Coyle Financial Counsel LLC Incresed Positions in Q4 2024

Coyle Financial Counsel LLC

  • $299 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
10K
+ 13.2%
$570.51 - $610.59 $5.71M - $6.11M
85.9K $50.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.96K
+ 12.65%
$481.22 - $538.17 $1.9M - $2.13M
35.2K $18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.9K
+ 25.1%
$61.68 - $67.87 $2.15M - $2.37M
174K $10.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
60.4K
+ 12.74%
$44.87 - $46.86 $2.71M - $2.83M
534K $24M
VT
Vanguard Total World Stk Index

ETFs
15.8K
+ 15.68%
$117.09 - $123.07 $1.85M - $1.95M
117K $13.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.2K
+ 11.82%
$77.86 - $79.27 $1.8M - $1.84M
219K $17.1M
VEA
Vanguard Ftse Developed Market

ETFs
109K
+ 14.14%
$47.57 - $52.44 $5.18M - $5.72M
880K $42.1M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
65.8K
+ 16.74%
$32.68 - $36.28 $2.15M - $2.39M
459K $15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.25K
+ 5.9%
$521.84 - $558.82 $650K - $696K
22.4K $12.1M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.05K
+ 500.25%
$152.04 - $211.12 $616K - $855K
4.86K $987K
FANG
Diamondback Energy, Inc.

Energy
3.18K
+ 53.7%
$153.06 - $199.5 $487K - $634K
9.1K $1.49M
VXF
Vanguard Extended Market ETF

ETFs
1.42K
+ 6.81%
$179.17 - $207.15 $255K - $295K
22.3K $4.24M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.5K
+ 8.79%
$80.13 - $83.77 $843K - $881K
130K $10.4M
AVGO
Broadcom Inc.

Technology
1.45K
+ 1144.09%
$159.67 - $250.0 $232K - $363K
1.58K $366K
GOOGL
Alphabet Inc.

Communication Services
230
+ 3.61%
$161.86 - $196.66 $37.2K - $45.2K
6.6K $1.25M
MSFT
Microsoft Corp

Technology
491
+ 17.57%
$406.35 - $454.46 $200K - $223K
3.29K $1.39M
JPM
Jpmorgan Chase & CO

Financial Services
523
+ 31.68%
$205.18 - $250.29 $107K - $131K
2.17K $521K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
325
+ 39.88%
$442.29 - $483.08 $144K - $157K
1.14K $516K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
909
+ 39.76%
$100.16 - $100.7 $91K - $91.5K
3.2K $320K
META
Meta Platforms, Inc.

Communication Services
113
+ 10.23%
$554.08 - $632.68 $62.6K - $71.5K
1.22K $718K
BAC
Bank Of America Corp

Financial Services
858
+ 11.18%
$39.22 - $47.77 $33.7K - $41K
8.53K $374K
PANW
Palo Alto Networks Inc

Technology
878
+ 134.66%
$181.96 - $405.9 $160K - $356K
1.53K $278K
WMT
Walmart Inc.

Consumer Defensive
102
+ 3.06%
$79.1 - $95.7 $8.07K - $9.76K
3.43K $309K
ICSH
Blackrock Ultra Short Term Bon

ETFs
862
+ 8.17%
$50.35 - $50.69 $43.4K - $43.7K
11.4K $575K
AMH
American Homes 4 Rent

Real Estate
2K
+ 4.19%
$35.02 - $39.25 $70.1K - $78.6K
49.8K $1.86M
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 8.94%
$385.02 - $431.37 $29.3K - $32.8K
926 $360K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.89K
+ 8.76%
$44.04 - $49.49 $127K - $143K
35.8K $1.58M
VUSB
Vanguard Bd Index Fds
19.2K
+ 8.28%
N/A
252K $0
Rb Global Inc
2.27K
+ 10.68%
N/A
23.5K $0
UNP
Union Pacific Corp

Industrials
6
+ 0.5%
$223.15 - $249.32 $1.34K - $1.5K
1.21K $275K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.14%
$288.47 - $316.54 $865 - $950
2.13K $618K
CAT
Caterpillar Inc

Industrials
1
+ 0.07%
$360.37 - $416.88 $360 - $417
1.35K $489K
AMT
American Tower Corp

Real Estate
37
+ 1.72%
$179.4 - $232.01 $6.64K - $8.58K
2.19K $400K
KEX
Kirby Corp

Industrials
1.07K
+ 7.16%
$104.14 - $130.55 $111K - $139K
16K $1.69M
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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