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
TIP
Ishares Tr Tips Bd ETF

ETFs
173
+ 3.48%
$106.22 - $111.09 $18.4K - $19.2K
5.15K $572M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
189
+ 1.68%
$95.85 - $99.25 $18.1K - $18.8K
11.4K $1.13B
J P Morgan Exchange Traded F
864
+ 17.11%
N/A
5.91K $353M
IEMG
Ishares Inc

ETFs
331
+ 2.72%
N/A
12.5K $674M
VFH
Vanguard Financial ETF

ETFs
205
+ 1.99%
$114.07 - $127.34 $23.4K - $26.1K
10.5K $1.25B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
335
+ 3.28%
$73.11 - $77.43 $24.5K - $25.9K
10.6K $801M
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.58K
+ 8.53%
$22.21 - $22.56 $35K - $35.6K
20.1K $448M
GIGB
Goldman Sachs ETF Access Invt
637
+ 6.58%
N/A
10.3K $472M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.47K
+ 7.94%
$23.13 - $23.41 $34K - $34.4K
20K $464M
PLD
Prologis, Inc.

Real Estate
16
+ 0.29%
$103.59 - $124.04 $1.66K - $1.98K
5.44K $609M
MCI
Barings Corporate Investors

Financial Services
115
+ 1.14%
$19.89 - $25.0 $2.29K - $2.88K
10.2K $239M
NEE
Nextera Energy Inc

Utilities
542
+ 7.55%
$66.96 - $76.16 $36.3K - $41.3K
7.72K $547M
FVD
First Tr Value Line Divid Inde

ETFs
606
+ 11.08%
$42.61 - $45.51 $25.8K - $27.6K
6.07K $271M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
607
+ 24.12%
$80.73 - $94.96 $49K - $57.6K
3.12K $259M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
1.75K
+ 14.44%
$18.01 - $18.31 $31.5K - $32K
13.9K $250M
CRWD
Crowd Strike Holdings, Inc.

Technology
49
+ 4.32%
$308.86 - $455.36 $15.1K - $22.3K
1.18K $417M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
918
+ 2.7%
$11.44 - $12.4 $10.5K - $11.4K
34.9K $422M
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.1%
$330.16 - $365.55 $990 - $1.1K
2.98K $1.04B
GTO
Invesco Actively Managed ETF T

ETFs
534
+ 8.77%
$45.9 - $47.37 $24.5K - $25.3K
6.62K $311M
XSMO
Invesco S&P Smallcap Momentum

ETFs
780
+ 12.4%
$59.97 - $70.03 $46.8K - $54.6K
7.07K $444M
VOE
Vanguard Mid Cap Value Index F

ETFs
208
+ 4.39%
$156.61 - $168.02 $32.6K - $34.9K
4.95K $794M
SPSB
Spdr Portfolio Short Term Corp

ETFs
132
+ 0.14%
$29.82 - $30.1 $3.94K - $3.97K
97K $2.92B
VIG
Vanguard Dividend Appreciation

ETFs
332
+ 1.61%
N/A
20.9K $4.05B
MSTR
Microstrategy Inc

Technology
286
+ 0.65%
$239.27 - $396.5 $68.4K - $113K
44K $12.7B
SRLN
Ssga Active Trust

ETFs
635
+ 8.89%
$41.02 - $41.99 $26K - $26.7K
7.78K $320M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
905
+ 4.67%
$23.03 - $23.17 $20.8K - $21K
20.3K $468M
CARY
Angel Oak Fds Tr Income Etf(De
798
+ 5.07%
N/A
16.5K $343M
CION
Cion Investment Corp

Financial Services
5.41K
+ 14.78%
$10.35 - $12.55 $56K - $67.9K
42K $435M
Innovator Etfs Trust
195
+ 1.35%
N/A
14.6K $442M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
16
+ 0.12%
$74.87 - $79.99 $1.2K - $1.28K
13.7K $1.05B
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.06K
+ 4.53%
$9.47 - $11.46 $10K - $12.1K
24.4K $262M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32
+ 0.24%
$77.7 - $78.94 $2.49K - $2.53K
13.3K $1.05B
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
3.42K
+ 16.75%
$27.98 - $33.9 $95.6K - $116K
23.8K $666M
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 9.11%
$497.6 - $606.74 $28.4K - $34.6K
683 $340M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
284
+ 2.81%
$49.78 - $53.19 $14.1K - $15.1K
10.4K $530M
PFL
Pimco Income Strategy Fund

Financial Services
940
+ 4.17%
$8.39 - $8.6 $7.89K - $8.08K
23.5K $202M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.61K
+ 9.33%
$11.22 - $11.8 $18.1K - $19K
18.9K $211M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
51
+ 1.02%
$52.31 - $54.02 $2.67K - $2.76K
5.05K $273M
MLSS
Milestone Scientific Inc.

Healthcare
12.1K
New
$0.9 - $1.33 $10.9K - $16.1K
12.1K $11.3M
PMAR
Innovator U.S. Equity Power Bu

ETFs
375
+ 2.58%
$39.51 - $41.0 $14.8K - $15.4K
14.9K $595M
META
Meta Platforms, Inc.

Communication Services
57
+ 2.31%
$576.36 - $736.67 $32.9K - $42K
2.53K $1.46B
BA
Boeing CO

Industrials
107
+ 7.96%
$148.15 - $186.25 $15.9K - $19.9K
1.45K $247M
AIQ
Global X Funds Global X Artifi

ETFs
709
+ 9.48%
$36.38 - $42.77 $25.8K - $30.3K
8.19K $298M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
881
+ 8.3%
$26.06 - $28.54 $23K - $25.1K
11.5K $301M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
666
+ 4.31%
$32.96 - $35.07 $22K - $23.4K
16.1K $536M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
611
+ 3.85%
$20.7 - $21.15 $12.6K - $12.9K
16.5K $341M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
276
+ 5.27%
$53.6 - $58.97 $14.8K - $16.3K
5.51K $302M
LQD
Ishares Iboxx $ Investment Gra

ETFs
22
+ 1.14%
$105.1 - $109.61 $2.31K - $2.41K
1.95K $212M
PEAK
Healthpeak Properties, Inc.

Real Estate
413
+ 0.82%
N/A
50.9K $1.03B
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
Track This Portfolio

Track Consolidated Portfolio Review Corp Portfolio

Follow Consolidated Portfolio Review Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Portfolio Review Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Portfolio Review Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email