Loading…
CIK 0001780330 • 6 13F filings • May 15, 2025 – Jul 22, 2026
Import this data to Google Sheets with:
=jivedata("colton-groome-financial-advisors-llc-0001780330-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $1.0M | 0.4%Prev: 0.2% | 9,954 SH | Increased+4,142 SH |
| AIR PRODS & CHEMS INC | COM | $488K | 0.2% | 1,729 SH | New |
| ALPHABET INC | CAP STK CL A | $1.7M | 0.6%Prev: 0.9% | 9,690 SH | Decreased-1,615 SH |
| ALPHABET INC | CAP STK CL C | $309K | 0.1%Prev: 0.2% | 1,742 SH | Decreased-992 SH |
| AMAZON COM INC | COM | $1.2M | 0.4%Prev: 0.4% | 5,303 SH | Decreased-1,151 SH |
| AMERICAN EXPRESS CO | COM | $203K | 0.1%Prev: 0.1% | 636 SH | Decreased-38 SH |
| AMERICAN TOWER CORP NEW | COM | $1.3M | 0.5% | 6,092 SH | New |
| AMGEN INC | COM | $1.5M | 0.5%Prev: 0.6% | 5,221 SH | Decreased-888 SH |
| APPLE INC | COM | $5.5M | 1.9%Prev: 2.1% | 26,654 SH | Decreased-2,351 SH |
| ARCH CAP GROUP LTD | ORD | $220K | 0.1%Prev: 0.1% | 2,421 SH | Decreased-63 SH |
| BALL CORP | COM | $482K | 0.2% | 8,585 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $729K | 0.2%Prev: 0.2% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $451K | 0.2%Prev: 0.3% | 929 SH | Decreased-1,102 SH |
| BLACKROCK INC | COM | $1.1M | 0.4%Prev: 0.4% | 1,087 SH | Decreased-214 SH |
| BROADCOM INC | COM | $4.8M | 1.6%Prev: 1.3% | 17,301 SH | Increased+2,611 SH |
| CISCO SYS INC | COM | $223K | 0.1%Prev: 0.1% | 3,207 SH | Decreased-1,055 SH |
| CLEAN HARBORS INC | COM | $254K | 0.1%Prev: 0.1% | 1,100 SH | Decreased |
| COCA COLA CO | COM | $410K | 0.1%Prev: 0.1% | 5,789 SH | Decreased-322 SH |
| EATON CORP PLC | SHS | $1.2M | 0.4%Prev: 0.4% | 3,486 SH | Decreased-316 SH |
| EBAY INC. | COM | $829K | 0.3% | 11,136 SH | New |
| ELI LILLY & CO | COM | $273K | 0.1% | 350 SH | New |
| EMERSON ELEC CO | COM | $614K | 0.2%Prev: 0.2% | 4,607 SH | Decreased-1,983 SH |
| EXXON MOBIL CORP | COM | $414K | 0.1%Prev: 0.2% | 3,840 SH | Decreased+80 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $206K | 0.1%Prev: 0.1% | 1,045 SH | Decreased |
| FIRST CTZNS BANCSHARES INC N | CL A | $391K | 0.1% | 200 SH | New |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $8.2M | 2.8%Prev: 4.0% | 251,923 SH | Decreased-55,438 SH |
| GOLUB CAP BDC INC | COM | $149K | 0.1%Prev: 0.0% | 10,165 SH | Decreased-1,924 SH |
| HOME DEPOT INC | COM | $285K | 0.1%Prev: 0.1% | 778 SH | Decreased-197 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $326K | 0.1%Prev: 0.1% | 1,105 SH | Increased+105 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $778K | 0.3% | 37,631 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $620K | 0.2%Prev: 0.1% | 3,412 SH | Increased+1,604 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 0.7%Prev: 0.6% | 3,627 SH | Decreased-158 SH |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.4%Prev: 0.3% | 17,542 SH | Decreased+1,675 SH |
| ISHARES INC | MSCI CDA ETF | $2.5M | 0.8%Prev: 1.0% | 53,180 SH | Decreased-10,910 SH |
| ISHARES INC | MSCI JPN ETF NEW | $261K | 0.1% | 3,488 SH | New |
| ISHARES TR | A RATE CP BD ETF | $6.9M | 2.3%Prev: 2.1% | 143,928 SH | Decreased-13,855 SH |
| ISHARES TR | CORE DIV GRWTH | $236K | 0.1% | 3,684 SH | New |
| ISHARES TR | CORE MSCI EAFE | $2.7M | 0.9%Prev: 0.8% | 32,372 SH | Decreased+935 SH |
| ISHARES TR | CORE MSCI INTL | $1.0M | 0.4%Prev: 0.2% | 13,768 SH | Increased+4,680 SH |
| ISHARES TR | CORE S&P MCP ETF | $8.8M | 3.0%Prev: 3.2% | 142,641 SH | Decreased-23,578 SH |
| ISHARES TR | CORE S&P SCP ETF | $834K | 0.3%Prev: 0.3% | 7,634 SH | Decreased+129 SH |
| ISHARES TR | CORE S&P TTL STK | $293K | 0.1%Prev: 0.1% | 2,169 SH | Increased+264 SH |
| ISHARES TR | CORE S&P500 ETF | $50.6M | 17.2%Prev: 17.4% | 81,526 SH | Decreased-11,800 SH |
| ISHARES TR | CORE US AGGBD ET | $20.6M | 7.0%Prev: 7.6% | 207,975 SH | Decreased-59,377 SH |
| ISHARES TR | ESG AWR US AGRGT | $271K | 0.1%Prev: 0.1% | 5,690 SH | Increased+45 SH |
