Consolidated Portfolio Review Corp holdings history

Add to watchlist

356 is the total number of securities Consolidated Portfolio Review Corp has owned. The longest Consolidated Portfolio Review Corp has owned a single stock is 3 quarters.

Consolidated Portfolio Review Corp historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC335.07%5.37%5.60%Q1 2023Q3 20233
BIV VANGUARD BD INDEX FDS333.12%3.58%3.92%Q1 2023Q3 20233
VHT VANGUARD WORLD FDS332.67%2.88%3.14%Q1 2023Q3 20233
IWF ISHARES TR332.58%2.65%2.72%Q1 2023Q3 20233
MA MASTERCARD INCORPORATED332.18%2.25%2.29%Q1 2023Q3 20233
VTV VANGUARD INDEX FDS332.01%2.11%2.24%Q1 2023Q3 20233
MSFT MICROSOFT CORP332.03%2.10%2.18%Q1 2023Q3 20233
VEA VANGUARD TAX-MANAGED FDS331.91%2.07%2.28%Q1 2023Q3 20233
VUG VANGUARD INDEX FDS331.93%2.00%2.08%Q1 2023Q3 20233
GSEW GOLDMAN SACHS ETF TR331.51%1.52%1.53%Q1 2023Q3 20233
BSV VANGUARD BD INDEX FDS331.14%1.48%2.15%Q1 2023Q3 20233
VDC VANGUARD WORLD FDS331.15%1.47%1.99%Q1 2023Q3 20233
VWO VANGUARD INTL EQUITY I...331.38%1.42%1.49%Q1 2023Q3 20233
VYM VANGUARD WHITEHALL FDS330.99%1.19%1.40%Q1 2023Q3 20233
SPY SPDR S&P 500 ETF TR331.13%1.15%1.19%Q1 2023Q3 20233
XLG INVESCO EXCHANGE TRADE...331.00%1.12%1.22%Q1 2023Q3 20233
RDVY FIRST TR EXCHANGE-TRAD...331.09%1.10%1.11%Q1 2023Q3 20233
AMZN AMAZON COM INC330.64%1.07%1.29%Q1 2023Q3 20233
CDC VICTORY PORTFOLIOS II330.90%0.95%1.04%Q1 2023Q3 20233
FVD FIRST TR VALUE LINE DI...330.51%0.88%1.09%Q1 2023Q3 20233
VZ VERIZON COMMUNICATIONS...330.54%0.87%1.25%Q1 2023Q3 20233
GLD SPDR GOLD TR330.65%0.87%1.31%Q1 2023Q3 20233
NVDA NVIDIA CORPORATION330.68%0.87%1.00%Q1 2023Q3 20233
VMBS VANGUARD SCOTTSDALE FDS330.81%0.86%0.94%Q1 2023Q3 20233
VB VANGUARD INDEX FDS330.73%0.85%0.95%Q1 2023Q3 20233
GSLC GOLDMAN SACHS ETF TR330.70%0.84%1.03%Q1 2023Q3 20233
VNQ VANGUARD INDEX FDS330.74%0.79%0.86%Q1 2023Q3 20233
XLK SELECT SECTOR SPDR TR330.68%0.78%0.96%Q1 2023Q3 20233
AWK AMERICAN WTR WKS CO IN...330.63%0.72%0.82%Q1 2023Q3 20233
IWY ISHARES TR330.68%0.69%0.70%Q1 2023Q3 20233
IJH ISHARES TR330.65%0.69%0.75%Q1 2023Q3 20233
BA BOEING CO330.59%0.67%0.76%Q1 2023Q3 20233
GOOGL ALPHABET INC330.27%0.65%0.90%Q1 2023Q3 20233
XLP SELECT SECTOR SPDR TR330.14%0.65%0.96%Q1 2023Q3 20233
PFN PIMCO INCOME STRATEGY ...330.59%0.63%0.70%Q1 2023Q3 20233
SPSB SPDR SER TR330.61%0.63%0.65%Q1 2023Q3 20233
SCHD SCHWAB STRATEGIC TR330.61%0.62%0.65%Q1 2023Q3 20233
BUFR FIRST TR EXCHNG TRADED...330.58%0.62%0.67%Q1 2023Q3 20233
VPU VANGUARD WORLD FDS330.51%0.62%0.72%Q1 2023Q3 20233
