Coordinated Financial Services, Inc./Co Purchases in Q1 2025

Coordinated Financial Services, Inc./Co

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
425
+ 3.65%
$217.89 - $252.64 $92.6K - $107K
12.1K $2.68B
IVE
Ishares S&P 500 Value ETF

ETFs
605
+ 34.47%
$185.78 - $198.58 $112K - $120K
2.36K $450M
EFA
Ishares Tr Msci Eafe ETF

ETFs
392
+ 1.43%
$74.85 - $84.89 $29.3K - $33.3K
27.8K $2.27B
BX
Blackstone Inc.

Financial Services
133
+ 2.8%
$136.53 - $186.74 $18.2K - $24.8K
4.89K $683M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.6K
+ 19.14%
$53.6 - $58.97 $85.9K - $94.5K
9.98K $546M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.27K
+ 24.59%
$30.73 - $32.26 $100K - $105K
16.6K $509M
IEMG
Ishares Inc

ETFs
1.54K
+ 13.02%
N/A
13.3K $720M
KR
Kroger CO

Consumer Defensive
75
+ 1.65%
$58.36 - $67.72 $4.38K - $5.08K
4.63K $313M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
563
+ 2.14%
$58.01 - $64.46 $32.7K - $36.3K
26.9K $1.67B
SYK
Stryker Corp

Healthcare
58
+ 3.39%
$355.18 - $399.9 $20.6K - $23.2K
1.77K $659M
VTV
Vanguard Value ETF

ETFs
204
+ 7.66%
$167.73 - $179.21 $34.2K - $36.6K
2.87K $495M
SMOT
Vaneck ETF Tr Morningstar Smid
1.19K
+ 7.49%
N/A
17K $557M
VFH
Vanguard Financial ETF

ETFs
54
+ 2.48%
$114.07 - $127.34 $6.16K - $6.88K
2.23K $267M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.07K
+ 11.96%
$36.91 - $41.03 $39.3K - $43.7K
9.97K $396M
VEA
Vanguard Ftse Developed Market

ETFs
770
+ 13.0%
$47.4 - $52.99 $36.5K - $40.8K
6.69K $340M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
624
+ 19.0%
$65.44 - $70.64 $40.8K - $44.1K
3.91K $267M
XOM
Exxon Mobil Corp

Energy
181
+ 4.23%
$105.44 - $118.93 $19.1K - $21.5K
4.46K $531M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
576
+ 7.57%
$42.5 - $46.71 $24.5K - $26.9K
8.18K $370M
TJX
Tjx Companies Inc

Consumer Cyclical
72
+ 3.04%
$112.81 - $126.16 $8.12K - $9.08K
2.44K $298M
VBK
Vanguard Small Cap Growth ETF

ETFs
123
+ 5.74%
$247.97 - $296.33 $30.5K - $36.4K
2.27K $570M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
408
+ 13.12%
$161.27 - $192.3 $65.8K - $78.5K
3.52K $567M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
22
+ 0.3%
$90.0 - $96.32 $1.98K - $2.12K
7.36K $679M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
131
+ 0.92%
$33.84 - $37.77 $4.43K - $4.95K
14.4K $524M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
73
+ 0.74%
$64.88 - $72.1 $4.74K - $5.26K
9.92K $652M
QUAL
Ishares Msci Usa Quality Facto

ETFs
119
+ 2.26%
$168.16 - $186.21 $20K - $22.2K
5.39K $922M
SUB
Ishares Short Term National Mu

ETFs
43
+ 1.65%
$105.3 - $106.24 $4.53K - $4.57K
2.64K $279M
PLD
Prologis, Inc.

Real Estate
78
+ 2.1%
$103.59 - $124.04 $8.08K - $9.68K
3.79K $424M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
87
+ 1.24%
$40.03 - $46.81 $3.48K - $4.07K
7.13K $290M
GOOG
Alphabet Inc.

Communication Services
186
+ 14.95%
$156.06 - $207.71 $29K - $38.6K
1.43K $223M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.67%
$725.72 - $929.72 $1.45K - $1.86K
300 $248M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.32K
+ 267.94%
$24.91 - $29.02 $207K - $241K
11.4K $286M
AVGO
Broadcom Inc.

Technology
3.66K
+ 821.3%
$167.43 - $244.7 $613K - $896K
4.11K $688M
Activity Summary
Buys All Purchases 83 New Holdings 19 Increased Positions 64 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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