Coyle Financial Counsel LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $310 Million distributed in 76 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 $52.7M, Vanguard Ftse Developed Market with a value of $46.2M, Fidelity Merrimack Str Tr Tota with a value of $25.8M, Vanguard Sht Term Corp Bd ETF with a value of $19.6M, and Invesco Qqq Trust, Series 1 with a value of $18.1M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $299M to 310M.

Coyle Financial Counsel LLC is based out at Glenview, IL

Below you can find more details about Coyle Financial Counsel LLC portfolio as well as his latest detailed transactions.

Portfolio value $310 Million
ETFs: $264 Million
Consumer Cyclical: $13.5 Million
Technology: $10.9 Million
Industrials: $6.43 Million
Financial Services: $6.15 Million
Communication Services: $3.72 Million
Healthcare: $2.28 Million
Energy: $1.61 Million
Other: $1.64 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $310 Million
  • Prior Value $299 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Coyle Financial Counsel LLC Portfolio

Follow Coyle Financial Counsel LLC 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 Coyle Financial Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coyle Financial Counsel LLC with notifications on news.