| ISHARES TR | ESG SELECT SCRE | $412K | 0.1%Prev: 0.2% | 8,630 SH | Decreased-5,185 SH |
| ISHARES TR | EXPANDED TECH | $465K | 0.2% | 4,250 SH | New |
| ISHARES TR | GOV/CRED BD ETF | $7.9M | 2.7%Prev: 0.1% | 75,512 SH | Increased+72,216 SH |
| ISHARES TR | ISHS 1-5YR INVS | $649K | 0.2% | 12,300 SH | New |
| ISHARES TR | ISHS 5-10YR INVT | $9.8M | 3.3%Prev: 3.7% | 184,450 SH | Decreased-61,642 SH |
| ISHARES TR | JPMORGAN USD EMG | $3.1M | 1.0%Prev: 1.1% | 33,150 SH | Decreased-7,052 SH |
| ISHARES TR | MBS ETF | $832K | 0.3%Prev: 0.2% | 8,866 SH | Increased+3,251 SH |
| ISHARES TR | MSCI ACWI EX US | $529K | 0.2%Prev: 0.2% | 8,688 SH | Decreased-792 SH |
| ISHARES TR | MSCI EAFE ETF | $21.5M | 7.3%Prev: 8.1% | 240,511 SH | Decreased-52,045 SH |
| ISHARES TR | MSCI EMG MKT ETF | $12.1M | 4.1%Prev: 4.9% | 250,888 SH | Decreased-53,525 SH |
| ISHARES TR | MSCI USA MIN VOL | $374K | 0.1%Prev: 0.1% | 3,988 SH | Increased+88 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.8M | 0.6%Prev: 0.4% | 10,018 SH | Increased+2,242 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.5M | 0.5%Prev: 0.5% | 14,190 SH | Decreased-3,525 SH |
| ISHARES TR | S&P 500 GRWT ETF | $688K | 0.2%Prev: 0.2% | 6,247 SH | Increased+754 SH |
| ISHARES TR | S&P 500 VAL ETF | $330K | 0.1%Prev: 0.1% | 1,690 SH | Increased+295 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.2M | 0.4%Prev: 0.4% | 11,731 SH | Decreased-3,060 SH |
| ISHARES TR | US TREAS BD ETF | $1.5M | 0.5% | 63,554 SH | New |
| ISHARES TR | USD INV GRDE ETF | $675K | 0.2%Prev: 0.2% | 13,114 SH | Increased+1,076 SH |
| JOHNSON & JOHNSON | COM | $238K | 0.1%Prev: 0.1% | 1,556 SH | Decreased-211 SH |
| JPMORGAN CHASE & CO. | COM | $1.6M | 0.6% | 5,603 SH | New |
| KLA CORP | COM NEW | $2.5M | 0.8%Prev: 0.9% | 2,778 SH | Decreased+704 SH |
| LOWES COS INC | COM | $367K | 0.1%Prev: 0.2% | 1,652 SH | Decreased-661 SH |
| MASTERCARD INCORPORATED | CL A | $416K | 0.1%Prev: 0.2% | 741 SH | Decreased-550 SH |
| MEDTRONIC PLC | SHS | $1.4M | 0.5%Prev: 0.4% | 15,646 SH | Decreased-2,359 SH |
| MERCK & CO INC | COM | $962K | 0.3%Prev: 0.5% | 12,154 SH | Decreased-2,171 SH |
| META PLATFORMS INC | CL A | $336K | 0.1%Prev: 0.1% | 455 SH | Decreased-192 SH |
| MICROSOFT CORP | COM | $6.9M | 2.3%Prev: 1.8% | 13,826 SH | Increased-3,293 SH |
| NVIDIA CORPORATION | COM | $237K | 0.1%Prev: 0.1% | 1,498 SH | Decreased-949 SH |
| ORACLE CORP | COM | $766K | 0.3%Prev: 0.1% | 3,503 SH | Increased+308 SH |
| PARK NATL CORP | COM | $230K | 0.1%Prev: 0.1% | 1,376 SH | Increased |
| PEPSICO INC | COM | $693K | 0.2%Prev: 0.3% | 5,246 SH | Decreased-609 SH |
| PFIZER INC | COM | $288K | 0.1%Prev: 0.1% | 11,867 SH | Decreased |
| PIMCO ETF TR | MULTISECTOR BD | $339K | 0.1%Prev: 0.1% | 12,759 SH | Decreased-1,892 SH |
| PNC FINL SVCS GROUP INC | COM | $1.1M | 0.4%Prev: 0.4% | 5,733 SH | Decreased-711 SH |
| PROCTER AND GAMBLE CO | COM | $318K | 0.1% | 1,995 SH | New |
| QUALCOMM INC | COM | $966K | 0.3%Prev: 0.3% | 6,064 SH | Decreased-2,523 SH |
| SCHWAB CHARLES CORP | COM | $888K | 0.3%Prev: 0.3% | 9,735 SH | Decreased-1,616 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $572K | 0.2%Prev: 0.2% | 25,902 SH | Decreased-1,402 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $630K | 0.2%Prev: 0.1% | 21,571 SH | Increased+6,637 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $208K | 0.1% | 7,519 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $485K | 0.2%Prev: 0.1% | 19,855 SH | Decreased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $210K | 0.1%Prev: 0.1% | 8,311 SH | Decreased |
| SELECT SECTOR SPDR TR | COMMUNICATION | $5.4M | 1.8% | 49,438 SH | New |
| SELECT SECTOR SPDR TR | ENERGY | $1.4M | 0.5% | 16,144 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $3.6M | 1.2% | 69,182 SH | New |
