Consolidated Portfolio Review Corp Purchases in Q4 2024

Consolidated Portfolio Review Corp

  • $632 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
509
+ 0.84%
$36.54 - $37.53 $18.6K - $19.1K
61.3K $2.26B
VPU
Vanguard Utilities ETF

ETFs
274
+ 3.63%
$160.52 - $179.11 $44K - $49.1K
7.83K $1.28B
MU
Micron Technology Inc

Technology
127
+ 5.25%
$84.16 - $113.41 $10.7K - $14.4K
2.55K $214M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
264
+ 1.11%
$39.3 - $41.34 $10.4K - $10.9K
24.1K $948M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
426
+ 2.69%
$108.6 - $115.42 $46.3K - $49.2K
16.3K $1.78B
VCIT
Vanguard Intermediate Term Cor

ETFs
81
+ 0.51%
$80.13 - $83.77 $6.49K - $6.79K
15.9K $1.28B
Healthcare Rlty Tr
808
+ 1.48%
N/A
55.3K $938M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
294
+ 0.68%
$22.12 - $24.37 $6.5K - $7.16K
43.6K $1.02B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.51K
+ 4.86%
$34.13 - $37.35 $51.6K - $56.5K
32.7K $1.11B
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 1.62%
$501.29 - $612.85 $5.01K - $6.13K
626 $326M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2.86K
+ 1.54%
$13.12 - $14.37 $37.5K - $41.1K
188K $2.56B
UTG
Reaves Utility Income Fund

Financial Services
1.34K
+ 1.38%
$30.81 - $34.99 $41.2K - $46.7K
98.1K $3.11B
SPIB
Spdr Portfolio Intermediate Te

ETFs
215
+ 0.28%
$32.65 - $33.68 $7.02K - $7.24K
77.4K $2.53B
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
749
+ 0.55%
$16.06 - $16.92 $12K - $12.7K
137K $2.21B
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
1.49K
+ 1.13%
$13.32 - $14.3 $19.8K - $21.3K
134K $1.79B
WEA
Western Asset Premier Bond Fund

Financial Services
2.3K
+ 1.08%
$10.69 - $11.32 $24.6K - $26K
215K $2.31B
PAXS
Pimco Access Income Fund

Financial Services
881
+ 1.15%
$15.13 - $17.17 $13.3K - $15.1K
77.8K $1.19B
KLAC
Kla Corp

Technology
21
+ 2.61%
$614.46 - $829.55 $12.9K - $17.4K
827 $521M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
3.18K
+ 2.84%
$17.87 - $19.48 $56.8K - $62K
115K $2.07B
AMAT
Applied Materials Inc

Technology
68
+ 2.01%
$161.44 - $213.89 $11K - $14.5K
3.46K $562M
DLY
Double Line Yield Opportunities Fund

N/A
399
+ 0.23%
$15.64 - $16.56 $6.24K - $6.61K
173K $2.73B
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.15K
+ 1.39%
$23.17 - $26.26 $26.6K - $30.1K
83.7K $2.01B
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
6.22K
+ 4.51%
N/A
144K $1.75B
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
3.86K
+ 4.41%
$20.68 - $23.73 $79.8K - $91.5K
91.4K $1.91B
DEA
Easterly Government Properties, Inc.

Real Estate
3.73K
+ 3.86%
$10.93 - $14.48 $40.7K - $54K
100K $1.14B
AMT
American Tower Corp

Real Estate
188
+ 4.08%
$179.4 - $232.01 $33.7K - $43.6K
4.8K $880M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.71K
+ 3.52%
$74.5 - $78.37 $649K - $682K
256K $19.1B
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.88K
+ 2.4%
$11.91 - $14.14 $46.2K - $54.8K
165K $2.02B
IFN
India Fund Inc

Financial Services
619
+ 0.59%
$15.71 - $18.91 $9.72K - $11.7K
106K $1.67B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.98K
+ 1.42%
$44.04 - $49.49 $87.3K - $98.1K
141K $6.22B
VEA
Vanguard Ftse Developed Market

ETFs
9.1K
+ 5.1%
$47.57 - $52.44 $433K - $477K
187K $8.96B
Activity Summary
Buys All Purchases 282 New Holdings 93 Increased Positions 189 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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