COLTON GROOME FINANCIAL ADVISORS, LLC holdings history

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211 is the total number of securities COLTON GROOME FINANCIAL ADVISORS, LLC has owned. The longest COLTON GROOME FINANCIAL ADVISORS, LLC has owned a single stock is 18 quarters.

COLTON GROOME FINANCIAL ADVISORS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHV SCHWAB STRATEGIC TR18180.18%4.52%10.08%Q2 2019Q3 202318
QQQ INVESCO QQQ TR18181.45%4.37%6.33%Q2 2019Q3 202318
SCHG SCHWAB STRATEGIC TR18180.39%4.33%13.10%Q2 2019Q3 202318
RSP INVESCO EXCHANGE TRADE...18181.15%3.40%6.65%Q2 2019Q3 202318
IJH ISHARES TR18180.61%2.92%8.53%Q2 2019Q3 202318
IJR ISHARES TR18180.16%0.99%3.42%Q2 2019Q3 202318
LQD ISHARES TR18180.31%0.78%1.61%Q2 2019Q3 202318
SPYV SPDR SER TR18180.11%0.67%3.93%Q2 2019Q3 202318
SPSB SPDR SER TR18180.09%0.60%1.87%Q2 2019Q3 202318
IVE ISHARES TR18180.24%0.59%1.35%Q2 2019Q3 202318
IVW ISHARES TR18180.23%0.55%1.09%Q2 2019Q3 202318
VTIP VANGUARD MALVERN FDS18180.11%0.44%0.93%Q2 2019Q3 202318
VEA VANGUARD TAX-MANAGED I...18180.33%0.43%0.66%Q2 2019Q3 202318
VEU VANGUARD INTL EQUITY I...18180.12%0.37%0.87%Q2 2019Q3 202318
VWO VANGUARD INTL EQUITY I...18180.13%0.34%0.80%Q2 2019Q3 202318
SPDW SPDR INDEX SHS FDS17170.75%4.29%10.26%Q3 2019Q3 202317
USMV ISHARES TR17170.55%2.40%4.63%Q3 2019Q3 202317
SPYG SPDR SER TR1250.10%0.91%3.49%Q2 2019Q3 202317
QUAL ISHARES TR1011.61%4.23%7.86%Q2 2019Q3 202316
IGSB ISHARES TR16160.12%0.55%1.48%Q2 2019Q1 202316
RY ROYAL BK CDA SUSTAINABL16160.20%0.38%0.94%Q2 2019Q1 202316
SCHO SCHWAB STRATEGIC TR15150.58%8.52%43.68%Q2 2019Q4 202215
AGGY WISDOMTREE TR15151.34%4.10%7.84%Q2 2019Q4 202215
AGG ISHARES TR15150.15%2.10%6.60%Q1 2020Q3 202315
HYLB DBX ETF TR1140.43%1.77%3.69%Q2 2019Q3 202315
EFAV ISHARES TR1230.12%0.75%1.92%Q3 2019Q3 202315
SPAB SPDR SER TR14140.11%1.86%3.84%Q1 2020Q2 202314
DGRW WISDOMTREE TR720.14%1.85%7.79%Q2 2019Q3 202314
EMB ISHARES TR1040.21%0.87%2.09%Q1 2020Q3 202314
SJNK SPDR SER TR14140.31%0.50%0.84%Q2 2019Q3 202214
SCHM SCHWAB STRATEGIC TR1130.22%0.34%0.53%Q2 2019Q4 202214
ITOT ISHARES TR1130.10%0.20%0.28%Q2 2019Q3 202314
SCHX SCHWAB STRATEGIC TR13130.12%1.81%3.73%Q3 2019Q3 202213
SPEM SPDR INDEX SHS FDS760.24%1.72%3.17%Q2 2020Q3 202313
IGIB ISHARES TR1120.15%0.57%2.10%Q3 2019Q3 202313
SCHZ SCHWAB STRATEGIC TR1210.14%0.32%0.56%Q2 2019Q4 202213
IVV ISHARES TR12120.70%6.84%16.12%Q4 2020Q3 202312
EFA ISHARES TR12120.26%2.37%6.45%Q4 2020Q3 202312
