Consolidated Portfolio Review Corp
CIK Number: 0001972835
Main Sectors:
Top Industries:
Filing Date: Jul 18, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 257.13 | +0.66% | 204.05K | +0.90% | 41.87M | 229.28 | 5.79% | Share |
| 2 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 41.3K | +4.66% | 20.54M | 373.35 | 2.84% | Share |
| 3 | BIV | Vanguard Interm... | 78.17 | +0.10% | 241.9K | -2.76% | 18.71M | 76.1 | 2.59% | Share |
| 4 | MSTR | MicroStrategy I... | 352.33 | +4.11% | 42.53K | -3.35% | 17.19M | 289.61 | 2.38% | Share |
| 5 | VUG | Vanguard Growth... | 483.23 | +0.28% | 37.25K | +0.77% | 16.33M | 294 | 2.26% | Share |
| 6 | IWF | iShares Russell... | 471.80 | +0.13% | 37.74K | +0.90% | 16.02M | 271.06 | 2.22% | Share |
| 7 | FBTC | Fidelity Wise O... | 105.56 | +2.98% | 150.41K | +6.81% | 14.14M | 81.56 | 1.96% | Share |
| 8 | VTV | Vanguard Value ... | 186.55 | -0.17% | 78.03K | +1.82% | 13.79M | 148.22 | 1.91% | Share |
| 9 | VEA | Vanguard Develo... | 60.50 | +0.22% | 188.95K | +1.66% | 10.77M | 46.29 | 1.49% | Share |
| 10 | VDC | Vanguard Consum... | 212.53 | -0.34% | 43.57K | +1.10% | 9.54M | 195.23 | 1.32% | Share |
| 11 | GSEW | Goldman Sachs E... | 85.36 | +0.39% | 105.93K | +0.64% | 8.64M | 62.52 | 1.20% | Share |
| 12 | GSLC | Goldman Sachs A... | 130.65 | +0.26% | 71K | +2.68% | 8.62M | 95.36 | 1.19% | Share |
| 13 | VHT | Vanguard Health... | 266.64 | -0.02% | 32.23K | -5% | 8M | 241.06 | 1.11% | Share |
| 14 | VYM | Vanguard High D... | 140.88 | -0.14% | 55.41K | -1.38% | 7.39M | 114.45 | 1.02% | Share |
| 15 | BRK-B | Berkshire Hatha... | 495.96 | -0.45% | 15.19K | -0.56% | 7.38M | 462.33 | 1.02% | Share |
| 16 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 32.45K | +13.75% | 7.12M | 154.17 | 0.99% | Share |
| 17 | SCHX | Schwab U.S. Lar... | 26.50 | +0.21% | 286.39K | +2.15% | 7M | 19.49 | 0.97% | Share |
| 18 | VWO | Vanguard Emergi... | 54.67 | +0.28% | 140.6K | +0.73% | 6.95M | 40.92 | 0.96% | Share |
| 19 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 43.39K | +12.71% | 6.85M | 74.8 | 0.95% | Share |
| 20 | XLG | Invesco S&P 500... | 57.76 | +0.03% | 123.06K | +3.88% | 6.41M | 33.52 | 0.89% | Share |
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