Consolidated Portfolio Review Corp Incresed Positions in Q1 2025

Consolidated Portfolio Review Corp

  • $624 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.58K
+ 128.25%
$442.66 - $534.52 $3.8M - $4.59M
15.3K $8.14B
UTG
Reaves Utility Income Fund

Financial Services
54.1K
+ 55.16%
$31.08 - $34.42 $1.68M - $1.86M
152K $4.95B
EPD
Enterprise Products Partners L.P.

Energy
37.4K
+ 43.36%
$31.75 - $34.14 $1.19M - $1.28M
124K $4.22B
O
Realty Income Corp

Real Estate
19.8K
+ 29.08%
$51.67 - $58.49 $1.02M - $1.16M
88K $5.1B
VZ
Verizon Communications Inc

Communication Services
15.7K
+ 16.72%
$37.81 - $46.49 $593K - $730K
110K $4.97B
STEW
Boulder Growth & Income Fund

Financial Services
59.9K
+ 42.12%
$15.76 - $17.3 $943K - $1.04M
202K $3.48B
VDC
Vanguard Consumer Staples ETF

ETFs
4.15K
+ 10.66%
$206.54 - $226.16 $858K - $939K
43.1K $9.43B
PDI
Pimco Dynamic Income Fund

Financial Services
45.4K
+ 74.85%
$18.51 - $20.05 $840K - $909K
106K $2.1B
WPC
W. P. Carey Inc.

Real Estate
13.5K
+ 89.4%
$53.5 - $65.05 $725K - $881K
28.7K $1.81B
IWR
Ishares Russell Mid Cap ETF

ETFs
10.2K
+ 411.84%
$82.81 - $92.93 $844K - $947K
12.7K $1.08B
GLD
Spdr Gold Trust

ETFs
352
+ 2.51%
$243.19 - $288.14 $85.6K - $101K
14.4K $4.15B
IWM
Ishares Russell 2000 ETF

ETFs
3.96K
+ 154.51%
$198.1 - $229.79 $784K - $910K
6.52K $1.3B
SLV
I Shares Silver Trust

ETFs
4.15K
+ 3.67%
$26.93 - $31.32 $112K - $130K
117K $3.63B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
39.3K
+ 35.67%
$18.61 - $21.28 $731K - $836K
149K $2.84B
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
37.1K
+ 50.1%
$14.39 - $15.91 $533K - $590K
111K $1.7B
AMGN
Amgen Inc

Healthcare
1.08K
+ 23.08%
$258.59 - $327.36 $279K - $353K
5.74K $1.79B
PFE
Pfizer Inc

Healthcare
27.5K
+ 22.89%
$25.01 - $27.13 $689K - $747K
148K $3.75B
UPS
United Parcel Service Inc

Industrials
5.93K
+ 72.36%
$109.66 - $136.26 $650K - $808K
14.1K $1.55B
JNJ
Johnson & Johnson

Healthcare
912
+ 5.51%
$142.06 - $167.7 $130K - $153K
17.5K $2.9B
LLY
Eli Lilly & CO

Healthcare
152
+ 2.23%
$725.72 - $929.72 $110K - $141K
6.97K $5.76B
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
27.8K
+ 14.74%
$13.33 - $14.08 $370K - $391K
216K $3B
IBM
International Business Machines Corp

Technology
762
+ 8.76%
$217.4 - $264.74 $166K - $202K
9.46K $2.35B
PEP
Pepsico Inc

Consumer Defensive
2.86K
+ 95.55%
$142.64 - $156.42 $408K - $447K
5.85K $877M
PAXS
Pimco Access Income Fund

Financial Services
21.6K
+ 27.83%
$15.31 - $16.37 $331K - $354K
99.4K $1.6B
VTV
Vanguard Value ETF

ETFs
799
+ 1.05%
$167.73 - $179.21 $134K - $143K
76.6K $13.2B
BMY
Bristol Myers Squibb CO

Healthcare
3.45K
+ 8.2%
$53.9 - $63.11 $186K - $218K
45.5K $2.78B
XLE
Energy Sector Spdr

ETFs
1.35K
+ 4.39%
$85.7 - $93.96 $115K - $126K
32K $2.99B
TGT
Target Corp

Consumer Defensive
3.84K
+ 172.9%
$103.65 - $142.5 $397K - $546K
6.05K $632M
CSCO
Cisco Systems, Inc.

Technology
4.23K
+ 19.36%
$58.74 - $64.87 $248K - $274K
26.1K $1.61B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.7K
+ 69.96%
$44.41 - $45.98 $298K - $308K
16.3K $743M
CVX
Chevron Corp

Energy
180
+ 1.55%
$146.71 - $167.97 $26.4K - $30.2K
11.8K $1.98B
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
6.74K
+ 7.37%
$20.29 - $22.36 $137K - $151K
98.1K $2.17B
IVV
Ishares Core S&P 500 ETF

ETFs
507
+ 36.85%
$554.06 - $615.85 $281K - $312K
1.88K $1.06B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4K
+ 63.15%
$64.88 - $72.1 $260K - $289K
10.3K $680M
UNP
Union Pacific Corp

Industrials
929
+ 36.95%
$225.21 - $254.42 $209K - $236K
3.44K $813M
WEA
Western Asset Premier Bond Fund

Financial Services
12.6K
+ 5.88%
$10.63 - $11.21 $134K - $142K
227K $2.55B
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.42K
+ 5.09%
$25.77 - $27.6 $165K - $177K
133K $3.53B
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.05K
+ 69.41%
$59.61 - $66.71 $241K - $270K
9.88K $597M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.27K
+ 88.85%
$89.27 - $92.9 $203K - $211K
4.83K $446M
WMT
Walmart Inc.

Consumer Defensive
3.56K
+ 8.86%
$84.5 - $105.05 $301K - $374K
43.7K $3.84B
JPM
Jpmorgan Chase & CO

Financial Services
642
+ 7.0%
$225.19 - $279.95 $145K - $180K
9.82K $2.41B
CCI
Crown Castle International Corp

Real Estate
570
+ 5.27%
$84.33 - $106.39 $48.1K - $60.6K
11.4K $1.19B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.75K
+ 2.7%
$76.94 - $78.28 $135K - $137K
66.5K $5.21B
VPU
Vanguard Utilities ETF

ETFs
846
+ 10.81%
$161.24 - $173.33 $136K - $147K
8.68K $1.48B
PRU
Prudential Financial Inc

Financial Services
3.34K
+ 12.64%
$105.04 - $122.33 $351K - $409K
29.8K $3.33B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.17K
+ 70.16%
$168.16 - $186.21 $196K - $217K
2.83K $483M
GOOGL
Alphabet Inc.

Communication Services
3.85K
+ 32.51%
$154.33 - $206.19 $595K - $794K
15.7K $2.43B
AMZN
Amazon Com Inc

Consumer Cyclical
4.59K
+ 19.18%
$190.26 - $242.06 $874K - $1.11M
28.5K $5.43B
PPLT
Abrdn Platinum ETF Trust

ETFs
520
+ 3.38%
N/A
15.9K $1.45B
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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