Holdings
Colton Groome Financial Advisors, LLC
As of Sep 30, 2026, Colton Groome Financial Advisors, LLC reported 58 positions worth US$81.3M. Largest: Apple Inc, Microsoft Corp. and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 36,373 | US$12.1M | +3,450 | Sep 30, 2026 |
| Microsoft Corp. | 17,894 | US$9.18M | −2 | Sep 30, 2026 |
| Broadcom Inc. | 18,240 | US$6.41M | +2,782 | Sep 30, 2026 |
| Kla Corporation | 28,728 | US$5.6M | +8,225 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 14,795 | US$5.08M | +619 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,871 | US$4.96M | +5,397 | Sep 30, 2026 |
| Visa Inc. | 8,748 | US$3.14M | −215 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 3,908 | US$2.69M | −1,494 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 6,619 | US$2.19M | −237 | Sep 30, 2026 |
| Abbvie Inc. | 8,274 | US$2.16M | +2,767 | Sep 30, 2026 |