The Analysis of COLTON GROOME FINANCIAL ADVISORS, LLC's Holdings
Currently, COLTON GROOME FINANCIAL ADVISORS, LLC holds 137 types of securities in its portfolio with a total value $325.9M. In the most recent quarter, they have increased their positions in IVV (+4.4K shares, valued at $2.9M), EFA (+17.1K shares, valued at $1.6M), AGG (+12.8K shares, valued at $1.3M); decreased their positions in GOVT (-42.1K shares, valued at $974.0K), GBF (-7.5K shares, valued at $787.0K), AVGO (-1.7K shares, valued at $554.3K); initiated new positions in CMI (+570 shares, valued at $240.8K), XLB (+2.6K shares, valued at $236.8K), ROST (+1.6K shares, valued at $236.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR85.9K shares5.37%2025-09-302025-10-30
EFA ISHARES TR257.6K shares7.11%2025-09-302025-10-30 AGG ISHARES TR220.8K shares6.15%2025-09-302025-10-30 EEM ISHARES TR273.9K shares9.19%2025-09-302025-10-30 IGIB ISHARES TR204.4K shares10.84%2025-09-302025-10-30 AAAU GOLDMAN SACHS PHYSICAL GOLD276.6K shares9.79%2025-09-302025-10-30 IJH ISHARES TR146.6K shares2.77%2025-09-302025-10-30 QLTA ISHARES TR148.5K shares3.18%2025-09-302025-10-30 MSFT MICROSOFT CORP13.9K shares0.50%2025-09-302025-10-30 GBF ISHARES TR68.0K shares-9.89%2025-09-302025-10-30 AAPL APPLE INC27.1K shares1.85%2025-09-302025-10-30 XLY SELECT SECTOR SPDR TR28.2K shares-2.00%2025-09-302025-10-30 XLC SELECT SECTOR SPDR TR48.3K shares-2.37%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR20.2K shares-0.59%2025-09-302025-10-30 AVGO BROADCOM INC15.6K shares-9.71%2025-09-302025-10-30 SPYG SPDR SERIES TRUST40.9K shares-2.20%2025-09-302025-10-30 XLI SELECT SECTOR SPDR TR26.6K shares3.45%2025-09-302025-10-30 SPDW SPDR INDEX SHS FDS95.2K shares0.71%2025-09-302025-10-30 SPYM SPDR SERIES TRUST50.7K shares0.75%2025-09-302025-10-30 SPSM SPDR SERIES TRUST81.9K shares6.00%2025-09-302025-10-30 XLF SELECT SECTOR SPDR TR67.7K shares-2.17%2025-09-302025-10-30 XLV SELECT SECTOR SPDR TR25.6K shares-4.66%2025-09-302025-10-30 SPEM SPDR INDEX SHS FDS70.4K shares-0.25%2025-09-302025-10-30 EMB ISHARES TR34.4K shares3.85%2025-09-302025-10-30 EWC ISHARES INC58.4K shares9.86%2025-09-302025-10-30 KLAC KLA CORP2.6K shares-4.61%2025-09-302025-10-30 IEFA ISHARES TR31.9K shares-1.60%2025-09-302025-10-30 V VISA INC8.0K shares4.28%2025-09-302025-10-30 GOOGL ALPHABET INC10.4K shares7.17%2025-09-302025-10-30 FEZ SPDR INDEX SHS FDS40.0K shares10.24%2025-09-302025-10-30 SPYV SPDR SERIES TRUST43.6K shares-6.85%2025-09-302025-10-30 QQQ INVESCO QQQ TR4.0K shares8.99%2025-09-302025-10-30 XLP SELECT SECTOR SPDR TR28.4K shares2.47%2025-09-302025-10-30 XLU SELECT SECTOR SPDR TR21.6K shares4.01%2025-09-302025-10-30 QUAL ISHARES TR9.6K shares-4.59%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.5.7K shares1.48%2025-09-302025-10-30 SPTM SPDR SERIES TRUST20.9K shares-3.41%2025-09-302025-10-30 MUB ISHARES TR15.4K shares8.63%2025-09-302025-10-30 