Coordinated Financial Services, Inc. Purchases in Q2 2025

Coordinated Financial Services, Inc.

  • $144 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
34.9K
+ 180.5%
$45.9 - $47.2 $1.6M - $1.65M
54.2K $2.55B
J P Morgan Exchange Traded F
25.8K
+ 166.9%
N/A
41.2K $2.58B
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.6K
+ 16.13%
$72.96 - $90.39 $336K - $416K
33.1K $2.96B
GLD
Spdr Gold Trust

ETFs
127
+ 1.31%
$273.71 - $316.29 $34.8K - $40.2K
9.82K $2.99B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.2K
+ 114.49%
$77.74 - $78.78 $559K - $567K
13.5K $1.06B
VONV
Vanguard Russell 1000 Value Et

ETFs
6.04K
New
$73.19 - $85.21 $442K - $515K
6.04K $515M
BSCU
Invesco Exc Self Ind Tr

ETFs
24.8K
+ 75.4%
$16.31 - $16.78 $404K - $416K
57.6K $967M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.6K
+ 66.73%
$91.43 - $91.74 $421K - $422K
11.5K $1.05B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.43K
New
$49.57 - $50.27 $418K - $424K
8.43K $424M
J P Morgan Exchange Traded F
7.85K
New
N/A
7.85K $421M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8K
+ 85.11%
$50.36 - $50.68 $403K - $405K
17.4K $882M
HOOD
Robinhood Markets, Inc.

Technology
4.3K
New
$34.17 - $93.63 $147K - $403K
4.3K $403M
IEMG
Ishares Inc

ETFs
4.83K
+ 41.34%
N/A
16.5K $990M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.11K
+ 4.14%
$55.54 - $69.09 $61.5K - $76.5K
27.8K $1.92B
VTI
Vanguard Total Stock Market Et

ETFs
498
+ 3.9%
$243.75 - $303.93 $121K - $151K
13.3K $4.04B
PRU
Prudential Financial Inc

Financial Services
3.09K
New
$95.12 - $112.71 $294K - $348K
3.09K $332M
NVDA
Nvidia Corp

Technology
224
+ 1.82%
$94.31 - $157.99 $21.1K - $35.4K
12.6K $1.98B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.59K
New
$166.82 - $194.23 $265K - $308K
1.59K $308M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.77K
+ 36.89%
$72.02 - $73.82 $272K - $279K
14K $1.03B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.6K
+ 38.46%
$19.49 - $19.66 $284K - $286K
52.4K $1.03B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13.7K
+ 55.21%
$20.16 - $20.49 $276K - $281K
38.5K $789M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
13.3K
+ 83.45%
N/A
29.3K $603M
IGF
Ishares Global Infrastructure

ETFs
4.76K
New
$50.55 - $59.83 $240K - $285K
4.76K $282M
Ishares Bitcoin Trust ETF
3.77K
+ 62.84%
N/A
9.78K $599M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
14.4K
+ 85.41%
$18.28 - $18.7 $263K - $269K
31.3K $585M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
11.6K
New
N/A
11.6K $269M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.28K
+ 18.61%
$17.76 - $22.1 $112K - $139K
40K $885M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.06K
+ 36.26%
$139.8 - $197.22 $149K - $210K
4K $788M
DVN
Devon Energy Corp

Energy
7.41K
New
$26.8 - $37.92 $199K - $281K
7.41K $236M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.93K
New
$67.03 - $80.35 $196K - $236K
2.93K $234M
MP
Mp Materials Corp.

Basic Materials
6.82K
New
$18.77 - $37.74 $128K - $257K
6.82K $227M
XLU
Utilities Sector Spdr

ETFs
2.78K
New
$73.09 - $82.77 $203K - $230K
2.78K $227M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.58K
+ 71.67%
$29.0 - $30.68 $220K - $233K
18.2K $557M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.44K
+ 17.01%
$22.68 - $23.28 $192K - $197K
58.1K $1.35B
TROW
Price T Rowe Group Inc

Financial Services
2.28K
New
$80.27 - $98.06 $183K - $223K
2.28K $220M
CTRA
Coterra Energy Inc.

Energy
8.52K
New
$22.6 - $29.07 $192K - $248K
8.52K $216M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.97K
New
$82.51 - $109.2 $163K - $215K
1.97K $215M
MS
Morgan Stanley

Financial Services
1.49K
New
$99.83 - $140.86 $149K - $210K
1.49K $210M
VIS
Vanguard Industrial ETF

ETFs
746
New
$220.04 - $280.07 $164K - $209K
746 $209M
SMOT
Vaneck ETF Tr Morningstar Smid
5.82K
+ 35.15%
N/A
22.4K $778M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.61K
New
$19.1 - $23.83 $164K - $205K
8.61K $205M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.75K
New
$32.41 - $42.59 $154K - $202K
4.75K $202M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.41K
+ 8.4%
$105.23 - $109.61 $149K - $155K
18.3K $2B
VEA
Vanguard Ftse Developed Market

ETFs
2.49K
+ 40.23%
$45.65 - $57.01 $114K - $142K
8.67K $494M
VBR
Vanguard Small Cap Value ETF

ETFs
992
+ 19.22%
$162.76 - $195.77 $161K - $194K
6.15K $1.2B
SCHO
Schwab Short Term Us Treasury

ETFs
6.84K
+ 45.11%
$24.19 - $24.45 $166K - $167K
22K $537M
WMT
Walmart Inc.

Consumer Defensive
463
+ 2.91%
$81.79 - $99.98 $37.9K - $46.3K
16.4K $1.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.84K
+ 25.99%
$45.11 - $52.34 $128K - $149K
13.8K $721M
VBK
Vanguard Small Cap Growth ETF

ETFs
589
+ 26.99%
$219.76 - $276.94 $129K - $163K
2.77K $768M
Activity Summary
Buys All Purchases 95 New Holdings 21 Increased Positions 74 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Coordinated Financial Services, Inc. Portfolio

Follow Coordinated Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coordinated Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email