Coordinated Financial Services, Inc. Purchases in Q3 2025

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
413
+ 6.83%
$84.55 - $89.54 $34.9K - $37K
6.46K $577M
BSCV
Invesco ETF Self Indexed Fd Tr
3.19K
+ 8.4%
$16.39 - $16.83 $52.3K - $53.7K
41.2K $687M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
682
+ 15.17%
$61.56 - $66.95 $42K - $45.7K
5.18K $346M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.91K
+ 9.31%
$18.61 - $18.94 $54.2K - $55.1K
34.2K $643M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23
+ 0.23%
$72.65 - $78.68 $1.67K - $1.81K
9.96K $780M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
998
+ 11.84%
$49.78 - $50.75 $49.7K - $50.6K
9.43K $477M
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 0.21%
$121.35 - $144.54 $607 - $723
2.36K $340M
Ishares Bitcoin Trust ETF
150
+ 1.53%
N/A
9.93K $645M
DSI
Ishares Msci Kld 400 Social Et

ETFs
38
+ 0.96%
$115.96 - $125.95 $4.41K - $4.79K
3.99K $503M
VNQ
Vanguard Specialized Funds Van

ETFs
99
+ 0.69%
$88.47 - $93.24 $8.76K - $9.23K
14.4K $1.31B
Wells Fargo CO New
1
+ 0.15%
N/A
655 $808M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34
+ 0.42%
$49.43 - $54.52 $1.68K - $1.85K
8.09K $438M
PLD
Prologis, Inc.

Real Estate
20
+ 0.54%
$104.08 - $115.35 $2.08K - $2.31K
3.72K $426M
IGF
Ishares Global Infrastructure

ETFs
439
+ 9.23%
$58.29 - $61.43 $25.6K - $27K
5.2K $318M
MBB
Ishares Tr

ETFs
118
+ 0.61%
$92.46 - $95.73 $10.9K - $11.3K
19.5K $1.85B
SPIB
Spdr Portfolio Intermediate Te

ETFs
717
+ 2.44%
$33.26 - $34.01 $23.8K - $24.4K
30.1K $1.02B
VTV
Vanguard Value ETF

ETFs
10
+ 0.34%
$175.51 - $186.57 $1.76K - $1.87K
2.91K $542M
SCHA
Schwab Strategic Tr Us Small C

ETFs
224
+ 2.57%
$25.29 - $28.33 $5.66K - $6.35K
8.95K $250M
IVE
Ishares S&P 500 Value ETF

ETFs
11
+ 0.46%
$194.44 - $206.51 $2.14K - $2.27K
2.39K $493M
UPS
United Parcel Service Inc

Industrials
996
+ 31.27%
$82.58 - $105.54 $82.2K - $105K
4.18K $349M
XOM
Exxon Mobil Corp

Energy
32
+ 0.72%
$105.83 - $117.22 $3.39K - $3.75K
4.46K $503M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
35
+ 0.36%
$55.15 - $58.11 $1.93K - $2.03K
9.77K $561M
TROW
Price T Rowe Group Inc

Financial Services
50
+ 2.2%
$98.67 - $111.52 $4.93K - $5.58K
2.33K $239M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
216
+ 0.8%
$52.39 - $53.11 $11.3K - $11.5K
27.2K $1.44B
VEU
Vanguard Ftse All World Ex Us

ETFs
52
+ 1.48%
$66.38 - $71.68 $3.45K - $3.73K
3.58K $255M
SUB
Ishares Short Term National Mu

ETFs
157
+ 5.9%
$106.17 - $107.3 $16.7K - $16.8K
2.82K $301M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12
+ 0.14%
$23.82 - $25.84 $286 - $310
8.62K $222M
XLF
Financial Sector Spdr

ETFs
3
+ 0.04%
$51.37 - $54.25 $154 - $163
7.71K $415M
VFH
Vanguard Financial ETF

ETFs
14
+ 0.58%
$125.23 - $132.78 $1.75K - $1.86K
2.43K $319M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
65
+ 0.91%
$78.96 - $80.04 $5.13K - $5.2K
7.22K $577M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
130
+ 1.11%
$11.15 - $11.87 $1.45K - $1.54K
11.8K $137M
Invesco Exch Trd Slf Idx Fd
159
+ 1.25%
N/A
12.9K $277M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
246
+ 0.54%
$19.49 - $19.61 $4.79K - $4.82K
46.2K $904M
TMUS
T Mobile Us, Inc.

Communication Services
7
+ 0.27%
$226.02 - $259.01 $1.58K - $1.81K
2.6K $623M
PRU
Prudential Financial Inc

Financial Services
47
+ 1.52%
$100.68 - $109.89 $4.73K - $5.16K
3.13K $325M
CTRA
Coterra Energy Inc.

Energy
209
+ 2.45%
$23.09 - $25.45 $4.83K - $5.32K
8.73K $206M
WM
Waste Management Inc

Industrials
2
+ 0.15%
$213.88 - $237.1 $428 - $474
1.34K $296M
KR
Kroger CO

Consumer Defensive
24
+ 0.52%
$64.52 - $74.35 $1.55K - $1.78K
4.67K $315M
SYK
Stryker Corp

Healthcare
2
+ 0.11%
$368.57 - $403.53 $737 - $807
1.9K $702M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.08%
$915.95 - $994.57 $916 - $995
1.27K $1.17B
Activity Summary
Buys All Purchases 91 New Holdings 12 Increased Positions 79 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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