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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 BIV, IWF, VUG, VHT, MSFT, and represent 14.79% of Consolidated Portfolio Review Corp's stock portfolio.
Added to shares of these 10 stocks: SMCI, UBER, DECK, IJH, ARM, FIX, ACGL, PHM, META, ANET.
Started 41 new stock positions in ACGL, IBHG, BUI, DECK, TSM, IBM, ASML, FSCO, XSHQ, AVGO.
Reduced shares in these 10 stocks: AAPL (-$15M), MA (-$11M), NVDA (-$7.3M), SPY, PANW, GOOGL, , AWK, ADBE, SO.
Sold out of its positions in AMD, ABNB, AKAM, AXP, AWK, AMGN, BAC.PL, BIT, BA, CRS.
Consolidated Portfolio Review Corp was a net seller of stock by $-80M.
Consolidated Portfolio Review Corp has $381M in assets under management (AUM), dropping by -12.87%.
Central Index Key (CIK): 0001972835

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Portfolio Holdings for Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp holds 275 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	4.6	$18M		234k	75.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$12M	-6%	37k	337.05	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$8.8M	-9%	26k	344.19	View chart
Vanguard World Health Car Etf (VHT)	2.3	$8.8M	-18%	33k	270.52	View chart
Microsoft Corporation (MSFT)	2.3	$8.7M	-17%	21k	420.73	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	2.2	$8.3M	-3%	114k	72.81	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$7.9M	-19%	49k	162.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$7.4M	-5%	147k	50.17	View chart
Apple (AAPL)	1.7	$6.6M	-69%	38k	171.48	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.7	$6.5M		154k	42.13	View chart
Vanguard World Consum Stp Etf (VDC)	1.7	$6.4M	-20%	32k	204.14	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.6	$6.1M	-4%	109k	56.17	View chart
Amazon (AMZN)	1.5	$5.9M	-15%	33k	180.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$5.4M	-5%	130k	41.77	View chart
NVIDIA Corporation (NVDA)	1.3	$5.0M	-59%	5.6k	903.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$4.9M		79k	62.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$4.8M	-2%	63k	76.67	View chart
Eli Lilly & Co. (LLY)	1.2	$4.5M		5.8k	777.98	View chart
Super Micro Computer (SMCI)	1.0	$4.0M	NEW	4.0k	1010.03	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$4.0M	-15%	38k	103.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$3.7M	-14%	31k	120.99	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.0	$3.6M		19k	195.10	View chart
Meta Platforms Cl A (META)	0.9	$3.6M	+87%	7.4k	485.58	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.9	$3.6M		78k	45.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.9	$3.4M	-3%	123k	27.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$3.4M	-4%	15k	228.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$3.2M	-8%	15k	208.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$3.2M	+376%	53k	60.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$3.1M		33k	92.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$3.1M	-6%	36k	86.48	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.8	$3.1M	+2%	172k	17.92	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$3.1M		40k	75.98	View chart
Doubleline Yield (DLY)	0.8	$3.0M		191k	15.94	View chart
Uber Technologies (UBER)	0.8	$2.9M	NEW	38k	76.99	View chart
Western Asset Mrtg Defined Oppn Fund (DMO)	0.8	$2.9M		246k	11.71	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.7	$2.8M	+5%	57k	49.89	View chart
Pimco Income Strategy Fund II (PFN)	0.7	$2.8M		377k	7.46	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.7	$2.8M		93k	29.77	View chart
Intel Corporation (INTC)	0.7	$2.7M	+4%	62k	44.17	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$2.7M	-7%	9.4k	286.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$2.6M	+3%	33k	80.63	View chart
Deckers Outdoor Corporation (DECK)	0.7	$2.6M	NEW	2.7k	941.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.7	$2.5M		27k	93.73	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.7	$2.5M	-5%	169k	14.85	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.7	$2.5M		189k	13.17	View chart
Arm Holdings Sponsored Adr (ARM)	0.6	$2.5M	NEW	20k	124.99	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.6	$2.4M		74k	32.69	View chart
Pgim Short Dur Hig Yld Opp F (SDHY)	0.6	$2.4M	+3%	156k	15.38	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.6	$2.4M		22k	105.27	View chart
Verizon Communications (VZ)	0.6	$2.3M	-15%	55k	41.96	View chart
First Tr Specialty Fin & Fin Com Ben Intr (FGB)	0.6	$2.1M		566k	3.77	View chart
Lam Research Corporation (LRCX)	0.6	$2.1M	-11%	2.2k	971.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$2.0M	-8%	35k	58.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$2.0M	-4%	8.5k	239.76	View chart
Ishares Tr Broad Usd High (USHY)	0.5	$2.0M		56k	36.59	View chart
Comfort Systems USA (FIX)	0.5	$2.0M	NEW	6.4k	317.71	View chart
salesforce (CRM)	0.5	$2.0M	-25%	6.7k	301.18	View chart
Arch Cap Group Ord (ACGL)	0.5	$1.9M	NEW	21k	92.44	View chart
Cohen & Steers infrastucture Fund (UTF)	0.5	$1.9M	+23%	81k	23.57	View chart
