Colton-Groome-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "APD", "GOOGL", "VDE", "BLK", "AVGO", "LOW", null, null, null, null, "EBAY", null, "HD", "QCOM", "EMR", "MUB", null, "IVW", "PRK", "IJH", null, null, null, "MDT", "MSFT", "FCNCA", "IJR", "KLAC", "ORCL", null, "EEM", null, null, "PEP", "PNC", "IEMG", "IVV", null, null, "AAPL", "SPY", null, null, "NVDA", "PFE", "PG", "MRK", "AMGN", "IEFA", "SCHX", null, null, "SPDW", "GLD", null, null, null, null, "SPYG", null, "AMT", null, "SPLG", "IBM", "SYK", "TJX", "SCHW", "ACWV", "VWO", "SFST", "VIG", null, "IEF", null, null, null, null, "AFL", null, "AMZN", null, "IVE", null, "VEU", "VGT", "VUG", "VEA", "VGK", "MGK", "MGV", "VOO", "VTV", "V", "WMT", null, null, "SCHG", "SCHF", "SYY", "DGRO", "SPYV", "BALL", "BRK-A", "BRK-B", "CLH", "KO", "RSP", "EWJ", "EFA", "QQQ", null, "ETN", "GOOG", "XOM", "JNJ", "LLY", "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 123
- Total Value
- 257687408
- Accession Number
- 0001780330-25-000005
- Form Type
- 13F-HR
- Manager Name
- Colton-Groome-Financial-Advisors
Data Enrichment
70% identified86 identified37 unidentified
Holdings
123 positions • $257.7M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip46435U432)✕ | 7.8K | All Managers (Combined) | $207.1K | 0.1% ($207.1K/$257.7M) | ||
1.4K | QoQ 0.00% (-0)YoY NEW(+1.4K) | All Managers (Combined) | $206.5K | 0.1% ($206.5K/$257.7M) | YoY NEW(+$206.5K) | |
(cusip464288661)✕ | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $201.9K | 0.1% ($201.9K/$257.7M) | QoQ NEW(+$201.9K) YoY NEW(+$201.9K) |