Coordinated Financial Services, Inc./Co Incresed Positions in Q1 2025

Coordinated Financial Services, Inc./Co

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
68.2K
+ 104.64%
$22.25 - $23.0 $1.52M - $1.57M
133K $3.07B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.22K
+ 67.05%
$105.1 - $109.61 $759K - $791K
18K $1.95B
GLD
Spdr Gold Trust

ETFs
126
+ 1.3%
$243.19 - $288.14 $30.6K - $36.3K
9.81K $2.83B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
+ 159.09%
$51.45 - $58.51 $515K - $585K
16.3K $843M
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.6K
+ 80.46%
$32.5 - $33.3 $440K - $451K
30.4K $1.01B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.05K
+ 145.66%
$76.94 - $78.28 $389K - $395K
8.52K $667M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.7K
+ 64.28%
$19.43 - $19.62 $363K - $366K
47.7K $934M
BSCU
Invesco Exc Self Ind Tr

ETFs
21.9K
+ 86.33%
$16.2 - $16.64 $354K - $364K
47.2K $783M
WMT
Walmart Inc.

Consumer Defensive
40
+ 0.25%
$84.5 - $105.05 $3.38K - $4.2K
15.8K $1.39B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
17.2K
+ 295.84%
$24.29 - $24.65 $418K - $424K
23K $568M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.36K
+ 28.34%
$169.43 - $182.84 $230K - $248K
6.14K $1.06B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.48K
+ 18.64%
$56.17 - $59.71 $251K - $267K
28.5K $1.63B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
33.7K
+ 144.59%
$22.46 - $23.26 $757K - $784K
57K $1.32B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
67.9K
+ 205.69%
$27.01 - $28.54 $1.83M - $1.94M
101K $2.82B
Bank America Corp
179
+ 20.89%
N/A
1.04K $1.28B
SCHO
Schwab Short Term Us Treasury

ETFs
14K
+ 264.15%
$24.1 - $24.34 $337K - $341K
19.3K $470M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10K
+ 41.73%
$20.05 - $20.4 $201K - $205K
34.1K $694M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.55K
+ 36.52%
$49.78 - $53.19 $177K - $189K
13.3K $679M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
363
+ 2.41%
$126.11 - $135.06 $45.8K - $49K
15.4K $1.99B
VNQ
Vanguard Specialized Funds Van

ETFs
1.24K
+ 10.08%
$85.55 - $94.34 $106K - $117K
13.5K $1.22B
HON
Honeywell International Inc

Industrials
819
+ 77.19%
$202.75 - $226.52 $166K - $186K
1.88K $398M
Wells Fargo CO New
132
+ 25.88%
N/A
642 $771M
GS
Goldman Sachs Group Inc

Financial Services
212
+ 43.35%
$524.81 - $672.19 $111K - $143K
701 $383M
Ishares Bitcoin Trust ETF
1.64K
+ 24.66%
N/A
8.29K $388M
BSCV
Invesco ETF Self Indexed Fd Tr
8.73K
+ 35.0%
$15.87 - $16.38 $139K - $143K
33.7K $549M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.54K
+ 19.32%
$102.49 - $119.96 $157K - $184K
9.49K $992M
UPS
United Parcel Service Inc

Industrials
1.76K
+ 95.08%
$109.66 - $136.26 $193K - $240K
3.61K $397M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.3K
+ 138.88%
$18.36 - $20.51 $409K - $457K
38.4K $759M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.71K
+ 18.64%
$19.42 - $19.54 $130K - $131K
42.7K $832M
SOFI
So Fi Technologies, Inc.

Financial Services
1.8K
+ 7.53%
$11.18 - $18.03 $20.1K - $32.5K
25.7K $299M
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
VBR
Vanguard Small Cap Value ETF

ETFs
262
+ 5.13%
$183.02 - $207.75 $48K - $54.4K
5.37K $1B
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
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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