Coyle Financial Counsel LLC Portfolio Holdings

Coyle Financial Counsel LLC

  • $299 Million
  • Q4 2024

Coyle Financial Counsel LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $299 Million distributed in 73 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 $50.5M, Vanguard Ftse Developed Market with a value of $42.1M, Fidelity Merrimack Str Tr Tota with a value of $24M, Invesco Qqq Trust, Series 1 with a value of $18M, and Vanguard Sht Term Corp Bd ETF with a value of $17.1M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $284M to 299M.

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 $299 Million
ETFs: $248 Million
Consumer Cyclical: $13.8 Million
Technology: $11.5 Million
Industrials: $7.28 Million
Financial Services: $5.97 Million
Communication Services: $3.79 Million
Real Estate: $2.26 Million
Healthcare: $1.9 Million
Other: $3.86 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.5 Million 16.91% of portfolio
85,862
Q4 2024 Added 13.2%
$0
$42.1 Million 14.08% of portfolio
879,969
Q4 2024 Added 14.14%
$0
$24 Million 8.02% of portfolio
534,438
Q4 2024 Added 12.74%
$0
$18 Million 6.02% of portfolio
35,218
Q4 2024 Added 12.65%
$0
$17.1 Million 5.72% of portfolio
219,321
Q4 2024 Added 11.82%
$0
$15 Million 5.02% of portfolio
458,976
Q4 2024 Added 16.74%
$0
$13.7 Million 4.59% of portfolio
116,818
Q4 2024 Added 15.68%
$0
$12.1 Million 4.03% of portfolio
22,374
Q4 2024 Added 5.9%
$0
$10.8 Million 3.62% of portfolio
173,734
Q4 2024 Added 25.1%
$0
$10.4 Million 3.5% of portfolio
130,158
Q4 2024 Added 8.79%
$0
$6.7 Million 2.24% of portfolio
113,692
Q4 2024 Reduced 3.06%
$0
$5.71 Million 1.91% of portfolio
220,718
Q4 2024 Reduced 7.17%
$0
$4.89 Million 1.64% of portfolio
16,884
Q4 2024 Reduced 0.71%
$0
$4.24 Million 1.42% of portfolio
22,311
Q4 2024 Added 6.81%
$0
$2.65 Million 0.88% of portfolio
43,551
Q4 2024 Reduced 3.79%
$0
$1.74 Million 0.58% of portfolio
2,976
Q4 2024 Reduced 17.54%
$0
$1.59 Million 0.53% of portfolio
17,377
Q4 2024 Reduced 56.83%
$0
$1.47 Million 0.49% of portfolio
2,578
Q4 2024 Reduced 6.49%
$0
$863,000 0.29% of portfolio
8,637
Q4 2024 Reduced 17.99%
$0
$824,000 0.28% of portfolio
2,468
Q4 2024 Reduced 10.51%
$0
$720,000 0.24% of portfolio
24,667
Q4 2024 New
$0
$575,000 0.19% of portfolio
11,418
Q4 2024 Added 8.17%
$0
$389,000 0.13% of portfolio
3,833
Q2 2022 Reduced 24.07%
$0
$320,000 0.11% of portfolio
3,195
Q4 2024 Added 39.76%
$0
$273,000 0.09% of portfolio
5,366
Q4 2024 New
$0
$211,000 0.07% of portfolio
1,539
Q3 2024 Reduced 1.28%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $299 Million
  • Prior Value $284 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 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.

Choose your preferred platform and Sign Up 👇 Telegram Email