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
RSP
Invesco S&P 500 Equal Weight E

ETFs
634
+ 11.23%
$152.93 - $181.74 $97K - $115K
6.28K $1.14B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.29K
+ 22.95%
$45.88 - $54.4 $151K - $179K
17.6K $958M
BSCV
Invesco ETF Self Indexed Fd Tr
8.18K
+ 27.44%
$15.97 - $16.53 $131K - $135K
38K $628M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
67
+ 1.86%
$483.48 - $539.8 $32.4K - $36.2K
3.66K $1.78B
MBB
Ishares Tr

ETFs
995
+ 5.42%
$91.41 - $94.22 $91K - $93.7K
19.4K $1.82B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.01K
+ 6.99%
$32.66 - $40.75 $32.9K - $41K
15.4K $623M
SYK
Stryker Corp

Healthcare
150
+ 8.58%
$337.37 - $395.63 $50.6K - $59.3K
1.9K $751M
BX
Blackstone Inc.

Financial Services
1.46K
+ 34.29%
$120.07 - $151.11 $176K - $221K
5.73K $857M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.69K
+ 14.13%
$19.44 - $19.56 $111K - $111K
46K $897M
SNAP
Snap Inc

Communication Services
12.5K
New
$7.23 - $9.21 $90.4K - $115K
12.5K $109M
VNQ
Vanguard Specialized Funds Van

ETFs
1.2K
+ 9.14%
$79.79 - $91.42 $95.4K - $109K
14.3K $1.27B
GS
Goldman Sachs Group Inc

Financial Services
29
+ 5.7%
$462.22 - $707.75 $13.4K - $20.5K
538 $381M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
10K
New
$8.43 - $8.77 $84.3K - $87.7K
10K $86.9M
DELL
Dell Technologies Inc.

Technology
572
+ 30.11%
$71.63 - $125.98 $41K - $72.1K
2.47K $303M
HON
Honeywell International Inc

Industrials
286
+ 17.91%
$182.86 - $232.88 $52.3K - $66.6K
1.88K $439M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.16K
+ 34.82%
$61.03 - $67.59 $70.9K - $78.5K
4.5K $287M
Bank America Corp
62
+ 6.37%
N/A
1.04K $1.26B
QUAL
Ishares Msci Usa Quality Facto

ETFs
230
+ 4.48%
$152.42 - $182.82 $35.1K - $42K
5.36K $980M
XLE
Energy Sector Spdr

ETFs
729
+ 17.48%
$76.44 - $94.13 $55.7K - $68.6K
4.9K $416M
IVE
Ishares S&P 500 Value ETF

ETFs
242
+ 11.35%
$168.34 - $195.42 $40.7K - $47.3K
2.38K $464M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
280
+ 3.6%
$39.89 - $49.46 $11.2K - $13.8K
8.06K $398M
SPIB
Spdr Portfolio Intermediate Te

ETFs
854
+ 2.99%
$32.62 - $33.58 $27.9K - $28.7K
29.4K $987M
KR
Kroger CO

Consumer Defensive
45
+ 0.98%
$64.62 - $74.0 $2.91K - $3.33K
4.65K $334M
VFH
Vanguard Financial ETF

ETFs
245
+ 11.3%
$104.87 - $127.3 $25.7K - $31.2K
2.41K $307M
VB
Vanguard Small Cap ETF

ETFs
373
+ 3.16%
$193.73 - $237.37 $72.3K - $88.5K
12.2K $2.88B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
75
+ 13.39%
$468.22 - $566.51 $35.1K - $42.5K
635 $359M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46
+ 0.47%
$58.41 - $72.69 $2.69K - $3.34K
9.94K $722M
VCR
Vanguard Consumer Discretionar

ETFs
125
+ 20.59%
$290.42 - $364.35 $36.3K - $45.5K
732 $265M
Invesco Exch Trd Slf Idx Fd
807
+ 6.75%
N/A
12.8K $270M
Wells Fargo CO New
28
+ 4.47%
N/A
654 $768M
JEPI
J P Morgan Exchange Traded Fd

ETFs
666
+ 2.47%
$51.14 - $57.0 $34.1K - $38K
27.6K $1.57B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
104
+ 1.47%
$77.94 - $79.5 $8.11K - $8.27K
7.16K $569M
PFE
Pfizer Inc

Healthcare
1.36K
+ 17.44%
$21.59 - $24.84 $29.3K - $33.8K
9.15K $222M
LLY
Eli Lilly & CO

Healthcare
16
+ 5.82%
$713.71 - $898.95 $11.4K - $14.4K
291 $227M
SCHA
Schwab Strategic Tr Us Small C

ETFs
441
+ 5.32%
$20.42 - $25.3 $9.01K - $11.2K
8.73K $221M
SUB
Ishares Short Term National Mu

ETFs
25
+ 0.95%
$104.77 - $106.34 $2.62K - $2.66K
2.66K $283M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
487
+ 6.86%
$35.35 - $42.68 $17.2K - $20.8K
7.59K $323M
UPS
United Parcel Service Inc

Industrials
664
+ 26.34%
$91.92 - $110.2 $61K - $73.2K
3.19K $321M
CVX
Chevron Corp

Energy
47
+ 1.98%
$133.73 - $168.51 $6.29K - $7.92K
2.42K $347M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
473
+ 4.22%
$10.78 - $11.28 $5.1K - $5.34K
11.7K $130M
GOOG
Alphabet Inc.

Communication Services
56
+ 4.23%
$146.58 - $180.01 $8.21K - $10.1K
1.38K $245M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
413
+ 4.49%
$90.56 - $109.49 $37.4K - $45.2K
9.62K $1.05B
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 2.02%
$335.24 - $380.78 $17.4K - $19.8K
2.62K $962M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.53K
+ 1.5%
$24.32 - $27.87 $37.3K - $42.8K
104K $2.76B
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