Coordinated Financial Services, Inc. Incresed Positions in Q2 2025

Coordinated Financial Services, Inc.

  • $144 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
280
+ 3.6%
$39.89 - $49.46 $11.2K - $13.8K
8.06K $398M
SPIB
Spdr Portfolio Intermediate Te

ETFs
854
+ 2.99%
$32.62 - $33.58 $27.9K - $28.7K
29.4K $987M
KR
Kroger CO

Consumer Defensive
45
+ 0.98%
$64.62 - $74.0 $2.91K - $3.33K
4.65K $334M
VFH
Vanguard Financial ETF

ETFs
245
+ 11.3%
$104.87 - $127.3 $25.7K - $31.2K
2.41K $307M
VB
Vanguard Small Cap ETF

ETFs
373
+ 3.16%
$193.73 - $237.37 $72.3K - $88.5K
12.2K $2.88B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
75
+ 13.39%
$468.22 - $566.51 $35.1K - $42.5K
635 $359M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46
+ 0.47%
$58.41 - $72.69 $2.69K - $3.34K
9.94K $722M
VCR
Vanguard Consumer Discretionar

ETFs
125
+ 20.59%
$290.42 - $364.35 $36.3K - $45.5K
732 $265M
Invesco Exch Trd Slf Idx Fd
807
+ 6.75%
N/A
12.8K $270M
Wells Fargo CO New
28
+ 4.47%
N/A
654 $768M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
104
+ 1.47%
$77.94 - $79.5 $8.11K - $8.27K
7.16K $569M
PFE
Pfizer Inc

Healthcare
1.36K
+ 17.44%
$21.59 - $24.84 $29.3K - $33.8K
9.15K $222M
LLY
Eli Lilly & CO

Healthcare
16
+ 5.82%
$713.71 - $898.95 $11.4K - $14.4K
291 $227M
SCHA
Schwab Strategic Tr Us Small C

ETFs
441
+ 5.32%
$20.42 - $25.3 $9.01K - $11.2K
8.73K $221M
SUB
Ishares Short Term National Mu

ETFs
25
+ 0.95%
$104.77 - $106.34 $2.62K - $2.66K
2.66K $283M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
487
+ 6.86%
$35.35 - $42.68 $17.2K - $20.8K
7.59K $323M
UPS
United Parcel Service Inc

Industrials
664
+ 26.34%
$91.92 - $110.2 $61K - $73.2K
3.19K $321M
CVX
Chevron Corp

Energy
47
+ 1.98%
$133.73 - $168.51 $6.29K - $7.92K
2.42K $347M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
473
+ 4.22%
$10.78 - $11.28 $5.1K - $5.34K
11.7K $130M
GOOG
Alphabet Inc.

Communication Services
56
+ 4.23%
$146.58 - $180.01 $8.21K - $10.1K
1.38K $245M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
413
+ 4.49%
$90.56 - $109.49 $37.4K - $45.2K
9.62K $1.05B
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 2.02%
$335.24 - $380.78 $17.4K - $19.8K
2.62K $962M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.53K
+ 1.5%
$24.32 - $27.87 $37.3K - $42.8K
104K $2.76B
Activity Summary
Buys All Purchases 95 New Holdings 21 Increased Positions 74 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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