Consolidated Portfolio Review Corp Reduced Holdings in Q1 2025

Consolidated Portfolio Review Corp

  • $624 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.96K
- 9.24%
$23.32 - $23.84 $45.7K - $46.7K
19.2K $450M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-235
- 0.72%
N/A
32.4K $1.31B
MO
Altria Group, Inc.

Consumer Defensive
-1.76K
- 21.37%
$50.81 - $60.02 $89.5K - $106K
6.48K $389M
Healthcare Rlty Tr
-2.22K
- 4.01%
N/A
53.1K $898M
EOG
Eog Resources Inc

Energy
-386
- 18.6%
$120.54 - $138.05 $46.5K - $53.3K
1.69K $217M
VO
Vanguard Mid Cap ETF

ETFs
-36
- 0.86%
$251.87 - $277.95 $9.07K - $10K
4.17K $1.08B
IDNA
Ishares Tr Genomics Immunology

ETFs
-123
- 0.96%
$20.49 - $23.63 $2.52K - $2.91K
12.7K $260M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-2.46K
- 3.48%
$15.51 - $15.85 $38.2K - $39K
68.3K $1.07B
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-93
- 0.99%
$43.48 - $52.89 $4.04K - $4.92K
9.28K $405M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-104
- 2.05%
$40.03 - $46.81 $4.16K - $4.87K
4.98K $203M
PANW
Palo Alto Networks Inc

Technology
-28
- 1.62%
$167.82 - $208.28 $4.7K - $5.83K
1.7K $290M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.29K
- 12.72%
$63.07 - $73.5 $81.2K - $94.6K
8.83K $620M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-112
- 3.28%
$179.71 - $192.06 $20.1K - $21.5K
3.3K $608M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-725
- 8.84%
$30.71 - $30.87 $22.3K - $22.4K
7.48K $230M
EWJ
Ishares Msci Japan ETF

ETFs
-366
- 9.61%
$65.24 - $71.7 $23.9K - $26.2K
3.44K $236M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-227
- 2.91%
$62.72 - $71.92 $14.2K - $16.3K
7.57K $477M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-491
- 0.8%
$36.63 - $37.45 $18K - $18.4K
60.8K $2.24B
SPMD
Spdr Portfolio

ETFs
-6
- 0.13%
$50.21 - $57.73 $301 - $346
4.52K $231M
DE
Deere & CO

Industrials
-130
- 12.5%
$408.57 - $509.27 $53.1K - $66.2K
910 $427M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-1.81K
- 4.42%
$15.63 - $16.23 $28.3K - $29.4K
39.2K $624M
MET
Metlife Inc

Financial Services
-63
- 1.37%
$77.7 - $87.0 $4.9K - $5.48K
4.54K $364M
USA
Liberty All Star Equity Fund

Financial Services
-630
- 3.54%
$6.41 - $7.32 $4.04K - $4.61K
17.1K $112M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-593
- 5.02%
$25.83 - $27.09 $15.3K - $16.1K
11.2K $299M
XLP
Consumer Staples Sector Spdr

ETFs
-351
- 5.42%
N/A
6.12K $500M
DLY
Double Line Yield Opportunities Fund

N/A
-3.31K
- 1.92%
$15.8 - $16.38 $52.3K - $54.2K
169K $2.73B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-505
- 2.89%
$45.92 - $47.58 $23.2K - $24K
16.9K $804M
GDV
Gabelli Dividend & Income Trust

Financial Services
-60
- 0.21%
$23.47 - $25.3 $1.41K - $1.52K
28.1K $678M
CINF
Cincinnati Financial Corp

Financial Services
-48
- 2.76%
$133.67 - $147.81 $6.42K - $7.09K
1.69K $250M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-894
- 4.37%
$10.35 - $11.79 $9.25K - $10.5K
19.6K $219M
ENB
Enbridge Inc

Energy
-333
- 3.8%
$41.54 - $45.45 $13.8K - $15.1K
8.42K $373M
BHK
Blackrock Core Bond Trust

Financial Services
-159
- 1.16%
$10.15 - $10.86 $1.61K - $1.73K
13.5K $147M
RWO
Spdr Dow Jones Global Real Est

ETFs
-21
- 0.31%
$41.41 - $45.24 $870 - $950
6.66K $290M
AVEM
American Centy ETF Tr Avantis

ETFs
-37
- 0.74%
$57.11 - $62.4 $2.11K - $2.31K
4.97K $299M
AZN
Astrazeneca PLC

Healthcare
-500
- 9.55%
$65.37 - $77.96 $32.7K - $39K
4.73K $348M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-16
- 0.27%
$50.82 - $52.7 $813 - $843
5.95K $312M
KMI
Kinder Morgan, Inc.

Energy
-120
- 0.95%
$26.1 - $31.22 $3.13K - $3.75K
12.5K $357M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-1.25K
- 5.84%
$26.47 - $29.92 $33K - $37.3K
20.1K $587M
ELV
Elevance Health, Inc.

Healthcare
-40
- 6.75%
$365.9 - $436.25 $14.6K - $17.5K
553 $241M
WMB
Williams Companies, Inc.

Energy
-14
- 0.33%
$54.02 - $61.09 $756 - $855
4.23K $253M
WDI
Western Asset Diversified Income Fund

ETFs
-395
- 0.27%
$14.4 - $15.26 $5.69K - $6.03K
144K $2.08B
NRZ
New Residential Investment Corp.

Real Estate
-4.17K
- 3.62%
N/A
111K $1.27B
VNQ
Vanguard Specialized Funds Van

ETFs
-44
- 0.21%
$85.55 - $94.34 $3.76K - $4.15K
20.9K $1.9B
INTC
Intel Corp

Technology
-6.21K
- 9.37%
$19.1 - $27.39 $119K - $170K
60K $1.36B
VGIT
Vanguard Intermediate Term Tre

ETFs
-339
- 0.69%
$57.44 - $59.4 $19.5K - $20.1K
48.6K $2.88B
UGI
Ugi Corp

Utilities
-178
- 1.48%
$28.0 - $34.16 $4.98K - $6.08K
11.9K $392M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-283
- 0.3%
$27.01 - $28.54 $7.64K - $8.08K
95.5K $2.67B
IWD
Ishares Russell 1000 Val ETF

ETFs
-41
- 0.19%
$182.82 - $196.21 $7.5K - $8.04K
21K $3.95B
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-5.11K
- 2.05%
$11.34 - $12.23 $58K - $62.5K
245K $2.99B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-29
- 0.05%
$126.11 - $135.06 $3.66K - $3.92K
56.2K $7.25B
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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