Novo-nordisk A S Adr (NVO)	0.5	$1.9M		15k	128.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.8M	-2%	8.9k	205.72	View chart
Pulte (PHM)	0.5	$1.8M	NEW	15k	120.62	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.5	$1.7M		103k	16.90	View chart
India Fund (IFN)	0.4	$1.7M	+2%	82k	20.47	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$1.7M	+15%	62k	26.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.6M		8.8k	182.60	View chart
Arista Networks (ANET)	0.4	$1.6M	NEW	5.5k	289.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.6M	-2%	3.8k	420.52	View chart
Visa Com Cl A (V)	0.4	$1.6M	-41%	5.6k	279.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.5M	-72%	3.0k	523.00	View chart
Saia (SAIA)	0.4	$1.5M	NEW	2.6k	585.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$1.5M	NEW	11k	136.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$1.4M	-2%	5.6k	260.70	View chart
Blackrock Capital Allocation Trust (BCAT)	0.4	$1.4M	-4%	86k	16.66	View chart
Western Asset Diversified In Com Shs Ben Int (WDI)	0.4	$1.4M		94k	14.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.4M	-27%	8.0k	169.37	View chart
Vanguard World Consum Dis Etf (VCR)	0.4	$1.3M	-2%	4.2k	317.75	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.4	$1.3M		126k	10.64	View chart
Duff & Phelps Global (DPG)	0.4	$1.3M	+181%	140k	9.56	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	0.3	$1.3M		83k	15.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.3M	-2%	22k	58.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.3M	-12%	12k	110.52	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$1.2M		31k	37.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M	-29%	7.7k	152.26	View chart
Broadcom (AVGO)	0.3	$1.2M	NEW	881.00	1325.41	View chart
Nuveen Real (JRI)	0.3	$1.2M	+25%	98k	11.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.2M	-31%	2.4k	480.72	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$1.1M	-37%	4.8k	235.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.1M	-6%	14k	80.51	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.1M	-9%	7.6k	147.74	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.3	$1.1M	NEW	18k	63.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	-73%	7.3k	150.93	View chart
Doubleline Income Solutions (DSL)	0.3	$1.1M		86k	12.70	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.1M		15k	72.34	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.3	$1.1M	-10%	100k	10.80	View chart
Voya Infrastructure Industrial & Materia (IDE)	0.3	$1.1M		102k	10.52	View chart
Mfs Govt Mkts Income Tr Sh Ben Int (MGF)	0.3	$1.0M	+3%	328k	3.20	View chart
Sherwin-Williams Company (SHW)	0.3	$1.0M		3.0k	347.31	View chart
Rithm Capital Corp Com New (RITM)	0.3	$1.0M		92k	11.16	View chart
Barings Global Short Duration Com cef (BGH)	0.3	$1.0M	+23%	71k	14.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$994k		12k	81.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$961k	+3%	3.7k	259.93	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$954k	+2%	20k	47.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$936k	-49%	1.8k	524.36	View chart
Bancroft Fund (BCV)	0.2	$933k	+102%	58k	15.99	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.2	$925k	+64%	46k	20.10	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.2	$915k	-4%	44k	20.67	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.2	$906k	+8%	25k	36.17	View chart
Flaherty & Crumrine Pref. Incme Opp (PFO)	0.2	$904k	+5%	107k	8.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$892k	-12%	3.6k	249.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$889k		4.6k	191.86	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$841k	+120%	11k	76.36	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$840k	-21%	13k	65.87	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$838k	NEW	20k	41.67	View chart
Walt Disney Company (DIS)	0.2	$828k	-20%	6.8k	122.36	View chart
Procter & Gamble Company (PG)	0.2	$827k	-63%	5.1k	162.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$818k	-41%	8.4k	97.94	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$796k		10k	78.23	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$795k	+5%	33k	23.85	View chart
Peak (DOC)	0.2	$793k	NEW	42k	18.75	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$788k	+5%	32k	24.81	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$785k	+5%	31k	25.05	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.2	$769k		240k	3.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$765k	-3%	9.9k	77.31	View chart
Crown Castle Intl (CCI)	0.2	$752k	-18%	7.1k	105.83	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$733k		7.3k	100.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$712k		8.5k	83.58	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$707k	-19%	11k	67.34	View chart
Blackrock Health Sciences Trust (BME)	0.2	$704k		17k	41.44	View chart
