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 $348.8M. In the most recent quarter, they have increased their positions in IBTI (+235.1K shares, valued at $5.3M), IVV (+5.5K shares, valued at $3.8M), XLY (+30.8K shares, valued at $3.7M); decreased their positions in GBF (-64.7K shares, valued at $6.8M), MBB (-8.8K shares, valued at $840.0K), SPYG (-3.8K shares, valued at $407.0K); initiated new positions in IBTI (+235.1K shares, valued at $5.3M), GMUB (+11.4K shares, valued at $583.8K), XLRE (+8.4K shares, valued at $337.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR91.4K shares6.41%2025-12-312026-02-10

EFA ISHARES TR277.9K shares7.87%2025-12-312026-02-10

AGG ISHARES TR245.6K shares11.27%2025-12-312026-02-10

EEM ISHARES TR294.5K shares7.50%2025-12-312026-02-10

IGIB ISHARES TR227.1K shares11.10%2025-12-312026-02-10

AAAU GOLDMAN SACHS PHYSICAL GOLD283.0K shares2.33%2025-12-312026-02-10

IJH ISHARES TR157.1K shares7.17%2025-12-312026-02-10

AAPL APPLE INC28.6K shares5.36%2025-12-312026-02-10

Sponsored

QLTA ISHARES TR157.6K shares6.12%2025-12-312026-02-10

MSFT MICROSOFT CORP15.2K shares9.12%2025-12-312026-02-10

XLY SELECT SECTOR SPDR TR59.0K shares109.02%2025-12-312026-02-10

BROADCOM INC BROADCOM INC17.4K shares11.39%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR41.3K shares104.56%2025-12-312026-02-10

XLC SELECT SECTOR SPDR TR48.7K shares0.86%2025-12-312026-02-10

IBTI ISHARES TR235.1K sharesnew addition2025-12-312026-02-10

XLI SELECT SECTOR SPDR TR29.4K shares10.53%2025-12-312026-02-10

Sponsored

SPDW SPDR INDEX SHS FDS95.7K shares0.45%2025-12-312026-02-10

SPYM SPDR SERIES TRUST52.3K shares3.31%2025-12-312026-02-10

SPSM SPDR SERIES TRUST89.3K shares9.07%2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR26.0K shares1.80%2025-12-312026-02-10

SPYG SPDR SERIES TRUST37.1K shares-9.33%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR70.9K shares4.83%2025-12-312026-02-10

EMB ISHARES TR36.6K shares6.19%2025-12-312026-02-10

ALPHABET INC ALPHABET INC11.1K shares6.53%2025-12-312026-02-10

Sponsored

EWC ISHARES INC61.9K shares5.87%2025-12-312026-02-10

KLAC KLA CORP2.7K shares2.15%2025-12-312026-02-10

SPEM SPDR INDEX SHS FDS69.2K shares-1.64%2025-12-312026-02-10

V VISA INC8.8K shares10.43%2025-12-312026-02-10

IEFA ISHARES TR31.8K shares-0.13%2025-12-312026-02-10

FEZ SPDR INDEX SHS FDS42.7K shares6.68%2025-12-312026-02-10

SPYV SPDR SERIES TRUST42.7K shares-2.23%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR3.9K shares-2.28%2025-12-312026-02-10

Sponsored

XLP SELECT SECTOR SPDR TR26.2K shares-7.98%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.6.2K shares9.07%2025-12-312026-02-10

XLU SELECT SECTOR SPDR TR45.1K shares108.62%2025-12-312026-02-10

WMT WALMART INC16.5K shares4.43%2025-12-312026-02-10

SPTM SPDR SERIES TRUST22.2K shares5.94%2025-12-312026-02-10

AMGN AMGEN INC5.6K shares2.95%2025-12-312026-02-10

QUAL ISHARES TR9.0K shares-5.40%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR37.6K shares125.88%2025-12-312026-02-10

