Coordinated Financial Services, Inc. Reduced Holdings in Q3 2025

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-1.8K
- 36.69%
$84.25 - $91.99 $151K - $165K
3.1K $277M
LQDW
Ishares Tr Invt Grade Corporat
-5.06K
- 33.02%
N/A
10.3K $259M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.15K
- 9.98%
$91.44 - $91.77 $105K - $105K
10.4K $950M
V
Visa Inc.

Financial Services
-113
- 2.67%
$332.09 - $358.86 $37.5K - $40.6K
4.12K $1.41B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.24K
- 12.74%
$53.81 - $57.52 $121K - $129K
15.4K $884M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.88K
- 12.21%
$62.09 - $66.51 $116K - $125K
13.5K $880M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.39K
- 11.76%
$45.6 - $46.92 $63.4K - $65.3K
10.4K $488M
ORCL
Oracle Corp

Technology
-601
- 33.17%
$218.96 - $328.33 $132K - $197K
1.21K $341M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-2.38K
- 20.54%
N/A
9.22K $216M
HON
Honeywell International Inc

Industrials
-17
- 0.9%
$207.7 - $240.4 $3.53K - $4.09K
1.87K $393M
XLV
Select Sector Spdr Fund Health

ETFs
-498
- 8.2%
$129.01 - $139.72 $64.2K - $69.6K
5.58K $776M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.28K
- 4.35%
$19.61 - $19.79 $44.7K - $45.1K
50.1K $988M
SCHW
Schwab Charles Corp

Financial Services
-496
- 17.09%
$91.03 - $98.69 $45.2K - $49K
2.41K $230M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-582
- 4.16%
$72.57 - $74.72 $42.2K - $43.5K
13.4K $998M
J P Morgan Exchange Traded F
-672
- 8.56%
N/A
7.18K $389M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.93K
- 3.32%
$22.9 - $23.58 $44.1K - $45.4K
56.2K $1.32B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-7.13K
- 33.8%
$50.79 - $76.4 $362K - $544K
14K $1.07B
GS
Goldman Sachs Group Inc

Financial Services
-98
- 18.22%
$696.56 - $806.32 $68.3K - $79K
440 $350M
VCIT
Vanguard Intermediate Term Cor

ETFs
-467
- 3.48%
$81.75 - $84.54 $38.2K - $39.5K
12.9K $1.09B
AMZN
Amazon Com Inc

Consumer Cyclical
-105
- 1.31%
$211.65 - $238.24 $22.2K - $25K
7.89K $1.73B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-445
- 1.61%
$55.61 - $57.37 $24.7K - $25.5K
27.2K $1.55B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-809
- 9.97%
$148.97 - $165.88 $121K - $134K
7.31K $1.2B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-839
- 2.29%
$20.66 - $20.74 $17.3K - $17.4K
35.8K $740M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-521
- 13.04%
$195.29 - $223.85 $102K - $117K
3.47K $772M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-405
- 7.56%
$182.33 - $194.5 $73.8K - $78.8K
4.95K $964M
META
Meta Platforms, Inc.

Communication Services
-6
- 0.34%
$695.21 - $791.73 $4.17K - $4.75K
1.75K $1.28B
IEFA
Ishares Tr

ETFs
-760
- 4.92%
$81.7 - $87.53 $62.1K - $66.5K
14.7K $1.28B
VIS
Vanguard Industrial ETF

ETFs
-41
- 5.5%
$281.0 - $296.29 $11.5K - $12.1K
705 $209M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-48
- 1.32%
$85.01 - $90.35 $4.08K - $4.34K
3.6K $321M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-292
- 6.14%
$42.28 - $45.71 $12.3K - $13.3K
4.46K $203M
VONG
Vanguard Russell 1000 Growth E

ETFs
-163
- 8.27%
$108.08 - $121.73 $17.6K - $19.8K
1.81K $218M
MS
Morgan Stanley

Financial Services
-119
- 7.99%
$139.09 - $161.16 $16.6K - $19.2K
1.37K $218M
RTX
Raytheon Technologies Corp

Industrials
-396
- 10.68%
$144.19 - $167.33 $57.1K - $66.3K
3.31K $554M
XLK
Technology Sector Spdr

ETFs
-115
- 6.91%
$250.97 - $282.66 $28.9K - $32.5K
1.55K $437M
VCR
Vanguard Consumer Discretionar

ETFs
-22
- 3.01%
$359.61 - $401.35 $7.91K - $8.83K
710 $281M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-171
- 2.72%
$181.56 - $190.33 $31K - $32.5K
6.11K $1.16B
VEA
Vanguard Ftse Developed Market

ETFs
-105
- 1.21%
$56.02 - $60.3 $5.88K - $6.33K
8.57K $513M
DELL
Dell Technologies Inc.

Technology
-200
- 8.09%
$120.96 - $141.77 $24.2K - $28.4K
2.27K $322M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.2K
- 3.0%
$21.69 - $23.34 $26K - $28K
38.8K $904M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-107
- 1.41%
$42.26 - $47.16 $4.52K - $5.05K
7.48K $347M
SMOT
Vaneck ETF Tr Morningstar Smid
-50
- 0.22%
N/A
22.3K $805M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-92
- 1.31%
$94.17 - $99.95 $8.66K - $9.2K
6.95K $695M
VO
Vanguard Mid Cap ETF

ETFs
-115
- 2.28%
$279.83 - $293.74 $32.2K - $33.8K
4.93K $1.45B
ITA
Ishares Tr

ETFs
-2
- 0.1%
$184.73 - $209.26 $369 - $419
2.06K $431M
VBK
Vanguard Small Cap Growth ETF

ETFs
-20
- 0.72%
$276.51 - $305.12 $5.53K - $6.1K
2.75K $819M
Bank America Corp
-2
- 0.19%
N/A
1.03K $1.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
-552
- 6.0%
$617.65 - $666.84 $341K - $368K
8.64K $5.76B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-180
- 0.17%
$26.38 - $27.95 $4.75K - $5.03K
104K $2.83B
BX
Blackstone Inc.

Financial Services
-238
- 4.16%
$152.77 - $188.68 $36.4K - $44.9K
5.49K $938M
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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