $23.38 $125K - $125K
41.6K $972M
PG
Procter & Gamble CO

Consumer Defensive
247
+ 0.87%
$158.56 - $176.26 $39.2K - $43.5K
28.7K $4.9B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.28K
+ 14.95%
$24.79 - $25.26 $106K - $108K
32.9K $831M
MA
Mastercard Inc

Financial Services
154
+ 10.57%
$504.67 - $576.31 $77.7K - $88.8K
1.61K $883M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
+ 9.33%
$1187.71 - $1432.58 $33.3K - $40.1K
328 $470M
Ishares Bitcoin Trust ETF
3.21K
+ 49.52%
N/A
9.68K $453M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.54K
+ 13.08%
$22.11 - $22.43 $100K - $102K
39.3K $880M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.05K
+ 10.3%
$25.05 - $25.16 $101K - $102K
43.4K $1.09B
CTAS
Cintas Corp

Industrials
161
+ 5.06%
$182.09 - $208.14 $29.3K - $33.5K
3.34K $687M
MCD
Mcdonalds Corp

Consumer Cyclical
216
+ 14.05%
$279.74 - $321.29 $60.4K - $69.4K
1.75K $548M
VCIT
Vanguard Intermediate Term Cor

ETFs
950
+ 5.98%
$79.17 - $82.04 $75.2K - $77.9K
16.8K $1.38B
MCK
Mckesson Corp

Healthcare
45
+ 6.64%
$566.21 - $672.99 $25.5K - $30.3K
723 $487M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
310
+ 13.07%
$507.05 - $563.67 $157K - $175K
2.68K $1.38B
IEFA
Ishares Tr

ETFs
356
+ 2.74%
$69.57 - $78.65 $24.8K - $28K
13.3K $1.01B
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
7.77K
+ 4.7%
$11.41 - $12.06 $88.7K - $93.8K
173K $2.05B
ABBV
Abb Vie Inc.

Healthcare
150
+ 7.55%
$169.2 - $216.66 $25.4K - $32.5K
2.14K $448M
ARCC
Ares Capital Corp

Financial Services
4.09K
+ 41.71%
$21.28 - $23.81 $87.1K - $97.5K
13.9K $308M
GAB
Gabelli Equity Trust Inc

Financial Services
13.9K
+ 11.34%
$5.36 - $5.67 $74.7K - $79K
137K $754M
LOW
Lowes Companies Inc

Consumer Cyclical
468
+ 37.99%
$222.66 - $268.42 $104K - $126K
1.7K $396M
PM
Philip Morris International Inc.

Consumer Defensive
57
+ 2.64%
$117.15 - $158.79 $6.68K - $9.05K
2.22K $352M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.18K
+ 27.39%
$92.51 - $102.81 $109K - $121K
5.47K $506M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
537
+ 7.47%
$87.68 - $94.52 $47.1K - $50.8K
7.72K $723M
XLI
Industrial Sector Spdr

ETFs
639
+ 40.14%
$128.78 - $141.67 $82.3K - $90.5K
2.23K $292M
HDV
Ishares Core High Dividend ETF

ETFs
510
+ 25.93%
$110.86 - $121.12 $56.5K - $61.8K
2.48K $300M
KLAC
Kla Corp

Technology
56
+ 6.77%
$636.62 - $777.63 $35.7K - $43.5K
883 $600M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.71K
+ 10.44%
$21.64 - $22.08 $80.3K - $82K
39.3K $850M
VTC
Vanguard Scottsdale Fds Total

ETFs
969
+ 25.41%
$74.74 - $77.39 $72.4K - $75K
4.78K $367M
PFN
Pimco Income Strategy Fund Ii

Financial Services
5.89K
+ 1.62%
$7.41 - $7.64 $43.6K - $45K
368K $2.78B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.76K
+ 7.41%
$21.77 - $22.25 $60.2K - $61.5K
40.1K $891M
SGOL
Abrdn Gold ETF Trust

ETFs
700
+ 6.36%
$25.14 - $29.82 $17.6K - $20.9K
11.7K $349M
MU
Micron Technology Inc

Technology
764
+ 30.0%
$86.89 - $109.38 $66.4K - $83.6K
3.31K $288M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
859
+ 5.36%
N/A
16.9K $602M
SIVR
Abrdn Silver ETF Trust

ETFs
400
+ 3.89%
$28.07 - $32.82 $11.2K - $13.1K
10.7K $347M
KO
Coca Cola CO

Consumer Defensive
166
+ 3.12%
$60.81 - $72.32 $10.1K - $12K
5.48K $392M
AVDE
American Centy ETF Tr Avantis

ETFs
370
+ 4.94%
$60.63 - $68.55 $22.4K - $25.4K
7.86K $521M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
486
+ 0.42%
$17.95 - $18.89 $8.72K - $9.18K
116K $2.13B
DSL
Double Line Income Solutions Fund

Financial Services
3.75K
+ 3.19%
$12.53 - $12.88 $47K - $48.3K
121K $1.53B
WM
Waste Management Inc

Industrials
87
+ 8.53%
$200.54 - $233.78 $17.4K - $20.3K
1.11K $256M
XLU
Utilities Sector Spdr

ETFs
492
+ 14.39%
$74.7 - $80.27 $36.8K - $39.5K
3.91K $308M
JEPI
J P Morgan Exchange Traded Fd

ETFs
901
+ 7.72%
$56.17 - $59.71 $50.6K - $53.8K
12.6K $718M
SPIB
Spdr Portfolio Intermediate Te

ETFs
290
+ 0.37%
$32.5 - $33.3 $9.43K - $9.66K
77.7K $2.58B
DGRO
Ishares Core Dividend Growth E

ETFs
570
+ 2.25%
$60.46 - $64.42 $34.5K - $36.7K
25.9K $1.6B
ETN
Eaton Corp PLC

Industrials
308
+ 48.58%
$271.83 - $371.23 $83.7K - $114K
942 $256M
BND
Vanguard Bd Index Fd Inc Total

ETFs
513
+ 10.89%
$71.17 - $73.66 $36.5K - $37.8K
5.22K $384M
TPHD
Timothy Plan High Divid Stk Et

ETFs
336
+ 1.32%
$36.09 - $38.27 $12.1K - $12.9K
25.7K $967M
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
488
+ 0.54%
$9.95 - $10.71 $4.86K - $5.23K
91.2K $965M
Linde PLC
20
+ 2.7%
N/A
760 $354M
HD
Home Depot, Inc.

Consumer Cyclical
440
+ 8.41%
$347.25 - $424.87 $153K - $187K
5.67K $2.08B
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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