All Stocks Held By Colton Groome Financial Advisors LLC

As of 03/31/2024, we find all stocks held by Colton Groome Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Colton Groome Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Colton Groome Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Colton Groome Financial Advisors LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
ISHARES TR (IVV)	88,145	+3,974	$46,340
IVV	88,145	+3,974	$46,340
ISHARES TR (EFA)	241,067	+12,886	$19,252
EFA	241,067	+12,886	$19,252
ISHARES TR (AGG)	186,629	+33,167	$18,278
AGG	186,629	+33,167	$18,278
ISHARES TR (EEM)	235,291	+20,017	$9,666
EEM	235,291	+20,017	$9,666
ISHARES TR (IJH)	133,469	+109,306	$8,107
IJH	133,469	+109,306	$8,107
ISHARES TR (QLTA)	157,472	+10,079	$7,477
QLTA	157,472	+10,079	$7,477
MICROSOFT CORP	14,486	+284	$6,095
MSFT	14,486	+284	$6,095
SPDR SER TR (SPYG)	76,441	-5,247	$5,592
SPYG	76,441	-5,247	$5,592
APPLE INC	30,176	+758	$5,175
AAPL	30,176	+758	$5,175
SELECT SECTOR SPDR TR (XLC)	61,365	+3,120	$5,011
XLC	61,365	+3,120	$5,011
SELECT SECTOR SPDR TR (XLY)	27,239	+2,850	$5,009
XLY	27,239	+2,850	$5,009
SPDR SER TR (SPYV)	85,476	-25,009	$4,282
SPYV	85,476	-25,009	$4,282
ISHARES TR (QUAL)	24,126	-2,640	$3,965
QUAL	24,126	-2,640	$3,965
INVESCO EXCH TRD SLF IDX FD	189,722	+18,301	$3,876
BSCP	189,722	+18,301	$3,876
SELECT SECTOR SPDR TR (XLI)	28,199	+871	$3,552
XLI	28,199	+871	$3,552
ISHARES TR (MUB)	32,805	+8,635	$3,530
MUB	32,805	+8,635	$3,530
SPDR SER TR (SPSM)	80,652	+446	$3,471
SPSM	80,652	+446	$3,471
INVESCO EXCH TRD SLF IDX FD	164,536	-1,267	$3,450
BSCO	164,536	-1,267	$3,450
SELECT SECTOR SPDR TR (XLV)	23,215	+1,275	$3,430
XLV	23,215	+1,275	$3,430
INVESCO QQQ TR	7,662	-716	$3,402
QQQ	7,662	-716	$3,402
ISHARES TR (GBF)	32,134	-285	$3,327
GBF	32,134	-285	$3,327
SELECT SECTOR SPDR TR (XLK)	15,568	+1,895	$3,242
XLK	15,568	+1,895	$3,242
SPDR INDEX SHS FDS (SPDW)	82,381	-3,815	$2,953
SPDW	82,381	-3,815	$2,953
MERCK & CO INC	19,296	-303	$2,546
MRK	19,296	-303	$2,546
ISHARES TR (IEFA)	34,143	-9,180	$2,534
IEFA	34,143	-9,180	$2,534
ISHARES TR (EMB)	27,813	+3,786	$2,494
EMB	27,813	+3,786	$2,494
BROADCOM INC	1,876	-179	$2,486
AVGO	1,876	-179	$2,486
SELECT SECTOR SPDR TR (XLE)	24,414	+2,765	$2,305
XLE	24,414	+2,765	$2,305
VISA INC	8,194	-23	$2,287
V	8,194	-23	$2,287
SPDR INDEX SHS FDS (SPEM)	61,974	-17,306	$2,243
SPEM	61,974	-17,306	$2,243
SELECT SECTOR SPDR TR (XLF)	48,695	+3,150	$2,051
XLF	48,695	+3,150	$2,051
EATON CORP PLC	5,962	-14	$1,864
ETN	5,962	-14	$1,864
KLA CORP	2,536	+90	$1,772
KLAC	2,536	+90	$1,772
BLACKROCK INC	2,079	+45	$1,733
BLK	2,079	+45	$1,733
SPDR SER TR (SPLG)	27,382	+1,511	$1,685
SPLG	27,382	+1,511	$1,685
TJX COS INC NEW	14,264	+323	$1,447
TJX	14,264	+323	$1,447
PROLOGIS INC.	11,047	+137	$1,439
PLD	11,047	+137	$1,439
MEDTRONIC PLC	16,084	-118	$1,402
MDT	16,084	-118	$1,402
SELECT SECTOR SPDR TR (XLP)	18,223	-188	$1,392
XLP	18,223	-188	$1,392
SELECT SECTOR SPDR TR (XLU)	19,720	+805	$1,295
XLU	19,720	+805	$1,295
JPMORGAN CHASE & CO	6,088	-510	$1,219
JPM	6,088	-510	$1,219
WALMART INC	20,204	+13,470	$1,216
WMT	20,204	+13,470	$1,216
PEPSICO INC	6,858	+41	$1,200
PEP	6,858	+41	$1,200
SPDR SER TR (SPTM)	18,552	+1,372	$1,190
SPTM	18,552	+1,372	$1,190
NXP SEMICONDUCTORS N V	4,694	+180	$1,163
NXPI	4,694	+180	$1,163
PNC FINL SVCS GROUP INC	6,787	-57	$1,097
PNC	6,787	-57	$1,097
BERKSHIRE HATHAWAY INC DEL			$1,063
BRK.A	1	UNCH	$634
BRK.B	1,021	+77	$429
AMAZON COM INC	4,571	-126	$825
AMZN	4,571	-126	$825
ISHARES INC (IEMG)	15,589	-880	$804
IEMG	15,589	-880	$804
DIMENSIONAL ETF TRUST (DFAC)	24,838	UNCH	$794
DFAC	24,838	UNCH	$794
SCHWAB STRATEGIC TR	8,498	-1,499	$788
SCHG	8,498	-1,499	$788
EXXON MOBIL CORP	6,534	-15	$760
XOM	6,534	-15	$760
BALL CORP	11,130	+90	$750
BALL	11,130	+90	$750
SPDR SER TR (SPSB)	24,507	+16,058	$730
SPSB	24,507	+16,058	$730
AVERY DENNISON CORP	3,175	+5	$709
AVY	3,175	+5	$709
VANGUARD TAX MANAGED FDS (VEA)	13,969	-220	$701
VEA	13,969	-220	$701
PIMCO ETF TR (BOND)	7,019	-840	$645
