Consolidated Portfolio Review Corp Incresed Positions in Q3 2025

Consolidated Portfolio Review Corp

  • $796 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
429
+ 4.16%
$282.78 - $316.06 $121K - $136K
10.7K $3.39B
NFLX
Netflix Inc

Communication Services
382
+ 85.84%
$1147.87 - $1297.18 $438K - $496K
827 $981M
ASML
Asml Holding Nv

Technology
230
+ 28.05%
$689.63 - $968.09 $159K - $223K
1.05K $1.02B
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
14.1K
+ 6.27%
$13.32 - $14.12 $188K - $199K
239K $3.37B
META
Meta Platforms, Inc.

Communication Services
460
+ 16.07%
$695.21 - $791.73 $320K - $364K
3.32K $2.44B
ORCL
Oracle Corp

Technology
50
+ 1.01%
$218.96 - $328.33 $10.9K - $16.4K
4.99K $1.4B
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
25.6K
+ 14.49%
$12.09 - $12.69 $309K - $325K
202K $2.52B
Bitwise Ethereum ETF
1.61K
+ 6.95%
N/A
24.8K $741M
V
Visa Inc.

Financial Services
1.02K
+ 37.97%
$332.09 - $358.86 $340K - $367K
3.72K $1.27B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.38K
+ 25.38%
$55.61 - $57.37 $299K - $308K
26.6K $1.52B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.04K
+ 0.68%
$31.79 - $33.42 $33K - $34.7K
154K $5.17B
Blackrock Income Tr Inc
34.8K
+ 17.63%
N/A
232K $2.61B
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.68K
+ 1.93%
$27.61 - $29.15 $74.1K - $78.2K
142K $4.12B
ABT
Abbott Laboratories

Healthcare
2.05K
+ 120.78%
$120.51 - $136.62 $247K - $280K
3.75K $502M
VPU
Vanguard Utilities ETF

ETFs
849
+ 9.81%
$175.25 - $189.41 $149K - $161K
9.5K $1.8B
Easterly Govt Pptys Inc
9.82K
+ 22.84%
N/A
52.8K $1.21B
GCOR
Goldman Sachs ETF Tr Access U

ETFs
5.68K
+ 13.48%
$40.74 - $41.99 $231K - $239K
47.8K $2B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
734
+ 75.2%
$301.44 - $365.84 $221K - $269K
1.71K $553M
VGT
Vanguard Information Technolog

ETFs
63
+ 2.69%
$656.44 - $753.15 $41.4K - $47.4K
2.4K $1.79B
VZ
Verizon Communications Inc

Communication Services
2.4K
+ 1.67%
$40.84 - $45.06 $97.9K - $108K
146K $6.44B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.51K
+ 70.19%
$49.78 - $50.75 $225K - $229K
10.9K $554M
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 0.51%
$357.4 - $423.42 $10.4K - $12.3K
5.7K $2.31B
CMCSA
Comcast Corp

Communication Services
7.95K
+ 129.37%
$31.41 - $36.33 $250K - $289K
14.1K $443M
Bitwise Bitcoin ETF Tr
2.91K
+ 26.94%
N/A
13.7K $853M
VFH
Vanguard Financial ETF

ETFs
1.37K
+ 14.32%
$125.23 - $132.78 $171K - $182K
10.9K $1.43B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.86K
+ 9.68%
N/A
43.7K $1.8B
CLOV
Clover Health Investments, Corp.

Healthcare
66.9K
+ 177.96%
$2.18 - $3.41 $146K - $228K
104K $320M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
5.69K
+ 21.92%
$30.87 - $32.18 $176K - $183K
31.7K $1.02B
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
4.12K
+ 29.86%
$40.51 - $44.74 $167K - $184K
17.9K $772M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
762
+ 11.24%
$89.32 - $107.82 $68.1K - $82.2K
7.54K $819M
VONG
Vanguard Russell 1000 Growth E

ETFs
266
+ 1.78%
$108.08 - $121.73 $28.7K - $32.4K
15.2K $1.84B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
724
+ 71.19%
$236.25 - $257.69 $171K - $187K
1.74K $447M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.2K
+ 9.55%
N/A
59.6K $1.14B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
868
+ 8.41%
$71.86 - $87.45 $62.4K - $75.9K
11.2K $932M
REXR
Rexford Industrial Realty, Inc.

Real Estate
2.48K
+ 18.56%
$35.43 - $43.53 $88K - $108K
15.9K $652M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.5K
+ 1.98%
$26.38 - $27.95 $66.1K - $70K
129K $3.52B
RSP
Invesco S&P 500 Equal Weight E

ETFs
375
+ 3.15%
$181.56 - $190.33 $68.1K - $71.4K
12.3K $2.33B
IEMG
Ishares Inc

ETFs
984
+ 6.06%
N/A
17.2K $1.14B
VO
Vanguard Mid Cap ETF

ETFs
332
+ 7.94%
$279.83 - $293.74 $92.9K - $97.5K
4.51K $1.33B
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.65K
+ 4.69%
$33.26 - $34.01 $121K - $124K
81.4K $2.76B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.4K
+ 7.65%
$81.75 - $84.54 $115K - $119K
19.7K $1.67B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.94K
+ 32.5%
$72.57 - $74.72 $141K - $145K
7.92K $589M
AVDE
American Centy ETF Tr Avantis

ETFs
1.22K
+ 15.21%
$73.24 - $79.04 $89K - $96K
9.2K $726M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
796
+ 6.72%
$72.65 - $78.68 $57.8K - $62.6K
12.6K $992M
Healthcare Rlty Tr
637
+ 1.16%
N/A
55.8K $1.01B
DLY
Double Line Yield Opportunities Fund

N/A
14.6K
+ 8.29%
$15.08 - $15.65 $221K - $229K
191K $2.88B
VTC
Vanguard Scottsdale Fds Total

ETFs
1.55K
+ 26.93%
$76.18 - $78.81 $118K - $122K
7.32K $576M
SHOP
Shopify Inc.

Technology
357
+ 15.83%
$112.11 - $157.12 $40K - $56.1K
2.61K $388M
Calamos ETF Tr
4.06K
+ 50.08%
N/A
12.2K $354M
Activity Summary
Buys All Purchases 267 New Holdings 45 Increased Positions 222 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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