Colton Groome Financial Advisors, LLC Incresed Positions in Q3 2025

Colton Groome Financial Advisors, LLC

  • $324 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.38K
+ 5.37%
$620.67 - $670.08 $2.72M - $2.93M
85.9K $57.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
17.1K
+ 7.11%
$87.29 - $93.61 $1.49M - $1.6M
258K $24.1M
EEM
Ishares Msci Emerging Markets

ETFs
23K
+ 9.19%
$48.07 - $53.4 $1.11M - $1.23M
274K $14.6M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
24.7K
+ 9.79%
$32.29 - $38.12 $796K - $940K
277K $10.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.8K
+ 6.15%
$97.75 - $100.75 $1.25M - $1.29M
221K $22.1M
AAPL
Apple Inc.

Technology
494
+ 1.85%
$202.38 - $256.87 $100K - $127K
27.1K $6.91M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
20K
+ 10.84%
$52.55 - $54.37 $1.05M - $1.09M
204K $11.1M
VTI
Vanguard Total Stock Market Et

ETFs
2.95K
+ 147.1%
$303.93 - $329.86 $895K - $971K
4.95K $1.62M
GOOGL
Alphabet Inc.

Communication Services
695
+ 7.17%
$174.36 - $254.72 $121K - $177K
10.4K $2.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.96K
+ 2.77%
$62.09 - $66.51 $246K - $263K
147K $9.57M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.24K
+ 84.3%
$362.31 - $405.74 $449K - $503K
2.71K $1.09M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.63K
+ 6.0%
$42.26 - $47.16 $196K - $218K
81.9K $3.79M
EWC
Ishares Msci Canada ETF

ETFs
5.24K
+ 9.86%
$45.86 - $50.88 $240K - $267K
58.4K $2.95M
MGV
Vanguard Mega Cap Value

ETFs
3.35K
+ 85.26%
$129.46 - $137.85 $434K - $462K
7.28K $1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
326
+ 8.99%
$546.99 - $602.2 $178K - $196K
3.95K $2.37M
MSFT
Microsoft Corp

Technology
69
+ 0.5%
$491.09 - $535.64 $33.9K - $37K
13.9K $7.2M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.72K
+ 10.24%
$57.15 - $62.12 $212K - $231K
40K $2.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
376
+ 0.75%
$72.65 - $78.68 $27.3K - $29.6K
50.7K $3.97M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.57K
+ 3.18%
$47.11 - $48.77 $215K - $223K
148K $7.2M
XLI
Industrial Sector Spdr

ETFs
885
+ 3.45%
$147.94 - $154.99 $131K - $137K
26.6K $4.1M
ORCL
Oracle Corp

Technology
179
+ 5.11%
$218.96 - $328.33 $39.2K - $58.8K
3.68K $1.04M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
675
+ 0.71%
$39.8 - $42.86 $26.9K - $28.9K
95.2K $4.07M
EMB
Ishares Tr

ETFs
1.28K
+ 3.85%
$91.52 - $95.59 $117K - $122K
34.4K $3.28M
NVDA
Nvidia Corp

Technology
881
+ 58.81%
$153.3 - $186.58 $135K - $164K
2.38K $443K
XLU
Utilities Sector Spdr

ETFs
833
+ 4.01%
$81.14 - $87.32 $67.6K - $72.7K
21.6K $1.88M
MDT
Medtronic PLC

Healthcare
590
+ 3.77%
$87.67 - $95.74 $51.7K - $56.5K
16.2K $1.55M
MRK
Merck & Co., Inc.

Healthcare
1.4K
+ 11.52%
$77.6 - $87.37 $109K - $122K
13.6K $1.14M
JPM
Jpmorgan Chase & CO

Financial Services
83
+ 1.48%
$282.78 - $316.06 $23.5K - $26.2K
5.69K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
1.23K
+ 8.63%
$103.24 - $106.68 $126K - $131K
15.4K $1.64M
GLD
Spdr Gold Trust

ETFs
131
+ 7.0%
$300.96 - $355.47 $39.4K - $46.6K
2K $712K
XLE
Energy Sector Spdr

ETFs
481
+ 2.98%
$84.25 - $91.99 $40.5K - $44.2K
16.6K $1.49M
TJX
Tjx Companies Inc

Consumer Cyclical
36
+ 0.7%
$121.35 - $144.54 $4.37K - $5.2K
5.16K $745K
WMT
Walmart Inc.

Consumer Defensive
135
+ 0.86%
$94.4 - $104.27 $12.7K - $14.1K
15.8K $1.63M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.21K
+ 14.02%
$47.64 - $51.71 $57.6K - $62.6K
9.84K $506K
PNC
Pnc Financial Services Group, Inc.

Financial Services
45
+ 0.78%
$185.88 - $207.44 $8.36K - $9.33K
5.78K $1.16M
SUB
Ishares Short Term National Mu

ETFs
685
+ 5.84%
$106.17 - $107.3 $72.7K - $73.5K
12.4K $1.33M
QCOM
Qualcomm Inc

Technology
207
+ 3.41%
$145.84 - $173.55 $30.2K - $35.9K
6.27K $1.04M
AMGN
Amgen Inc

Healthcare
200
+ 3.83%
$271.18 - $309.22 $54.2K - $61.8K
5.42K $1.53M
ETN
Eaton Corp PLC

Industrials
27
+ 0.77%
$342.99 - $392.76 $9.26K - $10.6K
3.51K $1.31M
JNJ
Johnson & Johnson

Healthcare
98
+ 6.3%
$155.17 - $185.42 $15.2K - $18.2K
1.65K $306K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
106
+ 11.41%
$459.11 - $506.91 $48.7K - $53.7K
1.04K $520K
AMZN
Amazon Com Inc

Consumer Cyclical
296
+ 5.58%
$211.65 - $238.24 $62.6K - $70.5K
5.6K $1.23M
SCHW
Schwab Charles Corp

Financial Services
240
+ 2.47%
$91.03 - $98.69 $21.8K - $23.7K
9.98K $952K
VGT
Vanguard Information Technolog

ETFs
18
+ 3.16%
$656.44 - $753.15 $11.8K - $13.6K
588 $439K
XLP
Consumer Staples Sector Spdr

ETFs
685
+ 2.47%
N/A
28.5K $2.16M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
263
+ 3.03%
$60.01 - $65.01 $15.8K - $17.1K
8.95K $581K
VEA
Vanguard Ftse Developed Market

ETFs
50
+ 0.35%
$56.02 - $60.3 $2.8K - $3.02K
14.4K $862K
XOM
Exxon Mobil Corp

Energy
211
+ 5.49%
$105.83 - $117.22 $22.3K - $24.7K
4.05K $456K
HD
Home Depot, Inc.

Consumer Cyclical
32
+ 4.11%
$357.4 - $423.42 $11.4K - $13.5K
810 $328K
Activity Summary
Buys All Purchases 76 New Holdings 6 Increased Positions 70 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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