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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32
+ 0.24%
$77.7 - $78.94 $2.49K - $2.53K
13.3K $1.05B
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
3.42K
+ 16.75%
$27.98 - $33.9 $95.6K - $116K
23.8K $666M
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 9.11%
$497.6 - $606.74 $28.4K - $34.6K
683 $340M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
284
+ 2.81%
$49.78 - $53.19 $14.1K - $15.1K
10.4K $530M
PFL
Pimco Income Strategy Fund

Financial Services
940
+ 4.17%
$8.39 - $8.6 $7.89K - $8.08K
23.5K $202M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.61K
+ 9.33%
$11.22 - $11.8 $18.1K - $19K
18.9K $211M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
51
+ 1.02%
$52.31 - $54.02 $2.67K - $2.76K
5.05K $273M
PMAR
Innovator U.S. Equity Power Bu

ETFs
375
+ 2.58%
$39.51 - $41.0 $14.8K - $15.4K
14.9K $595M
META
Meta Platforms, Inc.

Communication Services
57
+ 2.31%
$576.36 - $736.67 $32.9K - $42K
2.53K $1.46B
BA
Boeing CO

Industrials
107
+ 7.96%
$148.15 - $186.25 $15.9K - $19.9K
1.45K $247M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
881
+ 8.3%
$26.06 - $28.54 $23K - $25.1K
11.5K $301M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
666
+ 4.31%
$32.96 - $35.07 $22K - $23.4K
16.1K $536M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
611
+ 3.85%
$20.7 - $21.15 $12.6K - $12.9K
16.5K $341M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
276
+ 5.27%
$53.6 - $58.97 $14.8K - $16.3K
5.51K $302M
LQD
Ishares Iboxx $ Investment Gra

ETFs
22
+ 1.14%
$105.1 - $109.61 $2.31K - $2.41K
1.95K $212M
PEAK
Healthpeak Properties, Inc.

Real Estate
413
+ 0.82%
N/A
50.9K $1.03B
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
QCOM
Qualcomm Inc

Technology
1
+ 0.02%
$151.94 - $175.86 $152 - $176
6.64K $1.02B
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
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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