Coordinated Financial Services, Inc. Purchases in Q4 2024

Coordinated Financial Services, Inc.

  • $128 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
29.7K
New
$570.51 - $610.59 $16.9M - $18.1M
29.7K $17.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
9.44K
New
$567.81 - $607.81 $5.36M - $5.73M
9.44K $5.53B
VTI
Vanguard Total Stock Market Et

ETFs
12.8K
New
$280.04 - $302.45 $3.58M - $3.87M
12.8K $3.7B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
131K
New
$22.39 - $23.45 $2.92M - $3.06M
131K $3B
VB
Vanguard Small Cap ETF

ETFs
11.8K
New
$233.76 - $261.58 $2.76M - $3.09M
11.8K $2.84B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
102K
New
$26.93 - $84.95 $2.76M - $8.7M
102K $2.8B
AAPL
Apple Inc.

Technology
9.84K
New
$221.69 - $259.02 $2.18M - $2.55M
9.84K $2.46B
GLD
Spdr Gold Trust

ETFs
9.69K
New
$236.59 - $257.5 $2.29M - $2.5M
9.69K $2.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.55K
New
$481.22 - $538.17 $2.19M - $2.45M
4.55K $2.33B
EFA
Ishares Tr Msci Eafe ETF

ETFs
28.5K
New
$75.1 - $82.99 $2.14M - $2.37M
28.5K $2.16B
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.8K
New
$106.56 - $113.11 $1.79M - $1.9M
16.8K $1.8B
MSFT
Microsoft Corp

Technology
4.26K
New
$406.35 - $454.46 $1.73M - $1.94M
4.26K $1.79B
AMZN
Amazon Com Inc

Consumer Cyclical
8.15K
New
$180.88 - $232.93 $1.47M - $1.9M
8.15K $1.79B
MBB
Ishares Tr

ETFs
18.4K
New
$91.26 - $95.82 $1.68M - $1.76M
18.4K $1.68B
NVDA
Nvidia Corp

Technology
12.3K
New
$117.0 - $148.88 $1.44M - $1.84M
12.3K $1.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.6K
New
$442.29 - $483.08 $1.59M - $1.74M
3.6K $1.63B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26.7K
New
$58.88 - $64.8 $1.57M - $1.73M
26.7K $1.57B
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.9K
New
$57.53 - $60.83 $1.55M - $1.64M
26.9K $1.55B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.1K
New
$61.68 - $67.87 $1.49M - $1.63M
24.1K $1.5B
IWM
Ishares Russell 2000 ETF

ETFs
6.51K
New
$216.13 - $242.4 $1.41M - $1.58M
6.51K $1.44B
WMT
Walmart Inc.

Consumer Defensive
15.9K
New
$79.1 - $95.7 $1.26M - $1.52M
15.9K $1.44B
V
Visa Inc.

Financial Services
4.38K
New
$273.87 - $320.91 $1.2M - $1.41M
4.38K $1.39B
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.7K
New
$124.26 - $134.12 $1.33M - $1.44M
10.7K $1.38B
VO
Vanguard Mid Cap ETF

ETFs
5.11K
New
$261.5 - $284.63 $1.34M - $1.45M
5.11K $1.35B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
25.5K
New
$51.54 - $52.55 $1.31M - $1.34M
25.5K $1.32B
VCIT
Vanguard Intermediate Term Cor

ETFs
15.9K
New
$80.13 - $83.77 $1.28M - $1.33M
15.9K $1.28B
IEFA
Ishares Tr

ETFs
18K
New
$70.06 - $77.43 $1.26M - $1.4M
18K $1.27B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8.79K
New
$129.96 - $144.97 $1.14M - $1.27M
8.79K $1.22B
COST
Costco Wholesale Corp

Consumer Defensive
1.33K
New
$873.59 - $994.69 $1.16M - $1.32M
1.33K $1.22B
Bank America Corp
973
New
N/A
973 $1.19B
VNQ
Vanguard Specialized Funds Van

ETFs
13.1K
New
$87.85 - $98.6 $1.15M - $1.29M
13.1K $1.17B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
49.6K
New
$22.63 - $47.53 $1.12M - $2.36M
49.6K $1.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.2K
New
$113.92 - $127.38 $1.05M - $1.17M
9.2K $1.06B
VBR
Vanguard Small Cap Value ETF

ETFs
5.16K
New
$197.36 - $217.3 $1.02M - $1.12M
5.16K $1.02B
HD
Home Depot, Inc.

Consumer Cyclical
2.57K
New
$385.02 - $431.37 $990K - $1.11M
2.57K $1B
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.65K
New
$174.22 - $187.62 $983K - $1.06M
5.65K $989M
AVGO
Broadcom Inc.

Technology
4.23K
New
$159.67 - $250.0 $676K - $1.06M
4.23K $982M
J P Morgan Exchange Traded F
15.5K
New
N/A
15.5K $959M
SPIB
Spdr Portfolio Intermediate Te

ETFs
28.5K
New
$32.65 - $33.68 $932K - $961K
28.5K $935M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.13K
New
$176.42 - $186.91 $905K - $959K
5.13K $913M
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.3K
New
$46.07 - $48.17 $890K - $931K
19.3K $890M
XLV
Select Sector Spdr Fund Health

ETFs
6.4K
New
$136.28 - $154.74 $873K - $991K
6.4K $881M
META
Meta Platforms, Inc.

Communication Services
1.5K
New
$554.08 - $632.68 $828K - $946K
1.5K $875M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
25.5K
New
$33.77 - $44.09 $862K - $1.13M
25.5K $866M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.3K
New
$53.94 - $58.15 $773K - $833K
14.3K $808M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
40.3K
New
$19.38 - $19.58 $781K - $789K
40.3K $783M
TMUS
T Mobile Us, Inc.

Communication Services
3.47K
New
$206.1 - $246.94 $715K - $857K
3.47K $766M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
36.6K
New
$20.6 - $20.71 $755K - $759K
36.6K $757M
Wells Fargo CO New
626
New
N/A
626 $748M
Activity Summary
Buys All Purchases 135 New Holdings 135 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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