WMT WALMART INC15.8K shares0.86%2025-09-302025-10-30 VTI VANGUARD INDEX FDS4.9K shares147.10%2025-09-302025-10-30 MDT MEDTRONIC PLC16.2K shares3.77%2025-09-302025-10-30 AMGN AMGEN INC5.4K shares3.83%2025-09-302025-10-30 XLE SELECT SECTOR SPDR TR16.6K shares2.98%2025-09-302025-10-30 MBB ISHARES TR15.2K shares71.10%2025-09-302025-10-30 SUB ISHARES TR12.4K shares5.84%2025-09-302025-10-30 ETN EATON CORP PLC3.5K shares0.77%2025-09-302025-10-30 BLK BLACKROCK INC1.1K shares0.92%2025-09-302025-10-30 AMZN AMAZON COM INC5.6K shares5.58%2025-09-302025-10-30 AMT AMERICAN TOWER CORP NEW6.4K shares4.68%2025-09-302025-10-30 PNC PNC FINL SVCS GROUP INC5.8K shares0.78%2025-09-302025-10-30 IEMG ISHARES INC17.3K shares-1.20%2025-09-302025-10-30 MRK MERCK & CO INC13.6K shares11.52%2025-09-302025-10-30 AFL AFLAC INC10.0K shares0.00%2025-09-302025-10-30 MGK VANGUARD WORLD FD2.7K shares84.30%2025-09-302025-10-30 QCOM QUALCOMM INC6.3K shares3.41%2025-09-302025-10-30 ORCL ORACLE CORP3.7K shares5.11%2025-09-302025-10-30 MGV VANGUARD WORLD FD7.3K shares85.26%2025-09-302025-10-30 IDEV ISHARES TR12.5K shares-9.33%2025-09-302025-10-30 SCHW SCHWAB CHARLES CORP10.0K shares2.47%2025-09-302025-10-30 EBAY EBAY INC.10.0K shares-10.33%2025-09-302025-10-30 IJR ISHARES TR7.6K shares-0.33%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS14.4K shares0.35%2025-09-302025-10-30 SPAB SPDR SERIES TRUST31.1K shares0.65%2025-09-302025-10-30 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-30 TJX TJX COS INC NEW5.2K shares0.70%2025-09-302025-10-30 IVW ISHARES TR6.1K shares-2.08%2025-09-302025-10-30 GLD SPDR GOLD TR2.0K shares7.00%2025-09-302025-10-30 USIG ISHARES TR13.1K shares0.00%2025-09-302025-10-30 PEP PEPSICO INC4.9K shares-7.22%2025-09-302025-10-30 VUG VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-30 EMR EMERSON ELEC CO4.8K shares4.02%2025-09-302025-10-30 SCHG SCHWAB STRATEGIC TR19.7K shares-8.72%2025-09-302025-10-30 IGSB ISHARES TR11.7K shares-5.08%2025-09-302025-10-30 VOO VANGUARD INDEX FDS991 shares-1.49%2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR25.9K shares0.00%2025-09-302025-10-30 ACWX ISHARES TR9.0K shares3.03%2025-09-302025-10-30 SPMD SPDR SERIES TRUST9.4K shares0.06%2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR19.9K shares0.00%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares11.41%2025-09-302025-10-30 XVV ISHARES TR9.8K shares14.02%2025-09-302025-10-30 GOVT ISHARES TR21.4K shares-66.29%2025-09-302025-10-30 IGV ISHARES TR4.3K shares0.00%2025-09-302025-10-30 APD AIR PRODS & CHEMS INC1.8K shares2.31%2025-09-302025-10-30 XOM EXXON MOBIL CORP4.1K shares5.49%2025-09-302025-10-30 MA MASTERCARD INCORPORATED802 shares8.23%2025-09-302025-10-30 NVDA NVIDIA CORPORATION2.4K shares58.81%2025-09-302025-10-30 RSP INVESCO EXCHANGE TRADED FD T2.3K shares-32.12%2025-09-302025-10-30 VGT VANGUARD WORLD FD588 shares3.16%2025-09-302025-10-30 BALL BALL CORP8.6K