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
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.35K
+ 0.89%
$21.15 - $22.45 $28.6K - $30.4K
154K $3.42B
ABBV
Abb Vie Inc.

Healthcare
41
+ 1.73%
$184.85 - $231.54 $7.58K - $9.49K
2.41K $559M
DFUS
Dimensional ETF Tr U S Equity

ETFs
436
+ 2.73%
$67.01 - $72.84 $29.2K - $31.8K
16.4K $1.19B
SPYG
Spdr Portfolio

ETFs
198
+ 1.86%
$94.33 - $105.31 $18.7K - $20.9K
10.8K $1.13B
PLD
Prologis, Inc.

Real Estate
443
+ 6.47%
$104.08 - $115.35 $46.1K - $51.1K
7.29K $835M
UGA
United States Gasoline Fund, LP

ETFs
1.19K
+ 14.32%
$61.18 - $66.21 $72.7K - $78.7K
9.49K $612M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.59K
+ 47.97%
$30.71 - $30.86 $110K - $111K
11.1K $341M
Ge Vernova Inc
34
+ 3.36%
N/A
1.05K $643M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.62K
+ 2.03%
$13.77 - $14.45 $36.1K - $37.9K
131K $1.9B
Grayscale Bitcoin Mini Tr Et
75
+ 0.21%
N/A
35.2K $1.78B
VNQ
Vanguard Specialized Funds Van

ETFs
589
+ 2.86%
$88.47 - $93.24 $52.1K - $54.9K
21.2K $1.93B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.2K
+ 9.39%
$78.96 - $80.04 $94.4K - $95.7K
13.9K $1.11B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.14K
+ 32.74%
$35.42 - $38.65 $75.8K - $82.7K
8.67K $330M
IEFA
Ishares Tr

ETFs
309
+ 1.7%
$81.7 - $87.53 $25.2K - $27K
18.5K $1.62B
VOE
Vanguard Mid Cap Value Index F

ETFs
266
+ 5.85%
$164.63 - $174.58 $43.8K - $46.4K
4.82K $841M
QJUN
First Tr ETF
2.38K
+ 20.24%
$29.51 - $31.11 $70.2K - $74K
14.1K $440M
CSX
Csx Corp

Industrials
21
+ 0.07%
$32.05 - $36.52 $673 - $767
30.7K $1.09B
GIGB
Goldman Sachs ETF Access Invt
1.53K
+ 7.83%
N/A
21.1K $985M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
204
+ 1.01%
$24.38 - $30.89 $4.97K - $6.3K
20.4K $627M
AVUV
American Centy ETF Tr Avantis

ETFs
250
+ 3.58%
$90.37 - $102.12 $22.6K - $25.5K
7.24K $720M
AMAT
Applied Materials Inc

Technology
13
+ 0.35%
$156.25 - $204.95 $2.03K - $2.66K
3.72K $761M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
120
+ 0.33%
$36.79 - $39.01 $4.41K - $4.68K
36.2K $1.41B
GRMN
Garmin LTD

Technology
1
+ 0.05%
$211.13 - $246.22 $211 - $246
2.14K $526M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
1.67K
+ 32.13%
$42.16 - $43.5 $70.4K - $72.6K
6.86K $299M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.08K
+ 6.31%
N/A
52K $1.26B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.19K
+ 14.7%
$37.04 - $40.86 $44.1K - $48.7K
9.29K $378M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
836
+ 3.55%
$72.01 - $74.44 $60.2K - $62.2K
24.4K $1.79B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3K
+ 6.32%
$24.14 - $24.34 $72.5K - $73.1K
50.5K $1.23B
IWR
Ishares Russell Mid Cap ETF

ETFs
185
+ 1.46%
$92.26 - $97.51 $17.1K - $18K
12.8K $1.24B
IRBO
Ishares Robotics & Artificial

ETFs
104
+ 0.71%
N/A
14.7K $671M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.91K
+ 6.2%
$25.09 - $25.19 $73K - $73.3K
49.8K $1.25B
MPWR
Monolithic Power Systems Inc

Technology
14
+ 4.62%
$711.24 - $922.81 $9.96K - $12.9K
317 $292M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.99K
+ 6.63%
$23.29 - $23.38 $69.6K - $69.9K
48.1K $1.12B
LMT
Lockheed Martin Corp

Industrials
3
+ 0.16%
$410.74 - $499.21 $1.23K - $1.5K
1.9K $948M
JRS
Nuveen Real Estate Income Fund

Financial Services
5.82K
+ 11.76%
$7.59 - $8.35 $44.2K - $48.6K
55.3K $452M
QCOM
Qualcomm Inc

Technology
110
+ 1.65%
$145.84 - $173.55 $16K - $19.1K
6.8K $1.13B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.85K
+ 6.71%
$21.89 - $22.2 $62.4K - $63.3K
45.3K $1B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
18
+ 0.13%
$79.83 - $84.0 $1.44K - $1.51K
13.7K $1.15B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.72K
+ 6.39%
$22.36 - $22.52 $60.8K - $61.3K
45.3K $1.02B
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.14K
+ 19.73%
$44.81 - $46.39 $50.9K - $52.7K
6.89K $320M
PDI
Pimco Dynamic Income Fund

Financial Services
1.54K
+ 4.11%
$18.85 - $20.07 $29K - $30.8K
38.9K $770M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.25K
+ 6.32%
$25.24 - $25.56 $56.7K - $57.4K
37.8K $964M
Blackrock ETF Trust
1.19K
+ 18.01%
N/A
7.79K $295M
TPHD
Timothy Plan High Divid Stk Et

ETFs
492
+ 1.9%
$38.0 - $39.42 $18.7K - $19.4K
26.4K $1.04B
CVNA
Carvana Co.

Consumer Cyclical
79
+ 11.14%
$326.09 - $392.66 $25.8K - $31K
788 $297M
PEP
Pepsico Inc

Consumer Defensive
72
+ 1.25%
$133.81 - $152.16 $9.63K - $11K
5.81K $816M
ETN
Eaton Corp PLC

Industrials
107
+ 11.16%
$342.99 - $392.76 $36.7K - $42K
1.07K $400M
First Tr Exchng Traded Fd Vi
1.85K
+ 12.83%
N/A
16.2K $494M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.47K
+ 5.76%
$22.19 - $22.44 $54.8K - $55.4K
45.3K $1.02B
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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