DLY DOUBLELINE YIELD OPPOR...330.58%0.61%0.63%Q1 2023Q3 20233
MGK VANGUARD WORLD FD330.57%0.61%0.64%Q1 2023Q3 20233
DMO WESTERN ASSET MTG DEFI...330.58%0.60%0.61%Q1 2023Q3 20233
PDO PIMCO DYNAMIC INCOME O...330.54%0.59%0.63%Q1 2023Q3 20233
GSY INVESCO ACTIVELY MANAG...330.55%0.59%0.62%Q1 2023Q3 20233
SPIB SPDR SER TR330.54%0.57%0.61%Q1 2023Q3 20233
PG PROCTER AND GAMBLE CO330.53%0.54%0.57%Q1 2023Q3 20233
FTNT FORTINET INC330.47%0.53%0.56%Q1 2023Q3 20233
DSL DOUBLELINE INCOME SOLU...330.25%0.52%0.69%Q1 2023Q3 20233
ADBE ADOBE SYSTEMS INCORPOR...330.40%0.52%0.71%Q1 2023Q3 20233
PBI PITNEY BOWES INC330.37%0.52%0.66%Q1 2023Q3 20233
INTC INTEL CORP330.47%0.50%0.53%Q1 2023Q3 20233
CVX CHEVRON CORP NEW330.44%0.50%0.54%Q1 2023Q3 20233
LLY LILLY ELI & CO330.08%0.49%0.74%Q1 2023Q3 20233
USHY ISHARES TR330.46%0.48%0.51%Q1 2023Q3 20233
VV VANGUARD INDEX FDS330.45%0.48%0.52%Q1 2023Q3 20233
FGB FIRST TR SPECIALTY FIN...330.43%0.47%0.50%Q1 2023Q3 20233
VFH VANGUARD WORLD FDS330.41%0.46%0.55%Q1 2023Q3 20233
FPF FIRST TR INTER DURATN ...330.38%0.45%0.56%Q1 2023Q3 20233
RSP INVESCO EXCHANGE TRADE...330.41%0.45%0.51%Q1 2023Q3 20233
VGT VANGUARD WORLD FDS330.43%0.45%0.46%Q1 2023Q3 20233
BSCO INVESCO EXCH TRD SLF I...330.44%0.44%0.45%Q1 2023Q3 20233
FFC FLAHERTY & CRUMRINE PF...330.38%0.44%0.53%Q1 2023Q3 20233
SDHY PGIM SHORT DUR HIG YLD...330.40%0.43%0.46%Q1 2023Q3 20233
IJR ISHARES TR330.31%0.42%0.51%Q1 2023Q3 20233
TSLA TESLA INC330.36%0.42%0.45%Q1 2023Q3 20233
VOT VANGUARD INDEX FDS330.39%0.41%0.44%Q1 2023Q3 20233
V VISA INC330.33%0.41%0.55%Q1 2023Q3 20233
OKE ONEOK INC NEW330.38%0.41%0.44%Q1 2023Q3 20233
FDN FIRST TR EXCHANGE-TRAD...330.40%0.40%0.41%Q1 2023Q3 20233
JPM JPMORGAN CHASE & CO330.39%0.40%0.40%Q1 2023Q3 20233
BSCP INVESCO EXCH TRD SLF I...330.38%0.38%0.39%Q1 2023Q3 20233
BSCN INVESCO EXCH TRD SLF I...330.36%0.38%0.42%Q1 2023Q3 20233
BIZD VANECK ETF TRUST330.32%0.38%0.41%Q1 2023Q3 20233
SO SOUTHERN CO330.29%0.37%0.51%Q1 2023Q3 20233
LRCX LAM RESEARCH CORP330.35%0.36%0.37%Q1 2023Q3 20233
BCAT BLACKROCK CAP ALLOCATI...330.31%0.36%0.42%Q1 2023Q3 20233
BLACKROCK INCOME TR INC330.23%0.35%0.45%Q1 2023Q3 20233
VBK VANGUARD INDEX FDS330.31%0.35%0.39%Q1 2023Q3 20233
IFN INDIA FD INC330.34%0.35%0.36%Q1 2023Q3 20233
AGG ISHARES TR330.31%0.34%0.36%Q1 2023Q3 20233
GOOG ALPHABET INC330.32%0.34%0.36%Q1 2023Q3 20233
DTD WISDOMTREE TR330.32%0.33%0.35%Q1 2023Q3 20233
VIG VANGUARD SPECIALIZED F...330.31%0.32%0.33%Q1 2023Q3 20233
BRKB BERKSHIRE HATHAWAY INC...330.30%0.31%0.32%Q1 2023Q3 20233
HD HOME DEPOT INC330.29%0.30%0.32%Q1 2023Q3 20233
