Consolidated Portfolio Review Corp has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $624 Billion distributed in 378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44.9B, Vanguard Bd Index Fd Inc Inter with a value of $19B, Microsoft Corp with a value of $14.8B, Vanguard Growth ETF with a value of $13.7B, and Ishares Russell 1000 Gr ETF with a value of $13.5B.

Examining the 13F form we can see an decrease of $7.61B in the current position value, from $632B to 624B.

Consolidated Portfolio Review Corp is based out at Woodbury, NY

Below you can find more details about Consolidated Portfolio Review Corp portfolio as well as his latest detailed transactions.

Portfolio value $624 Billion
ETFs: $325 Billion
Technology: $90.3 Billion
Financial Services: $77.3 Billion
Healthcare: $21.5 Billion
Communication Services: $18.4 Billion
Real Estate: $16 Billion
Consumer Defensive: $13.4 Billion
Consumer Cyclical: $11.7 Billion
Other: $26.8 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $624 Billion
  • Prior Value $632 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 222 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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