Coordinated Financial Services, Inc. Portfolio Holdings

Coordinated Financial Services, Inc.

  • $144 Billion
  • Q2 2025

Coordinated Financial Services, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $18.2B, Spdr S&P 500 ETF Trust with a value of $5.68B, Vanguard Total Stock Market Et with a value of $4.04B, Spdr Gold Trust with a value of $2.99B, and Ishares Tr Msci Eafe ETF with a value of $2.96B.

Examining the 13F form we can see an increase of $16.2B in the current position value, from $128B to 144B.

Coordinated Financial Services, Inc. is based out at Denver, CO

Below you can find more details about Coordinated Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $108 Billion
Financial Services: $7.09 Billion
Technology: $7 Billion
Consumer Defensive: $3.19 Billion
Consumer Cyclical: $3.01 Billion
Communication Services: $2.68 Billion
Industrials: $1.61 Billion
Energy: $1.28 Billion
Other: $1.82 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$897 Million 0.62% of portfolio
45,973
Q2 2025 Added 14.13%
$0
$885 Million 0.61% of portfolio
40,039
Q2 2025 Added 18.61%
$0
$882 Million 0.61% of portfolio
17,400
Q2 2025 Added 85.11%
$120B
$857 Million 0.59% of portfolio
5,726
Q2 2025 Added 34.29%
$0
$819 Million 0.57% of portfolio
6,076
Q2 2025 Reduced 5.11%
$0
$789 Million 0.55% of portfolio
38,492
Q2 2025 Added 55.21%
$0
$788 Million 0.55% of portfolio
3,995
Q2 2025 Added 36.26%
-
$778 Million 0.54% of portfolio
-
Q2 2025 Added 35.15%
$0
$768 Million 0.53% of portfolio
2,771
Q2 2025 Added 26.99%
Wells Fargo CO New
-
$768 Million 0.53% of portfolio
-
Q2 2025 Added 4.47%
$0
$757 Million 0.52% of portfolio
36,612
Q2 2025 Reduced 0.1%
$149B
$751 Million 0.52% of portfolio
1,898
Q2 2025 Added 8.58%
$0
$722 Million 0.5% of portfolio
9,937
Q2 2025 Added 0.47%
$855B
$723 Million 0.5% of portfolio
2,495
Q2 2025 Reduced 16.22%
$0
$721 Million 0.5% of portfolio
13,775
Q2 2025 Added 25.99%
$0
$667 Million 0.46% of portfolio
7,045
Q2 2025 Reduced 1.66%
$0
$623 Million 0.43% of portfolio
15,398
Q2 2025 Added 6.99%
$290B
$619 Million 0.43% of portfolio
2,597
Q2 2025 Reduced 25.14%
-
$603 Million 0.42% of portfolio
-
Q2 2025 Added 83.45%
Ishares Bitcoin Trust ETF
-
$599 Million 0.41% of portfolio
-
Q2 2025 Added 62.84%
$0
$585 Million 0.41% of portfolio
31,279
Q2 2025 Added 85.41%
$0
$557 Million 0.39% of portfolio
18,154
Q2 2025 Added 71.67%
$0
$569 Million 0.39% of portfolio
7,155
Q2 2025 Added 1.47%
$3.45T
$554 Million 0.38% of portfolio
2,700
Q2 2025 Reduced 72.57%
$0
$547 Million 0.38% of portfolio
11,830
Q2 2025 Reduced 10.62%
$0
$552 Million 0.38% of portfolio
22,245
Q2 2025 Reduced 2.32%
$0
$537 Million 0.37% of portfolio
22,013
Q2 2025 Added 45.11%
$0
$536 Million 0.37% of portfolio
9,733
Q2 2025 Reduced 1.44%
$0
$529 Million 0.37% of portfolio
1,208
Q2 2025 Reduced 5.11%
$219B
$541 Million 0.37% of portfolio
3,708
Q2 2025 Reduced 18.11%
$0
$515 Million 0.36% of portfolio
6,044
Q2 2025 New
$0
$507 Million 0.35% of portfolio
1,194
Q2 2025 Reduced 9.2%
$0
$512 Million 0.35% of portfolio
2,899
Q2 2025 Reduced 1.36%
$0
$494 Million 0.34% of portfolio
8,672
Q2 2025 Added 40.23%
$452B
$477 Million 0.33% of portfolio
4,428
Q2 2025 Reduced 5.08%
$0
$464 Million 0.32% of portfolio
2,375
Q2 2025 Added 11.35%
$0
$460 Million 0.32% of portfolio
3,956
Q4 2024 New
$0
$443 Million 0.31% of portfolio
15,397
Q2 2025 Reduced 9.37%
$159B
$439 Million 0.3% of portfolio
1,883
Q2 2025 Added 17.91%
$0
$424 Million 0.29% of portfolio
8,429
Q2 2025 New
$1.14T
$412 Million 0.29% of portfolio
2,336
Q2 2025 Reduced 19.95%
$16.8B
$424 Million 0.29% of portfolio
23,300
Q2 2025 Reduced 7.17%
$0
$416 Million 0.29% of portfolio
4,900
Q2 2025 Added 17.48%
$0
$422 Million 0.29% of portfolio
1,665
Q2 2025 Reduced 2.35%
J P Morgan Exchange Traded F
-
$421 Million 0.29% of portfolio
-
Q2 2025 New
$0
$398 Million 0.28% of portfolio
8,056
Q2 2025 Added 3.6%
$85.1B
$403 Million 0.28% of portfolio
4,300
Q2 2025 New
$0
$403 Million 0.28% of portfolio
7,702
Q2 2025 Reduced 7.86%
$0
$396 Million 0.27% of portfolio
6,600
Q2 2025 Reduced 8.33%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $144 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
Track This Portfolio

Track Coordinated Financial Services, Inc. Portfolio

Follow Coordinated Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coordinated Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email