VGIT VANGUARD SCOTTSDALE FDS330.11%0.30%0.45%Q1 2023Q3 20233
WM WASTE MGMT INC DEL330.27%0.29%0.32%Q1 2023Q3 20233
VOO VANGUARD INDEX FDS330.26%0.29%0.32%Q1 2023Q3 20233
ABNB AIRBNB INC330.26%0.28%0.29%Q1 2023Q3 20233
VTIP VANGUARD MALVERN FDS330.10%0.27%0.40%Q1 2023Q3 20233
NRZ RITHM CAPITAL CORP330.18%0.27%0.39%Q1 2023Q3 20233
SCHW SCHWAB CHARLES CORP330.26%0.27%0.27%Q1 2023Q3 20233
BJUN INNOVATOR ETFS TR330.26%0.26%0.28%Q1 2023Q3 20233
PIMCO ACCESS INCOME FUND330.24%0.26%0.28%Q1 2023Q3 20233
XLV SELECT SECTOR SPDR TR330.22%0.26%0.30%Q1 2023Q3 20233
FB META PLATFORMS INC330.23%0.26%0.29%Q1 2023Q3 20233
VTI VANGUARD INDEX FDS330.24%0.26%0.28%Q1 2023Q3 20233
PANW PALO ALTO NETWORKS INC330.23%0.25%0.27%Q1 2023Q3 20233
VCR VANGUARD WORLD FDS330.19%0.25%0.30%Q1 2023Q3 20233
VCIT VANGUARD SCOTTSDALE FDS330.22%0.25%0.27%Q1 2023Q3 20233
EWJ ISHARES INC330.10%0.24%0.38%Q1 2023Q3 20233
KIO KKR INCOME OPPORTUNITI...330.06%0.24%0.34%Q1 2023Q3 20233
SCHV SCHWAB STRATEGIC TR330.23%0.24%0.25%Q1 2023Q3 20233
SCHG SCHWAB STRATEGIC TR330.23%0.24%0.24%Q1 2023Q3 20233
IDE VOYA INFRASTRUCTURE IN...330.22%0.24%0.25%Q1 2023Q3 20233
PODD INSULET CORP330.14%0.24%0.32%Q1 2023Q3 20233
SHY ISHARES TR330.22%0.24%0.26%Q1 2023Q3 20233
COST COSTCO WHSL CORP NEW330.23%0.23%0.24%Q1 2023Q3 20233
VO VANGUARD INDEX FDS330.22%0.23%0.26%Q1 2023Q3 20233
VGK VANGUARD INTL EQUITY I...330.20%0.23%0.28%Q1 2023Q3 20233
VBR VANGUARD INDEX FDS330.20%0.23%0.26%Q1 2023Q3 20233
DIS DISNEY WALT CO330.20%0.22%0.26%Q1 2023Q3 20233
CCI CROWN CASTLE INC330.18%0.21%0.23%Q1 2023Q3 20233
JRI NUVEEN REAL ASSET INCO...330.18%0.21%0.26%Q1 2023Q3 20233
AMD ADVANCED MICRO DEVICES...330.21%0.21%0.22%Q1 2023Q3 20233
CEFS EXCHANGE LISTED FDS TR330.19%0.21%0.23%Q1 2023Q3 20233
CIBR FIRST TR EXCHANGE TRAD...330.20%0.21%0.21%Q1 2023Q3 20233
IEFA ISHARES TR330.19%0.20%0.23%Q1 2023Q3 20233
XOM EXXON MOBIL CORP330.19%0.20%0.20%Q1 2023Q3 20233
VCSH VANGUARD SCOTTSDALE FDS330.18%0.19%0.21%Q1 2023Q3 20233
UNH UNITEDHEALTH GROUP INC330.18%0.19%0.19%Q1 2023Q3 20233
VCLT VANGUARD SCOTTSDALE FDS330.18%0.19%0.19%Q1 2023Q3 20233
NEE NEXTERA ENERGY INC330.16%0.19%0.21%Q1 2023Q3 20233
GDV GABELLI DIVID & INCOME TR330.16%0.19%0.21%Q1 2023Q3 20233
TD TORONTO DOMINION BK ONT330.18%0.18%0.19%Q1 2023Q3 20233
SRE SEMPRA330.16%0.18%0.21%Q1 2023Q3 20233
SHW SHERWIN WILLIAMS CO330.18%0.18%0.18%Q1 2023Q3 20233
SPLV INVESCO EXCH TRADED FD...330.17%0.18%0.18%Q1 2023Q3 20233
VOE VANGUARD INDEX FDS330.16%0.18%0.21%Q1 2023Q3 20233
IBDR ISHARES TR330.17%0.18%0.19%Q1 2023Q3 20233
