Coordinated Financial Services, Inc. Reduced Holdings in Q2 2025

Coordinated Financial Services, Inc.

  • $144 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.14K
- 72.57%
$172.42 - $223.89 $1.23M - $1.6M
2.7K $554M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.72K
- 36.21%
$51.16 - $62.02 $446K - $541K
15.4K $953M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-21K
- 16.07%
$22.54 - $23.17 $473K - $486K
110K $2.52B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-991
- 21.78%
$416.06 - $551.64 $412K - $547K
3.56K $1.96B
IWM
Ishares Russell 2000 ETF

ETFs
-877
- 13.48%
$174.82 - $215.79 $153K - $189K
5.63K $1.21B
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.52K
- 15.8%
$79.56 - $82.92 $200K - $209K
13.4K $1.11B
APO
Apollo Global Management, Inc.

Financial Services
-694
- 24.25%
$108.68 - $145.07 $75.4K - $101K
2.17K $308M
TMUS
T Mobile Us, Inc.

Communication Services
-872
- 25.14%
$220.99 - $268.54 $193K - $234K
2.6K $619M
GOOGL
Alphabet Inc.

Communication Services
-582
- 19.95%
$144.7 - $178.6 $84.2K - $104K
2.34K $412M
SPYG
Spdr Portfolio

ETFs
-1.44K
- 28.96%
$71.83 - $95.32 $104K - $137K
3.54K $337M
XLV
Select Sector Spdr Fund Health

ETFs
-327
- 5.11%
$128.77 - $144.3 $42.1K - $47.2K
6.08K $819M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-705
- 16.21%
$83.97 - $92.85 $59.2K - $65.5K
3.64K $322M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.41K
- 10.62%
$45.12 - $46.23 $63.4K - $65K
11.8K $547M
AMZN
Amazon Com Inc

Consumer Cyclical
-153
- 1.88%
$167.32 - $223.3 $25.6K - $34.2K
8K $1.75B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.59K
- 9.37%
$28.21 - $28.85 $44.9K - $45.9K
15.4K $443M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.6K
- 11.24%
$22.27 - $29.21 $35.6K - $46.7K
12.6K $369M
XOM
Exxon Mobil Corp

Energy
-237
- 5.08%
$99.93 - $119.04 $23.7K - $28.2K
4.43K $477M
LQDW
Ishares Tr Invt Grade Corporat
-466
- 2.95%
N/A
15.3K $391M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-142
- 1.44%
$47.46 - $55.3 $6.74K - $7.85K
9.73K $536M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-121
- 9.2%
$320.42 - $424.58 $38.8K - $51.4K
1.19K $507M
SCHW
Schwab Charles Corp

Financial Services
-942
- 24.51%
$69.06 - $91.24 $65.1K - $85.9K
2.9K $265M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-600
- 8.33%
$50.39 - $60.05 $30.2K - $36K
6.6K $396M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.73K
- 15.89%
$35.9 - $43.76 $62K - $75.6K
9.14K $395M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-674
- 7.67%
$113.67 - $150.4 $76.6K - $101K
8.12K $1.22B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-529
- 2.32%
$24.32 - $24.81 $12.9K - $13.1K
22.2K $552M
TJX
Tjx Companies Inc

Consumer Cyclical
-77
- 3.17%
$119.13 - $135.03 $9.17K - $10.4K
2.35K $290M
PLD
Prologis, Inc.

Real Estate
-2
- 0.05%
$89.76 - $112.34 $180 - $225
3.7K $389M
XLF
Financial Sector Spdr

ETFs
-657
- 7.86%
$43.92 - $52.37 $28.9K - $34.4K
7.7K $403M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-35
- 0.1%
$20.66 - $20.74 $723 - $726
36.6K $757M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-119
- 1.66%
$81.46 - $94.63 $9.69K - $11.3K
7.05K $667M
VUG
Vanguard Growth ETF

ETFs
-65
- 5.11%
$329.49 - $438.4 $21.4K - $28.5K
1.21K $529M
JPM
Jpmorgan Chase & CO

Financial Services
-483
- 16.22%
$210.28 - $289.91 $102K - $140K
2.5K $723M
WM
Waste Management Inc

Industrials
-131
- 8.92%
$216.47 - $242.1 $28.4K - $31.7K
1.34K $306M
VTV
Vanguard Value ETF

ETFs
-40
- 1.36%
$153.67 - $176.74 $6.15K - $7.07K
2.9K $512M
VEU
Vanguard Ftse All World Ex Us

ETFs
-299
- 7.82%
$54.19 - $67.22 $16.2K - $20.1K
3.52K $237M
RTX
Raytheon Technologies Corp

Industrials
-820
- 18.11%
$113.75 - $148.48 $93.3K - $122K
3.71K $541M
IEFA
Ishares Tr

ETFs
-2.59K
- 14.37%
$67.83 - $84.09 $176K - $218K
15.4K $1.29B
ITA
Ishares Tr

ETFs
-450
- 17.92%
$135.31 - $188.64 $60.9K - $84.9K
2.06K $389M
XLK
Technology Sector Spdr

ETFs
-40
- 2.35%
$179.73 - $253.23 $7.19K - $10.1K
1.67K $422M
SLV
I Shares Silver Trust

ETFs
-1K
- 10.53%
$27.08 - $33.74 $27.1K - $33.7K
8.5K $279M
SOFI
So Fi Technologies, Inc.

Financial Services
-1.8K
- 7.17%
$9.5 - $18.21 $17.1K - $32.8K
23.3K $424M
COST
Costco Wholesale Corp

Consumer Defensive
-61
- 4.59%
$908.13 - $1056.85 $55.4K - $64.5K
1.27K $1.25B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-66
- 0.62%
$108.12 - $135.04 $7.14K - $8.91K
10.7K $1.44B
VO
Vanguard Mid Cap ETF

ETFs
-69
- 1.35%
$228.54 - $279.83 $15.8K - $19.3K
5.04K $1.41B
AVGO
Broadcom Inc.

Technology
-419
- 9.9%
$146.29 - $275.65 $61.3K - $115K
3.82K $1.05B
ORCL
Oracle Corp

Technology
-93
- 4.88%
$122.82 - $218.63 $11.4K - $20.3K
1.81K $396M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-30
- 0.19%
$114.78 - $133.31 $3.44K - $4K
15.5K $2.07B
V
Visa Inc.

Financial Services
-155
- 3.54%
$308.27 - $373.31 $47.8K - $57.9K
4.23K $1.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
-242
- 2.56%
$496.48 - $617.85 $120K - $150K
9.19K $5.68B
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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