Consolidated Portfolio Review Corp Incresed Positions in Q4 2024

Consolidated Portfolio Review Corp

  • $632 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
389
+ 24.36%
$164.99 - $203.87 $64.2K - $79.3K
1.99K $353M
PFN
Pimco Income Strategy Fund Ii

Financial Services
12.7K
+ 3.65%
$7.33 - $7.72 $93.5K - $98.4K
362K $2.7B
MET
Metlife Inc

Financial Services
427
+ 10.23%
$78.15 - $88.25 $33.4K - $37.7K
4.6K $377M
IEFA
Ishares Tr

ETFs
1.7K
+ 15.1%
$70.06 - $77.43 $119K - $132K
13K $912M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
816
+ 1.13%
$15.15 - $16.24 $12.4K - $13.3K
72.9K $1.13B
Amplify ETF Tr
2
+ 0.04%
N/A
4.89K $364M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.48K
+ 8.67%
$23.03 - $23.33 $34K - $34.5K
18.5K $428M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 5.63%
$1146.59 - $1270.6 $18.3K - $20.3K
300 $356M
BMAR
Innovator U.S. Equity Buffer E

ETFs
130
+ 0.64%
$44.7 - $46.74 $5.81K - $6.08K
20.4K $942M
DGRO
Ishares Core Dividend Growth E

ETFs
997
+ 4.1%
$60.73 - $64.94 $60.5K - $64.7K
25.3K $1.55B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
872
+ 10.02%
$44.87 - $46.86 $39.1K - $40.9K
9.58K $430M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
497
+ 10.49%
$56.06 - $61.35 $27.9K - $30.5K
5.24K $296M
MRK
Merck & Co., Inc.

Healthcare
773
+ 19.61%
$96.31 - $114.76 $74.4K - $88.7K
4.72K $469M
PANW
Palo Alto Networks Inc

Technology
868
+ 100.7%
$181.96 - $405.9 $158K - $352K
1.73K $315M
ABT
Abbott Laboratories

Healthcare
197
+ 7.98%
$111.93 - $119.39 $22.1K - $23.5K
2.67K $302M
IGM
Ishares Expanded Tech Sector E

ETFs
7
+ 0.22%
$94.19 - $106.95 $659 - $749
3.16K $323M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
901
+ 4.88%
$23.02 - $23.23 $20.7K - $20.9K
19.4K $447M
DE
Deere & CO

Industrials
30
+ 2.97%
$389.45 - $466.0 $11.7K - $14K
1.04K $441M
AIQ
Global X Funds Global X Artifi

ETFs
169
+ 2.31%
$36.57 - $40.57 $6.18K - $6.86K
7.48K $289M
GAB
Gabelli Equity Trust Inc

Financial Services
4.78K
+ 4.05%
$5.36 - $5.83 $25.6K - $27.9K
123K $661M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
209
+ 1.37%
$33.52 - $35.17 $7.01K - $7.35K
15.5K $528M
PFL
Pimco Income Strategy Fund

Financial Services
1.83K
+ 8.84%
$8.27 - $8.77 $15.1K - $16K
22.5K $189M
AVUV
American Centy ETF Tr Avantis

ETFs
77
+ 1.25%
$94.37 - $106.41 $7.27K - $8.19K
6.22K $600M
NEE
Nextera Energy Inc

Utilities
1.22K
+ 20.47%
$69.77 - $85.43 $85.1K - $104K
7.18K $515M
BND
Vanguard Bd Index Fd Inc Total

ETFs
344
+ 7.88%
$71.75 - $75.11 $24.7K - $25.8K
4.71K $339M
VOE
Vanguard Mid Cap Value Index F

ETFs
230
+ 5.1%
$160.89 - $176.18 $37K - $40.5K
4.74K $767M
SPGI
S&P Global Inc.

Financial Services
42
+ 5.74%
$480.36 - $529.17 $20.2K - $22.2K
774 $385M
Linde PLC
103
+ 16.17%
N/A
740 $310M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
10.3K
+ 16.19%
$14.68 - $17.32 $151K - $179K
74K $1.09B
KO
Coca Cola CO

Consumer Defensive
775
+ 17.07%
$61.74 - $71.71 $47.8K - $55.6K
5.31K $331M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
517
+ 4.46%
$18.04 - $18.54 $9.33K - $9.59K
12.1K $219M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.2K
+ 1.89%
$77.02 - $78.58 $92.4K - $94.3K
64.8K $5.01B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
64.9K
+ 209.61%
$26.93 - $84.95 $1.75M - $5.51M
95.8K $2.62B
American Lithium Corp
2K
+ 13.74%
N/A
16.6K $6.19M
VVR
Invesco Senior Income Trust

Financial Services
291
+ 0.85%
$3.83 - $4.07 $1.11K - $1.18K
34.6K $137M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.24K
+ 1.29%
$29.77 - $30.19 $36.8K - $37.3K
96.9K $2.89B
FNDX
Schwab Fundamental U S Large C

ETFs
30.4K
+ 201.95%
$23.49 - $71.77 $715K - $2.18M
45.5K $1.08B
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
450
+ 3.96%
$26.08 - $27.65 $11.7K - $12.4K
11.8K $309M
BLW
Blackrock LTD Duration Income Trust

Financial Services
291
+ 1.06%
$13.98 - $14.51 $4.07K - $4.22K
27.7K $392M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
763
+ 3.89%
$31.36 - $35.93 $23.9K - $27.4K
20.4K $652M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 0.04%
$89.9 - $100.66 $89.9 - $101
2.52K $227M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
279
+ 1.45%
$14.43 - $15.02 $4.03K - $4.19K
19.6K $283M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
19
+ 0.14%
$75.44 - $80.53 $1.43K - $1.53K
13.7K $1.04B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
677
+ 18.74%
$97.29 - $122.68 $65.9K - $83.1K
4.29K $419M
EQR
Equity Residential

Real Estate
41
+ 0.82%
$69.12 - $77.48 $2.83K - $3.18K
5.06K $363M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
3.09K
+ 10.0%
$11.52 - $13.16 $35.6K - $40.7K
34K $394M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.58K
+ 4.17%
$6.56 - $7.11 $23.5K - $25.4K
89.4K $600M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
3
+ 0.02%
$42.35 - $47.59 $127 - $143
12.1K $514M
PEY
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.08%
$21.1 - $23.08 $317 - $346
17.8K $378M
Activity Summary
Buys All Purchases 282 New Holdings 93 Increased Positions 189 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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