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Consolidated Portfolio Review Corp

Latest statistics and disclosures from Consolidated Portfolio Review Corp's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BIV, IWF, VHT, MA, and represent 16.98% of Consolidated Portfolio Review Corp's stock portfolio.
Added to shares of these 10 stocks: SCHX, PANW, NVDA, SCHV, SCHG, CRM, NVO, CRS, BIV, AAPL.
Started 26 new stock positions in SPMD, CRS, SPHY, UGI, NVO, SCHX, URNM, SHOP, BLW, SPYV.
Reduced shares in these 10 stocks: CDC, , MNST, BSCO, BKT, VHT, BSCP, Guggenheim Bulletshrs 2023 Corp Bd Etf, EWJ, BA.
Sold out of its positions in MO, AEP, AMLI, BIDU, MCI, BKT, LNG, DE, FSCO, FDX.
Consolidated Portfolio Review Corp was a net seller of stock by $-13M.
Consolidated Portfolio Review Corp has $438M in assets under management (AUM), dropping by 6.16%.
Central Index Key (CIK): 0001972835

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Portfolio Holdings for Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp holds 296 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.6	$25M	+4%	127k	192.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.1	$18M	+6%	237k	76.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.7	$12M	-2%	39k	303.17	View chart
Vanguard World Fds Health Car Etf (VHT)	2.3	$10M	-15%	40k	250.70	View chart
Mastercard Incorporated Cl A (MA)	2.2	$9.8M	-2%	23k	426.51	View chart
Microsoft Corporation (MSFT)	2.2	$9.5M	-4%	25k	376.04	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$9.0M	-3%	60k	149.50	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$8.9M	-9%	29k	310.87	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	1.8	$7.9M	+12%	118k	67.06	View chart
Vanguard World Fds Consum Stp Etf (VDC)	1.7	$7.6M	-11%	40k	190.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$7.4M	-14%	155k	47.90	View chart
NVIDIA Corporation (NVDA)	1.5	$6.8M	+43%	14k	495.23	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.3	$5.9M	+15%	114k	51.67	View chart
Amazon (AMZN)	1.3	$5.9M	-6%	39k	151.94	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.3	$5.7M	+2%	152k	37.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$5.6M	-6%	137k	41.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$5.2M		11k	475.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$5.0M		65k	77.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$4.4M	NEW	77k	56.40	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$4.2M	-10%	45k	93.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$4.0M	-8%	36k	111.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$3.8M	-3%	27k	139.69	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$3.7M		79k	46.36	View chart
Palo Alto Networks (PANW)	0.8	$3.4M	+151%	12k	294.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$3.4M	-4%	38k	88.36	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.8	$3.4M	+12%	127k	26.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.3M		16k	213.33	View chart
Eli Lilly & Co. (LLY)	0.8	$3.3M		5.7k	582.92	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$3.3M		17k	192.47	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$3.3M		19k	175.22	View chart
Adobe Systems Incorporated (ADBE)	0.7	$3.2M	-6%	5.4k	596.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$3.1M		11k	277.14	View chart
Intel Corporation (INTC)	0.7	$3.0M		59k	50.25	View chart
Akamai Technologies (AKAM)	0.7	$2.9M		24k	118.35	View chart
Doubleline Yield (DLY)	0.7	$2.9M	+8%	192k	14.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$2.8M	+167%	40k	70.10	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.6	$2.8M	+3%	94k	29.78	View chart
Western Asset Mrtg Defined Oppn Fund (DMO)	0.6	$2.8M	+6%	248k	11.17	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.6	$2.8M	+9%	169k	16.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.7M	+151%	33k	82.96	View chart
American Water Works (AWK)	0.6	$2.7M		21k	131.99	View chart
Pimco Income Strategy Fund II (PFN)	0.6	$2.7M	+3%	378k	7.23	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.6	$2.7M	+5%	54k	49.88	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$2.6M	-2%	10k	259.50	View chart
Visa Com Cl A (V)	0.6	$2.5M	-2%	9.6k	260.35	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.6	$2.5M	+6%	179k	13.90	View chart
