COLTON GROOME FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 29K | $7.78M |
 | AVGO | 17K | $6.02M |
 | MDT | 17K | $1.63M |
 | WMT | 17K | $1.84M |
 | MSFT | 15K | $7.33M |
 | MRK | 14K | $1.48M |
 | PFE | 12K | $295.49K |
 | GBDC | 11K | $154.68K |
 | GOOGL | 11K | $3.46M |
 | SCHW | 11K | $1.10M |
 | AFL | 11K | $1.17M |
 | EBAY | 10K | $900.88K |
 | V | 9K | $3.09M |
 | BALL | 8K | $442.19K |
 | SFST | 8K | $395.42K |
 | QCOM | 7K | $1.17M |
 | AMZN | 6K | $1.48M |
 | JPM | 6K | $2.00M |
 | PNC | 6K | $1.29M |
 | KO | 6K | $427.22K |
Apple Inc.
AAPL
Shares Held
29K
Value
$7.78M
Broadcom Inc.
AVGO
Shares Held
17K
Value
$6.02M
Medtronic plc
MDT
Shares Held
17K
Value
$1.63M
Walmart Inc.
WMT
Shares Held
17K
Value
$1.84M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.33M
Merck & Co., Inc.
MRK
Shares Held
14K
Value
$1.48M
Pfizer Inc.
PFE
Shares Held
12K
Value
$295.49K
Golub Capital BDC, Inc.
GBDC
Shares Held
11K
Value
$154.68K
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$3.46M
The Charles Schwab Corporation
SCHW
Shares Held
11K
Value
$1.10M
Aflac Incorporated
AFL
Shares Held
11K
Value
$1.17M
eBay Inc.
EBAY
Shares Held
10K
Value
$900.88K
Visa Inc.
V
Shares Held
9K
Value
$3.09M
Ball Corporation
BALL
Shares Held
8K
Value
$442.19K
Southern First Bancshares, Inc.
SFST
Shares Held
8K
Value
$395.42K
QUALCOMM Incorporated
QCOM
Shares Held
7K
Value
$1.17M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.48M
JPMorgan Chase & Co.
JPM
Shares Held
6K
Value
$2.00M
The PNC Financial Services Group, Inc.
PNC
Shares Held
6K
Value
$1.29M
The Coca-Cola Company
KO
Shares Held
6K
Value
$427.22K