Coordinated Financial Services, Inc./Co Sells in Q1 2025

Coordinated Financial Services, Inc./Co

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.46K
- 40.83%
$468.34 - $539.52 $1.15M - $1.32M
3.56K $1.67B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12K
- 47.45%
$71.17 - $73.66 $856K - $886K
13.3K $978M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.87K
- 6.0%
$554.06 - $615.85 $1.04M - $1.15M
29.3K $16.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 11.86%
$551.42 - $612.93 $676K - $751K
9.12K $5.1B
MSFT
Microsoft Corp

Technology
-167
- 3.91%
$375.39 - $447.2 $62.7K - $74.7K
4.1K $1.54B
NVDA
Nvidia Corp

Technology
-1.25K
- 9.07%
$106.98 - $149.43 $134K - $187K
12.5K $1.36B
VUG
Vanguard Growth ETF

ETFs
-478
- 34.22%
$369.1 - $427.61 $176K - $204K
919 $341M
IWM
Ishares Russell 2000 ETF

ETFs
-619
- 9.26%
$198.1 - $229.79 $123K - $142K
6.07K $1.21B
SPYG
Spdr Portfolio

ETFs
-1.65K
- 32.97%
$80.05 - $92.39 $132K - $152K
3.35K $270M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-835
- 9.14%
$126.86 - $146.45 $106K - $122K
8.3K $1.05B
APO
Apollo Global Management, Inc.

Financial Services
-1.22K
- 34.44%
$126.01 - $172.06 $153K - $209K
2.32K $317M
SCHW
Schwab Charles Corp

Financial Services
-1.51K
- 30.17%
$71.24 - $83.64 $108K - $126K
3.5K $274M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-215
- 16.48%
$360.07 - $417.26 $77.4K - $89.7K
1.09K $394M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.09K
- 13.27%
$77.7 - $78.94 $84.3K - $85.6K
7.09K $560M
AMZN
Amazon Com Inc

Consumer Cyclical
-247
- 3.01%
$190.26 - $242.06 $47K - $59.8K
7.96K $1.51B
RTX
Raytheon Technologies Corp

Industrials
-1.86K
- 33.45%
$114.1 - $135.66 $212K - $253K
3.71K $491M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.17K
- 6.92%
$79.17 - $82.04 $92.9K - $96.3K
15.8K $1.29B
XLK
Technology Sector Spdr

ETFs
-93
- 5.29%
$206.38 - $242.18 $19.2K - $22.5K
1.67K $344M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-578
- 8.13%
$91.45 - $91.75 $52.9K - $53K
6.53K $599M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-835
- 3.64%
$57.21 - $65.8 $47.8K - $54.9K
22.1K $1.29B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.42K
- 17.71%
$55.41 - $60.74 $78.7K - $86.3K
6.6K $373M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.52K
- 5.41%
$51.52 - $52.37 $78.5K - $79.8K
26.7K $1.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-607
- 5.36%
$120.29 - $134.6 $73K - $81.7K
10.7K $1.31B
IEFA
Ishares Tr

ETFs
-1.17K
- 6.07%
$69.57 - $78.65 $81.7K - $92.3K
18.2K $1.37B
XLV
Select Sector Spdr Fund Health

ETFs
-202
- 3.33%
$137.61 - $149.68 $27.8K - $30.2K
5.86K $856M
CVX
Chevron Corp

Energy
-328
- 12.11%
$146.71 - $167.97 $48.1K - $55.1K
2.38K $398M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.84K
- 13.99%
$11.22 - $11.8 $20.7K - $21.7K
11.3K $127M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-45
- 7.63%
$522.96 - $601.18 $23.5K - $27.1K
545 $291M
ORCL
Oracle Corp

Technology
-146
- 7.12%
$139.81 - $186.47 $20.4K - $27.2K
1.91K $266M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.16K
- 3.1%
$20.64 - $20.73 $24K - $24.1K
36.4K $753M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-574
- 4.27%
$44.72 - $46.25 $25.7K - $26.5K
12.9K $594M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-783
- 4.61%
$27.64 - $28.58 $21.6K - $22.4K
16.2K $463M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-77
- 1.92%
$85.29 - $92.57 $6.57K - $7.13K
3.94K $359M
CAT
Caterpillar Inc

Industrials
-11
- 1.67%
$326.75 - $407.63 $3.59K - $4.48K
646 $213M
ITA
Ishares Tr

ETFs
-371
- 15.26%
$144.84 - $159.5 $53.7K - $59.2K
2.06K $315M
JPM
Jpmorgan Chase & CO

Financial Services
-519
- 17.47%
$225.19 - $279.95 $117K - $145K
2.45K $601M
VEU
Vanguard Ftse All World Ex Us

ETFs
-98
- 2.56%
$56.51 - $62.98 $5.54K - $6.17K
3.72K $226M
WM
Waste Management Inc

Industrials
-104
- 7.23%
$200.54 - $233.78 $20.9K - $24.3K
1.34K $309M
VTI
Vanguard Total Stock Market Et

ETFs
-341
- 2.59%
$271.18 - $303.12 $92.5K - $103K
12.8K $3.53B
XLE
Energy Sector Spdr

ETFs
-32
- 0.65%
$85.7 - $93.96 $2.74K - $3.01K
4.89K $457M
Kenvue Inc
-2.67K
- 19.69%
N/A
10.9K $261M
AAPL
Apple Inc.

Technology
-388
- 4.05%
$209.68 - $247.1 $81.4K - $95.9K
9.18K $2.04B
MBB
Ishares Tr

ETFs
-130
- 0.69%
$90.37 - $94.08 $11.7K - $12.2K
18.8K $1.76B
TMUS
T Mobile Us, Inc.

Communication Services
-1.14K
- 30.62%
$211.3 - $272.83 $242K - $312K
2.59K $691M
COST
Costco Wholesale Corp

Consumer Defensive
-104
- 7.59%
$890.62 - $1076.86 $92.6K - $112K
1.27K $1.2B
VO
Vanguard Mid Cap ETF

ETFs
-171
- 3.28%
$251.87 - $277.95 $43.1K - $47.5K
5.04K $1.3B
XLF
Financial Sector Spdr

ETFs
-610
- 7.28%
$47.32 - $52.19 $28.9K - $31.8K
7.77K $387M
HD
Home Depot, Inc.

Consumer Cyclical
-31
- 1.16%
$347.25 - $424.87 $10.8K - $13.2K
2.63K $965M
META
Meta Platforms, Inc.

Communication Services
-62
- 4.17%
$576.36 - $736.67 $35.7K - $45.7K
1.43K $822M
Activity Summary
Buys All Purchases 83 New Holdings 19 Increased Positions 64 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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