COLTON GROOME FINANCIAL ADVISORS, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$295.1M
Holdings
135
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (135 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $50.6M |
EFAISHARES TR | $21.5M |
AGGISHARES TR | $20.6M |
EEMISHARES TR | $12.1M |
IGIBISHARES TR | $9.8M |
IJHISHARES TR | $8.8M |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $8.2M |
GBFISHARES TR | $7.9M |
QLTAISHARES TR | $6.9M |
MSFTMICROSOFT CORP | $6.9M |
XLYSELECT SECTOR SPDR TR | $6.3M |
AAPLAPPLE INC | $5.5M |
XLCSELECT SECTOR SPDR TR | $5.4M |
XLKSELECT SECTOR SPDR TR | $5.1M |
AVGOBROADCOM INC | $4.8M |
SPYGSPDR SERIES TRUST | $4.0M |
SPDWSPDR INDEX SHS FDS | $3.8M |
XLISELECT SECTOR SPDR TR | $3.8M |
SPYMSPDR SERIES TRUST | $3.7M |
XLFSELECT SECTOR SPDR TR | $3.6M |
XLVSELECT SECTOR SPDR TR | $3.6M |
SPSMSPDR SERIES TRUST | $3.3M |
EMBISHARES TR | $3.1M |
SPEMSPDR INDEX SHS FDS | $3.0M |
VVISA INC | $2.7M |
AQLTISHARES TR | $2.7M |
KLACKLA CORP | $2.5M |
EWCISHARES INC | $2.5M |
SPYVSPDR SERIES TRUST | $2.5M |
XLFISELECT SECTOR SPDR TR | $2.2M |
FEZSPDR INDEX SHS FDS | $2.2M |
NDQINVESCO QQQ TR | $2.0M |
QUALISHARES TR | $1.8M |
GOOGLALPHABET INC | $1.7M |
XLUSELECT SECTOR SPDR TR | $1.7M |
JPMJPMORGAN CHASE & CO. | $1.6M |
SPTMSPDR SERIES TRUST | $1.6M |
WMTWALMART INC | $1.5M |
MUBISHARES TR | $1.5M |
AQLTISHARES TR | $1.5M |
AMGNAMGEN INC | $1.5M |
XLESELECT SECTOR SPDR TR | $1.4M |
MDTMEDTRONIC PLC | $1.4M |
AMTAMERICAN TOWER CORP NEW | $1.3M |
SUBISHARES TR | $1.2M |
ETNEATON CORP PLC | $1.2M |
AMZNAMAZON COM INC | $1.2M |
BLKBLACKROCK INC | $1.1M |
PNCPNC FINL SVCS GROUP INC | $1.1M |
IEMGISHARES INC | $1.1M |
AFLAFLAC INC | $1.0M |
IDEVISHARES TR | $1.0M |
QCOMQUALCOMM INC | $966K |
MRKMERCK & CO INC | $962K |
SCHWSCHWAB CHARLES CORP | $888K |
IJRISHARES TR | $834K |
MBBISHARES TR | $832K |
EBAEBAY INC. | $829K |
VEAVANGUARD TAX-MANAGED FDS | $818K |
SPABSPDR SERIES TRUST | $792K |
BSCPINVESCO EXCH TRD SLF IDX FD | $778K |
ORCLORACLE CORP | $766K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $729K |
PEPPEPSICO INC | $693K |
IVWISHARES TR | $688K |
USIGISHARES TR | $675K |
IGSBISHARES TR | $649K |
TJXTJX COS INC NEW | $633K |
SCHGSCHWAB STRATEGIC TR | $630K |
RSPINVESCO EXCHANGE TRADED FD T | $620K |
EMREMERSON ELEC CO | $614K |
VTIVANGUARD INDEX FDS | $608K |
VUGVANGUARD INDEX FDS | $586K |
SCHFSCHWAB STRATEGIC TR | $572K |
VOOVANGUARD INDEX FDS | $571K |
GQ9SPDR GOLD TR | $571K |
MGKVANGUARD WORLD FD | $539K |
ACWXISHARES TR | $529K |
MGVVANGUARD WORLD FD | $515K |
SPMDSPDR SERIES TRUST | $509K |
APDAIR PRODS & CHEMS INC | $488K |
SCHXSCHWAB STRATEGIC TR | $485K |
BALLBALL CORP | $482K |
IGVISHARES TR | $465K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $451K |
SYKSTRYKER CORPORATION | $417K |
MAMASTERCARD INCORPORATED | $416K |
XOMEXXON MOBIL CORP | $414K |
XVVISHARES TR | $412K |
KOCOCA COLA CO | $410K |
FCNCAFIRST CTZNS BANCSHARES INC N | $391K |
VGTVANGUARD WORLD FD | $378K |
VIGVANGUARD SPECIALIZED FUNDS | $377K |
USMVISHARES TR | $374K |
LOWLOWES COS INC | $367K |
PYLDPIMCO ETF TR | $339K |
METAMETA PLATFORMS INC | $336K |
IVEISHARES TR | $330K |
IBMINTERNATIONAL BUSINESS MACHS | $326K |
VTVVANGUARD INDEX FDS | $325K |
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