Coyle Financial Counsel LLC Purchases in Q1 2025

Coyle Financial Counsel LLC

  • $310 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
29.3K
+ 3.33%
$47.4 - $52.99 $1.39M - $1.55M
909K $46.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
29.2K
+ 13.33%
$77.7 - $78.94 $2.27M - $2.31M
249K $19.6M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
36.9K
+ 8.04%
$32.66 - $36.43 $1.21M - $1.34M
496K $17.4M
IVV
Ishares Core S&P 500 ETF

ETFs
8.01K
+ 9.33%
$554.06 - $615.85 $4.44M - $4.93M
93.9K $52.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22.4K
+ 129.03%
$91.45 - $91.75 $2.05M - $2.06M
39.8K $3.65M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.8K
+ 5.94%
$44.41 - $45.98 $1.41M - $1.46M
566K $25.8M
DFAI
Dimensional ETF Tr

ETFs
47.8K
+ 193.78%
$28.88 - $32.4 $1.38M - $1.55M
72.5K $2.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.9K
+ 14.31%
$57.21 - $65.8 $1.42M - $1.64M
199K $11.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.52K
+ 5.01%
$79.17 - $82.04 $516K - $535K
137K $11.2M
VT
Vanguard Total World Stk Index

ETFs
7.35K
+ 6.29%
$115.08 - $123.97 $846K - $911K
124K $14.4M
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.17%
$3193.96 - $3828.11 $3.19K - $3.83K
584 $2.23M
AJG
Arthur J. Gallagher & Co.

Financial Services
860
New
$275.89 - $345.24 $237K - $297K
860 $296K
PINS
Pinterest, Inc.

Communication Services
9.03K
New
$29.79 - $40.0 $269K - $361K
9.03K $279K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
345
+ 30.26%
$442.66 - $534.52 $153K - $184K
1.49K $790K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.17K
New
$120.29 - $134.6 $262K - $293K
2.17K $265K
MA
Mastercard Inc

Financial Services
481
New
$504.67 - $576.31 $243K - $277K
481 $263K
ABBV
Abb Vie Inc.

Healthcare
179
+ 2.6%
$169.2 - $216.66 $30.3K - $38.8K
7.06K $1.48M
QCOM
Qualcomm Inc

Technology
1.41K
New
$151.94 - $175.86 $214K - $248K
1.41K $216K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3.23K
+ 12.31%
$54.94 - $69.15 $177K - $223K
29.4K $1.7M
META
Meta Platforms, Inc.

Communication Services
320
+ 26.27%
$576.36 - $736.67 $184K - $236K
1.54K $886K
ABT
Abbott Laboratories

Healthcare
82
+ 1.39%
$111.1 - $140.22 $9.11K - $11.5K
5.97K $792K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.43K
+ 9.73%
$468.34 - $539.52 $1.6M - $1.85M
38.6K $18.1M
HD
Home Depot, Inc.

Consumer Cyclical
303
+ 32.72%
$347.25 - $424.87 $105K - $129K
1.23K $450K
AMT
American Tower Corp

Real Estate
53
+ 2.43%
$173.46 - $217.6 $9.19K - $11.5K
2.24K $486K
CVX
Chevron Corp

Energy
137
+ 8.9%
$146.71 - $167.97 $20.1K - $23K
1.68K $280K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.38%
$279.74 - $321.29 $2.24K - $2.57K
2.14K $668K
CRWD
Crowd Strike Holdings, Inc.

Technology
63
+ 9.55%
$308.86 - $455.36 $19.5K - $28.7K
723 $254K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
6
+ 2.63%
$1227.6 - $1458.46 $7.37K - $8.75K
234 $315K
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 1.38%
$225.19 - $279.95 $6.76K - $8.4K
2.2K $540K
WMT
Walmart Inc.

Consumer Defensive
267
+ 7.78%
$84.5 - $105.05 $22.6K - $28K
3.7K $324K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
85
+ 2.66%
$100.34 - $100.68 $8.53K - $8.56K
3.28K $330K
BAC
Bank Of America Corp

Financial Services
683
+ 8.01%
$39.61 - $47.74 $27.1K - $32.6K
9.21K $384K
UNP
Union Pacific Corp

Industrials
2
+ 0.17%
$225.21 - $254.42 $450 - $509
1.21K $285K
KEX
Kirby Corp

Industrials
810
+ 5.08%
$95.1 - $112.81 $77K - $91.4K
16.8K $1.69M
ICSH
Blackrock Ultra Short Term Bon

ETFs
15
+ 0.13%
$50.44 - $50.7 $757 - $761
11.4K $579K
AMZN
Amazon Com Inc

Consumer Cyclical
1.95K
+ 15.3%
$190.26 - $242.06 $370K - $471K
14.7K $2.79M
VUSB
Vanguard Bd Index Fds
11.7K
+ 4.65%
N/A
263K $0
VERU
Veru Inc.

Healthcare
392
+ 3.51%
$0.45 - $1.28 $176 - $502
11.6K $5K
PANW
Palo Alto Networks Inc

Technology
48
+ 3.14%
$167.82 - $208.28 $8.06K - $10K
1.58K $269K
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 3.86%
$551.42 - $612.93 $63.4K - $70.5K
3.09K $1.73M
CAT
Caterpillar Inc

Industrials
1
+ 0.07%
$326.75 - $407.63 $327 - $408
1.35K $444K
AVGO
Broadcom Inc.

Technology
101
+ 6.39%
$167.43 - $244.7 $16.9K - $24.7K
1.68K $281K
PNFP
Pinnacle Financial Partners Inc

Financial Services
37
+ 0.24%
$99.42 - $126.15 $3.68K - $4.67K
15.6K $1.65M
VTI
Vanguard Total Stock Market Et

ETFs
194
+ 1.15%
$271.18 - $303.12 $52.6K - $58.8K
17.1K $4.69M
AAPL
Apple Inc.

Technology
1.28K
+ 7.44%
$209.68 - $247.1 $269K - $317K
18.5K $4.11M
GOOGL
Alphabet Inc.

Communication Services
122
+ 1.85%
$154.33 - $206.19 $18.8K - $25.2K
6.72K $1.04M
GOOG
Alphabet Inc.

Communication Services
123
+ 1.29%
$156.06 - $207.71 $19.2K - $25.5K
9.68K $1.51M
NVDA
Nvidia Corp

Technology
1.5K
+ 6.5%
$106.98 - $149.43 $160K - $224K
24.5K $2.66M
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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