COLTON GROOME FINANCIAL ADVISORS, LLC
Top Portfolio Positions
60 positions ·
$80,496,759 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAAU |
Goldman Sachs Physical Gold ETF
|
307,361 | $14,197,004 | 17.64% | |
| AAPL |
Apple Inc.
Technology
|
29,005 | $7,361,178 | 9.14% | |
| MSFT |
Microsoft Corp
Technology
|
17,119 | $6,336,940 | 7.87% | |
| AVGO |
Broadcom Inc.
Technology
|
14,690 | $4,546,701 | 5.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,305 | $3,250,865 | 4.04% | |
| KLAC |
Kla Corp
Technology
|
2,074 | $3,053,778 | 3.79% | |
| V |
Visa Inc.
Financial Services
|
9,104 | $2,751,592 | 3.42% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,785 | $2,184,626 | 2.71% | |
| AMGN |
Amgen Inc
Healthcare
|
6,109 | $2,149,451 | 2.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
16,222 | $2,016,070 | 2.50% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,197,004 | 307,361 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,042,118 | 283,011 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,543,153 | 276,578 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,232,843 | 251,923 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,411,138 | 239,998 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||