Coordinated Financial Services, Inc. Portfolio Holdings by Sector
Coordinated Financial Services, Inc.
- $156 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SPY GLD EFA VB SCHD GOVT JCPB 101 stocks |
$113 Million
76.91% of portfolio
|
57
|
35
|
8
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.29 Million
2.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$3.71 Million
2.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2.86 Million
1.94% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2.51 Million
1.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG SNAP 4 stocks |
$2.39 Million
1.62% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V SOFI 2 stocks |
$1.92 Million
1.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.86 Million
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.73 Million
1.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX APO TROW NUV 4 stocks |
$1.53 Million
1.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.07 Million
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY PFE ABBV 3 stocks |
$924,771
0.63% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$919,815
0.63% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM SAN 2 stocks |
$901,125
0.61% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS 3 stocks |
$797,768
0.54% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT 2 stocks |
$770,268
0.52% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$702,452
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$696,705
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$623,386
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN CTRA 2 stocks |
$466,148
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$426,097
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$392,859
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$349,253
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$340,430
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$325,016
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$322,101
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$315,049
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$312,882
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Waste Management | Industrials
WM 1 stocks |
$295,717
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$221,966
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|