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
F
Ford Motor CO

Consumer Cyclical
304
+ 1.9%
$9.12 - $10.43 $2.77K - $3.17K
16.3K $163M
PEY
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.08%
$20.82 - $22.08 $312 - $331
17.8K $382M
BLW
Blackrock LTD Duration Income Trust

Financial Services
245
+ 0.88%
$13.95 - $14.38 $3.42K - $3.52K
28K $396M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
239
+ 1.22%
$14.31 - $14.8 $3.42K - $3.54K
19.8K $286M
BMAR
Innovator U.S. Equity Buffer E

ETFs
326
+ 1.6%
$44.99 - $47.69 $14.7K - $15.5K
20.7K $944M
ICSH
Blackrock Ultra Short Term Bon

ETFs
13
+ 0.19%
$50.44 - $50.7 $656 - $659
6.75K $342M
JHMM
John Hancock Multifactor Mid C

ETFs
308
+ 4.85%
$55.69 - $63.12 $17.2K - $19.4K
6.66K $382M
EQR
Equity Residential

Real Estate
42
+ 0.83%
$66.98 - $75.02 $2.81K - $3.15K
5.1K $365M
RSP
Invesco S&P 500 Equal Weight E

ETFs
112
+ 1.19%
$169.43 - $182.84 $19K - $20.5K
9.5K $1.65B
BBDC
Barings Bdc, Inc.

Financial Services
125
+ 0.59%
$9.36 - $10.78 $1.17K - $1.35K
21.4K $204M
VTI
Vanguard Total Stock Market Et

ETFs
712
+ 5.44%
$271.18 - $303.12 $193K - $216K
13.8K $3.79B
SNOW
Snowflake Inc.

Technology
68
+ 5.18%
$146.16 - $192.78 $9.94K - $13.1K
1.38K $202M
GS
Goldman Sachs Group Inc

Financial Services
16
+ 4.15%
$524.81 - $672.19 $8.4K - $10.8K
402 $220M
Innovator Etfs Trust
513
+ 3.22%
N/A
16.5K $763M
VVR
Invesco Senior Income Trust

Financial Services
81
+ 0.23%
$3.55 - $4.15 $288 - $336
34.7K $130M
TXN
Texas Instruments Inc

Technology
3
+ 0.21%
N/A
1.41K $253M
AVUV
American Centy ETF Tr Avantis

ETFs
498
+ 8.01%
$84.95 - $100.62 $42.3K - $50.1K
6.72K $586M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
4.63K
+ 5.18%
$6.12 - $6.74 $28.4K - $31.2K
94K $576M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
30
+ 1.78%
$192.82 - $222.1 $5.78K - $6.66K
1.72K $331M
VBR
Vanguard Small Cap Value ETF

ETFs
208
+ 3.84%
$183.02 - $207.75 $38.1K - $43.2K
5.63K $1.05B
AMAT
Applied Materials Inc

Technology
238
+ 6.89%
$145.06 - $195.51 $34.5K - $46.5K
3.69K $536M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
29
+ 0.24%
$37.78 - $43.82 $1.1K - $1.27K
12.2K $480M
ET
Energy Transfer LP

Energy
2
+ 0.01%
$17.26 - $21.08 $34.5 - $42.2
34.4K $639M
IGM
Ishares Expanded Tech Sector E

ETFs
12
+ 0.38%
$90.67 - $108.46 $1.09K - $1.3K
3.17K $288M
XLY
Select Sector Spdr Consumer Di

ETFs
80
+ 4.08%
$192.6 - $233.2 $15.4K - $18.7K
2.04K $403M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.18K
+ 5.21%
$57.21 - $65.8 $125K - $143K
44K $2.57B
MRK
Merck & Co., Inc.

Healthcare
67
+ 1.42%
$83.01 - $101.02 $5.56K - $6.77K
4.78K $429M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.07%
$254.58 - $302.92 $255 - $303
1.34K $342M
CMI
Cummins Inc

Industrials
48
+ 2.83%
$312.92 - $386.07 $15K - $18.5K
1.75K $547M
SPY
Spdr S&P 500 ETF Trust

ETFs
140
+ 3.03%
$551.42 - $612.93 $77.2K - $85.8K
4.75K $2.66B
SPYG
Spdr Portfolio

ETFs
445
+ 4.04%
$80.05 - $92.39 $35.6K - $41.1K
11.4K $920M
DSI
Ishares Msci Kld 400 Social Et

ETFs
75
+ 0.84%
$101.98 - $115.66 $7.65K - $8.67K
9.03K $924M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
21K
+ 7.78%
$5.91 - $6.78 $124K - $143K
291K $1.72B
FDN
First Tr Fd Dow Jones

ETFs
3
+ 0.08%
$221.38 - $266.86 $664 - $801
3.54K $786M
DIS
Walt Disney CO

Communication Services
217
+ 2.65%
$96.87 - $114.0 $21K - $24.7K
8.4K $829M
Bitwise Ethereum ETF
3.52K
+ 26.22%
N/A
17K $222M
VONG
Vanguard Russell 1000 Growth E

ETFs
370
+ 2.58%
$92.71 - $107.38 $34.3K - $39.7K
14.7K $1.36B
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.02K
+ 2.94%
$21.75 - $24.28 $174K - $195K
280K $6.19B
ORCL
Oracle Corp

Technology
38
+ 0.77%
$139.81 - $186.47 $5.31K - $7.09K
5K $699M
VBK
Vanguard Small Cap Growth ETF

ETFs
205
+ 3.21%
$247.97 - $296.33 $50.8K - $60.7K
6.59K $1.66B
Themes ETF Tr
1.51K
+ 6.18%
N/A
26K $799M
NOW
Service Now, Inc.

Technology
6
+ 1.01%
$783.83 - $1170.39 $4.7K - $7.02K
602 $479M
AVGO
Broadcom Inc.

Technology
206
+ 5.79%
$167.43 - $244.7 $34.5K - $50.4K
3.76K $630M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
300
+ 3.15%
$333.37 - $384.99 $100K - $115K
9.84K $3.29B
ADBE
Adobe Inc.

Technology
281
+ 4.91%
$377.84 - $464.11 $106K - $130K
6.01K $2.3B
MGK
Vanguard Mega Cap Growth ETF

ETFs
257
+ 2.57%
$307.43 - $357.48 $79K - $91.9K
10.3K $3.17B
Fidelity Wise Origin Bitcoin
12.7K
+ 9.94%
N/A
141K $10.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.33K
+ 2.37%
$24.91 - $29.02 $82.9K - $96.5K
144K $3.6B
VB
Vanguard Small Cap ETF

ETFs
178
+ 0.9%
$217.89 - $252.64 $38.8K - $45K
19.9K $4.41B
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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