Colton Groome Financial Advisors

Colton Groome Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Colton Groome Financial Advisors

Colton Groome Financial Advisors holds 119 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.1 $55M 94k 588.68
Ishares Tr Msci Eafe Etf (EFA) 7.3 $19M 252k 75.61
Ishares Tr Core Us Aggbd Et (AGG) 6.8 $18M 184k 96.90
Ishares Tr Msci Emg Mkt Etf (EEM) 3.9 $10M 246k 41.82
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $9.2M 147k 62.31
Apple (AAPL) 2.6 $6.8M 27k 250.42
Ishares Tr A Rate Cp Bd Etf (QLTA) 2.5 $6.6M 141k 46.79
Microsoft Corporation (MSFT) 2.4 $6.3M 15k 421.51
Select Sector Spdr Tr Communication (XLC) 2.4 $6.2M 64k 96.81
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.2 $5.7M 26k 224.35
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.8 $4.8M 94k 51.51
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.8 $4.7M 53k 87.90
Select Sector Spdr Tr Technology (XLK) 1.7 $4.5M 19k 232.52
Broadcom (AVGO) 1.7 $4.3M 19k 231.84
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.5 $3.9M 88k 44.92
Select Sector Spdr Tr Indl (XLI) 1.4 $3.7M 28k 131.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $3.5M 25k 137.57
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.3 $3.3M 65k 51.14
Select Sector Spdr Tr Financial (XLF) 1.1 $3.0M 62k 48.33
Ishares Tr Gov/cred Bd Etf (GBF) 1.1 $3.0M 29k 102.22
Ishares Tr National Mun Etf (MUB) 1.1 $2.9M 27k 106.55
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $2.9M 32k 89.04
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.1 $2.8M 136k 20.65
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $2.7M 80k 34.13
Spdr Ser Tr Portfolio S&p500 (SPYM) 1.0 $2.5M 37k 68.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $2.5M 4.8k 511.27
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $2.4M 14k 178.08
Visa Com Cl A (V) 0.9 $2.4M 7.5k 316.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $2.2M 58k 38.37
Ishares Tr Core Msci Eafe (IEFA) 0.8 $2.1M 30k 70.28
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.8 $2.0M 26k 78.61
Kla Corp Com New (KLAC) 0.7 $1.9M 3.0k 630.12
Select Sector Spdr Tr Energy (XLE) 0.7 $1.8M 22k 85.66
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $1.6M 22k 75.69
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.5M 14k 105.48
Wal-Mart Stores (WMT) 0.6 $1.5M 17k 90.35
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $1.5M 21k 71.43
Merck & Co (MRK) 0.6 $1.5M 15k 99.48
JPMorgan Chase & Co. (JPM) 0.6 $1.4M 6.0k 239.71
Eaton Corp SHS (ETN) 0.5 $1.3M 3.8k 331.87
Medtronic SHS (MDT) 0.4 $1.2M 14k 79.88
Blackrock (BLK) 0.4 $1.1M 1.1k 1025.12
PNC Financial Services (PNC) 0.4 $1.1M 5.9k 192.86
Amgen (AMGN) 0.4 $1.1M 4.3k 260.64
American Tower Reit (AMT) 0.4 $1.1M 5.8k 183.41
Amazon (AMZN) 0.4 $1.1M 4.8k 219.39
Qualcomm (QCOM) 0.4 $989k 6.4k 153.62
Ishares Core Msci Emkt (IEMG) 0.4 $946k 18k 52.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $825k 16k 51.70
eBay (EBAY) 0.3 $803k 13k 61.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $784k 28k 27.87
Vanguard Index Fds Growth Etf (VUG) 0.3 $772k 1.9k 410.44
Pepsi (PEP) 0.3 $729k 4.8k 152.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $699k 15k 47.82
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $681k 1.00 680920.00
Charles Schwab Corporation (SCHW) 0.3 $676k 9.1k 74.01
Emerson Electric (EMR) 0.3 $672k 5.4k 123.93
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $646k 6.4k 101.53
Vanguard World Mega Grwth Ind (MGK) 0.2 $631k 1.8k 343.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $610k 1.0k 586.08
Ball Corporation (BALL) 0.2 $605k 11k 55.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $601k 2.1k 289.81
Avery Dennison Corporation (AVY) 0.2 $589k 3.1k 187.13
Vanguard World Mega Cap Val Etf (MGV) 0.2 $570k 4.6k 124.91
Alphabet Cap Stk Cl A (GOOGL) 0.2 $555k 2.9k 189.30
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $546k 3.1k 175.23
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $501k 20k 24.99
Oracle Corporation (ORCL) 0.2 $501k 3.0k 166.64
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $480k 4.2k 115.22
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $479k 2.5k 190.88
TJX Companies (TJX) 0.2 $476k 3.9k 120.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $472k 876.00 538.83
Spdr Gold Tr Gold Shs (GLD) 0.2 $453k 1.9k 242.13
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $428k 2.2k 195.83
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.2 $423k 200.00 2113.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $418k 921.00 453.28
Lowe's Companies (LOW) 0.2 $414k 1.7k 246.80
Exxon Mobil Corporation (XOM) 0.2 $411k 3.8k 107.57
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $409k 7.8k 52.16
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $386k 9.5k 40.67
Stryker Corporation (SYK) 0.1 $380k 1.1k 360.05
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $376k 16k 22.98
Pulte (PHM) 0.1 $375k 3.4k 108.90
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $360k 6.6k 54.69
Vanguard Index Fds Value Etf (VTV) 0.1 $357k 2.1k 169.30
Eli Lilly & Co. (LLY) 0.1 $340k 440.00 772.00
Alphabet Cap Stk Cl C (GOOG) 0.1 $337k 1.8k 190.44
Procter & Gamble Company (PG) 0.1 $335k 2.0k 167.65
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $327k 3.7k 88.79
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $322k 8.2k 39.39
SYSCO Corporation (SYY) 0.1 $317k 4.2k 76.46
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $317k 11k 29.86
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $315k 6.1k 51.91
Pfizer (PFE) 0.1 $315k 12k 26.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $309k 2.4k 128.62
Southern First Bancshares (SFST) 0.1 $305k 7.7k 39.75
Home Depot (HD) 0.1 $303k 778.00 388.99
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $296k 11k 26.07
Ishares Tr Core Msci Intl (IDEV) 0.1 $288k 4.5k 64.47
Ishares Tr Esg Scrnd S&p500 (XVV) 0.1 $288k 6.4k 45.30
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $286k 10k 28.67
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $277k 7.7k 36.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $269k 6.1k 44.04
Coca-Cola Company (KO) 0.1 $267k 4.3k 62.26
Ishares Tr Mbs Etf (MBB) 0.1 $258k 2.8k 91.68
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $255k 5.5k 46.44
International Business Machines (IBM) 0.1 $255k 1.2k 219.83
Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $255k 9.6k 26.61
Clean Harbors (CLH) 0.1 $253k 1.1k 230.14
Ishares Msci Jpn Etf New (EWJ) 0.1 $253k 3.8k 67.10
Duke Energy Corp Com New (DUK) 0.1 $251k 2.3k 107.74
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $248k 678.00 366.06
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $248k 5.2k 48.15
UnitedHealth (UNH) 0.1 $246k 487.00 505.86
Park National Corporation (PRK) 0.1 $236k 1.4k 171.43
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $235k 5.3k 44.18
Johnson & Johnson (JNJ) 0.1 $224k 1.6k 144.62
NVIDIA Corporation (NVDA) 0.1 $205k 1.5k 134.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $203k 3.5k 57.41