| SELECT SECTOR SPDR TR | INDL | $3.8M | 1.3% | 25,679 SH | New |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $220K | 0.1% | 5,319 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $6.3M | 2.1% | 28,807 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $2.2M | 0.8% | 27,765 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $3.6M | 1.2% | 26,827 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $1.7M | 0.6% | 20,771 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $5.1M | 1.7% | 20,287 SH | New |
| SOUTHERN FIRST BANCSHARES | COM | $292K | 0.1%Prev: 0.1% | 7,675 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $571K | 0.2%Prev: 0.3% | 1,872 SH | Decreased-194 SH |
| SPDR INDEX SHS FDS | EURO STOXX 50 | $2.2M | 0.7% | 36,280 SH | New |
| SPDR INDEX SHS FDS | MSCI EAFE FS ETF | $245K | 0.1% | 5,165 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $3.8M | 1.3% | 94,543 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.0M | 1.0% | 70,574 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $287K | 0.1% | 464 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | $201K | 0.1% | 4,500 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.6M | 0.5% | 21,672 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $792K | 0.3% | 30,920 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $509K | 0.2% | 9,363 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $3.7M | 1.2% | 50,277 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $3.3M | 1.1% | 77,245 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $207K | 0.1% | 6,841 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $4.0M | 1.3% | 41,795 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $2.5M | 0.8% | 46,850 SH | New |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | $320K | 0.1% | 7,966 SH | New |
| STRYKER CORPORATION | COM | $417K | 0.1%Prev: 0.1% | 1,055 SH | Increased+82 SH |
| SYSCO CORP | COM | $273K | 0.1%Prev: 0.1% | 3,607 SH | Increased+733 SH |
| TJX COS INC NEW | COM | $633K | 0.2%Prev: 0.2% | 5,125 SH | Decreased-155 SH |
| TRUIST FINL CORP | COM | $208K | 0.1% | 4,846 SH | New |
| UNITEDHEALTH GROUP INC | COM | $239K | 0.1% | 767 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $228K | 0.1%Prev: 0.1% | 4,596 SH | Increased-37 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $586K | 0.2%Prev: 0.2% | 1,336 SH | Decreased-12 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $571K | 0.2%Prev: 0.1% | 1,006 SH | Increased+158 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $608K | 0.2%Prev: 0.4% | 2,002 SH | Decreased-2,264 SH |
| VANGUARD INDEX FDS | VALUE ETF | $325K | 0.1%Prev: 0.1% | 1,841 SH | Increased+436 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $238K | 0.1%Prev: 0.1% | 3,535 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $314K | 0.1%Prev: 0.1% | 6,351 SH | Decreased-1,436 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $224K | 0.1%Prev: 0.1% | 2,890 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $377K | 0.1%Prev: 0.1% | 1,840 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $818K | 0.3%Prev: 0.3% | 14,343 SH | Decreased-3,680 SH |
| VANGUARD WORLD FD | ENERGY ETF | $313K | 0.1%Prev: 0.1% | 2,630 SH | Decreased+195 SH |
| VANGUARD WORLD FD | INF TECH ETF | $378K | 0.1%Prev: 0.1% | 570 SH | Increased+153 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $515K | 0.2%Prev: 0.2% | 3,929 SH | Decreased-1,778 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $539K | 0.2%Prev: 0.2% | 1,471 SH | Decreased-567 SH |
| VISA INC | COM CL A | $2.7M | 0.9%Prev: 0.8% | 7,662 SH | Decreased-1,442 SH |
| WALMART INC | COM | $1.5M | 0.5%Prev: 0.6% | 15,712 SH | Decreased-510 SH |
| Q3 2025 |
| 13F-HR |
| 0001780330-25-000008 |
| $325.9M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001780330-26-000004 | $413.6M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001780330-25-000006 | $295.1M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001780330-26-000003 | $351.2M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001780330-25-000005 | $266.1M | View |