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Colton Groome Financial Advisors, Llc

Portfolio Manager
Colton Groome Financial Advisors, Llc
Performance
-2.24% (2026 Q1)
AUM (13F)
$351.24M
# of Holdings
137
Performance Rank
Allocation (Top 20)
68.71%

Colton Groome Financial Advisors, Llc Holdings Map

Top 50 Colton Groome Financial Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
17.36%93.3K$61.0M
+2.09%(+1.91K)
2025-Q1: 78.8K shares2025-Q2: 81.5K shares2025-Q3: 85.9K shares2025-Q4: 91.4K shares2026-Q1: 93.3K shares
$467.53(+59.51%)
2026-03-31
EFA
ISHARES TR
8.09%292.6K$28.4M
+5.27%(+14.66K)
2025-Q1: 242.1K shares2025-Q2: 240.5K shares2025-Q3: 257.6K shares2025-Q4: 277.9K shares2026-Q1: 292.6K shares
$75.40(+37.70%)
2026-03-31
AGG
ISHARES TR
7.56%267.4K$26.5M
+8.84%(+21.71K)
2025-Q1: 190.0K shares2025-Q2: 208.0K shares2025-Q3: 220.8K shares2025-Q4: 245.6K shares2026-Q1: 267.4K shares
$100.81(-2.13%)
2026-03-31
EEM
ISHARES TR
4.92%304.4K$17.3M
+3.37%(+9.94K)
2025-Q1: 239.7K shares2025-Q2: 250.9K shares2025-Q3: 273.9K shares2025-Q4: 294.5K shares2026-Q1: 304.4K shares
$42.86(+56.81%)
2026-03-31
AAAU
GOLDMAN SACHS PHYSICAL GOLD
4.04%307.4K$14.2M
+8.60%(+24.35K)
2025-Q1: 240.0K shares2025-Q2: 251.9K shares2025-Q3: 276.6K shares2025-Q4: 283.0K shares2026-Q1: 307.4K shares
$30.61(+51.04%)
2026-03-31
IGIB
ISHARES TR
3.73%246.1K$13.1M
+8.35%(+18.96K)
2025-Q1: 161.1K shares2025-Q2: 184.4K shares2025-Q3: 204.4K shares2025-Q4: 227.1K shares2026-Q1: 246.1K shares
$52.88(+0.38%)
2026-03-31
IJH
ISHARES TR
3.2%166.2K$11.2M
+5.80%(+9.12K)
2025-Q1: 139.0K shares2025-Q2: 142.6K shares2025-Q3: 146.6K shares2025-Q4: 157.1K shares2026-Q1: 166.2K shares
$53.28(+37.26%)
2026-03-31
XLY
SELECT SECTOR SPDR TR
2.16%69.6K$7.6M
+17.89%(+10.56K)
2025-Q1: 26.5K shares2025-Q2: 28.8K shares2025-Q3: 28.2K shares2025-Q4: 59.0K shares2026-Q1: 69.6K shares
$90.59(+31.05%)
2026-03-31
QLTA
ISHARES TR
2.14%157.8K$7.5M
+0.12%(+196)
2025-Q1: 139.8K shares2025-Q2: 143.9K shares2025-Q3: 148.5K shares2025-Q4: 157.6K shares2026-Q1: 157.8K shares
$48.49(-2.33%)
2026-03-31
AAPL
APPLE INC
2.1%29.0K$7.4M
+1.40%(+401)
2025-Q1: 26.2K shares2025-Q2: 26.7K shares2025-Q3: 27.1K shares2025-Q4: 28.6K shares2026-Q1: 29.0K shares
$159.02(+87.94%)
2026-03-31

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