COLTON GROOME FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 27K | $6.91M |
 | MDT | 16K | $1.55M |
 | WMT | 16K | $1.63M |
 | AVGO | 16K | $5.15M |
 | MSFT | 14K | $7.20M |
 | MRK | 14K | $1.14M |
 | PFE | 12K | $302.37K |
 | GBDC | 11K | $151.66K |
 | GOOGL | 10K | $2.52M |
 | EBAY | 10K | $908.23K |
 | SCHW | 10K | $952.31K |
 | AFL | 10K | $1.11M |
 | BALL | 9K | $433.11K |
 | V | 8K | $2.73M |
 | SFST | 8K | $338.62K |
 | AMT | 6K | $1.23M |
 | QCOM | 6K | $1.04M |
 | KO | 6K | $393.21K |
 | PNC | 6K | $1.16M |
 | JPM | 6K | $1.79M |
Apple Inc.
AAPL
Shares Held
27K
Value
$6.91M
Medtronic plc
MDT
Shares Held
16K
Value
$1.55M
Walmart Inc.
WMT
Shares Held
16K
Value
$1.63M
Broadcom Inc.
AVGO
Shares Held
16K
Value
$5.15M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.20M
Merck & Co., Inc.
MRK
Shares Held
14K
Value
$1.14M
Pfizer Inc.
PFE
Shares Held
12K
Value
$302.37K
Golub Capital BDC, Inc.
GBDC
Shares Held
11K
Value
$151.66K
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.52M
eBay Inc.
EBAY
Shares Held
10K
Value
$908.23K
The Charles Schwab Corporation
SCHW
Shares Held
10K
Value
$952.31K
Aflac Incorporated
AFL
Shares Held
10K
Value
$1.11M
Ball Corporation
BALL
Shares Held
9K
Value
$433.11K
Visa Inc.
V
Shares Held
8K
Value
$2.73M
Southern First Bancshares, Inc.
SFST
Shares Held
8K
Value
$338.62K
American Tower Corporation
AMT
Shares Held
6K
Value
$1.23M
QUALCOMM Incorporated
QCOM
Shares Held
6K
Value
$1.04M
The Coca-Cola Company
KO
Shares Held
6K
Value
$393.21K
The PNC Financial Services Group, Inc.
PNC
Shares Held
6K
Value
$1.16M
JPMorgan Chase & Co.
JPM
Shares Held
6K
Value
$1.79M