IBDQ ISHARES TR330.16%0.17%0.19%Q1 2023Q3 20233
IBDP ISHARES TR330.16%0.17%0.18%Q1 2023Q3 20233
IBDO ISHARES TR330.16%0.17%0.18%Q1 2023Q3 20233
SPLK SPLUNK INC330.16%0.17%0.20%Q1 2023Q3 20233
JNJ JOHNSON & JOHNSON330.16%0.17%0.18%Q1 2023Q3 20233
CSM PROSHARES TR330.16%0.17%0.18%Q1 2023Q3 20233
AMT AMERICAN TOWER CORP NEW330.14%0.17%0.19%Q1 2023Q3 20233
T AT&T INC330.14%0.16%0.20%Q1 2023Q3 20233
VDE VANGUARD WORLD FDS330.15%0.16%0.17%Q1 2023Q3 20233
TOTL SSGA ACTIVE ETF TR330.09%0.16%0.23%Q1 2023Q3 20233
AGNC AGNC INVT CORP330.13%0.16%0.18%Q1 2023Q3 20233
TIP ISHARES TR330.15%0.16%0.17%Q1 2023Q3 20233
HIG HARTFORD FINL SVCS GRO...330.15%0.15%0.16%Q1 2023Q3 20233
MGF MFS GOVT MKTS INCOME TR330.05%0.15%0.23%Q1 2023Q3 20233
IBTD ISHARES TR330.14%0.14%0.15%Q1 2023Q3 20233
IBTE ISHARES TR330.14%0.14%0.15%Q1 2023Q3 20233
IBTF ISHARES TR330.13%0.14%0.15%Q1 2023Q3 20233
ICSH ISHARES TR330.12%0.14%0.19%Q1 2023Q3 20233
WBA WALGREENS BOOTS ALLIAN...330.09%0.14%0.18%Q1 2023Q3 20233
CRM SALESFORCE INC330.13%0.13%0.14%Q1 2023Q3 20233
IRBO ISHARES TR330.11%0.13%0.14%Q1 2023Q3 20233
NOBL PROSHARES TR330.12%0.13%0.14%Q1 2023Q3 20233
ORCL ORACLE CORP330.12%0.13%0.13%Q1 2023Q3 20233
RWO SPDR INDEX SHS FDS330.09%0.12%0.19%Q1 2023Q3 20233
NATI NATIONAL INSTRS CORP330.10%0.12%0.17%Q1 2023Q3 20233
PFE PFIZER INC330.11%0.12%0.14%Q1 2023Q3 20233
BAC BANK AMERICA CORP330.11%0.12%0.14%Q1 2023Q3 20233
CSCO CISCO SYS INC330.11%0.12%0.13%Q1 2023Q3 20233
GLW CORNING INC330.10%0.12%0.14%Q1 2023Q3 20233
MRK MERCK & CO INC330.11%0.12%0.13%Q1 2023Q3 20233
ABBV ABBVIE INC330.10%0.12%0.14%Q1 2023Q3 20233
IEMG ISHARES INC330.11%0.11%0.13%Q1 2023Q3 20233
MCD MCDONALDS CORP330.10%0.11%0.12%Q1 2023Q3 20233
HYI WESTERN ASSET HIGH YIE...330.11%0.11%0.12%Q1 2023Q3 20233
KO COCA COLA CO330.10%0.11%0.12%Q1 2023Q3 20233
DEA EASTERLY GOVT PPTYS INC330.08%0.11%0.13%Q1 2023Q3 20233
IVV ISHARES TR330.10%0.11%0.12%Q1 2023Q3 20233
WFCPRL WELLS FARGO CO NEW330.10%0.11%0.12%Q1 2023Q3 20233
BKLN INVESCO EXCH TRADED FD...330.09%0.11%0.14%Q1 2023Q3 20233
UNP UNION PAC CORP330.10%0.11%0.12%Q1 2023Q3 20233
AMAT APPLIED MATLS INC330.10%0.11%0.12%Q1 2023Q3 20233
DWM WISDOMTREE TR330.10%0.11%0.12%Q1 2023Q3 20233
EOG EOG RES INC330.10%0.11%0.12%Q1 2023Q3 20233
GDO WESTERN ASSET GLOBAL C...330.10%0.11%0.12%Q1 2023Q3 20233
QQQ INVESCO QQQ TR330.09%0.10%0.11%Q1 2023Q3 20233
IWM ISHARES TR330.09%0.10%0.14%Q1 2023Q3 20233
TPHD TIMOTHY PLAN330.10%0.10%0.11%Q1 2023Q3 20233
LIT GLOBAL X FDS330.10%0.10%0.12%Q1 2023Q3 20233
LQD ISHARES TR330.10%0.10%0.11%Q1 2023Q3 20233