CORP PIMCO ETF TR12120.62%2.14%4.08%Q2 2019Q1 202212
EEM ISHARES TR1110.16%1.16%3.23%Q1 2020Q3 202312
AAPL APPLE INC12120.14%1.14%2.11%Q4 2020Q3 202312
XLK SELECT SECTOR SPDR TR12120.18%0.39%0.97%Q4 2020Q3 202312
FVD FIRST TR VALUE LINE DI...12120.10%0.34%0.61%Q3 2020Q2 202312
XSLV INVESCO EXCH TRADED FD...12120.13%0.32%0.71%Q2 2019Q1 202212
GUNR FLEXSHARES TR12120.09%0.27%0.59%Q2 2019Q1 202212
DVY ISHARES TR510.28%2.75%6.54%Q3 2019Q2 202311
SPTM SPDR SER TR11110.50%1.01%4.17%Q1 2021Q3 202311
IEFA ISHARES TR11110.14%0.82%2.15%Q1 2021Q3 202311
MUB ISHARES TR11110.17%0.52%1.11%Q1 2021Q3 202311
ACWX ISHARES TR11110.16%0.49%2.13%Q1 2021Q3 202311
VGSH VANGUARD SCOTTSDALE FDS11110.15%0.30%0.46%Q2 2019Q4 202111
VNQ VANGUARD INDEX FDS11110.10%0.23%0.41%Q2 2019Q4 202111
IBDO ISHARES TR11110.16%0.20%0.22%Q1 2021Q3 202311
IBHC ISHARES TR11110.16%0.18%0.22%Q1 2021Q3 202311
IEF ISHARES TR420.84%1.71%3.49%Q3 2019Q3 202210
IWM ISHARES TR10100.10%1.31%8.15%Q4 2020Q1 202310
MSFT MICROSOFT CORP10100.31%0.85%1.77%Q2 2021Q3 202310
V VISA INC10100.12%0.34%0.81%Q2 2021Q3 202310
CSCO CISCO SYS INC10100.12%0.31%0.57%Q2 2021Q3 202310
UNH UNITEDHEALTH GROUP INC10100.14%0.28%0.48%Q2 2021Q3 202310
BRKB BERKSHIRE HATHAWAY INC...10100.14%0.24%0.43%Q2 2021Q3 202310
JNJ JOHNSON & JOHNSON10100.11%0.23%0.46%Q2 2021Q3 202310
SYY SYSCO CORP10100.18%0.21%0.27%Q2 2021Q3 202310
SCHB SCHWAB STRATEGIC TR10100.16%0.18%0.21%Q2 2021Q3 202310
EWJ ISHARES INC720.45%1.99%5.26%Q4 2020Q3 20239
EZU ISHARES INC320.09%1.71%2.78%Q3 2019Q3 20239
ANGL VANECK VECTORS ETF TR540.63%1.19%1.88%Q1 2021Q3 20239
BKLN INVESCO EXCH TRADED FD...990.27%1.15%1.89%Q1 2020Q1 20229
SPSM SPDR SER TR990.13%0.47%1.03%Q3 2021Q3 20239
SUB ISHARES TR990.15%0.27%0.39%Q3 2021Q3 20239
AMZN AMAZON COM INC990.21%0.27%0.39%Q3 2021Q3 20239
PG PROCTER AND GAMBLE CO630.11%0.26%0.40%Q2 2021Q3 20239
XOM EXXON MOBIL CORP630.22%0.25%0.32%Q2 2021Q3 20239
EMLC VANECK VECTORS ETF TR990.09%0.25%0.39%Q2 2019Q2 20219
VNQI VANGUARD INTL EQUITY I...990.10%0.24%0.41%Q2 2019Q2 20219
HYG ISHARES TR720.12%0.22%0.28%Q3 2019Q4 20219
KO COCA COLA CO630.11%0.14%0.17%Q2 2021Q3 20239
MTUM ISHARES TR410.97%2.51%5.24%Q1 2020Q4 20228
SCHE SCHWAB STRATEGIC TR880.76%2.30%4.26%Q3 2019Q2 20218
CWB SPDR SER TR880.35%1.13%2.26%Q1 2020Q4 20218
SPTL SPDR SER TR880.19%0.59%1.27%Q4 2021Q3 20238
BRKA BERKSHIRE HATHAWAY INC...530.21%0.56%1.15%Q2 2021Q3 20238
MRK MERCK & CO INC530.12%0.42%0.75%Q2 2021Q3 20238
