Copley Financial Group, Inc. Portfolio Holdings by Sector
Copley Financial Group, Inc.
- $131 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SECT SPAB COWZ MOAT GLDM RAAX CALF ECOW 41 stocks |
$89.9 Million
71.92% of portfolio
|
25
|
11
|
3
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT GD RTX NOC LHX 5 stocks |
$3.41 Million
2.73% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE ABBV AMGN 4 stocks |
$2.11 Million
1.69% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.71 Million
1.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$1.64 Million
1.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX WEN 3 stocks |
$1.62 Million
1.29% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$1.37 Million
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$1.35 Million
1.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.34 Million
1.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.3 Million
1.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$1.26 Million
1.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$1.26 Million
1.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.18 Million
0.94% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE XEL 2 stocks |
$1.06 Million
0.84% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$1.05 Million
0.84% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1.05 Million
0.84% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARES BX 2 stocks |
$955,206
0.76% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$899,280
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$882,296
0.71% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$767,537
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$658,697
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$590,701
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR 1 stocks |
$546,788
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$503,059
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$491,885
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$486,793
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$482,104
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$467,553
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$463,307
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$454,188
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$450,093
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$449,945
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$442,113
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$434,329
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$418,782
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$416,397
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$402,883
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$400,210
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$318,203
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$83
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|