Sponsored

VTI VANGUARD INDEX FDS4.9K shares0.00%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC17.0K shares4.46%2025-12-312026-02-10

MUB ISHARES TR15.1K shares-1.78%2025-12-312026-02-10

SUB ISHARES TR14.7K shares18.32%2025-12-312026-02-10

AMZN AMAZON COM INC6.4K shares14.86%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC14.1K shares3.97%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC1.3K shares14.31%2025-12-312026-02-10

PNC PNC FINL SVCS GROUP INC6.2K shares6.85%2025-12-312026-02-10

Sponsored

VEA VANGUARD TAX-MANAGED FDS19.1K shares32.55%2025-12-312026-02-10

AFL AFLAC INC10.6K shares6.51%2025-12-312026-02-10

QCOM QUALCOMM INC6.8K shares8.87%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC3.6K shares3.22%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP11.0K shares10.03%2025-12-312026-02-10

IEMG ISHARES INC16.1K shares-6.89%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares104.73%2025-12-312026-02-10

AMT AMERICAN TOWER CORP NEW5.3K shares-17.59%2025-12-312026-02-10

Sponsored

ALPHABET INC ALPHABET INC2.9K shares78.01%2025-12-312026-02-10

IJR ISHARES TR7.6K shares0.00%2025-12-312026-02-10

EBAY EBAY INC.10.3K shares3.58%2025-12-312026-02-10

GLD SPDR GOLD TR2.3K shares13.08%2025-12-312026-02-10

MGV VANGUARD WORLD FD6.1K shares-15.59%2025-12-312026-02-10

MGK VANGUARD WORLD FD2.0K shares-25.86%2025-12-312026-02-10

TJX TJX COS INC NEW5.3K shares3.27%2025-12-312026-02-10

PEP PEPSICO INC5.6K shares15.16%2025-12-312026-02-10

Sponsored

IDEV ISHARES TR9.6K shares-23.05%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-10

EMR EMERSON ELEC CO5.6K shares17.55%2025-12-312026-02-10

IVW ISHARES TR6.1K shares-1.00%2025-12-312026-02-10

SPAB SPDR SERIES TRUST28.8K shares-7.31%2025-12-312026-02-10

MA MASTERCARD INCORPORATED1.3K shares60.97%2025-12-312026-02-10

ORCL ORACLE CORP3.7K shares0.24%2025-12-312026-02-10

ACWX ISHARES TR10.3K shares14.72%2025-12-312026-02-10

Sponsored

VUG VANGUARD INDEX FDS1.3K shares0.90%2025-12-312026-02-10

USIG ISHARES TR12.1K shares-7.63%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS996 shares0.50%2025-12-312026-02-10

SCHF SCHWAB STRATEGIC TR25.9K shares0.01%2025-12-312026-02-10

MBB ISHARES TR6.3K shares-58.15%2025-12-312026-02-10

SCHG SCHWAB STRATEGIC TR18.3K shares-7.03%2025-12-312026-02-10

LOW LOWES COS INC2.4K shares47.77%2025-12-312026-02-10

GMUB GOLDMAN SACHS ETF TR11.4K sharesnew addition2025-12-312026-02-10

Sponsored

XVV ISHARES TR10.5K shares6.76%2025-12-312026-02-10

SPMD SPDR SERIES TRUST9.5K shares1.01%2025-12-312026-02-10

SCHX SCHWAB STRATEGIC TR19.9K shares0.00%2025-12-312026-02-10

NVDA NVIDIA CORPORATION2.6K shares9.00%2025-12-312026-02-10

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D217 shares8.50%2025-12-312026-02-10

XOM EXXON MOBIL CORP3.8K shares-6.94%2025-12-312026-02-10

BALL BALL CORP8.3K shares-2.82%2025-12-312026-02-10

META META PLATFORMS INC662 shares30.31%2025-12-312026-02-10

Sponsored

VGT VANGUARD WORLD FD577 shares-1.87%2025-12-312026-02-10

KO COCA COLA CO6.1K shares3.07%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F7.8K shares23.08%2025-12-312026-02-10