TSCO TRACTOR SUPPLY CO330.09%0.10%0.12%Q1 2023Q3 20233
DSI ISHARES TR330.10%0.10%0.10%Q1 2023Q3 20233
KMI KINDER MORGAN INC DEL330.09%0.10%0.10%Q1 2023Q3 20233
OVLH LISTED FD TR330.09%0.10%0.10%Q1 2023Q3 20233
IGIB ISHARES TR330.09%0.10%0.12%Q1 2023Q3 20233
PAYX PAYCHEX INC330.09%0.10%0.11%Q1 2023Q3 20233
MO ALTRIA GROUP INC330.08%0.10%0.11%Q1 2023Q3 20233
RSG REPUBLIC SVCS INC330.09%0.09%0.10%Q1 2023Q3 20233
KLAC KLA CORP330.09%0.09%0.10%Q1 2023Q3 20233
BACPRL BANK AMERICA CORP330.09%0.09%0.10%Q1 2023Q3 20233
ALPS ETF TR330.09%0.09%0.09%Q1 2023Q3 20233
IHAK ISHARES TR330.08%0.09%0.09%Q1 2023Q3 20233
PEY INVESCO EXCHANGE TRADE...330.08%0.09%0.10%Q1 2023Q3 20233
PYPL PAYPAL HLDGS INC330.07%0.09%0.11%Q1 2023Q3 20233
FPXI FIRST TR EXCHANGE TRAD...330.08%0.09%0.09%Q1 2023Q3 20233
EMR EMERSON ELEC CO330.08%0.08%0.09%Q1 2023Q3 20233
SCHZ SCHWAB STRATEGIC TR330.08%0.08%0.09%Q1 2023Q3 20233
BND VANGUARD BD INDEX FDS330.07%0.08%0.10%Q1 2023Q3 20233
IWO ISHARES TR330.08%0.08%0.09%Q1 2023Q3 20233
AON AON PLC330.06%0.08%0.12%Q1 2023Q3 20233
TTD THE TRADE DESK INC330.07%0.08%0.08%Q1 2023Q3 20233
SPGI S&P GLOBAL INC330.07%0.08%0.09%Q1 2023Q3 20233
BSJP INVESCO EXCH TRD SLF I...330.07%0.08%0.08%Q1 2023Q3 20233
BSJN INVESCO EXCH TRD SLF I...330.07%0.07%0.08%Q1 2023Q3 20233
IDNA ISHARES TR330.05%0.07%0.10%Q1 2023Q3 20233
DXCM DEXCOM INC330.06%0.07%0.08%Q1 2023Q3 20233
LINDE PLC330.07%0.07%0.08%Q1 2023Q3 20233
IBHD ISHARES TR330.07%0.07%0.08%Q1 2023Q3 20233
IBHF ISHARES TR330.07%0.07%0.08%Q1 2023Q3 20233
VSS VANGUARD INTL EQUITY I...330.07%0.07%0.08%Q1 2023Q3 20233
TXN TEXAS INSTRS INC330.06%0.07%0.09%Q1 2023Q3 20233
PHB INVESCO EXCH TRADED FD...330.06%0.07%0.10%Q1 2023Q3 20233
HACK ETF MANAGERS TR330.07%0.07%0.07%Q1 2023Q3 20233
PFF ISHARES TR330.07%0.07%0.08%Q1 2023Q3 20233
AXP AMERICAN EXPRESS CO330.06%0.07%0.08%Q1 2023Q3 20233
MDYG SPDR SER TR330.07%0.07%0.07%Q1 2023Q3 20233
TMO THERMO FISHER SCIENTIF...330.06%0.07%0.08%Q1 2023Q3 20233
AMGN AMGEN INC330.06%0.07%0.07%Q1 2023Q3 20233
SYK STRYKER CORPORATION330.06%0.07%0.07%Q1 2023Q3 20233
SBUX STARBUCKS CORP330.06%0.07%0.08%Q1 2023Q3 20233
XLY SELECT SECTOR SPDR TR330.06%0.07%0.07%Q1 2023Q3 20233
EEM ISHARES TR330.05%0.06%0.08%Q1 2023Q3 20233
GS GOLDMAN SACHS GROUP INC330.06%0.06%0.06%Q1 2023Q3 20233
DGRO ISHARES TR330.06%0.06%0.06%Q1 2023Q3 20233
LMT LOCKHEED MARTIN CORP330.06%0.06%0.07%Q1 2023Q3 20233
PXD PIONEER NAT RES CO330.06%0.06%0.07%Q1 2023Q3 20233
FREY FREYR BATTERY330.04%0.06%0.07%Q1 2023Q3 20233
TT TRANE TECHNOLOGIES PLC330.06%0.06%0.06%Q1 2023Q3 20233
