Coyle Financial Counsel LLC Portfolio Holdings

Coyle Financial Counsel LLC

  • $284 Million
  • Q3 2024

Coyle Financial Counsel LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $284 Million distributed in 70 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 $43.8M, Vanguard Ftse Developed Market with a value of $40.7M, Fidelity Merrimack Str Tr Tota with a value of $22.2M, Vanguard Sht Term Corp Bd ETF with a value of $15.6M, and Invesco Qqq Trust, Series 1 with a value of $15.3M.

Examining the 13F form we can see an increase of $21.9M in the current position value, from $263M to 284M.

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 $284 Million
ETFs: $232 Million
Consumer Cyclical: $14.6 Million
Industrials: $11.4 Million
Technology: $8.93 Million
Financial Services: $6.62 Million
Communication Services: $3.48 Million
Real Estate: $2.33 Million
Healthcare: $2.09 Million
Other: $3.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.5M
$8,000 0.0% of portfolio
11,165
Q3 2024 Added 11.65%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $284 Million
  • Prior Value $263 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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