GOOG ALPHABET INC620.10%0.37%0.80%Q2 2021Q3 20238
IEMG ISHARES INC880.09%0.32%0.41%Q4 2021Q3 20238
SNPE DBX ETF TR771.31%2.26%2.94%Q2 2021Q4 20227
TOTL SSGA ACTIVE ETF TR430.73%2.26%5.25%Q2 2019Q3 20237
PGX INVESCO EXCH TRADED FD...310.12%1.16%1.94%Q2 2019Q4 20217
BSCP INVESCO EXCH TRD SLF I...770.29%1.07%1.58%Q1 2022Q3 20237
BSCO INVESCO EXCH TRD SLF I...770.29%1.05%1.60%Q1 2022Q3 20237
XLY SELECT SECTOR SPDR TR770.24%0.79%1.61%Q1 2022Q3 20237
XLE SELECT SECTOR SPDR TR770.47%0.76%0.96%Q1 2022Q3 20237
XLI SELECT SECTOR SPDR TR770.14%0.59%1.49%Q1 2022Q3 20237
HTRB HARTFORD FDS EXCHANGE ...520.37%0.59%0.89%Q4 2021Q3 20237
XLC SELECT SECTOR SPDR TR770.10%0.59%1.57%Q1 2022Q3 20237
JMBS JANUS DETROIT STR TR610.29%0.52%0.67%Q4 2021Q3 20237
MDT MEDTRONIC PLC430.18%0.31%0.50%Q2 2021Q3 20237
XLP SELECT SECTOR SPDR TR770.12%0.30%0.53%Q1 2022Q3 20237
XLV SELECT SECTOR SPDR TR770.10%0.28%1.12%Q1 2022Q3 20237
PLD PROLOGIS INC.770.12%0.27%0.50%Q1 2022Q3 20237
FLRN SPDR SER TR770.14%0.25%0.32%Q2 2019Q4 20207
BLK BLACKROCK INC770.12%0.25%0.50%Q1 2022Q3 20237
GVI ISHARES TR770.14%0.25%0.66%Q4 2021Q2 20237
TJX TJX COS INC NEW770.12%0.24%0.46%Q1 2022Q3 20237
PEP PEPSICO INC430.10%0.23%0.43%Q2 2021Q3 20237
LOW LOWES COS INC770.14%0.20%0.31%Q1 2022Q3 20237
SPY SPDR S&P 500 ETF TR610.15%0.19%0.30%Q1 2020Q3 20237
IBDN ISHARES TR770.16%0.19%0.22%Q1 2021Q3 20227
IBHB ISHARES TR770.15%0.17%0.21%Q1 2021Q3 20227
GOOGL ALPHABET INC770.12%0.15%0.18%Q1 2022Q3 20237
ORCL ORACLE CORP770.11%0.13%0.16%Q1 2022Q3 20237
IBDP ISHARES TR770.10%0.11%0.11%Q1 2022Q3 20237
USSG DBX ETF TR661.09%1.54%1.86%Q3 2020Q4 20216
MBB ISHARES TR660.58%1.00%2.02%Q2 2022Q3 20236
JPM JPMORGAN CHASE & CO330.29%0.54%0.71%Q2 2021Q3 20236
WMT WALMART INC330.19%0.34%0.42%Q2 2021Q3 20236
SPYX SPDR SER TR660.10%0.28%0.35%Q1 2022Q2 20236
VGIT VANGUARD SCOTTSDALE FDS660.22%0.24%0.26%Q2 2019Q3 20206
VMBS VANGUARD SCOTTSDALE FDS660.17%0.20%0.22%Q2 2019Q3 20206
CL COLGATE PALMOLIVE CO510.10%0.19%0.29%Q2 2021Q4 20226
IBMM ISHARES TR660.12%0.14%0.18%Q2 2022Q3 20236
IBMN ISHARES TR660.12%0.14%0.18%Q2 2022Q3 20236
MGV VANGUARD WORLD FD660.11%0.12%0.14%Q3 2021Q4 20226
SYK STRYKER CORPORATION330.10%0.12%0.15%Q1 2022Q3 20236
BMY BRISTOL-MYERS SQUIBB CO660.10%0.12%0.14%Q1 2022Q2 20236
SPLG SPDR SER TR550.45%0.68%1.30%Q3 2022Q3 20235
SPMD SPDR SER TR410.17%0.56%2.04%Q4 2021Q3 20235
AVGO BROADCOM INC550.12%0.44%0.72%Q3 2022Q3 20235
XLF SELECT SECTOR SPDR TR550.11%0.41%0.63%Q3 2022Q3 20235