COP CONOCOPHILLIPS330.06%0.06%0.06%Q1 2023Q3 20233
SUB ISHARES TR330.06%0.06%0.07%Q1 2023Q3 20233
ICLN ISHARES TR330.05%0.06%0.07%Q1 2023Q3 20233
SCHB SCHWAB STRATEGIC TR330.05%0.06%0.07%Q1 2023Q3 20233
ESGU ISHARES TR330.06%0.06%0.06%Q1 2023Q3 20233
SOXX ISHARES TR330.06%0.06%0.06%Q1 2023Q3 20233
BIDU BAIDU INC330.05%0.06%0.07%Q1 2023Q3 20233
SCHP SCHWAB STRATEGIC TR330.05%0.06%0.07%Q1 2023Q3 20233
HYS PIMCO ETF TR330.05%0.06%0.07%Q1 2023Q3 20233
PM PHILIP MORRIS INTL INC330.05%0.06%0.06%Q1 2023Q3 20233
FDX FEDEX CORP330.05%0.06%0.06%Q1 2023Q3 20233
PEP PEPSICO INC330.05%0.05%0.06%Q1 2023Q3 20233
PIM PUTNAM MASTER INTER IN...330.03%0.05%0.09%Q1 2023Q3 20233
PGX INVESCO EXCH TRADED FD...330.04%0.05%0.06%Q1 2023Q3 20233
MCI BARINGS CORPORATE INVS330.04%0.04%0.04%Q1 2023Q3 20233
SOFI SOFI TECHNOLOGIES INC330.03%0.04%0.04%Q1 2023Q3 20233
PFL PIMCO INCOME STRATEGY FD330.03%0.03%0.04%Q1 2023Q3 20233
USA LIBERTY ALL STAR EQUIT...330.03%0.03%0.03%Q1 2023Q3 20233
FS CREDIT OPPORTUNITIE...330.01%0.02%0.02%Q1 2023Q3 20233
ENVIROTECH VEHICLES INC330.01%0.01%0.02%Q1 2023Q3 20233
LIACF AMERICAN LITHIUM CORP330.01%0.01%0.01%Q1 2023Q3 20233
AKAM AKAMAI TECHNOLOGIES INC220.63%0.86%1.08%Q2 2023Q3 20232
MNST MONSTER BEVERAGE CORP NEW220.48%0.49%0.50%Q2 2023Q3 20232
MTG MGIC INVT CORP WIS220.26%0.26%0.27%Q2 2023Q3 20232
PBR PETROLEO BRASILEIRO SA...220.22%0.24%0.25%Q2 2023Q3 20232
WEA WESTERN ASSET PREMIER ...220.15%0.18%0.22%Q2 2023Q3 20232
PTY PIMCO CORPORATE & INCO...220.17%0.18%0.19%Q1 2023Q2 20232
TLT ISHARES TR220.14%0.17%0.21%Q2 2023Q3 20232
FNDX SCHWAB STRATEGIC TR220.08%0.16%0.24%Q2 2023Q3 20232
UTG REAVES UTIL INCOME FD220.08%0.14%0.20%Q2 2023Q3 20232
MDYV SPDR SER TR220.14%0.14%0.14%Q1 2023Q2 20232
BHK BLACKROCK CORE BD TR220.06%0.14%0.21%Q2 2023Q3 20232
SPDW SPDR INDEX SHS FDS220.06%0.13%0.20%Q2 2023Q3 20232
WISDOMTREE TR220.10%0.13%0.16%Q2 2023Q3 20232
FIXD FIRST TR EXCHNG TRADED...220.08%0.12%0.16%Q2 2023Q3 20232
PFO FLAHERTY & CRUMRINE PF...220.09%0.12%0.14%Q2 2023Q3 20232
AY ATLANTICA SUSTAINABLE ...220.09%0.10%0.10%Q2 2023Q3 20232
RAAX VANECK ETF TRUST220.09%0.10%0.11%Q1 2023Q2 20232
TAN INVESCO EXCH TRADED FD...220.08%0.09%0.10%Q2 2023Q3 20232
FEZ SPDR INDEX SHS FDS220.08%0.09%0.09%Q2 2023Q3 20232
WDI WESTERN ASSET DIVERSIF...220.03%0.09%0.14%Q2 2023Q3 20232
PAVE GLOBAL X FDS220.06%0.08%0.10%Q2 2023Q3 20232
GTO INVESCO ACTIVELY MANAG...220.08%0.08%0.08%Q2 2023Q3 20232
DPG DUFF & PHELPS UTLITY A...220.06%0.08%0.09%Q2 2023Q3 20232
BME BLACKROCK HEALTH SCIEN...220.06%0.08%0.09%Q2 2023Q3 20232