BOND	7,019	-840	$645
VANGUARD WORLD FD (MGK)	2,221	+453	$637
MGK	2,221	+453	$637
VANGUARD WORLD FD (MGV)	5,283	+1,421	$631
MGV	5,283	+1,421	$631
ISHARES TR (IVW)	7,172	-569	$606
IVW	7,172	-569	$606
ISHARES TR (USMV)	7,236	-1,204	$605
USMV	7,236	-1,204	$605
VANECK ETF TRUST (ANGL)	20,577	-10,167	$597
ANGL	20,577	-10,167	$597
FIRST TR EXCHNG TRADED FD VI (FIXD)	13,555	-780	$591
FIXD	13,555	-780	$591
DBX ETF TR (HYLB)	16,333	-6,510	$583
HYLB	16,333	-6,510	$583
SSGA ACTIVE ETF TR (TOTL)	14,523	-1,817	$582
TOTL	14,523	-1,817	$582
INVESCO EXCHANGE TRADED FD T (RSP)	3,335	+742	$565
RSP	3,335	+742	$565
VANGUARD INDEX FDS (VOO)	1,159	+4	$557
VOO	1,159	+4	$557
ISHARES TR (IVE)	2,910	-352	$544
IVE	2,910	-352	$544
VANGUARD INDEX FDS (VTI)	2,073	+162	$539
VTI	2,073	+162	$539
JANUS DETROIT STR TR	11,228	-1,395	$506
JMBS	11,228	-1,395	$506
VANGUARD CHARLOTTE FDS (BNDX)	9,286	+3,941	$457
BNDX	9,286	+3,941	$457
ALPHABET INC	2,966	+26	$452
GOOG	2,966	+26	$452
ISHARES INC (EWJ)	6,321	-2,205	$451
EWJ	6,321	-2,205	$451
SPDR SER TR (SPMD)	8,210	-1,131	$438
SPMD	8,210	-1,131	$438
VANGUARD INDEX FDS (VTV)	2,665	-348	$434
VTV	2,665	-348	$434
ISHARES TR (SUB)	4,051	-650	$424
SUB	4,051	-650	$424
ALPHABET INC	2,705	+5	$408
GOOGL	2,705	+5	$408
SPDR S&P 500 ETF TR (SPY)	757	+42	$396
SPY	757	+42	$396
SYSCO CORP	4,598	UNCH	$373
SYY	4,598	UNCH	$373
VANGUARD INDEX FDS (VUG)	1,055	-264	$363
VUG	1,055	-264	$363
META PLATFORMS INC	730	-14	$354
META	730	-14	$354
ISHARES TR (ACWX)	6,548	+555	$350
ACWX	6,548	+555	$350
DIMENSIONAL ETF TRUST (DFAX)	13,727	UNCH	$349
DFAX	13,727	UNCH	$349
SCHWAB STRATEGIC TR	4,558	-492	$346
SCHV	4,558	-492	$346
ISHARES TR (IJR)	3,086	-3,103	$341
IJR	3,086	-3,103	$341
JOHNSON & JOHNSON	2,135	-181	$338
JNJ	2,135	-181	$338
ORACLE CORP	2,655	-50	$333
ORCL	2,655	-50	$333
HARTFORD FDS EXCHANGE TRADED (HTRB)	9,788	-844	$330
HTRB	9,788	-844	$330
ISHARES TR (DGRO)	5,604	+1,876	$325
DGRO	5,604	+1,876	$325
LOWES COS INC	1,277	-50	$325
LOW	1,277	-50	$325
PROCTER AND GAMBLE CO	1,938	-105	$314
PG	1,938	-105	$314
CLEAN HARBORS INC	1,410	UNCH	$284
CLH	1,410	UNCH	$284
COCA COLA CO	4,613	UNCH	$282
KO	4,613	UNCH	$282
SOUTHERN CO	3,900	-17	$280
SO	3,900	-17	$280
ISHARES TR (ITOT)	2,404	UNCH	$277
ITOT	2,404	UNCH	$277
ISHARES TR (MTUM)	1,438	+1,438	$269
MTUM	1,438	+1,438	$269
ISHARES TR (MBB)	2,905	-4,649	$268
MBB	2,905	-4,649	$268
STRYKER CORPORATION	730	-96	$261
SYK	730	-96	$261
VANGUARD INTL EQUITY INDEX F (VWO)	6,141	-262	$257
VWO	6,141	-262	$257
ISHARES TR (LQD)	2,341	-1,641	$255
LQD	2,341	-1,641	$255
AMERICAN EXPRESS CO	1,086	UNCH	$247
AXP	1,086	UNCH	$247
ISHARES TR (IBMN)	9,310	-2,095	$246
IBMN	9,310	-2,095	$246
INTERNATIONAL BUSINESS MACHS	1,269	-131	$242
IBM	1,269	-131	$242
AMGEN INC	848	+33	$241
AMGN	848	+33	$241
SPDR SER TR (SPYX)	5,440	-67	$233
SPYX	5,440	-67	$233
UNITEDHEALTH GROUP INC	472	-145	$233
UNH	472	-145	$233
ISHARES TR (IDEV)	3,451	-1,303	$232
IDEV	3,451	-1,303	$232
HOME DEPOT INC	602	-194	$231
HD	602	-194	$231
ISHARES TR (EAGG)	4,860	+4,860	$229
EAGG	4,860	+4,860	$229
ISHARES TR (IBMM)	8,420	-3,245	$218
IBMM	8,420	-3,245	$218
ISHARES TR (EFAV)	3,046	-346	$216
EFAV	3,046	-346	$216
SPDR SER TR (TFI)	4,550	UNCH	$211
TFI	4,550	UNCH	$211
SPDR INDEX SHS FDS (EFAX)	5,004	+5,004	$208
EFAX	5,004	+5,004	$208
VANGUARD INTL EQUITY INDEX F (VEU)	3,535	+3,535	$207
VEU	3,535	+3,535	$207
VANGUARD ADMIRAL FDS INC (VOOG)	678	+678	$207
VOOG	678	+678	$207
ISHARES TR (TLT)	2,167	-630	$205
TLT	2,167	-630	$205
ISHARES TR (IGLB)	3,960	-2,336	$204
IGLB	3,960	-2,336	$204
J P MORGAN EXCHANGE TRADED F			$0 (exited)
BBEU	0	-4,905	$0
VANGUARD BD INDEX FDS			$0 (exited)
BND	0	-7,752	$0
VANGUARD BD INDEX FDS			$0 (exited)
BSV	0	-2,869	$0
COMCAST CORP NEW			$0 (exited)
CMCSA	0	-4,624	$0
CISCO SYS INC			$0 (exited)
CSCO	0	-3,992	$0
VANECK ETF TRUST			$0 (exited)
EMLC	0	-8,897	$0
ISHARES TR			$0 (exited)
IGSB	0	-4,125	$0
ISHARES TR			$0 (exited)
IWM	0	-1,032	$0
VANGUARD MALVERN FDS	0	-4,630	$0 (exited)
VTIP	0	-4,630	$0