TMO THERMO FISHER SCIENTIF...550.15%0.33%0.57%Q3 2022Q3 20235
XLU SELECT SECTOR SPDR TR550.10%0.28%0.42%Q3 2022Q3 20235
RTX RAYTHEON TECHNOLOGIES ...550.12%0.16%0.18%Q2 2022Q2 20235
DIS DISNEY WALT CO550.11%0.15%0.20%Q1 2022Q1 20235
BSV VANGUARD BD INDEX FDS320.10%0.14%0.18%Q3 2019Q1 20235
ABT ABBOTT LABS410.10%0.13%0.16%Q1 2022Q2 20235
MGK VANGUARD WORLD FD320.10%0.12%0.15%Q3 2021Q2 20235
IBM INTERNATIONAL BUSINESS...550.10%0.11%0.12%Q2 2022Q2 20235
DUK DUKE ENERGY CORP NEW550.08%0.11%0.13%Q4 2021Q4 20225
AMGN AMGEN INC210.10%0.10%0.11%Q1 2022Q3 20235
QLTA ISHARES TR440.89%1.60%2.39%Q4 2022Q3 20234
TLT ISHARES TR440.78%1.39%2.11%Q1 2020Q4 20204
IDV ISHARES TR441.04%1.38%1.54%Q1 2022Q4 20224
AAXJ ISHARES TR220.59%1.32%1.60%Q4 2020Q2 20234
BIL SPDR SER TR310.65%1.26%1.92%Q1 2022Q1 20234
GBF ISHARES TR440.59%0.82%1.08%Q4 2022Q3 20234
PNC PNC FINL SVCS GROUP INC310.17%0.21%0.31%Q2 2021Q3 20234
NVDA NVIDIA CORPORATION440.14%0.19%0.29%Q4 2022Q3 20234
MET METLIFE INC440.09%0.18%0.28%Q3 2022Q2 20234
CMCSA COMCAST CORP NEW440.10%0.14%0.18%Q2 2022Q1 20234
SO SOUTHERN CO440.12%0.12%0.12%Q1 2022Q4 20224
IDEV ISHARES TR332.01%2.45%2.73%Q2 2021Q4 20213
CWI SPDR INDEX SHS FDS331.08%2.45%3.71%Q2 2019Q4 20193
FIXD FIRST TR EXCHNG TRADED...330.87%1.34%1.82%Q1 2023Q3 20233
DXJ WISDOMTREE TR210.11%1.13%1.99%Q3 2019Q3 20233
BNDX VANGUARD CHARLOTTE FDS330.69%0.98%1.26%Q1 2020Q3 20203
BOND PIMCO ETF TR330.74%0.94%1.18%Q1 2023Q3 20233
IEI ISHARES TR210.57%0.85%1.04%Q2 2019Q2 20233
IJJ ISHARES TR330.67%0.69%0.72%Q2 2021Q4 20213
HD HOME DEPOT INC330.52%0.56%0.63%Q2 2021Q4 20213
HUSV FIRST TR EXCH TRADED F...330.25%0.38%0.54%Q2 2019Q4 20193
PFE PFIZER INC330.32%0.37%0.44%Q2 2021Q4 20213
MCD MCDONALDS CORP330.33%0.34%0.35%Q2 2021Q4 20213
VZ VERIZON COMMUNICATIONS...330.24%0.27%0.29%Q2 2021Q4 20213
XLB SELECT SECTOR SPDR TR330.21%0.27%0.32%Q4 2022Q2 20233
CVX CHEVRON CORP NEW330.24%0.26%0.27%Q2 2021Q4 20213
CUT INVESCO EXCHNG TRADED ...330.23%0.24%0.25%Q2 2019Q4 20193
DFS DISCOVER FINL SVCS330.19%0.21%0.22%Q2 2021Q4 20213
IBDM ISHARES TR330.17%0.19%0.22%Q1 2021Q3 20213
IBHA ISHARES TR330.16%0.18%0.21%Q1 2021Q3 20213
SBUX STARBUCKS CORP330.18%0.18%0.19%Q2 2021Q4 20213
NEA NUVEEN AMT FREE QLTY M...330.13%0.13%0.14%Q2 2020Q4 20203
AXP AMERICAN EXPRESS CO330.10%0.12%0.12%Q1 2022Q3 20223
NOC NORTHROP GRUMMAN CORP330.11%0.12%0.12%Q4 2022Q2 20233
CLH CLEAN HARBORS INC330.10%0.11%0.12%Q1 2023Q3 20233
