Consolidated Portfolio Review Corp Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$795.8M

Holdings

453

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (453 positions)

StockValue
UYLDANGEL OAK FUNDS TRUST
$833K
CITCINTAS CORP
$833K
AEMAGNICO EAGLE MINES LTD
$830K
FBNDFIDELITY MERRIMACK STR TR
$826K
EAGGISHARES TR
$824K
VCRVANGUARD WORLD FD
$824K
ORLYOREILLY AUTOMOTIVE INC
$819K
USFRWISDOMTREE TR
$816K
PEPPEPSICO INC
$816K
IWBISHARES TR
$815K
USMVISHARES TR
$812K
UNPUNION PAC CORP
$784K
VCLTVANGUARD SCOTTSDALE FDS
$773K
XSHQINVESCO EXCH TRADED FD TR II
$772K
DISDISNEY WALT CO
$771K
PDIPIMCO DYNAMIC INCOME FD
$770K
TFLOISHARES TR
$765K
AMATAPPLIED MATLS INC
$761K
HYIWESTERN ASSET HIGH YIELD OPP
$757K
CMICUMMINS INC
$750K
ETHWBITWISE ETHEREUM ETF
$741K
AVDEAMERICAN CENTY ETF TR
$726K
AVUVAMERICAN CENTY ETF TR
$720K
IVWISHARES TR
$717K
PMARINNOVATOR ETFS TRUST
$705K
EFVISHARES TR
$695K
DYNFBLACKROCK ETF TRUST
$687K
STKCOLUMBIA SELIGM PREM TECH GR
$685K
ILFISHARES TR
$675K
HYSPIMCO ETF TR
$673K
ARTYISHARES TR
$671K
SPYVSPDR SERIES TRUST
$666K
GABGABELLI EQUITY TR INC
$660K
BACBANK AMERICA CORP
$659K
REXRREXFORD INDL RLTY INC
$652K
GEVGE VERNOVA INC
$643K
IVEISHARES TR
$642K
FSCOFS CREDIT OPPORTUNITIES CORP
$630K
VOOVVANGUARD ADMIRAL FDS INC
$630K
HASIHA SUSTAINABLE INFRA CAP INC
$627K
UGAUNITED STS GASOLINE FD LP
$612K
ETENERGY TRANSFER L P
$610K
BNDVANGUARD BD INDEX FDS
$589K
XLFISELECT SECTOR SPDR TR
$588K
VWOBVANGUARD WHITEHALL FDS
$580K
TIPISHARES TR
$579K
DECWAIM ETF PRODUCTS TRUST
$578K
XFFCXFLAHERTY & CRUMRINE PFD SECS
$576K
VTCVANGUARD SCOTTSDALE FDS
$576K
VGKVANGUARD INTL EQUITY INDEX F
$563K
ABBVABBVIE INC
$559K
VTIPVANGUARD MALVERN FDS
$554K
RCLROYAL CARIBBEAN GROUP
$553K
MCDMCDONALDS CORP
$553K
NEENEXTERA ENERGY INC
$545K
XSMOINVESCO EXCHANGE TRADED FD T
$542K
IBHFISHARES TR
$539K
EJANINNOVATOR ETFS TRUST
$535K
BSJPINVESCO EXCH TRD SLF IDX FD
$535K
BONDPIMCO ETF TR
$534K
GRMNGARMIN LTD
$526K
IBHGISHARES TR
$522K
BIZDVANECK ETF TRUST
$521K
BMTABRITISH AMERN TOB PLC
$515K
IBITISHARES BITCOIN TRUST ETF
$510K
EMBISHARES TR
$510K
CARYANGEL OAK FUNDS TRUST
$507K
SOSOUTHERN CO
$504K
ABTABBOTT LABS
$502K
KOCOCA COLA CO
$502K
CIBRFIRST TR EXCHANGE TRADED FD
$495K
XIDEFIRST TR EXCHNG TRADED FD VI
$494K
SPHQINVESCO EXCHANGE TRADED FD T
$490K
CRWDCROWDSTRIKE HLDGS INC
$488K
MCKMCKESSON CORP
$487K
TMUST-MOBILE US INC
$482K
XLYSELECT SECTOR SPDR TR
$480K
MCNXAI MADISON EQUITY PREMIUM I
$476K
PLTRPALANTIR TECHNOLOGIES INC
$475K
RFICOHEN & STEERS TOTAL RETURN
$464K
SRVNXG CUSHING MIDSTREAM ENERGY
$453K
SMRNUSCALE PWR CORP
$453K
JRSNUVEEN REAL ESTATE INCOME FD
$452K
ADPAUTOMATIC DATA PROCESSING IN
$450K
WBDWARNER BROS DISCOVERY INC
$449K
SIVRABRDN SILVER ETF TRUST
$449K
MTUMISHARES TR
$447K
CMCSACOMCAST CORP NEW
$443K
SPBUAIM ETF PRODUCTS TRUST
$442K
CARGCARGURUS INC
$440K
QJUNFIRST TR EXCHNG TRADED FD VI
$440K
JHMMJOHN HANCOCK EXCHANGE TRADED
$438K
RACEFERRARI N V
$436K
BNDXVANGUARD CHARLOTTE FDS
$432K
SGOLETFS GOLD TR
$431K
MOALTRIA GROUP INC
$429K
LOWLOWES COS INC
$426K
WTVWISDOMTREE TR
$424K
SCMBSCHWAB STRATEGIC TR
$415K
MRKMERCK & CO INC
$413K
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