The Analysis of Coordinated Financial Services, Inc.'s Holdings
Currently, Coordinated Financial Services, Inc. holds 159 types of securities in its portfolio with a total value $155.9M. In the most recent quarter, they have increased their positions in DVY (+4.7K shares, valued at $673.6K), IMTM (+11.1K shares, valued at $529.8K), VT (+3.7K shares, valued at $513.7K); decreased their positions in GDX (-7.1K shares, valued at $544.3K), IVV (-721 shares, valued at $482.6K), SPY (-552 shares, valued at $367.7K); initiated new positions in DVY (+4.7K shares, valued at $673.6K), IMTM (+11.1K shares, valued at $529.8K), VT (+3.7K shares, valued at $513.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR28.7K shares-2.45%2025-09-302025-10-31
SPY SPDR S&P 500 ETF TR8.6K shares-6.00%2025-09-302025-10-31 VTI VANGUARD INDEX FDS13.1K shares-1.54%2025-09-302025-10-31 GLD SPDR GOLD TR10.0K shares2.04%2025-09-302025-10-31 EFA ISHARES TR33.8K shares1.89%2025-09-302025-10-31 VB VANGUARD INDEX FDS12.2K shares0.57%2025-09-302025-10-31 SCHD SCHWAB STRATEGIC TR103.8K shares-0.17%2025-09-302025-10-31 HELO J P MORGAN EXCHANGE TRADED F41.3K shares0.05%2025-09-302025-10-31 GOVT ISHARES TR115.9K shares5.75%2025-09-302025-10-31 JCPB J P MORGAN EXCHANGE TRADED F55.6K shares2.63%2025-09-302025-10-31 NVDA NVIDIA CORPORATION13.2K shares4.85%2025-09-302025-10-31 LQD ISHARES TR20.2K shares10.54%2025-09-302025-10-31 VYM VANGUARD WHITEHALL FDS15.6K shares0.35%2025-09-302025-10-31 MSFT MICROSOFT CORP4.2K shares0.41%2025-09-302025-10-31 QQQ INVESCO QQQ TR3.6K shares0.00%2025-09-302025-10-31 VXUS VANGUARD STAR FDS28.2K shares1.39%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL3.7K shares0.98%2025-09-302025-10-31 MBB ISHARES TR19.5K shares0.61%2025-09-302025-10-31 AMZN AMAZON COM INC7.9K shares-1.31%2025-09-302025-10-31 WMT WALMART INC16.4K shares0.14%2025-09-302025-10-31 ITOT ISHARES TR10.7K shares0.01%2025-09-302025-10-31 JEPI J P MORGAN EXCHANGE TRADED F27.2K shares-1.61%2025-09-302025-10-31 VO VANGUARD INDEX FDS4.9K shares-2.28%2025-09-302025-10-31 IGSB ISHARES TR27.2K shares0.80%2025-09-302025-10-31 V VISA INC4.1K shares-2.67%2025-09-302025-10-31 IWM ISHARES TR5.7K shares0.66%2025-09-302025-10-31 VBR VANGUARD INDEX FDS6.4K shares4.44%2025-09-302025-10-31 BAC-PL BANK AMERICA CORP1.0K shares-0.19%2025-09-302025-10-31 SCHZ SCHWAB STRATEGIC TR56.2K shares-3.32%2025-09-302025-10-31 VNQ VANGUARD INDEX FDS14.4K shares0.69%2025-09-302025-10-31 META META PLATFORMS INC1.7K shares-0.34%2025-09-302025-10-31 IEFA ISHARES TR14.7K shares-4.92%2025-09-302025-10-31 AVGO BROADCOM INC3.8K shares-0.45%2025-09-302025-10-31 IUSG ISHARES TR7.3K shares-9.97%2025-09-302025-10-31 COST COSTCO WHSL CORP NEW1.3K shares0.08%2025-09-302025-10-31 IJR ISHARES TR9.9K shares2.53%2025-09-302025-10-31 BSV VANGUARD BD INDEX FDS14.8K shares10.06%2025-09-302025-10-31 RSP INVESCO EXCHANGE TRADED FD T6.1K shares-2.72%2025-09-302025-10-31 VCIT VANGUARD SCOTTSDALE FDS12.9K shares-3.48%2025-09-302025-10-31 IEMG ISHARES INC16.3K shares-1.10%2025-09-302025-10-31 HD HOME DEPOT INC2.6K shares0.57%2025-09-302025-10-31 GDX VANECK ETF TRUST14.0K shares-33.80%2025-09-302025-10-31 BSCU INVESCO EXCH TRD SLF IDX FD61.1K shares6.06%2025-09-302025-10-31 SPIB SPDR SERIES TRUST30.1K shares2.44%2025-09-302025-10-31 BND VANGUARD BD INDEX FDS13.4K shares-4.16%2025-09-302025-10-31 BSCR INVESCO EXCH TRD SLF IDX FD50.1K shares-4.35%2025-09-302025-10-31 QUAL ISHARES TR5.0K shares-7.56%2025-09-302025-10-31 BIL SPDR SERIES TRUST10.3K shares-9.98%2025-09-302025-10-31 BX BLACKSTONE INC5.5K shares-4.16%2025-09-302025-10-31 SCHF SCHWAB STRATEGIC TR38.8K shares-3.00%2025-09-302025-10-31 BSCQ INVESCO EXCH TRD SLF IDX FD46.2K