Coordinated Financial Services, Inc./Co has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $16.5B, Spdr S&P 500 ETF Trust with a value of $5.1B, Vanguard Total Stock Market Et with a value of $3.53B, Ishares U.S. Treasury Bond ETF with a value of $3.07B, and Spdr Gold Trust with a value of $2.83B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $117B to 131B.

Coordinated Financial Services, Inc./Co is based out at Denver, CO

Below you can find more details about Coordinated Financial Services, Inc./Co portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $97.5 Billion
Financial Services: $6.31 Billion
Technology: $6.16 Billion
Consumer Defensive: $2.9 Billion
Consumer Cyclical: $2.78 Billion
Communication Services: $2.23 Billion
Industrials: $1.81 Billion
Energy: $1.39 Billion
Other: $1.55 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $131 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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