Verizon Communications (VZ)	0.6	$2.5M	-4%	65k	37.70	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.6	$2.5M	+2%	75k	32.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$2.4M	-11%	32k	76.13	View chart
salesforce (CRM)	0.5	$2.4M	+232%	9.0k	263.14	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.5	$2.3M		191k	12.24	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$2.3M		27k	85.34	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.5	$2.3M	+7%	23k	100.35	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$2.3M	+18%	38k	59.32	View chart
Southern Company (SO)	0.5	$2.3M		32k	70.12	View chart
Pgim Short Dur Hig Yld Opp F (SDHY)	0.5	$2.3M	+27%	150k	15.00	View chart
Pitney Bowes (PBI)	0.5	$2.2M		504k	4.40	View chart
Boeing Company (BA)	0.5	$2.1M	-37%	8.0k	260.67	View chart
First Tr Specialty Fin & Fin Com Ben Intr (FGB)	0.5	$2.1M	-6%	576k	3.58	View chart
Ishares Tr Broad Usd High (USHY)	0.5	$2.1M		57k	36.35	View chart
Procter & Gamble Company (PG)	0.5	$2.0M	-7%	14k	146.54	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.9M	-6%	8.9k	218.15	View chart
Fortinet (FTNT)	0.4	$1.9M		33k	58.53	View chart
Lam Research Corporation (LRCX)	0.4	$1.9M		2.4k	783.26	View chart
Oneok (OKE)	0.4	$1.8M		26k	70.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.8M	-40%	9.2k	191.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.8M	-7%	11k	157.80	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.4	$1.7M	-17%	3.5k	484.02	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$1.7M	-5%	7.8k	219.56	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.4	$1.7M	-2%	104k	16.04	View chart
Vanguard World Fds Utilities Etf (VPU)	0.4	$1.6M	-27%	12k	137.07	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.6M	-17%	9.5k	170.10	View chart
Chevron Corporation (CVX)	0.4	$1.6M	-15%	11k	149.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.5M	-2%	11k	140.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.5M	+4%	3.5k	436.77	View chart
Tesla Motors (TSLA)	0.3	$1.5M	-19%	6.0k	248.48	View chart
Novo-nordisk A S Adr (NVO)	0.3	$1.5M	NEW	15k	103.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.5M	+3%	8.8k	170.40	View chart
India Fund (IFN)	0.3	$1.5M		80k	18.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.4M	-3%	13k	108.25	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.3	$1.4M	+56%	53k	26.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.4M	-11%	14k	99.25	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$1.4M	-26%	7.5k	186.55	View chart
Meta Platforms Cl A (META)	0.3	$1.4M		3.9k	353.96	View chart
Cohen & Steers infrastucture Fund (UTF)	0.3	$1.4M	+53%	65k	21.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.4M	-2%	5.7k	241.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.4M		3.9k	356.66	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.3	$1.4M	+40%	126k	10.80	View chart
Western Asset Diversified In Com Shs Ben Int (WDI)	0.3	$1.3M	+117%	95k	14.10	View chart
Blackrock Capital Allocation Trust (BCAT)	0.3	$1.3M	+2%	90k	14.95	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.3	$1.3M	+11%	4.4k	304.55	View chart
Carpenter Technology Corporation (CRS)	0.3	$1.3M	NEW	18k	70.80	View chart
Waste Management (WM)	0.3	$1.3M		7.2k	179.10	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.3	$1.3M	-66%	22k	56.57	View chart
Advanced Micro Devices (AMD)	0.3	$1.3M		8.5k	147.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.2M	+345%	23k	53.82	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.2M		15k	81.28	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.3	$1.2M	+25%	112k	10.91	View chart
Home Depot (HD)	0.3	$1.2M	-14%	3.4k	346.52	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	0.3	$1.2M	+5%	83k	14.30	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M		1.8k	660.15	View chart
Airbnb Com Cl A (ABNB)	0.3	$1.2M		8.6k	136.14	View chart
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN)	0.3	$1.1M		32k	35.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.1M	-13%	8.3k	136.38	View chart
Doubleline Income Solutions (DSL)	0.2	$1.1M	-2%	87k	12.24	View chart
Voya Infrastructure Industrial & Materia (IDE)	0.2	$1.1M		103k	10.18	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$1.0M	+36%	16k	62.66	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.0M	-25%	15k	68.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.0M	+7%	12k	82.04	View chart
Vanguard World Fds Financials Etf (VFH)	0.2	$1.0M	-47%	11k	92.26	View chart
