Copley Financial Group, Inc. Reduced Holdings in Q3 2025

Copley Financial Group, Inc.

  • $146 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGTR
Innovator Etfs Tr Gradient Tac
-21.6K
- 33.42%
N/A
42.9K $1.13B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-12.8K
- 2.53%
$25.21 - $25.99 $323K - $333K
493K $12.7B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-2.85K
- 7.14%
$50.08 - $50.37 $143K - $143K
37K $1.86B
SMOT
Vaneck ETF Tr Morningstar Smid
-3.23K
- 23.79%
N/A
10.3K $373M
V
Visa Inc.

Financial Services
-137
- 6.89%
$332.09 - $358.86 $45.5K - $49.2K
1.85K $632M
ICE
Intercontinental Exchange, Inc.

Financial Services
-170
- 6.65%
$167.28 - $188.45 $28.4K - $32K
2.39K $402M
SPYG
Spdr Portfolio

ETFs
-1.11K
- 20.66%
$94.33 - $105.31 $104K - $116K
4.25K $444M
HON
Honeywell International Inc

Industrials
-96
- 5.01%
$207.7 - $240.4 $19.9K - $23.1K
1.82K $384M
ABT
Abbott Laboratories

Healthcare
-391
- 8.26%
$120.51 - $136.62 $47.1K - $53.4K
4.34K $582M
KO
Coca Cola CO

Consumer Defensive
-333
- 3.94%
$65.67 - $71.67 $21.9K - $23.9K
8.11K $538M
GS
Goldman Sachs Group Inc

Financial Services
-170
- 17.17%
$696.56 - $806.32 $118K - $137K
820 $653M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-660
- 16.68%
$87.29 - $93.61 $57.6K - $61.8K
3.3K $308M
BALL
Ball Corp

Consumer Cyclical
-32
- 0.45%
$48.47 - $59.71 $1.55K - $1.91K
7.15K $360M
MSFT
Microsoft Corp

Technology
-197
- 6.58%
$491.09 - $535.64 $96.7K - $106K
2.8K $1.45B
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-460
- 5.94%
$72.15 - $75.72 $33.2K - $34.8K
7.29K $535M
RTX
Raytheon Technologies Corp

Industrials
-630
- 18.11%
$144.19 - $167.33 $90.8K - $105K
2.85K $477M
AMZN
Amazon Com Inc

Consumer Cyclical
-135
- 3.69%
$211.65 - $238.24 $28.6K - $32.2K
3.52K $773M
AVY
Avery Dennison Corp

Industrials
-1
- 0.05%
$158.71 - $184.63 $159 - $185
2.15K $349M
META
Meta Platforms, Inc.

Communication Services
-30
- 3.36%
$695.21 - $791.73 $20.9K - $23.8K
862 $633M
JPM
Jpmorgan Chase & CO

Financial Services
-291
- 9.39%
$282.78 - $316.06 $82.3K - $92K
2.81K $886M
AMGN
Amgen Inc

Healthcare
-46
- 3.2%
$271.18 - $309.22 $12.5K - $14.2K
1.39K $392M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-616
- 5.65%
$26.38 - $27.95 $16.3K - $17.2K
10.3K $281M
GBIL
Goldman Sachs Access Treasury

ETFs
-74
- 1.54%
$99.82 - $100.23 $7.39K - $7.42K
4.73K $474M
PANW
Palo Alto Networks Inc

Technology
-26
- 2.5%
$167.06 - $208.19 $4.34K - $5.41K
1.01K $206M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-587
- 7.05%
$39.8 - $42.86 $23.4K - $25.2K
7.74K $331M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-914
- 7.37%
$72.65 - $78.68 $66.4K - $71.9K
11.5K $899M
MCD
Mcdonalds Corp

Consumer Cyclical
-55
- 2.93%
$291.67 - $316.99 $16K - $17.4K
1.82K $554M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.98%
$459.11 - $506.91 $3.21K - $3.55K
705 $354M
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
-28
- 0.3%
$30.27 - $31.56 $848 - $884
9.16K $289M
RECS
Columbia ETF Tr I

ETFs
-292
- 4.4%
$36.82 - $40.35 $10.8K - $11.8K
6.35K $256M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-396
- 3.2%
$52.12 - $55.33 $20.6K - $21.9K
12K $663M
BAC
Bank Of America Corp

Financial Services
-705
- 5.78%
$44.92 - $52.42 $31.7K - $37K
11.5K $593M
XOM
Exxon Mobil Corp

Energy
-14
- 0.37%
$105.83 - $117.22 $1.48K - $1.64K
3.72K $420M
LOW
Lowes Companies Inc

Consumer Cyclical
-34
- 3.74%
$215.01 - $273.02 $7.31K - $9.28K
876 $220M
AVEM
American Centy ETF Tr Avantis

ETFs
-62
- 1.77%
$68.33 - $75.41 $4.24K - $4.68K
3.44K $258M
MS
Morgan Stanley

Financial Services
-404
- 8.49%
$139.09 - $161.16 $56.2K - $65.1K
4.36K $693M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-2.98K
- 10.52%
$23.02 - $28.09 $68.6K - $83.7K
25.3K $686M
ORCL
Oracle Corp

Technology
-424
- 18.42%
$218.96 - $328.33 $92.8K - $139K
1.88K $528M
MDT
Medtronic PLC

Healthcare
-311
- 4.47%
$87.67 - $95.74 $27.3K - $29.8K
6.65K $634M
NEE
Nextera Energy Inc

Utilities
-152
- 2.03%
$69.77 - $77.54 $10.6K - $11.8K
7.33K $553M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.29%
$357.4 - $423.42 $1.43K - $1.69K
1.4K $565M
LHX
L3 Harris Technologies, Inc.

Industrials
-137
- 7.88%
$252.18 - $305.41 $34.5K - $41.8K
1.6K $489M
NOC
Northrop Grumman Corp

Industrials
-33
- 4.2%
$498.9 - $609.32 $16.5K - $20.1K
753 $459M
ABBV
Abb Vie Inc.

Healthcare
-105
- 4.67%
$184.85 - $231.54 $19.4K - $24.3K
2.15K $497M
AVGO
Broadcom Inc.

Technology
-161
- 6.08%
$264.74 - $369.57 $42.6K - $59.5K
2.49K $821M
AAPL
Apple Inc.

Technology
-120
- 4.06%
$202.38 - $256.87 $24.3K - $30.8K
2.84K $722M
JNJ
Johnson & Johnson

Healthcare
-131
- 2.9%
$155.17 - $185.42 $20.3K - $24.3K
4.39K $815M
NVDA
Nvidia Corp

Technology
-153
- 2.58%
$153.3 - $186.58 $23.5K - $28.5K
5.78K $1.08B
GOOG
Alphabet Inc.

Communication Services
-346
- 7.01%
$175.16 - $255.24 $60.6K - $88.3K
4.59K $1.12B
Activity Summary
Buys All Purchases 50 New Holdings 27 Increased Positions 23 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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