LNG CHENIERE ENERGY INC220.07%0.07%0.08%Q2 2023Q3 20232
MPW MEDICAL PPTYS TRUST INC220.07%0.07%0.08%Q1 2023Q2 20232
INSW INTERNATIONAL SEAWAYS INC220.06%0.07%0.08%Q2 2023Q3 20232
HASI HANNON ARMSTRONG SUST ...220.07%0.07%0.08%Q2 2023Q3 20232
BAB INVESCO EXCH TRADED FD...220.07%0.07%0.07%Q2 2023Q3 20232
MPC MARATHON PETE CORP110.06%0.07%0.09%Q1 2023Q3 20232
BOND PIMCO ETF TR220.07%0.07%0.07%Q2 2023Q3 20232
MORT VANECK ETF TRUST220.07%0.07%0.07%Q2 2023Q3 20232
FCG FIRST TR EXCHANGE-TRAD...220.07%0.07%0.07%Q2 2023Q3 20232
QMAR FIRST TR EXCHNG TRADED...220.07%0.07%0.07%Q2 2023Q3 20232
STAG STAG INDL INC220.07%0.07%0.07%Q1 2023Q2 20232
PBTP INVESCO EXCH TRADED FD...220.07%0.07%0.07%Q2 2023Q3 20232
THQ TEKLA HEALTHCARE OPPOR...220.07%0.07%0.07%Q2 2023Q3 20232
ASML ASML HOLDING N V220.06%0.06%0.07%Q1 2023Q2 20232
BOTZ GLOBAL X FDS220.06%0.06%0.07%Q2 2023Q3 20232
EQNR EQUINOR ASA220.06%0.06%0.06%Q2 2023Q3 20232
SWK STANLEY BLACK & DECKER...220.06%0.06%0.06%Q1 2023Q2 20232
SPYV SPDR SER TR220.05%0.06%0.06%Q1 2023Q2 20232
AQN ALGONQUIN PWR UTILS CORP220.05%0.06%0.06%Q2 2023Q3 20232
SPMD SPDR SER TR220.05%0.05%0.06%Q1 2023Q2 20232
MRVL MARVELL TECHNOLOGY INC220.05%0.05%0.05%Q2 2023Q3 20232
KIE SPDR SER TR220.05%0.05%0.06%Q2 2023Q3 20232
PPG PPG INDS INC220.05%0.05%0.05%Q1 2023Q2 20232
PNC PNC FINL SVCS GROUP INC220.05%0.05%0.06%Q2 2023Q3 20232
DEO DIAGEO PLC220.05%0.05%0.06%Q1 2023Q2 20232
PLD PROLOGIS INC.220.05%0.05%0.06%Q1 2023Q2 20232
FIRST TR EXCHNG TRADED...220.05%0.05%0.05%Q2 2023Q3 20232
BIT BLACKROCK MULTI SECTOR...220.05%0.05%0.05%Q2 2023Q3 20232
KEY KEYCORP220.04%0.04%0.04%Q2 2023Q3 20232
WARNER BROS DISCOVERY INC220.03%0.04%0.04%Q1 2023Q2 20232
VVR INVESCO SR INCOME TR220.03%0.03%0.03%Q2 2023Q3 20232
FSM FORTUNA SILVER MINES INC220.01%0.01%0.02%Q1 2023Q2 20232
IMAC IMAC HLDGS INC220.00%0.00%0.00%Q1 2023Q2 20232
PI IMPINJ INC110.57%0.57%0.57%Q1 2023Q1 20231
WISDOMTREE TR110.54%0.54%0.54%Q2 2023Q2 20231
RWL INVESCO EXCH TRADED FD...110.50%0.50%0.50%Q3 2023Q3 20231
ACWV ISHARES INC110.49%0.49%0.49%Q3 2023Q3 20231
EAGG ISHARES TR110.22%0.22%0.22%Q3 2023Q3 20231
UTF COHEN & STEERS INFRAST...110.20%0.20%0.20%Q3 2023Q3 20231
CLX CLOROX CO DEL110.17%0.17%0.17%Q1 2023Q1 20231
USMV ISHARES TR110.14%0.14%0.14%Q3 2023Q3 20231
XLE SELECT SECTOR SPDR TR110.14%0.14%0.14%Q3 2023Q3 20231
F FORD MTR CO DEL110.13%0.13%0.13%Q3 2023Q3 20231
IGSB ISHARES TR110.11%0.11%0.11%Q1 2023Q1 20231
SRLN SSGA ACTIVE ETF TR110.09%0.09%0.09%Q1 2023Q1 20231
EWJV ISHARES TR110.09%0.09%0.09%Q3 2023Q3 20231
