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
MA
Mastercard Inc

Financial Services
61
+ 8.23%
$550.18 - $598.96 $33.6K - $36.5K
802 $456K
META
Meta Platforms, Inc.

Communication Services
53
+ 11.65%
$695.21 - $791.73 $36.8K - $42K
508 $373K
SPMD
Spdr Portfolio

ETFs
6
+ 0.06%
$54.43 - $58.29 $327 - $350
9.37K $535K
AXP
American Express CO

Financial Services
49
+ 7.7%
$294.27 - $342.31 $14.4K - $16.8K
685 $227K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
350
+ 7.78%
$44.22 - $45.74 $15.5K - $16K
4.85K $221K
EMR
Emerson Electric CO

Industrials
185
+ 4.02%
$128.6 - $149.63 $23.8K - $27.7K
4.79K $628K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
200
+ 0.65%
$25.21 - $25.99 $5.04K - $5.2K
31.1K $804K
CSCO
Cisco Systems, Inc.

Technology
189
+ 5.89%
$66.2 - $71.79 $12.5K - $13.6K
3.4K $232K
ACGL
Arch Capital Group Ltd.

Financial Services
113
+ 4.67%
$85.61 - $93.54 $9.67K - $10.6K
2.53K $229K
V
Visa Inc.

Financial Services
328
+ 4.28%
$332.09 - $358.86 $109K - $118K
7.99K $2.73M
GBDC
Golub Capital Bdc, Inc.

Financial Services
913
+ 8.98%
$13.69 - $15.48 $12.5K - $14.1K
11.1K $151K
Pimco ETF Tr
3.27K
+ 25.62%
N/A
16K $0
Blackrock Inc
10
+ 0.92%
N/A
1.1K $0
BNDX
Vanguard Total International B

ETFs
10
+ 0.22%
$49.0 - $49.51 $490 - $495
4.61K $227K
APD
Air Products & Chemicals, Inc.

Basic Materials
40
+ 2.31%
$265.78 - $299.3 $10.6K - $12K
1.77K $482K
KO
Coca Cola CO

Consumer Defensive
140
+ 2.42%
$65.67 - $71.67 $9.19K - $10K
5.93K $393K
SYK
Stryker Corp

Healthcare
13
+ 1.23%
$368.57 - $403.53 $4.79K - $5.25K
1.07K $394K
BALL
Ball Corp

Consumer Cyclical
5
+ 0.06%
$48.47 - $59.71 $242 - $299
8.59K $433K
AMT
American Tower Corp

Real Estate
285
+ 4.68%
$192.32 - $232.35 $54.8K - $66.2K
6.38K $1.23M
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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