Coordinated Financial Services, Inc. Incresed Positions in Q3 2025

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
200
+ 2.04%
$300.96 - $355.47 $60.2K - $71.1K
10K $3.56B
NVDA
Nvidia Corp

Technology
609
+ 4.85%
$153.3 - $186.58 $93.4K - $114K
13.2K $2.46B
SCHO
Schwab Short Term Us Treasury

ETFs
12K
+ 54.54%
$24.23 - $24.42 $291K - $293K
34K $830M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.93K
+ 10.54%
$107.66 - $112.36 $207K - $216K
20.2K $2.25B
VB
Vanguard Small Cap ETF

ETFs
70
+ 0.57%
$237.58 - $259.17 $16.6K - $18.1K
12.2K $3.11B
SPYG
Spdr Portfolio

ETFs
1.87K
+ 52.9%
$94.33 - $105.31 $176K - $197K
5.41K $565M
EFA
Ishares Tr Msci Eafe ETF

ETFs
625
+ 1.89%
$87.29 - $93.61 $54.6K - $58.5K
33.8K $3.15B
LLY
Eli Lilly & CO

Healthcare
241
+ 82.82%
$625.65 - $812.69 $151K - $196K
532 $406M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.63K
+ 25.48%
$30.67 - $32.13 $142K - $149K
22.8K $720M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.31K
+ 5.75%
$22.64 - $23.22 $143K - $146K
116K $2.68B
IWM
Ishares Russell 2000 ETF

ETFs
37
+ 0.66%
$214.92 - $244.84 $7.95K - $9.06K
5.67K $1.37B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.25K
+ 35.52%
$41.43 - $44.2 $135K - $144K
12.4K $547M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
388
+ 1.39%
$68.24 - $73.73 $26.5K - $28.6K
28.2K $2.07B
AAPL
Apple Inc.

Technology
36
+ 1.33%
$202.38 - $256.87 $7.29K - $9.25K
2.74K $697M
VBR
Vanguard Small Cap Value ETF

ETFs
273
+ 4.44%
$195.41 - $212.37 $53.3K - $58K
6.43K $1.34B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
55
+ 0.35%
$132.9 - $142.03 $7.31K - $7.81K
15.6K $2.19B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.89K
+ 22.0%
$24.65 - $24.98 $121K - $122K
27.1K $677M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
171
+ 26.93%
$567.09 - $607.37 $97K - $104K
806 $480M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
243
+ 2.53%
$108.46 - $120.63 $26.4K - $29.3K
9.86K $1.17B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
5.16K
+ 17.63%
N/A
34.4K $719M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.01%
$135.0 - $146.02 $135 - $146
10.7K $1.55B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.36K
+ 10.06%
$78.11 - $79.07 $106K - $107K
14.8K $1.17B
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.57%
$357.4 - $423.42 $5.36K - $6.35K
2.64K $1.07B
J P Morgan Exchange Traded F
20
+ 0.05%
N/A
41.3K $2.68B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.06K
+ 7.7%
$52.12 - $55.33 $55.2K - $58.6K
14.8K $821M
IWF
Ishares Russell 1000 Gr ETF

ETFs
97
+ 8.12%
$420.11 - $472.68 $40.8K - $45.8K
1.29K $605M
MSFT
Microsoft Corp

Technology
17
+ 0.41%
$491.09 - $535.64 $8.35K - $9.11K
4.19K $2.17B
SNAP
Snap Inc

Communication Services
13.9K
+ 110.8%
$6.99 - $10.35 $96.8K - $143K
26.4K $203M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.43K
+ 2.63%
$46.37 - $47.77 $66.1K - $68.1K
55.6K $2.65B
XLU
Utilities Sector Spdr

ETFs
863
+ 31.1%
$81.14 - $87.32 $70K - $75.4K
3.64K $317M
WMT
Walmart Inc.

Consumer Defensive
23
+ 0.14%
$94.4 - $104.27 $2.17K - $2.4K
16.4K $1.69B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 0.98%
$459.11 - $506.91 $16.5K - $18.2K
3.7K $1.86B
PFE
Pfizer Inc

Healthcare
2.65K
+ 28.96%
$23.29 - $25.88 $61.7K - $68.6K
11.8K $301M
CVX
Chevron Corp

Energy
263
+ 10.86%
$145.57 - $161.83 $38.3K - $42.6K
2.69K $417M
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.64%
$282.78 - $316.06 $4.52K - $5.06K
2.51K $792M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.08K
+ 8.0%
$20.41 - $20.67 $62.8K - $63.6K
41.6K $855M
BSCU
Invesco Exc Self Ind Tr

ETFs
3.49K
+ 6.06%
$16.67 - $17.03 $58.2K - $59.4K
61.1K $1.03B
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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
169
+ 5.77%
$79.39 - $90.39 $13.4K - $15.3K
3.1K $275M
Wells Fargo CO New
1
+ 0.15%
N/A
655 $808M
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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