Coordinated Financial Services, Inc./Co Reduced Holdings in Q2 2024

Coordinated Financial Services, Inc./Co

  • $117 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.32K
- 26.88%
$70.55 - $72.66 $657K - $677K
25.3K $1.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.39K
- 12.86%
$56.43 - $60.79 $191K - $206K
23K $1.34B
VTI
Vanguard Total Stock Market Et

ETFs
-1.09K
- 7.67%
$245.23 - $269.4 $268K - $295K
13.2K $3.52B
IEFA
Ishares Tr

ETFs
-2.03K
- 9.48%
$70.77 - $76.19 $143K - $154K
19.3K $1.41B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-865
- 3.06%
$76.09 - $82.16 $65.8K - $71.1K
27.4K $2.14B
V
Visa Inc.

Financial Services
-96
- 2.08%
$262.47 - $281.5 $25.2K - $27K
4.52K $1.19B
XLE
Energy Sector Spdr

ETFs
-777
- 13.64%
$88.04 - $98.08 $68.4K - $76.2K
4.92K $449M
IWM
Ishares Russell 2000 ETF

ETFs
-162
- 2.36%
$192.84 - $209.44 $31.2K - $33.9K
6.69K $1.36B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-353
- 2.29%
$114.71 - $121.51 $40.5K - $42.9K
15.1K $1.79B
JPM
Jpmorgan Chase & CO

Financial Services
-366
- 10.97%
$180.08 - $204.79 $65.9K - $75K
2.97K $601M
VNQ
Vanguard Specialized Funds Van

ETFs
-220
- 1.76%
$78.61 - $85.97 $17.3K - $18.9K
12.2K $1.03B
VBR
Vanguard Small Cap Value ETF

ETFs
-2
- 0.04%
$177.65 - $191.11 $355 - $382
5.1K $932M
BX
Blackstone Inc.

Financial Services
-86
- 1.78%
$116.13 - $132.0 $9.99K - $11.4K
4.75K $589M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-296
- 3.88%
$85.39 - $90.42 $25.3K - $26.8K
7.34K $647M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-116
- 1.44%
$102.13 - $110.88 $11.8K - $12.9K
7.95K $848M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-807
- 4.79%
$37.19 - $39.82 $30K - $32.1K
16.1K $617M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-426
- 5.65%
$91.42 - $91.82 $38.9K - $39.1K
7.11K $653M
MBB
Ishares Tr

ETFs
-264
- 1.38%
$89.41 - $92.64 $23.6K - $24.5K
18.9K $1.73B
AMGN
Amgen Inc

Healthcare
-198
- 20.78%
$262.75 - $319.31 $52K - $63.2K
755 $236M
VFH
Vanguard Financial ETF

ETFs
-289
- 11.71%
$95.9 - $103.0 $27.7K - $29.8K
2.18K $218M
VBK
Vanguard Small Cap Growth ETF

ETFs
-47
- 2.15%
$237.63 - $258.31 $11.2K - $12.1K
2.14K $536M
TIP
Ishares Tr Tips Bd ETF

ETFs
-260
- 6.5%
$105.01 - $107.23 $27.3K - $27.9K
3.74K $400M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-269
- 2.69%
$47.37 - $50.09 $12.7K - $13.5K
9.73K $474M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-497
- 5.84%
$49.78 - $53.44 $24.7K - $26.6K
8.02K $425M
VTV
Vanguard Value ETF

ETFs
-102
- 3.69%
$154.57 - $163.65 $15.8K - $16.7K
2.66K $427M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.22K
- 3.37%
$20.97 - $21.11 $25.5K - $25.7K
34.9K $735M
PFF
Ishares Trust Ishares Pfd And

ETFs
-344
- 2.52%
$30.65 - $32.13 $10.5K - $11.1K
13.3K $419M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-315
- 5.64%
$154.56 - $173.19 $48.7K - $54.6K
5.28K $901M
LLY
Eli Lilly & CO

Healthcare
-68
- 18.58%
$724.87 - $909.04 $49.3K - $61.8K
298 $269M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-147
- 4.28%
$65.13 - $69.24 $9.57K - $10.2K
3.28K $225M
HON
Honeywell International Inc

Industrials
-112
- 9.55%
$190.36 - $215.89 $21.3K - $24.2K
1.06K $227M
VCIT
Vanguard Intermediate Term Cor

ETFs
-46
- 0.27%
$77.99 - $80.49 $3.59K - $3.7K
17K $1.36B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-154
- 1.13%
$44.3 - $45.58 $6.82K - $7.02K
13.5K $608M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-444
- 3.77%
$108.78 - $119.23 $48.3K - $52.9K
11.3K $1.35B
GOOG
Alphabet Inc.

Communication Services
-300
- 19.43%
$151.94 - $186.86 $45.6K - $56.1K
1.24K $228M
VUG
Vanguard Growth ETF

ETFs
-140
- 9.11%
$322.46 - $377.11 $45.1K - $52.8K
1.4K $523M
BST
Black Rock Science & Technology Trust

Financial Services
-191
- 3.01%
$32.97 - $37.95 $6.3K - $7.25K
6.17K $232M
RTX
Raytheon Technologies Corp

Industrials
-181
- 3.15%
$97.55 - $108.44 $17.7K - $19.6K
5.57K $559M
SCHW
Schwab Charles Corp

Financial Services
-95
- 1.86%
$70.03 - $78.9 $6.65K - $7.5K
5.01K $369M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-307
- 8.99%
$142.51 - $175.12 $43.8K - $53.8K
3.11K $533M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-234
- 7.01%
$87.04 - $101.61 $20.4K - $23.8K
3.1K $313M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-748
- 7.57%
$109.98 - $128.59 $82.3K - $96.2K
9.14K $1.16B
APO
Apollo Global Management, Inc.

Financial Services
-94
- 2.59%
$107.3 - $118.77 $10.1K - $11.2K
3.53K $417M
ORCL
Oracle Corp

Technology
-99
- 4.6%
$113.75 - $144.64 $11.3K - $14.3K
2.05K $290M
MSFT
Microsoft Corp

Technology
-106
- 2.42%
$389.33 - $452.85 $41.3K - $48K
4.27K $1.91B
SPY
Spdr S&P 500 ETF Trust

ETFs
-285
- 2.68%
$495.16 - $548.49 $141K - $156K
10.3K $5.63B
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 2.38%
$173.67 - $197.85 $34.7K - $39.6K
8.21K $1.59B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-199
- 3.2%
$414.65 - $485.21 $82.5K - $96.6K
6.01K $2.88B
AVGO
Broadcom Inc.

Technology
-1
- 0.22%
$1204.71 - $1828.87 $1.2K - $1.83K
446 $715M
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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