Copley Financial Group, Inc. Portfolio Holdings

Copley Financial Group, Inc.

  • $110 Billion
  • Q3 2024

Copley Financial Group, Inc. has filed its 13F form on December 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 365 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $14.3B, Sector 10, Inc. with a value of $10.8B, World Gold Trust with a value of $7.23B, Pacer Fds Tr Us Cash Cows 100 with a value of $6.11B, and Vaneck Morningstar Wide Moat E with a value of $4.26B.

Examining the 13F form we can see an increase of $110B in the current position value.

Copley Financial Group, Inc. is based out at San Diego, CA

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

Portfolio value $110 Billion
ETFs: $69.1 Billion
Financial Services: $6.63 Billion
Healthcare: $5.72 Billion
Technology: $4.3 Billion
Consumer Cyclical: $3.97 Billion
Industrials: $2.98 Billion
Consumer Defensive: $2.85 Billion
Communication Services: $2.62 Billion
Other: $5.28 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.6B
$1.53 Million 0.0% of portfolio
19
Q3 2024 New
$181M
$560,000 0.0% of portfolio
50
Q3 2024 New
$142B
$4.7 Million 0.0% of portfolio
13
Q3 2024 New
$244B
$1.96 Million 0.0% of portfolio
11
Q3 2024 New
$161B
$4.75 Million 0.0% of portfolio
5
Q3 2024 New
$71.7B
$1.78 Million 0.0% of portfolio
13
Q3 2024 New
$30.2B
$3.27 Million 0.0% of portfolio
34
Q3 2024 New
$26.4B
$25,000 0.0% of portfolio
3
Q3 2024 New
$37.2B
$2.76 Million 0.0% of portfolio
11
Q3 2024 New
$176B
$374,000 0.0% of portfolio
8
Q3 2024 New
$52.2B
$885,000 0.0% of portfolio
5
Q3 2024 New
$21.9B
$1.52 Million 0.0% of portfolio
58
Q3 2024 New
$167B
$352,000 0.0% of portfolio
16
Q3 2024 New
$31.6B
$676,000 0.0% of portfolio
3
Q3 2024 New
-
$4.09 Million 0.0% of portfolio
-
Q3 2024 New
$76.3B
$4.53 Million 0.0% of portfolio
99
Q3 2024 New
$121B
$1.73 Million 0.0% of portfolio
23
Q3 2024 New
$338M
$662,000 0.0% of portfolio
25
Q3 2024 New
$77.4B
$2.6 Million 0.0% of portfolio
25
Q3 2024 New
$41.2B
$935,000 0.0% of portfolio
9
Q3 2024 New
$72.9B
$5.14 Million 0.0% of portfolio
17
Q3 2024 New
$213B
$2.3 Million 0.0% of portfolio
20
Q3 2024 New
$11.6B
$2.4 Million 0.0% of portfolio
117
Q3 2024 New
$57.2B
$4.72 Million 0.0% of portfolio
19
Q3 2024 New
$99.3B
$1.95 Million 0.0% of portfolio
22
Q3 2024 New
$82.6B
$235,000 0.0% of portfolio
10
Q3 2024 New
$45.6B
$2.05 Million 0.0% of portfolio
14
Q3 2024 New
$60.6B
$4.88 Million 0.0% of portfolio
221
Q3 2024 New
$324M
$94,000 0.0% of portfolio
66
Q3 2024 New
$6.26B
$789,000 0.0% of portfolio
6
Q3 2024 New
$175B
$5.31 Million 0.0% of portfolio
127
Q3 2024 New
$32.9B
$625,000 0.0% of portfolio
6
Q3 2024 New
$42.9B
$356,000 0.0% of portfolio
3
Q3 2024 New
$1.78B
$886,000 0.0% of portfolio
154
Q3 2024 New
$68B
$461,000 0.0% of portfolio
7
Q3 2024 New
$48.7B
$3.37 Million 0.0% of portfolio
24
Q3 2024 New
$3.78B
$1.25 Million 0.0% of portfolio
15
Q3 2024 New
$60.3B
$4.08 Million 0.0% of portfolio
31
Q3 2024 New
$50.9B
$4.97 Million 0.0% of portfolio
37
Q3 2024 New
$756B
$121,000 0.0% of portfolio
0
Q3 2024 New
$1.14B
$42,000 0.0% of portfolio
3
Q3 2024 New
$20.8B
$2.31 Million 0.0% of portfolio
34
Q3 2024 New
$18.7B
$4.14 Million 0.0% of portfolio
9
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 365
  • Current Value $110 Billion
  • Filing
  • Period Q3 2024
  • Filing Date December 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 216 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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