JEPI J P MORGAN EXCHANGE TR...110.08%0.08%0.08%Q3 2023Q3 20231
NVS NOVARTIS AG110.08%0.08%0.08%Q3 2023Q3 20231
FMAY FIRST TR EXCHNG TRADED...110.07%0.07%0.07%Q2 2023Q2 20231
MET METLIFE INC110.07%0.07%0.07%Q3 2023Q3 20231
QJUN FIRST TR EXCHNG TRADED...110.07%0.07%0.07%Q2 2023Q2 20231
FJUN FIRST TR EXCHNG TRADED...110.07%0.07%0.07%Q2 2023Q2 20231
COWZ PACER FDS TR110.06%0.06%0.06%Q3 2023Q3 20231
IDEV ISHARES TR110.06%0.06%0.06%Q1 2023Q1 20231
VRP INVESCO EXCH TRADED FD...110.06%0.06%0.06%Q1 2023Q1 20231
PGZ PRINCIPAL REAL ESTATE ...110.06%0.06%0.06%Q1 2023Q1 20231
DE DEERE & CO110.06%0.06%0.06%Q3 2023Q3 20231
SPIP SPDR SER TR110.06%0.06%0.06%Q2 2023Q2 20231
TTEK TETRA TECH INC NEW110.06%0.06%0.06%Q1 2023Q1 20231
IGM ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
HYD VANECK ETF TRUST110.06%0.06%0.06%Q2 2023Q2 20231
BMY BRISTOL-MYERS SQUIBB CO110.06%0.06%0.06%Q1 2023Q1 20231
IHF ISHARES TR110.06%0.06%0.06%Q1 2023Q1 20231
NICE NICE LTD110.06%0.06%0.06%Q1 2023Q1 20231
EFAV ISHARES TR110.06%0.06%0.06%Q1 2023Q1 20231
SCZ ISHARES TR110.06%0.06%0.06%Q1 2023Q1 20231
XLU SELECT SECTOR SPDR TR110.06%0.06%0.06%Q3 2023Q3 20231
HNDL STRATEGY SHS110.05%0.05%0.05%Q2 2023Q2 20231
AB ALLIANCEBERNSTEIN HLDG...110.05%0.05%0.05%Q1 2023Q1 20231
WMT WALMART INC110.05%0.05%0.05%Q3 2023Q3 20231
SLYG SPDR SER TR110.05%0.05%0.05%Q3 2023Q3 20231
MCK MCKESSON CORP110.05%0.05%0.05%Q3 2023Q3 20231
COPX GLOBAL X FDS110.05%0.05%0.05%Q2 2023Q2 20231
AEP AMERICAN ELEC PWR CO INC110.05%0.05%0.05%Q3 2023Q3 20231
VOOV VANGUARD ADMIRAL FDS INC110.05%0.05%0.05%Q3 2023Q3 20231
VTWO VANGUARD SCOTTSDALE FDS110.05%0.05%0.05%Q2 2023Q2 20231
ORLY OREILLY AUTOMOTIVE INC110.05%0.05%0.05%Q3 2023Q3 20231
GPN GLOBAL PMTS INC110.05%0.05%0.05%Q3 2023Q3 20231
SHOP SHOPIFY INC110.05%0.05%0.05%Q2 2023Q2 20231
VNM VANECK ETF TRUST110.04%0.04%0.04%Q3 2023Q3 20231
DCF BNY MELLON ALCENTRA GL...110.04%0.04%0.04%Q1 2023Q1 20231
EVV EATON VANCE LTD DURATI...110.04%0.04%0.04%Q1 2023Q1 20231
RIG TRANSOCEAN LTD110.03%0.03%0.03%Q2 2023Q2 20231
IHIT INVESCO HIG INCM 2023 ...110.02%0.02%0.02%Q2 2023Q2 20231
 Download

The securities at the top of the list , including APPLE INC, VANGUARD BD INDEX FDS, and VANGUARD WORLD FDS, are the highest-conviction holdings of Consolidated Portfolio Review Corp.

The conviction is calculated by counting the number of quarters a security has been reported by Consolidated Portfolio Review Corp. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Consolidated Portfolio Review Corp owns currently or has owned in the past.