Toronto Dominion Bk Ont Com New (TD)	0.2	$699k		12k	60.38	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$687k	NEW	16k	43.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$687k	+2%	4.4k	155.89	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.2	$675k	+5%	14k	49.29	View chart
Gabelli Dividend & Income Trust (GDV)	0.2	$668k	-3%	29k	22.98	View chart
UnitedHealth (UNH)	0.2	$666k	-12%	1.3k	494.56	View chart
Home Depot (HD)	0.2	$657k	-49%	1.7k	383.60	View chart
American Tower Reit (AMT)	0.2	$650k		3.3k	197.60	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$649k	+6%	27k	23.94	View chart
Insulet Corporation (PODD)	0.2	$645k		3.8k	171.40	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.2	$642k	+5%	28k	23.23	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.2	$634k	+17%	45k	14.15	View chart
Easterly Government Properti reit (DEA)	0.2	$634k	+24%	55k	11.51	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$629k	NEW	26k	23.80	View chart
Applied Materials (AMAT)	0.2	$601k		2.9k	206.26	View chart
Vanguard World Utilities Etf (VPU)	0.2	$577k	-66%	4.0k	142.57	View chart
Kla Corp Com New (KLAC)	0.2	$573k		820.00	698.57	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$565k	-7%	6.0k	94.62	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$554k		3.1k	180.46	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$547k	-7%	55k	9.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$545k	-35%	7.3k	74.22	View chart
At&t (T)	0.1	$544k	-4%	31k	17.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$539k	-5%	1.2k	443.83	View chart
Tesla Motors (TSLA)	0.1	$528k	-50%	3.0k	175.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$528k	NEW	14k	36.81	View chart
Hannon Armstrong (HASI)	0.1	$517k	+45%	18k	28.40	View chart
Mastercard Incorporated Cl A (MA)	0.1	$515k	-95%	1.1k	481.55	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$512k	NEW	23k	22.16	View chart
Ishares Tr Robotics Artif (IRBO)	0.1	$506k	+8%	15k	34.35	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$504k	-15%	4.7k	107.41	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$504k	-9%	7.7k	65.65	View chart
Merck & Co (MRK)	0.1	$503k		3.8k	131.96	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$499k	NEW	12k	41.18	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$491k		9.7k	50.56	View chart
Listed Fd Tr Overlay (OVLH)	0.1	$482k	+6%	15k	31.25	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$482k	-17%	9.6k	50.29	View chart
Johnson & Johnson (JNJ)	0.1	$481k	-19%	3.0k	158.18	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$477k	NEW	5.1k	94.40	View chart
Western Asset Global Cp Defi (GDO)	0.1	$464k		37k	12.48	View chart
Costco Wholesale Corporation (COST)	0.1	$463k	-64%	632.00	732.94	View chart
JPMorgan Chase & Co. (JPM)	0.1	$461k	-75%	2.3k	200.34	View chart
Servicenow (NOW)	0.1	$430k		564.00	762.40	View chart
International Seaways (INSW)	0.1	$427k	+2%	8.0k	53.20	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$423k		2.3k	183.92	View chart
Corning Incorporated (GLW)	0.1	$423k	+3%	13k	32.96	View chart
Western Asset Hgh Yld Dfnd (HYI)	0.1	$422k	-6%	35k	11.96	View chart
EOG Resources (EOG)	0.1	$421k		3.3k	127.84	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$418k	-3%	11k	38.33	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$413k	NEW	14k	28.94	View chart
Atlantica Sustainable Infr P SHS (AY)	0.1	$391k	-13%	21k	18.48	View chart
Dex (DXCM)	0.1	$390k	+7%	2.8k	138.70	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$381k	-18%	9.6k	39.81	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$374k		8.1k	46.00	View chart
UGI Corporation (UGI)	0.1	$374k	+46%	15k	24.54	View chart
Bank of America Corporation (BAC)	0.1	$374k	-38%	9.9k	37.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$366k	+7%	16k	22.95	View chart
Linde SHS (LIN)	0.1	$362k	-2%	780.00	464.32	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$361k	-6%	26k	14.03	View chart
Cohen & Steers REIT/P (RNP)	0.1	$360k	NEW	17k	21.03	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$358k		8.4k	42.82	View chart
Exxon Mobil Corporation (XOM)	0.1	$354k	-53%	3.0k	116.23	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.1	$345k		7.4k	46.81	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$345k		3.9k	87.28	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$343k	+6%	15k	23.06	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$342k	-8%	6.6k	51.60	View chart
Ishares Tr Genomics Immun (IDNA)	0.1	$339k	+6%	14k	24.08	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$339k	+6%	15k	23.31	View chart
Abbvie (ABBV)	0.1	$338k	-39%	1.9k	182.10	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$334k	-11%	1.2k	270.79	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$329k		16k	21.15	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$319k	+33%	5.1k	63.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$318k		5.5k	58.11	View chart
Union Pacific Corporation (UNP)	0.1	$313k	-39%	1.3k	245.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$310k	-33%	590.00	525.42	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$309k	-15%	15k	20.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$307k	-9%	1.5k	210.30	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$305k		12k	26.55	View chart