See Summary: Colton Groome Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Colton Groome Financial Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
MTUM	+1,438	+$269
EAGG	+4,860	+$229
EFAX	+5,004	+$208
VEU	+3,535	+$207
VOOG	+678	+$207

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BND	-7,752	-$570
BBEU	-4,905	-$278
EMLC	-8,897	-$226
BSV	-2,869	-$221
VTIP	-4,630	-$220
IGSB	-4,125	-$212
IWM	-1,032	-$207
CMCSA	-4,624	-$203
CSCO	-3,992	-$202

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IJH	+109,306	+$1,410
AGG	+33,167	+$3,047
EEM	+20,017	+$1,010
BSCP	+18,301	+$370
SPSB	+16,058	+$478
WMT	+13,470	+$154
EFA	+12,886	+$2,059
QLTA	+10,079	+$383
MUB	+8,635	+$910
IVV	+3,974	+$6,137

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SPYV	-25,009	-$870
SPEM	-17,306	-$564
ANGL	-10,167	-$288
IEFA	-9,180	-$514
HYLB	-6,510	-$229
SPYG	-5,247	+$277
MBB	-4,649	-$443
SPDW	-3,815	+$21
IBMM	-3,245	-$84

Colton Groome Financial Advisors LLC Info

Size ($ in 1000's)
At 03/31/2024: $248,798
At 12/31/2023: $229,193

Colton Groome Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Colton Groome Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

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