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
MU
Micron Technology Inc

Technology
764
+ 30.0%
$86.89 - $109.38 $66.4K - $83.6K
3.31K $288M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
859
+ 5.36%
N/A
16.9K $602M
SIVR
Abrdn Silver ETF Trust

ETFs
400
+ 3.89%
$28.07 - $32.82 $11.2K - $13.1K
10.7K $347M
KO
Coca Cola CO

Consumer Defensive
166
+ 3.12%
$60.81 - $72.32 $10.1K - $12K
5.48K $392M
AVDE
American Centy ETF Tr Avantis

ETFs
370
+ 4.94%
$60.63 - $68.55 $22.4K - $25.4K
7.86K $521M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
486
+ 0.42%
$17.95 - $18.89 $8.72K - $9.18K
116K $2.13B
DSL
Double Line Income Solutions Fund

Financial Services
3.75K
+ 3.19%
$12.53 - $12.88 $47K - $48.3K
121K $1.53B
WM
Waste Management Inc

Industrials
87
+ 8.53%
$200.54 - $233.78 $17.4K - $20.3K
1.11K $256M
XLU
Utilities Sector Spdr

ETFs
492
+ 14.39%
$74.7 - $80.27 $36.8K - $39.5K
3.91K $308M
JEPI
J P Morgan Exchange Traded Fd

ETFs
901
+ 7.72%
$56.17 - $59.71 $50.6K - $53.8K
12.6K $718M
DGRO
Ishares Core Dividend Growth E

ETFs
570
+ 2.25%
$60.46 - $64.42 $34.5K - $36.7K
25.9K $1.6B
ETN
Eaton Corp PLC

Industrials
308
+ 48.58%
$271.83 - $371.23 $83.7K - $114K
942 $256M
BND
Vanguard Bd Index Fd Inc Total

ETFs
513
+ 10.89%
$71.17 - $73.66 $36.5K - $37.8K
5.22K $384M
TPHD
Timothy Plan High Divid Stk Et

ETFs
336
+ 1.32%
$36.09 - $38.27 $12.1K - $12.9K
25.7K $967M
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
488
+ 0.54%
$9.95 - $10.71 $4.86K - $5.23K
91.2K $965M
Linde PLC
20
+ 2.7%
N/A
760 $354M
HD
Home Depot, Inc.

Consumer Cyclical
440
+ 8.41%
$347.25 - $424.87 $153K - $187K
5.67K $2.08B
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
DUK
Duke Energy Corp

Utilities
1
+ 0.04%
$105.87 - $121.97 $106 - $122
2.42K $295M
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
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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