Coyle Financial Counsel LLC Incresed Positions in Q2 2025

Coyle Financial Counsel LLC

  • $355 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.17K
+ 6.57%
$498.8 - $620.9 $3.08M - $3.83M
100K $62.1M
VEA
Vanguard Ftse Developed Market

ETFs
27.8K
+ 3.06%
$45.65 - $57.01 $1.27M - $1.59M
937K $53.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.78K
+ 7.19%
$416.06 - $551.64 $1.16M - $1.53M
41.4K $22.9M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
27.2K
+ 5.48%
$30.96 - $40.6 $842K - $1.1M
523K $21.1M
VT
Vanguard Total World Stk Index

ETFs
6.39K
+ 5.15%
$103.16 - $128.52 $659K - $821K
131K $16.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.6K
+ 9.37%
$51.16 - $62.02 $952K - $1.15M
217K $13.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
37.8K
+ 6.68%
$44.68 - $45.96 $1.69M - $1.74M
604K $27.6M
NVDA
Nvidia Corp

Technology
3.3K
+ 13.44%
$94.31 - $157.99 $311K - $521K
27.8K $4.39M
DFAI
Dimensional ETF Tr

ETFs
27.1K
+ 37.43%
$28.02 - $34.71 $760K - $941K
99.6K $3.44M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.2K
+ 8.2%
$79.56 - $82.92 $891K - $929K
148K $12.3M
MSFT
Microsoft Corp

Technology
471
+ 9.36%
$354.56 - $497.45 $167K - $234K
5.51K $2.74M
CIEN
Ciena Corp

Technology
3.27K
+ 15.67%
$53.5 - $83.89 $175K - $274K
24.2K $1.96M
AVGO
Broadcom Inc.

Technology
1.4K
+ 83.4%
$146.29 - $275.65 $205K - $386K
3.08K $849K
CLH
Clean Harbors Inc

Industrials
537
+ 5.55%
$182.1 - $233.5 $97.8K - $125K
10.2K $2.36M
KEX
Kirby Corp

Industrials
1.99K
+ 11.87%
$87.32 - $114.99 $174K - $229K
18.8K $2.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
239
+ 7.73%
$496.48 - $617.85 $119K - $148K
3.33K $2.06M
META
Meta Platforms, Inc.

Communication Services
106
+ 6.89%
$484.66 - $738.09 $51.4K - $78.2K
1.64K $1.21M
CRWD
Crowd Strike Holdings, Inc.

Technology
321
+ 44.4%
$321.63 - $509.31 $103K - $163K
1.04K $531K
GOOGL
Alphabet Inc.

Communication Services
332
+ 4.94%
$144.7 - $178.6 $48K - $59.3K
7.06K $1.24M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.34K
+ 40.88%
$100.35 - $100.71 $135K - $135K
4.62K $465K
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 1.45%
$210.28 - $289.91 $6.73K - $9.28K
2.24K $648K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.16%
$468.22 - $566.51 $1.87K - $2.27K
2.51K $1.42M
GBIL
Goldman Sachs Access Treasury

ETFs
791
+ 9.92%
$99.83 - $100.19 $79K - $79.3K
8.76K $877K
XLV
Select Sector Spdr Fund Health

ETFs
673
+ 43.73%
$128.77 - $144.3 $86.7K - $97.1K
2.21K $298K
AJG
Arthur J. Gallagher & Co.

Financial Services
284
+ 33.02%
$310.86 - $348.77 $88.3K - $99.1K
1.14K $366K
PINS
Pinterest, Inc.

Communication Services
419
+ 4.64%
$24.21 - $35.95 $10.1K - $15.1K
9.45K $338K
ITOT
Ishares Core S&P Total U.S. St

ETFs
216
+ 9.94%
$108.12 - $135.04 $23.4K - $29.2K
2.39K $322K
BAC
Bank Of America Corp

Financial Services
53
+ 0.58%
$34.39 - $47.46 $1.82K - $2.52K
9.27K $438K
WMT
Walmart Inc.

Consumer Defensive
135
+ 3.65%
$81.79 - $99.98 $11K - $13.5K
3.83K $374K
ICSH
Blackrock Ultra Short Term Bon

ETFs
928
+ 8.12%
$50.48 - $50.71 $46.8K - $47.1K
12.4K $626K
ABT
Abbott Laboratories

Healthcare
29
+ 0.49%
$123.95 - $138.08 $3.59K - $4K
6K $816K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
169
+ 11.38%
$483.48 - $539.8 $81.7K - $91.2K
1.65K $803K
CME
Cme Group Inc.

Financial Services
2
+ 0.19%
$252.37 - $290.71 $505 - $581
1.06K $292K
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.9%
$335.24 - $380.78 $3.69K - $4.19K
1.24K $454K
VUSB
Vanguard Bd Index Fds
22.9K
+ 8.69%
N/A
286K $0
UNP
Union Pacific Corp

Industrials
2
+ 0.17%
$208.27 - $238.46 $417 - $477
1.21K $278K
DECK
Deckers Outdoor Corp

Consumer Cyclical
14
+ 0.3%
$100.44 - $129.37 $1.41K - $1.81K
4.7K $484K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.09%
$285.55 - $321.23 $571 - $642
2.14K $625K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.11K
+ 900.85%
$105.72 - $1416.0 $223K - $2.98M
2.34K $261K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.16%
$170.16 - $206.27 $1.87K - $2.27K
7.07K $1.31M
Activity Summary
Buys All Purchases 58 New Holdings 17 Increased Positions 41 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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