Crown Castle Intl (CCI)	0.2	$1.0M	+6%	8.8k	115.19	View chart
Mfs Govt Mkts Income Tr Sh Ben Int (MGF)	0.2	$1.0M	+3%	316k	3.18	View chart
Rithm Capital Corp Com New (RITM)	0.2	$984k	-12%	92k	10.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$949k	-5%	4.1k	232.65	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$941k		20k	47.74	View chart
Sherwin-Williams Company (SHW)	0.2	$929k		3.0k	311.87	View chart
Nuveen Real (JRI)	0.2	$915k	+12%	78k	11.72	View chart
Ford Motor Company (F)	0.2	$881k	+71%	72k	12.19	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.2	$875k		46k	18.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$849k	-22%	3.6k	237.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$848k	-10%	4.7k	179.98	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$842k	-7%	13k	64.48	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$828k	-7%	10k	80.15	View chart
UnitedHealth (UNH)	0.2	$815k	-2%	1.5k	526.34	View chart
Insulet Corporation (PODD)	0.2	$806k		3.7k	216.98	View chart
Flaherty & Crumrine Pref. Incme Opp (PFO)	0.2	$805k	+28%	101k	7.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$801k	-7%	11k	70.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$796k		10k	77.37	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.2	$777k	+89%	244k	3.19	View chart
Barings Global Short Duration Com cef (BGH)	0.2	$777k	NEW	58k	13.44	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$775k	-23%	14k	53.84	View chart
Walt Disney Company (DIS)	0.2	$773k	-15%	8.6k	90.29	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.2	$766k	+72%	23k	33.12	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$757k	+4%	32k	23.90	View chart
Sempra Energy (SRE)	0.2	$749k		10k	74.73	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$747k	+4%	30k	24.76	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$737k	+4%	30k	24.91	View chart
Toronto Dominion Bk Ont Com New (TD)	0.2	$737k	-7%	11k	64.62	View chart
stock	0.2	$735k	-12%	4.8k	152.35	View chart
Nextera Energy (NEE)	0.2	$726k	+2%	12k	60.74	View chart
American Tower Reit (AMT)	0.2	$714k	-3%	3.3k	215.89	View chart
Proshares Tr Large Cap Cre (CSM)	0.2	$683k	-8%	13k	54.77	View chart
Blackrock Health Sciences Trust (BME)	0.2	$681k	+85%	17k	40.46	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$671k	+5%	8.6k	78.03	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$663k	+47%	7.3k	91.05	View chart
Physicians Realty Trust	0.2	$662k	NEW	50k	13.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$656k	-8%	6.6k	99.98	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.1	$656k	NEW	38k	17.23	View chart
Hartford Financial Services (HIG)	0.1	$654k	-5%	8.1k	80.38	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$652k	-10%	30k	21.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$636k		6.4k	98.88	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$627k	NEW	13k	48.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$623k	-13%	4.3k	145.03	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$610k	+5%	26k	23.86	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$607k	+5%	26k	23.28	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.1	$601k	+26%	503.00	1195.62	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$600k	-6%	5.6k	107.49	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$594k	-9%	5.1k	117.28	View chart
Easterly Government Properti reit (DEA)	0.1	$594k	+43%	44k	13.44	View chart
Johnson & Johnson (JNJ)	0.1	$590k	-11%	3.8k	156.75	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$588k	+2%	60k	9.81	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$586k	-9%	12k	50.24	View chart
At&t (T)	0.1	$541k	-16%	32k	16.78	View chart
Bank of America Corporation (BAC)	0.1	$537k	-5%	16k	33.67	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$534k	+118%	8.4k	63.33	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$531k	-62%	8.1k	65.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$529k	+2%	1.3k	409.57	View chart
Atlantica Sustainable Infr P SHS (AY)	0.1	$527k	+9%	25k	21.50	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.1	$524k	+31%	435.00	1204.84	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$518k		5.4k	95.20	View chart
Union Pacific Corporation (UNP)	0.1	$517k	-2%	2.1k	245.62	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$513k	+120%	3.1k	167.94	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.1	$507k	+74%	28k	18.11	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$489k		9.7k	50.36	View chart
