Coordinated Financial Services, Inc./Co Incresed Positions in Q2 2024

Coordinated Financial Services, Inc./Co

  • $117 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
40.3K
+ 161.36%
$22.12 - $22.75 $891K - $916K
65.2K $1.47B
IVV
Ishares Core S&P 500 ETF

ETFs
36
+ 0.12%
$497.53 - $549.64 $17.9K - $19.8K
31.2K $17.1B
NVDA
Nvidia Corp

Technology
12.6K
+ 1045.67%
$118.11 - $1224.4 $1.48M - $15.4M
13.8K $1.7B
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.97K
+ 70.5%
$32.02 - $32.68 $223K - $228K
16.8K $548M
BSCU
Invesco Exc Self Ind Tr

ETFs
13.3K
+ 110.47%
$15.95 - $16.42 $212K - $218K
25.3K $412M
META
Meta Platforms, Inc.

Communication Services
348
+ 30.53%
$430.17 - $527.34 $150K - $184K
1.49K $750M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.78K
+ 18.68%
$55.45 - $57.39 $210K - $217K
24K $1.36B
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.07%
$704.88 - $870.75 $705 - $871
1.37K $1.16B
SPYG
Spdr Portfolio

ETFs
1.55K
+ 44.75%
$68.71 - $80.95 $106K - $125K
5K $401M
WMT
Walmart Inc.

Consumer Defensive
268
+ 1.72%
$58.85 - $68.9 $15.8K - $18.5K
15.8K $1.07B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.25K
+ 8.69%
$50.64 - $51.3 $114K - $116K
28.2K $1.44B
XLK
Technology Sector Spdr

ETFs
358
+ 25.57%
$192.53 - $231.41 $68.9K - $82.8K
1.76K $398M
BSCV
Invesco ETF Self Indexed Fd Tr
6.65K
+ 36.38%
$15.64 - $16.14 $104K - $107K
24.9K $398M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$150.53 - $185.41 $151 - $185
3.26K $594M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.25K
+ 18.08%
$76.35 - $77.35 $95.6K - $96.8K
8.18K $632M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.62K
+ 34.74%
$50.84 - $55.56 $82.4K - $90.1K
6.29K $349M
GLD
Spdr Gold Trust

ETFs
8
+ 0.08%
$207.82 - $224.56 $1.66K - $1.8K
9.68K $2.08B
LQD
Ishares Iboxx $ Investment Gra

ETFs
955
+ 9.74%
$104.54 - $108.46 $99.8K - $104K
10.8K $1.15B
XOM
Exxon Mobil Corp

Energy
768
+ 21.86%
$108.36 - $122.2 $83.2K - $93.8K
4.28K $493M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.34K
+ 17.56%
$19.04 - $19.32 $82.6K - $83.8K
29K $558M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.14K
+ 20.8%
$19.69 - $20.1 $81.6K - $83.3K
24.1K $480M
Bank America Corp
61
+ 7.66%
N/A
857 $1.03B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
3.63K
+ 36.21%
N/A
13.7K $273M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.96K
+ 8.96%
$19.08 - $19.25 $56.5K - $57K
36K $691M
SUB
Ishares Short Term National Mu

ETFs
512
+ 24.51%
$104.04 - $104.8 $53.3K - $53.7K
2.6K $272M
TMUS
T Mobile Us, Inc.

Communication Services
8
+ 0.21%
$159.79 - $180.69 $1.28K - $1.45K
3.73K $658M
IEMG
Ishares Inc

ETFs
489
+ 4.32%
$50.02 - $54.95 $24.5K - $26.9K
11.8K $632M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
862
+ 17.39%
$47.73 - $48.35 $41.1K - $41.7K
5.82K $281M
TLT
Ishares Barclays 20+ Year Trea

ETFs
484
+ 13.69%
$87.78 - $94.67 $42.5K - $45.8K
4.02K $369M
IQLT
Ishares Msci Intl Quality Fact

ETFs
933
+ 11.7%
$37.62 - $40.69 $35.1K - $38K
8.9K $348M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.33K
+ 3.67%
$20.38 - $20.52 $27.1K - $27.3K
37.6K $769M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
700
+ 7.78%
$26.43 - $27.84 $18.5K - $19.5K
9.7K $269M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25
+ 0.25%
$58.24 - $64.51 $1.46K - $1.61K
9.84K $630M
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.34%
$92.66 - $111.05 $741 - $888
2.37K $261M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
46
+ 0.61%
$40.83 - $44.89 $1.88K - $2.06K
7.61K $333M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
551
+ 2.42%
$44.66 - $45.99 $24.6K - $25.3K
23.3K $1.06B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
253
+ 0.97%
$57.86 - $62.21 $14.6K - $15.7K
26.3K $1.59B
RSP
Invesco S&P 500 Equal Weight E

ETFs
200
+ 4.36%
$159.21 - $168.37 $31.8K - $33.7K
4.79K $786M
KO
Coca Cola CO

Consumer Defensive
13
+ 0.38%
$58.06 - $64.15 $755 - $834
3.4K $217M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.49%
$447.57 - $471.51 $1.34K - $1.41K
611 $285M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
650
+ 8.42%
$54.04 - $58.09 $35.1K - $37.8K
8.37K $456M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
145
+ 0.86%
$27.5 - $28.16 $3.99K - $4.08K
17K $476M
VEA
Vanguard Ftse Developed Market

ETFs
110
+ 1.89%
$47.83 - $51.21 $5.26K - $5.63K
5.92K $293M
WM
Waste Management Inc

Industrials
2
+ 0.14%
$200.55 - $213.34 $401 - $427
1.44K $307M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8
+ 0.23%
$75.81 - $76.76 $606 - $614
3.47K $266M
ITA
Ishares Tr

ETFs
2
+ 0.08%
$127.05 - $137.39 $254 - $275
2.43K $321M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.03%
$56.22 - $60.47 $56.2 - $60.5
3.82K $224M
Wells Fargo CO New
12
+ 2.41%
N/A
510 $606M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
176
+ 1.61%
$16.84 - $17.64 $2.96K - $3.1K
11.1K $192M
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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