shares0.06%2025-09-302025-10-30 PYLD PIMCO ETF TR16.0K shares25.62%2025-09-302025-10-30 BSCP INVESCO EXCH TRD SLF IDX FD20.1K shares-46.72%2025-09-302025-10-30 LOW LOWES COS INC1.6K shares-0.79%2025-09-302025-10-30 GOOG ALPHABET INC1.7K shares-5.22%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.00%2025-09-302025-10-30 SYK STRYKER CORPORATION1.1K shares1.23%2025-09-302025-10-30 KO COCA COLA CO5.9K shares2.42%2025-09-302025-10-30 USMV ISHARES TR4.0K shares-0.80%2025-09-302025-10-30 META META PLATFORMS INC508 shares11.65%2025-09-302025-10-30 FCNCA FIRST CTZNS BANCSHARES INC D200 shares0.00%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F6.4K shares0.00%2025-09-302025-10-30 SFST SOUTHERN FIRST BANCSHARES7.7K shares0.00%2025-09-302025-10-30 IVE ISHARES TR1.6K shares-4.14%2025-09-302025-10-30 HD HOME DEPOT INC810 shares4.11%2025-09-302025-10-30 TOTL SSGA ACTIVE ETF TR8.0K shares0.63%2025-09-302025-10-30 VDE VANGUARD WORLD FD2.5K shares-3.04%2025-09-302025-10-30 ITOT ISHARES TR2.2K shares0.00%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON1.7K shares6.30%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR459 shares-1.08%2025-09-302025-10-30 PFE PFIZER INC11.9K shares0.00%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO1.9K shares-4.96%2025-09-302025-10-30 SYY SYSCO CORP3.5K shares-2.13%2025-09-302025-10-30 VTV VANGUARD INDEX FDS1.4K shares-21.62%2025-09-302025-10-30 EAGG ISHARES TR5.6K shares-1.67%2025-09-302025-10-30 CLH CLEAN HARBORS INC1.1K shares0.00%2025-09-302025-10-30 EFAX SPDR INDEX SHS FDS5.2K shares0.00%2025-09-302025-10-30 VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2025-09-302025-10-30 CMI CUMMINS INC570 sharesnew addition2025-09-302025-10-30 XLB SELECT SECTOR SPDR TR2.6K sharesnew addition2025-09-302025-10-30 ROST ROSS STORES INC1.6K sharesnew addition2025-09-302025-10-30 EWJ ISHARES INC2.9K shares-15.77%2025-09-302025-10-30 CSCO CISCO SYS INC3.4K shares5.89%2025-09-302025-10-30 FTEC FIDELITY COVINGTON TRUST1.0K shares0.00%2025-09-302025-10-30 SCHA SCHWAB STRATEGIC TR8.3K shares0.00%2025-09-302025-10-30 VGK VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2025-09-302025-10-30 ACGL ARCH CAP GROUP LTD2.5K shares4.67%2025-09-302025-10-30 BNDX VANGUARD CHARLOTTE FDS4.6K shares0.22%2025-09-302025-10-30 AXP AMERICAN EXPRESS CO685 shares7.70%2025-09-302025-10-30 DGRO ISHARES TR3.3K shares-10.26%2025-09-302025-10-30 PRK PARK NATL CORP1.4K shares0.00%2025-09-302025-10-30 TFI SPDR SERIES TRUST4.8K shares7.78%2025-09-302025-10-30 SCHV SCHWAB STRATEGIC TR7.5K shares-0.13%2025-09-302025-10-30 IAU ISHARES GOLD TR3.0K sharesnew addition2025-09-302025-10-30 SO SOUTHERN CO2.2K sharesnew addition2025-09-302025-10-30 TFC TRUIST FINL CORP4.6K shares-5.18%2025-09-302025-10-30 IWM ISHARES TR828 sharesnew addition2025-09-302025-10-30 GBDC GOLUB CAP BDC INC11.1K shares8.98%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available