Coordinated Financial Services, Inc./Co Portfolio Holdings

Coordinated Financial Services, Inc./Co

  • $117 Billion
  • Q2 2024

Coordinated Financial Services, Inc./Co has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 130 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 $17.1B, Spdr S&P 500 ETF Trust with a value of $5.63B, Vanguard Total Stock Market Et with a value of $3.52B, Invesco Qqq Trust, Series 1 with a value of $2.88B, and Schwab Strategic Tr Us Dividen with a value of $2.57B.

Examining the 13F form we can see an increase of $2.27B in the current position value, from $115B to 117B.

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 $117 Billion
ETFs: $89.7 Billion
Technology: $6.63 Billion
Financial Services: $5.26 Billion
Consumer Cyclical: $2.76 Billion
Consumer Defensive: $2.68 Billion
Communication Services: $2.23 Billion
Industrials: $1.85 Billion
Healthcare: $1.09 Billion
Other: $1.33 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $117 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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