Consolidated Portfolio Review Corp Incresed Positions in Q1 2025

Consolidated Portfolio Review Corp

  • $624 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
407
+ 3.8%
$105.44 - $118.93 $42.9K - $48.4K
11.1K $1.32B
V
Visa Inc.

Financial Services
226
+ 9.27%
$306.92 - $362.71 $69.4K - $82K
2.66K $933M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.42K
+ 1.69%
$23.43 - $25.55 $33.2K - $36.2K
85.1K $2.17B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
803
+ 3.71%
$68.32 - $75.06 $54.9K - $60.3K
22.4K $1.68B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.09K
+ 14.9%
$120.29 - $134.6 $251K - $281K
16.1K $1.96B
GRMN
Garmin LTD

Technology
629
+ 41.77%
$204.55 - $241.93 $129K - $152K
2.14K $464M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.23K
+ 13.41%
$38.99 - $40.37 $126K - $130K
27.3K $1.1B
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
7.6K
+ 4.6%
$12.04 - $13.32 $91.6K - $101K
173K $2.17B
XLV
Select Sector Spdr Fund Health

ETFs
487
+ 5.39%
$137.61 - $149.68 $67K - $72.9K
9.52K $1.39B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.2K
+ 1.27%
$44.68 - $46.49 $53.5K - $55.7K
95.5K $4.42B
PIM
Putnam Master Intermediate Income Trust

Financial Services
36.5K
+ 12.48%
$3.23 - $3.35 $118K - $122K
329K $1.09B
ADP
Automatic Data Processing Inc

Industrials
404
+ 36.04%
$286.85 - $318.64 $116K - $129K
1.53K $466M
FNDX
Schwab Fundamental U S Large C

ETFs
5.94K
+ 13.05%
$23.03 - $25.01 $137K - $148K
51.4K $1.21B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.26K
+ 13.65%
$23.9 - $24.18 $126K - $127K
43.8K $1.06B
IFN
India Fund Inc

Financial Services
8.31K
+ 7.84%
$14.32 - $16.19 $119K - $135K
114K $1.8B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.51K
+ 4.63%
$33.84 - $37.77 $51.2K - $57.1K
34.2K $1.24B
MGF
Mfs Government Markets Income Trust

Financial Services
29.5K
+ 8.51%
$3.03 - $3.17 $89.4K - $93.5K
376K $1.19B
EMR
Emerson Electric CO

Industrials
1.92K
+ 33.09%
$108.64 - $131.17 $208K - $252K
7.72K $846M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.35K
+ 14.76%
$23.29 - $23.38 $125K - $125K
41.6K $972M
PG
Procter & Gamble CO

Consumer Defensive
247
+ 0.87%
$158.56 - $176.26 $39.2K - $43.5K
28.7K $4.9B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.28K
+ 14.95%
$24.79 - $25.26 $106K - $108K
32.9K $831M
MA
Mastercard Inc

Financial Services
154
+ 10.57%
$504.67 - $576.31 $77.7K - $88.8K
1.61K $883M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
+ 9.33%
$1187.71 - $1432.58 $33.3K - $40.1K
328 $470M
Ishares Bitcoin Trust ETF
3.21K
+ 49.52%
N/A
9.68K $453M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.54K
+ 13.08%
$22.11 - $22.43 $100K - $102K
39.3K $880M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.05K
+ 10.3%
$25.05 - $25.16 $101K - $102K
43.4K $1.09B
CTAS
Cintas Corp

Industrials
161
+ 5.06%
$182.09 - $208.14 $29.3K - $33.5K
3.34K $687M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.04K
+ 9.8%
N/A
45.3K $1.1B
MCD
Mcdonalds Corp

Consumer Cyclical
216
+ 14.05%
$279.74 - $321.29 $60.4K - $69.4K
1.75K $548M
VCIT
Vanguard Intermediate Term Cor

ETFs
950
+ 5.98%
$79.17 - $82.04 $75.2K - $77.9K
16.8K $1.38B
MCK
Mckesson Corp

Healthcare
45
+ 6.64%
$566.21 - $672.99 $25.5K - $30.3K
723 $487M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
310
+ 13.07%
$507.05 - $563.67 $157K - $175K
2.68K $1.38B
IEFA
Ishares Tr

ETFs
356
+ 2.74%
$69.57 - $78.65 $24.8K - $28K
13.3K $1.01B
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
7.77K
+ 4.7%
$11.41 - $12.06 $88.7K - $93.8K
173K $2.05B
ABBV
Abb Vie Inc.

Healthcare
150
+ 7.55%
$169.2 - $216.66 $25.4K - $32.5K
2.14K $448M
ARCC
Ares Capital Corp

Financial Services
4.09K
+ 41.71%
$21.28 - $23.81 $87.1K - $97.5K
13.9K $308M
GAB
Gabelli Equity Trust Inc

Financial Services
13.9K
+ 11.34%
$5.36 - $5.67 $74.7K - $79K
137K $754M
LOW
Lowes Companies Inc

Consumer Cyclical
468
+ 37.99%
$222.66 - $268.42 $104K - $126K
1.7K $396M
PM
Philip Morris International Inc.

Consumer Defensive
57
+ 2.64%
$117.15 - $158.79 $6.68K - $9.05K
2.22K $352M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.18K
+ 27.39%
$92.51 - $102.81 $109K - $121K
5.47K $506M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
537
+ 7.47%
$87.68 - $94.52 $47.1K - $50.8K
7.72K $723M
XLI
Industrial Sector Spdr

ETFs
639
+ 40.14%
$128.78 - $141.67 $82.3K - $90.5K
2.23K $292M
HDV
Ishares Core High Dividend ETF

ETFs
510
+ 25.93%
$110.86 - $121.12 $56.5K - $61.8K
2.48K $300M
KLAC
Kla Corp

Technology
56
+ 6.77%
$636.62 - $777.63 $35.7K - $43.5K
883 $600M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.71K
+ 10.44%
$21.64 - $22.08 $80.3K - $82K
39.3K $850M
VTC
Vanguard Scottsdale Fds Total

ETFs
969
+ 25.41%
$74.74 - $77.39 $72.4K - $75K
4.78K $367M
PFN
Pimco Income Strategy Fund Ii

Financial Services
5.89K
+ 1.62%
$7.41 - $7.64 $43.6K - $45K
368K $2.78B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.76K
+ 7.41%
$21.77 - $22.25 $60.2K - $61.5K
40.1K $891M
SGOL
Abrdn Gold ETF Trust

ETFs
700
+ 6.36%
$25.14 - $29.82 $17.6K - $20.9K
11.7K $349M
Activity Summary
Buys All Purchases 255 New Holdings 33 Increased Positions 222 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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