IGV ISHARES TR4.0K shares-6.56%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.00%2025-12-312026-02-10

SFST SOUTHERN FIRST BANCSHARES7.7K shares0.00%2025-12-312026-02-10

PYLD PIMCO ETF TR14.7K shares-7.98%2025-12-312026-02-10

USMV ISHARES TR4.0K shares0.18%2025-12-312026-02-10

Sponsored

JNJ JOHNSON & JOHNSON1.8K shares6.53%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.9K shares-18.22%2025-12-312026-02-10

SYK STRYKER CORPORATION998 shares-6.55%2025-12-312026-02-10

APD AIR PRODS & CHEMS INC1.4K shares-20.63%2025-12-312026-02-10

GBF ISHARES TR3.3K shares-95.16%2025-12-312026-02-10

XLRE SELECT SECTOR SPDR TR8.4K sharesnew addition2025-12-312026-02-10

IVE ISHARES TR1.6K shares-2.22%2025-12-312026-02-10

HD HOME DEPOT INC960 shares18.52%2025-12-312026-02-10

Sponsored

CSCO CISCO SYS INC4.3K shares25.50%2025-12-312026-02-10

XLB SELECT SECTOR SPDR TR7.1K shares170.02%2025-12-312026-02-10

GOVT ISHARES TR13.4K shares-37.46%2025-12-312026-02-10

VDE VANGUARD WORLD FD2.4K shares-4.51%2025-12-312026-02-10

TOTL SSGA ACTIVE ETF TR7.6K shares-5.40%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-7.60%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR440 shares-4.14%2025-12-312026-02-10

CMI CUMMINS INC580 shares1.75%2025-12-312026-02-10

Sponsored

PFE PFIZER INC11.9K shares0.00%2025-12-312026-02-10

ITOT ISHARES TR1.9K shares-11.85%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO2.0K shares4.54%2025-12-312026-02-10

VTV VANGUARD INDEX FDS1.5K shares1.87%2025-12-312026-02-10

ROST ROSS STORES INC1.6K shares0.00%2025-12-312026-02-10

ABBV ABBVIE INC1.2K sharesnew addition2025-12-312026-02-10

EAGG ISHARES TR5.6K shares0.00%2025-12-312026-02-10

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2025-12-312026-02-10

Sponsored

CLH CLEAN HARBORS INC1.1K shares0.00%2025-12-312026-02-10

EFAX SPDR INDEX SHS FDS5.1K shares-1.45%2025-12-312026-02-10

TFI SPDR SERIES TRUST5.5K shares14.43%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO685 shares0.00%2025-12-312026-02-10

USEP INNOVATOR ETFS TRUST6.3K sharesnew addition2025-12-312026-02-10

ACGL ARCH CAP GROUP LTD2.5K shares0.00%2025-12-312026-02-10

SYY SYSCO CORP3.3K shares-6.69%2025-12-312026-02-10

VGK VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2025-12-312026-02-10

Sponsored

SCHA SCHWAB STRATEGIC TR8.3K shares0.00%2025-12-312026-02-10

FTEC FIDELITY COVINGTON TRUST1.0K shares0.00%2025-12-312026-02-10

TFC TRUIST FINL CORP4.6K shares0.00%2025-12-312026-02-10

PRK PARK NATL CORP1.4K shares0.00%2025-12-312026-02-10

BNDX VANGUARD CHARLOTTE FDS4.3K shares-6.21%2025-12-312026-02-10

IWM ISHARES TR828 shares0.00%2025-12-312026-02-10

SCHV SCHWAB STRATEGIC TR6.8K shares-8.96%2025-12-312026-02-10

EWJ ISHARES INC2.5K shares-15.28%2025-12-312026-02-10

Sponsored

GBDC GOLUB CAP BDC INC11.4K shares2.90%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available