Consolidated Portfolio Review Corp Incresed Positions in Q4 2024

Consolidated Portfolio Review Corp

  • $632 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
131K
+ 229.62%
$221.69 - $259.02 $29.1M - $34M
188K $47.1B
MSFT
Microsoft Corp

Technology
19.9K
+ 122.9%
$406.35 - $454.46 $8.1M - $9.05M
36.1K $15.2B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
52.9K
+ 245.97%
$47.29 - $84.74 $2.5M - $4.48M
74.3K $5.5B
LLY
Eli Lilly & CO

Healthcare
5.75K
+ 536.97%
$727.2 - $932.06 $4.18M - $5.36M
6.82K $5.27B
WMT
Walmart Inc.

Consumer Defensive
35.4K
+ 739.44%
$79.1 - $95.7 $2.8M - $3.39M
40.2K $3.63B
TSLA
Tesla, Inc.

Consumer Cyclical
5.48K
+ 88.31%
$213.65 - $479.86 $1.17M - $2.63M
11.7K $4.72B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25K
+ 162.1%
$113.92 - $127.38 $2.85M - $3.18M
40.4K $4.66B
O
Realty Income Corp

Real Estate
55.5K
+ 439.17%
$51.76 - $64.71 $2.87M - $3.59M
68.2K $3.64B
VTI
Vanguard Total Stock Market Et

ETFs
9.38K
+ 253.31%
$280.04 - $302.45 $2.63M - $2.84M
13.1K $3.79B
SLV
I Shares Silver Trust

ETFs
104K
+ 1208.2%
$26.33 - $31.74 $2.75M - $3.31M
113K $2.98B
NFLX
Netflix Inc

Communication Services
2.65K
+ 543.94%
$687.65 - $936.56 $1.82M - $2.48M
3.14K $2.8B
COST
Costco Wholesale Corp

Consumer Defensive
2.58K
+ 406.47%
$873.59 - $994.69 $2.25M - $2.56M
3.21K $2.94B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.8K
+ 50.19%
$126.68 - $134.74 $2.38M - $2.53M
56.2K $7.17B
NVDA
Nvidia Corp

Technology
14.2K
+ 39.0%
$117.0 - $148.88 $1.66M - $2.11M
50.5K $6.79B
VIG
Vanguard Dividend Appreciation

ETFs
11.5K
+ 127.01%
N/A
20.6K $4.03B
ADBE
Adobe Inc.

Technology
5.08K
+ 779.88%
$437.39 - $552.96 $2.22M - $2.81M
5.73K $2.55B
BKNG
Booking Holdings Inc.

Consumer Cyclical
412
+ 508.64%
$4100.99 - $5300.34 $1.69M - $2.18M
493 $2.45B
T
At&T Inc.

Communication Services
78.9K
+ 221.51%
$21.22 - $23.88 $1.67M - $1.88M
115K $2.61B
JNJ
Johnson & Johnson

Healthcare
12.9K
+ 347.84%
$143.34 - $165.86 $1.84M - $2.13M
16.6K $2.39B
IBM
International Business Machines Corp

Technology
7.73K
+ 797.42%
$204.9 - $238.04 $1.58M - $1.84M
8.7K $1.91B
HD
Home Depot, Inc.

Consumer Cyclical
3.71K
+ 243.44%
$385.02 - $431.37 $1.43M - $1.6M
5.23K $2.04B
VTV
Vanguard Value ETF

ETFs
9.87K
+ 14.96%
$168.32 - $181.87 $1.66M - $1.79M
75.8K $12.8B
VUG
Vanguard Growth ETF

ETFs
761
+ 2.12%
$378.79 - $428.11 $288K - $326K
36.6K $15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.82K
+ 72.77%
$442.29 - $483.08 $1.25M - $1.36M
6.69K $3.03B
JPM
Jpmorgan Chase & CO

Financial Services
4.23K
+ 85.54%
$205.18 - $250.29 $868K - $1.06M
9.18K $2.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.04K
+ 42.34%
$481.22 - $538.17 $983K - $1.1M
6.87K $3.51B
CSCO
Cisco Systems, Inc.

Technology
17.1K
+ 364.27%
$52.45 - $60.02 $898K - $1.03M
21.8K $1.29B
VB
Vanguard Small Cap ETF

ETFs
3.99K
+ 25.38%
$233.76 - $261.58 $934K - $1.04M
19.7K $4.74B
VZ
Verizon Communications Inc

Communication Services
32.4K
+ 52.67%
$39.6 - $45.21 $1.28M - $1.46M
93.9K $3.75B
CVX
Chevron Corp

Energy
6.89K
+ 145.02%
$141.15 - $162.53 $973K - $1.12M
11.6K $1.69B
GOOG
Alphabet Inc.

Communication Services
4.13K
+ 51.13%
$163.08 - $198.16 $674K - $819K
12.2K $2.33B
GOOGL
Alphabet Inc.

Communication Services
3.39K
+ 39.99%
$161.86 - $196.66 $548K - $666K
11.9K $2.24B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.99K
+ 7.63%
$111.85 - $120.71 $558K - $602K
70.4K $8.11B
UPS
United Parcel Service Inc

Industrials
5.78K
+ 239.7%
$122.65 - $138.35 $709K - $800K
8.2K $1.03B
SCHG
Schwab Strategic Tr Us Large C

ETFs
108K
+ 334.44%
$25.93 - $105.3 $2.81M - $11.4M
141K $3.92B
VGIT
Vanguard Intermediate Term Tre

ETFs
10.8K
+ 28.31%
$57.78 - $60.4 $624K - $652K
48.9K $2.84B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
30.1K
+ 48.98%
$15.9 - $17.05 $478K - $512K
91.4K $1.52B
SCHX
Schwab Strategic Tr Us Large C

ETFs
187K
+ 218.06%
$22.4 - $68.28 $4.18M - $12.7M
272K $6.31B
EMR
Emerson Electric CO

Industrials
3.78K
+ 186.51%
$108.13 - $134.33 $408K - $507K
5.8K $719M
IWY
Ishares Tr Russell 200 Growth

ETFs
802
+ 4.07%
$216.72 - $244.71 $174K - $196K
20.5K $4.83B
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.79K
+ 1.12%
$46.94 - $51.62 $84.1K - $92.5K
162K $8.1B
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.12K
+ 228.63%
$57.53 - $60.83 $467K - $494K
11.7K $672M
XLK
Technology Sector Spdr

ETFs
1.31K
+ 7.22%
$220.26 - $241.44 $289K - $317K
19.5K $4.54B
IVV
Ishares Core S&P 500 ETF

ETFs
713
+ 107.54%
$570.51 - $610.59 $407K - $435K
1.38K $810M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.1K
+ 7.41%
$29.73 - $30.81 $299K - $310K
146K $4.44B
LMT
Lockheed Martin Corp

Industrials
872
+ 169.98%
$479.66 - $614.62 $418K - $536K
1.39K $673M
XOM
Exxon Mobil Corp

Energy
3.91K
+ 57.46%
$105.51 - $125.37 $412K - $490K
10.7K $1.15B
AVGO
Broadcom Inc.

Technology
832
+ 30.55%
$159.67 - $250.0 $133K - $208K
3.56K $824M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.2K
+ 13.42%
$45.17 - $47.23 $504K - $527K
94.3K $4.28B
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
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