ConocoPhillips (COP)	0.1	$298k	+5%	2.3k	127.28	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$297k	+2%	1.6k	182.72	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$295k	+36%	13k	23.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$294k	-5%	11k	26.50	View chart
Adobe Systems Incorporated (ADBE)	0.1	$294k	-89%	582.00	504.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$293k	-13%	4.0k	72.63	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$293k	-35%	5.7k	51.60	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$292k		2.5k	114.96	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$292k		3.2k	91.86	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$290k	-22%	4.1k	71.35	View chart
Booking Holdings (BKNG)	0.1	$287k	-5%	79.00	3627.89	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$285k		9.0k	31.81	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$282k	NEW	13k	22.26	View chart
The Trade Desk Com Cl A (TTD)	0.1	$278k		3.2k	87.42	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$277k	-32%	6.9k	40.05	View chart
Cisco Systems (CSCO)	0.1	$275k	-33%	5.5k	49.91	View chart
Cohen & Steers Total Return Real (RFI)	0.1	$269k	NEW	23k	11.89	View chart
Chevron Corporation (CVX)	0.1	$267k	-83%	1.7k	157.78	View chart
Wal-Mart Stores (WMT)	0.1	$263k	+201%	4.4k	60.17	View chart
Emcor (EME)	0.1	$261k	NEW	744.00	350.20	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$261k	NEW	12k	21.57	View chart
Realty Income (O)	0.1	$259k	NEW	4.8k	54.11	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$257k	-2%	8.3k	30.83	View chart
Novartis Sponsored Adr (NVS)	0.1	$256k		2.6k	96.73	View chart
Nextera Energy (NEE)	0.1	$254k	-66%	4.0k	63.92	View chart
Walgreen Boots Alliance (WBA)	0.1	$249k	-6%	12k	21.69	View chart
Vanguard World Financials Etf (VFH)	0.1	$247k	-77%	2.4k	102.38	View chart
Algonquin Power & Utilities equs (AQN)	0.1	$246k	-9%	39k	6.32	View chart
PNC Financial Services (PNC)	0.1	$243k		1.5k	161.61	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$241k	-41%	5.1k	46.85	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$241k	-84%	1.2k	205.09	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.1	$239k	-19%	21k	11.69	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$238k	+6%	7.0k	33.96	View chart
Deere & Company (DE)	0.1	$235k	NEW	571.00	410.84	View chart
International Business Machines (IBM)	0.1	$234k	NEW	1.2k	190.96	View chart
Palo Alto Networks (PANW)	0.1	$231k	-93%	813.00	284.13	View chart
Lockheed Martin Corporation (LMT)	0.1	$229k	-4%	503.00	454.87	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$226k	-3%	4.5k	50.10	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$225k	NEW	232.00	970.47	View chart
Global Payments (GPN)	0.1	$223k	-4%	1.7k	133.66	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$221k	NEW	15k	14.54	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$218k	NEW	5.1k	43.04	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$217k		4.1k	53.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$216k	NEW	1.2k	179.11	View chart
Oracle Corporation (ORCL)	0.1	$216k	-62%	1.7k	125.65	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$216k	NEW	5.3k	40.79	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$215k	+8%	15k	13.98	View chart
Coca-Cola Company (KO)	0.1	$213k	-48%	3.5k	61.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$212k	NEW	3.5k	61.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$212k	NEW	8.5k	24.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$212k	NEW	8.5k	24.96	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$212k	+2%	12k	18.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$211k		4.3k	49.24	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$211k	NEW	3.3k	64.10	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$209k	-11%	2.5k	85.06	View chart
Thermo Fisher Scientific (TMO)	0.1	$209k	-16%	360.00	581.37	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$207k		18k	11.88	View chart
Pepsi (PEP)	0.1	$207k		1.2k	174.95	View chart
Key (KEY)	0.1	$206k		13k	15.81	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.1	$206k	NEW	14k	14.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$204k	NEW	8.0k	25.51	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$204k		2.2k	93.48	View chart
Pimco Income Strategy Fund (PFL)	0.0	$175k		21k	8.48	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$165k	NEW	28k	5.93	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.0	$164k	-4%	12k	13.90	View chart
Ecofin Sustainable And Socia Com Sh Ben Int (TEAF)	0.0	$149k		13k	11.81	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$139k		20k	7.15	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$136k	-2%	32k	4.28	View chart
Envirotech Vehicles Com New (EVTV)	0.0	$64k		24k	2.70	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 2024 Q1 filed April 30, 2024
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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