Oracle Corporation (ORCL)	0.1	$486k	-4%	4.6k	105.43	View chart
McDonald's Corporation (MCD)	0.1	$484k		1.6k	296.45	View chart
Kla Corp Com New (KLAC)	0.1	$477k		820.00	581.30	View chart
Abbvie (ABBV)	0.1	$473k	-5%	3.1k	154.97	View chart
Western Asset Global Cp Defi (GDO)	0.1	$468k	+2%	37k	12.77	View chart
Applied Materials (AMAT)	0.1	$468k		2.9k	162.09	View chart
Ishares Tr Robotics Artif (IRBO)	0.1	$467k	-12%	14k	34.50	View chart
Bancroft Fund (BCV)	0.1	$460k	NEW	29k	15.98	View chart
Duff & Phelps Global (DPG)	0.1	$456k	+14%	50k	9.17	View chart
Western Asset Hgh Yld Dfnd (HYI)	0.1	$455k	-2%	38k	12.09	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$446k	-6%	8.8k	50.58	View chart
Aon Shs Cl A (AON)	0.1	$432k		1.5k	291.02	View chart
Republic Services (RSG)	0.1	$430k		2.6k	164.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$425k	-5%	890.00	477.60	View chart
Merck & Co (MRK)	0.1	$420k	-13%	3.9k	109.03	View chart
Kinder Morgan (KMI)	0.1	$420k	-5%	24k	17.64	View chart
Listed Fd Tr Overlay (OVLH)	0.1	$420k		15k	28.91	View chart
Cisco Systems (CSCO)	0.1	$416k	-9%	8.2k	50.52	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$411k	-59%	10k	40.25	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$411k	-4%	11k	36.51	View chart
S&p Global (SPGI)	0.1	$408k		926.00	440.68	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$404k	-16%	12k	34.46	View chart
EOG Resources (EOG)	0.1	$403k		3.3k	120.95	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$403k	+35%	2.3k	178.80	View chart
Stealthgas SHS (GASS)	0.1	$399k	NEW	62k	6.46	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$399k	-8%	8.8k	45.43	View chart
Coca-Cola Company (KO)	0.1	$395k	-11%	6.7k	58.93	View chart
Tractor Supply Company (TSCO)	0.1	$395k		1.8k	215.03	View chart
Paychex (PAYX)	0.1	$393k	-5%	3.3k	119.09	View chart
Servicenow (NOW)	0.1	$391k	NEW	553.00	706.49	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$383k	NEW	27k	13.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$379k	-2%	8.1k	46.62	View chart
Corning Incorporated (GLW)	0.1	$378k	-10%	12k	30.45	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$376k	-2%	7.2k	52.00	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$375k	-2%	18k	21.14	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$360k	-39%	5.0k	72.03	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$359k	-13%	8.2k	43.71	View chart
International Seaways (INSW)	0.1	$357k	+7%	7.8k	45.48	View chart
Emerson Electric (EMR)	0.1	$354k		3.6k	97.34	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$350k		1.4k	252.17	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.1	$349k		7.4k	47.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$344k	+13%	4.7k	73.55	View chart
Hannon Armstrong (HASI)	0.1	$344k	-5%	13k	27.58	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$338k	-79%	5.3k	64.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$337k	+8%	15k	22.73	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$330k	-16%	16k	21.18	View chart
Linde SHS (LIN)	0.1	$328k		799.00	410.71	View chart
Dex (DXCM)	0.1	$324k		2.6k	124.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$323k	-20%	1.6k	200.71	View chart
Walgreen Boots Alliance (WBA)	0.1	$321k	-29%	12k	26.11	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$321k	+6%	14k	22.92	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$318k	+5%	14k	23.21	View chart
Pfizer (PFE)	0.1	$316k	-17%	11k	28.79	View chart
American Express Company (AXP)	0.1	$314k	-2%	1.7k	187.34	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$312k		12k	26.91	View chart
Trane Technologies SHS (TT)	0.1	$309k		1.3k	243.90	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.1	$307k	-6%	5.8k	53.35	View chart
Ishares Tr Genomics Immun (IDNA)	0.1	$305k	+22%	13k	23.01	View chart
Goldman Sachs (GS)	0.1	$302k	-4%	784.00	385.77	View chart
Etf Managers Tr Prime Cybr Scrty	0.1	$302k	-11%	5.0k	60.40	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QMAR)	0.1	$302k		12k	25.63	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.1	$301k		26k	11.82	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$301k	-33%	5.7k	52.51	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$299k		4.0k	75.67	View chart
Booking Holdings (BKNG)	0.1	$298k	NEW	84.00	3547.21	View chart