LGLV SPDR SERIES TRUST224.87%5.23%5.58%Q3 2019Q4 20192
IXUS ISHARES TR220.96%2.35%3.73%Q4 2021Q1 20222
IDLV INVESCO EXCHNG TRADED ...221.88%2.04%2.21%Q3 2019Q4 20192
DGRO ISHARES TR221.28%1.44%1.60%Q3 2022Q4 20222
EBND SPDR SERIES TRUST221.02%1.03%1.04%Q3 2019Q4 20192
BBJP JP MORGAN EXCHANGE TRA...220.49%0.87%1.25%Q3 2019Q4 20192
MCHI ISHARES TR220.36%0.60%0.85%Q1 2023Q2 20232
SHY ISHARES TR220.26%0.27%0.28%Q1 2023Q2 20232
PFFD GLOBAL X FDS220.20%0.20%0.20%Q3 2019Q4 20192
BLL BALL CORP220.17%0.20%0.22%Q2 2023Q3 20232
HDMV FIRST TR EXCH TRADED F...220.15%0.19%0.23%Q2 2019Q3 20192
SCHW SCHWAB CHARLES CORP220.11%0.13%0.16%Q3 2022Q4 20222
IWR ISHARES TR220.10%0.12%0.13%Q1 2023Q2 20232
FXI ISHARES TR118.64%8.64%8.64%Q2 2019Q2 20191
ONEO SPDR SERIES TRUST115.05%5.05%5.05%Q2 2019Q2 20191
SPTI SPDR SERIES TRUST114.22%4.22%4.22%Q2 2019Q2 20191
SPHQ INVESCO EXCHANGE TRADE...111.07%1.07%1.07%Q1 2020Q1 20201
DIAL COLUMBIA ETF TR I110.80%0.80%0.80%Q1 2022Q1 20221
SPMO INVESCO EXCHANGE-TRADE...110.78%0.78%0.78%Q1 2020Q1 20201
RPG INVESCO EXCHANGE TRADE...110.66%0.66%0.66%Q1 2020Q1 20201
FPE FIRST TR EXCH TRADED F...110.64%0.64%0.64%Q1 2022Q1 20221
RPV INVESCO EXCHANGE TRADE...110.53%0.53%0.53%Q1 2020Q1 20201
SCHF SCHWAB STRATEGIC TR110.52%0.52%0.52%Q1 2020Q1 20201
KLAC KLA CORP110.42%0.42%0.42%Q3 2023Q3 20231
NXPI NXP SEMICONDUCTORS N V110.34%0.34%0.34%Q3 2023Q3 20231
JPUS J P MORGAN EXCHANGE-TR...110.29%0.29%0.29%Q1 2020Q1 20201
AVY AVERY DENNISON CORP110.21%0.21%0.21%Q3 2023Q3 20231
TIP ISHARES TR110.18%0.18%0.18%Q3 2023Q3 20231
PHB INVESCO EXCHNG TRADED ...110.18%0.18%0.18%Q2 2019Q2 20191
SCHA SCHWAB STRATEGIC TR110.13%0.13%0.13%Q1 2021Q1 20211
CVS CVS HEALTH CORP110.13%0.13%0.13%Q4 2022Q4 20221
SGOV ISHARES TR110.12%0.12%0.12%Q3 2023Q3 20231
IFF INTERNATIONAL FLAVORS&...110.11%0.11%0.11%Q2 2022Q2 20221
PFF ISHARES TR110.11%0.11%0.11%Q4 2021Q4 20211
TD TORONTO DOMINION BK ONT110.10%0.10%0.10%Q1 2022Q1 20221
TFI SPDR SER TR110.09%0.09%0.09%Q1 2022Q1 20221
F FORD MTR CO DEL110.07%0.07%0.07%Q2 2022Q2 20221
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The securities at the top of the list , including SCHWAB STRATEGIC TR, INVESCO QQQ TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of COLTON GROOME FINANCIAL ADVISORS, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by COLTON GROOME FINANCIAL ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that COLTON GROOME FINANCIAL ADVISORS, LLC owns currently or has owned in the past.