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COLTON GROOME FINANCIAL ADVISORS, LLC

13F
COLTON GROOME FINANCIAL ADVISORS, LLC
Last update 2025-07-16 135 Stocks (21 new)
Value $295.00 Mil Turnover 9 %
Countries:
Top Holdings: IVV(17.15%)EFA(7.28%)AGG(6.99%)EEM(4.10%)IGIB(3.33%)
Summary Stock Picks Current Portfolio
COLTON GROOME FINANCIAL ADVISO... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
81,526
50,619.4
+3.51%
17.150
+0.58%
0.010
+22.34%
+7.31%
636,566.3
 
EFA
iShares MSCI EAFE ETF
240,511
21,499.3
-0.66%
7.280
-0.05%
0.030
+10.13%
+17.48%
64,061.5
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
207,975
20,631.1
+9.46%
6.990
+0.60%
0.020
+2.12%
+3.52%
128,191.3
 
EEM
iShares MSCI Emerging Markets ETF
250,888
12,102.8
+4.69%
4.100
+0.18%
0.070
+17.87%
+18.13%
18,785.5
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
184,450
9,829.3
+14.52%
3.330
+0.42%
0.060
+2.93%
+2.95%
15,549.9
 
IJH
iShares Core S&P Mid-Cap ETF
142,641
8,846.6
+2.63%
3.000
+0.08%
0.010
+17.61%
+1.17%
96,632.4
 
AAAU
Goldman Sachs Physical Gold ETF
251,923
8,232.8
+4.97%
2.790
+0.13%
0.530
-0.77%
+29.41%
1,596.2
 
GBF
iShares Barclays Government/Credit Bond Fund
iShares Barclays Government/Credit Bond Fund
75,512
7,886.9
-15.59%
2.670
-0.56%
5.390
+0.96%
+1.30%
139.8
 
QLTA
iShares Aaa - A Rated Corporate Bond ETF
iShares Aaa - A Rated Corporate Bond ETF
143,928
6,885.5
+2.94%
2.330
+0.07%
0.420
+2.04%
+1.54%
1,631.9
 
MSFT
Microsoft Corp
13,826
6,877.0
+0.80%
2.330
+0.02%
0.000
+42.29%
+21.48%
3,791,043.3
Software

COLTON GROOME FINANCIAL ADVISORS, LLC's Historical Top Holdings Breakdowns

COLTON GROOME FINANCIAL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EWC
iShares MSCI Canada ETF
2025-06-30
New Buy
New Buy
+0.83%
●
37.17 ($43.19) 46.2
$46.71
8.15%
New holding
53,180
53,180
FEZ
SPDR EURO Stoxx 50 ETF
2025-06-30
New Buy
New Buy
+0.73%
●
48.22 ($57.09) 60.41
$59.45
4.13%
New holding
36,280
36,280
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Add
Add
+0.60%
●
96.82 ($98) 99.46
$98.38
0.39%
Add 9.46%
207,975
17,971
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.58%
●
498.8 ($573.99) 620.9
$631.73
10.06%
Add 3.51%
81,526
2,763
GBF
iShares Barclays Government/Credit Bond Fund
iShares Barclays Government/Credit Bond Fund
2025-06-30
Reduce
Reduce
-0.56%
●
101.99 ($103.21) 104.66
$103.55
0.33%
Reduce -15.59%
75,512
-13,944
GOVT
iShares U.S. Treasury Bond ETF
2025-06-30
New Buy
New Buy
+0.49%
●
22.51 ($22.78) 23.17
$22.77
-0.04%
New holding
63,554
63,554
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-06-30
Sold Out
Sold Out
-0.43%
●
107.61 ($116.44) 119.09
$117.39
0.82%
Sold Out
0
-9,555
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-06-30
Add
Add
+0.42%
●
51.1 ($52.19) 53.29
$53.03
1.61%
Add 14.52%
184,450
23,392
GOOGL
Alphabet Inc
2025-06-30
Add
Add
+0.41%
●
144.7 ($163.55) 178.6
$190.10
16.23%
Add 237.4%
9,690
6,818
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
2025-06-30
Reduce
Reduce
-0.37%
●
86.13 ($98.47) 108.53
$107.61
9.28%
Reduce -16.62%
49,438
-9,855

COLTON GROOME FINANCIAL ADVISORS, LLC Total Holding History ($B)

To

COLTON GROOME FINANCIAL ADVISORS, LLC's Asset Allocation

To

COLTON GROOME FINANCIAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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COLTON GROOME FINANCIAL ADVISORS, LLC's Hypothetical Growth since 2025-06-30

COLTON GROOME FINANCIAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

COLTON GROOME FINANCIAL ADVISORS, LLC's Holdings Heat Map

Size field:

COLTON GROOME FINANCIAL ADVISORS, LLC's Holdings Bubble Chart

COLTON GROOME FINANCIAL ADVISORS, LLC News

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