Stryker Corporation (SYK)	0.1	$295k	+3%	983.00	299.59	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$294k	-5%	3.2k	92.46	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$286k		496.00	575.99	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$282k		5.4k	51.99	View chart
Texas Instruments Incorporated (TXN)	0.1	$274k		1.6k	170.46	View chart
Algonquin Power & Utilities equs (AQN)	0.1	$272k	+13%	43k	6.32	View chart
Paypal Holdings (PYPL)	0.1	$272k	-14%	4.4k	61.41	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$267k		2.5k	104.92	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$267k	NEW	1.6k	168.56	View chart
Amgen (AMGN)	0.1	$266k	-18%	923.00	288.02	View chart
Pioneer Natural Resources (PXD)	0.1	$265k		1.2k	224.88	View chart
Novartis Sponsored Adr (NVS)	0.1	$262k	-14%	2.6k	100.97	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$260k	NEW	8.5k	30.59	View chart
Kkr Income Opportunities (KIO)	0.1	$259k		21k	12.57	View chart
ConocoPhillips (COP)	0.1	$258k		2.2k	116.07	View chart
Starbucks Corporation (SBUX)	0.1	$257k	-4%	2.7k	96.01	View chart
UGI Corporation (UGI)	0.1	$256k	NEW	10k	24.60	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$255k	-30%	5.0k	50.94	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$255k	-5%	8.9k	28.50	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$254k		8.0k	31.64	View chart
Shopify Cl A (SHOP)	0.1	$245k	NEW	3.1k	77.90	View chart
Lockheed Martin Corporation (LMT)	0.1	$238k	-8%	524.00	453.24	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$232k	NEW	3.8k	61.16	View chart
PNC Financial Services (PNC)	0.1	$230k	-23%	1.5k	154.90	View chart
Wal-Mart Stores (WMT)	0.1	$229k	+7%	1.5k	157.64	View chart
Thermo Fisher Scientific (TMO)	0.1	$229k	-32%	431.00	531.05	View chart
The Trade Desk Com Cl A (TTD)	0.1	$228k	-29%	3.2k	71.96	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.1	$227k	-12%	9.3k	24.29	View chart
Marathon Petroleum Corp (MPC)	0.1	$225k		1.5k	148.36	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$225k	NEW	2.8k	81.10	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$222k	-47%	2.0k	110.66	View chart
Global Payments (GPN)	0.1	$221k		1.7k	127.00	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$219k	+6%	14k	15.57	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GMAY)	0.0	$219k		6.6k	32.90	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$218k	NEW	4.7k	46.63	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$216k	NEW	9.2k	23.38	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$211k	NEW	2.7k	77.74	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$209k	-80%	3.4k	61.94	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.0	$207k	-18%	11k	18.13	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$207k	-2%	4.0k	52.20	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$206k	-2%	2.2k	93.08	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$205k	NEW	4.3k	47.24	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$204k	NEW	6.5k	31.18	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$204k	+11%	18k	11.47	View chart
PPG Industries (PPG)	0.0	$203k	NEW	1.4k	149.55	View chart
Pepsi (PEP)	0.0	$203k		1.2k	169.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$201k	-49%	4.2k	47.49	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$201k	NEW	4.1k	48.72	View chart
Sofi Technologies (SOFI)	0.0	$200k		20k	9.95	View chart
Key (KEY)	0.0	$185k	-9%	13k	14.40	View chart
Blackrock Multi-sector Incom other (BIT)	0.0	$174k	-15%	12k	15.00	View chart
Pimco Income Strategy Fund (PFL)	0.0	$172k	+15%	20k	8.44	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.0	$160k	-2%	12k	12.92	View chart
Ecofin Sustainable And Socia Com Sh Ben Int (TEAF)	0.0	$147k	NEW	13k	11.71	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$134k	-5%	33k	4.10	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$127k		20k	6.38	View chart
Envirotech Vehicles Com New (EVTV)	0.0	$32k		24k	1.36	View chart

Past Filings by Consolidated Portfolio Review Corp

SEC 13F filings are viewable for Consolidated Portfolio Review Corp going back to 2023

Consolidated Portfolio Review Corp 2023 Q4 filed Jan. 29, 2024
Consolidated Portfolio Review Corp 2023 Q3 filed Nov. 13, 2023
Consolidated Portfolio Review Corp 2023 Q2 filed Aug. 14, 2023
Consolidated Portfolio Review Corp 2023 Q1 filed May 11, 2023

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