Coordinated Financial Services, Inc. Incresed Positions 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
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
META
Meta Platforms, Inc.

Communication Services
256
+ 17.12%
$484.66 - $738.09 $124K - $189K
1.75K $1.29B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8K
+ 85.11%
$50.36 - $50.68 $403K - $405K
17.4K $882M
IEMG
Ishares Inc

ETFs
4.83K
+ 41.34%
N/A
16.5K $990M
VTI
Vanguard Total Stock Market Et

ETFs
498
+ 3.9%
$243.75 - $303.93 $121K - $151K
13.3K $4.04B
NVDA
Nvidia Corp

Technology
224
+ 1.82%
$94.31 - $157.99 $21.1K - $35.4K
12.6K $1.98B
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
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
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
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
SMOT
Vaneck ETF Tr Morningstar Smid
5.82K
+ 35.15%
N/A
22.4K $778M
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
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.53K
+ 5.99%
$51.68 - $52.76 $78.9K - $80.6K
27K $1.42B
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
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
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
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