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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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