COLTON GROOME FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 29K | $7.36M |
 | MDT | 18K | $1.56M |
 | MSFT | 17K | $6.34M |
 | WMT | 16K | $2.02M |
 | AVGO | 15K | $4.55M |
 | MRK | 14K | $1.72M |
 | GBDC | 12K | $153.04K |
 | PFE | 12K | $333.23K |
 | SCHW | 11K | $1.07M |
 | GOOGL | 11K | $3.25M |
 | V | 9K | $2.75M |
 | QCOM | 9K | $1.11M |
 | SFST | 8K | $418.29K |
 | EMR | 7K | $863.42K |
 | AMZN | 6K | $1.34M |
 | PNC | 6K | $1.34M |
 | JPM | 6K | $1.86M |
 | KO | 6K | $464.74K |
 | AMGN | 6K | $2.15M |
 | AMT | 6K | $1.05M |
Apple Inc.
AAPL
Shares Held
29K
Value
$7.36M
Medtronic plc
MDT
Shares Held
18K
Value
$1.56M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$6.34M
Walmart Inc.
WMT
Shares Held
16K
Value
$2.02M
Broadcom Inc.
AVGO
Shares Held
15K
Value
$4.55M
Merck & Co., Inc.
MRK
Shares Held
14K
Value
$1.72M
Golub Capital BDC, Inc.
GBDC
Shares Held
12K
Value
$153.04K
Pfizer Inc.
PFE
Shares Held
12K
Value
$333.23K
The Charles Schwab Corporation
SCHW
Shares Held
11K
Value
$1.07M
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$3.25M
Visa Inc.
V
Shares Held
9K
Value
$2.75M
QUALCOMM Incorporated
QCOM
Shares Held
9K
Value
$1.11M
Southern First Bancshares, Inc.
SFST
Shares Held
8K
Value
$418.29K
Emerson Electric Co.
EMR
Shares Held
7K
Value
$863.42K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.34M
The PNC Financial Services Group, Inc.
PNC
Shares Held
6K
Value
$1.34M
JPMorgan Chase & Co.
JPM
Shares Held
6K
Value
$1.86M
The Coca-Cola Company
KO
Shares Held
6K
Value
$464.74K
Amgen Inc.
AMGN
Shares Held
6K
Value
$2.15M
American Tower Corporation
AMT
Shares Held
6K
Value
$1.05M