shares0.54%2025-09-302025-10-31 JEPQ J P MORGAN EXCHANGE TRADED F15.4K shares-12.74%2025-09-302025-10-31 JPST J P MORGAN EXCHANGE TRADED F17.4K shares0.00%2025-09-302025-10-31 IJH ISHARES TR13.5K shares-12.21%2025-09-302025-10-31 BSCS INVESCO EXCH TRD SLF IDX FD41.6K shares8.00%2025-09-302025-10-31 SCHO SCHWAB STRATEGIC TR34.0K shares54.54%2025-09-302025-10-31 SPYV SPDR SERIES TRUST14.8K shares7.70%2025-09-302025-10-31 VBK VANGUARD INDEX FDS2.8K shares-0.72%2025-09-302025-10-31 WFC-PL WELLS FARGO CO NEW655 shares0.15%2025-09-302025-10-31 SMOT VANECK ETF TRUST22.3K shares-0.22%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.2.5K shares0.64%2025-09-302025-10-31 SPYM SPDR SERIES TRUST10.0K shares0.23%2025-09-302025-10-31 XLV SELECT SECTOR SPDR TR5.6K shares-8.20%2025-09-302025-10-31 FTEC FIDELITY COVINGTON TRUST3.5K shares-13.04%2025-09-302025-10-31 BSCP INVESCO EXCH TRD SLF IDX FD35.8K shares-2.29%2025-09-302025-10-31 PFF ISHARES TR22.8K shares25.48%2025-09-302025-10-31 BSCW INVESCO EXCH TRD SLF IDX FD34.4K shares17.63%2025-09-302025-10-31 SYK STRYKER CORPORATION1.9K shares0.11%2025-09-302025-10-31 AAPL APPLE INC2.7K shares1.33%2025-09-302025-10-31 IUSV ISHARES TR7.0K shares-1.31%2025-09-302025-10-31 BSCV INVESCO EXCH TRD SLF IDX FD41.2K shares8.40%2025-09-302025-10-31 SCHJ SCHWAB STRATEGIC TR27.1K shares22.00%2025-09-302025-10-31 DVY ISHARES TR4.7K sharesnew addition2025-09-302025-10-31 SPDW SPDR INDEX SHS FDS15.4K shares0.00%2025-09-302025-10-31 IBIT ISHARES BITCOIN TRUST ETF9.9K shares1.53%2025-09-302025-10-31 BSCT INVESCO EXCH TRD SLF IDX FD34.2K shares9.31%2025-09-302025-10-31 TMUS T-MOBILE US INC2.6K shares0.27%2025-09-302025-10-31 IWF ISHARES TR1.3K shares8.12%2025-09-302025-10-31 VUG VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-31 VCSH VANGUARD SCOTTSDALE FDS7.2K shares0.91%2025-09-302025-10-31 VONV VANGUARD SCOTTSDALE FDS6.5K shares6.83%2025-09-302025-10-31 GOOGL ALPHABET INC2.4K shares0.77%2025-09-302025-10-31 SPYG SPDR SERIES TRUST5.4K shares52.90%2025-09-302025-10-31 COWZ PACER FDS TR9.8K shares0.36%2025-09-302025-10-31 RTX RTX CORPORATION3.3K shares-10.68%2025-09-302025-10-31 IQLT ISHARES TR12.4K shares35.52%2025-09-302025-10-31 VTV VANGUARD INDEX FDS2.9K shares0.34%2025-09-302025-10-31 IMTM ISHARES TR11.1K sharesnew addition2025-09-302025-10-31 VT VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2025-09-302025-10-31 VEA VANGUARD TAX-MANAGED FDS8.6K shares-1.21%2025-09-302025-10-31 SOFI SOFI TECHNOLOGIES INC19.4K shares-16.85%2025-09-302025-10-31 DSI ISHARES TR4.0K shares0.96%2025-09-302025-10-31 XOM EXXON MOBIL CORP4.5K shares0.72%2025-09-302025-10-31 IVE ISHARES TR2.4K shares0.46%2025-09-302025-10-31 IUSB ISHARES TR10.4K shares-11.76%2025-09-302025-10-31 MDY SPDR S&P MIDCAP 400 ETF TR806 shares26.93%2025-09-302025-10-31 VTIP VANGUARD MALVERN FDS9.4K shares11.84%2025-09-302025-10-31 VOO VANGUARD INDEX FDS758 sharesnew addition2025-09-302025-10-31 SPTI SPDR SERIES TRUST15.4K shares0.00%2025-09-302025-10-31 VWO VANGUARD INTL EQUITY INDEX F8.1K shares0.42%2025-09-302025-10-31 XLK SELECT SECTOR SPDR TR1.6K shares-6.91%2025-09-302025-10-31 ITA ISHARES TR2.1K shares-0.10%2025-09-302025-10-31 PLD PROLOGIS INC.3.7K shares0.54%2025-09-302025-10-31 CVX CHEVRON CORP NEW2.7K shares10.86%2025-09-302025-10-31 JQUA J P MORGAN EXCHANGE TRADED F6.6K shares0.00%2025-09-302025-10-31 XLF SELECT SECTOR SPDR TR7.7K shares0.04%2025-09-302025-10-31 LLY ELI LILLY & CO532 shares82.82%2025-09-302025-10-31 SCHG SCHWAB STRATEGIC TR12.6K shares0.00%2025-09-302025-10-31 HON HONEYWELL INTL INC1.9K shares-0.90%2025-09-302025-10-31 JBND J P MORGAN EXCHANGE TRADED F7.2K shares-8.56%2025-09-302025-10-31 SLV ISHARES SILVER TR8.5K shares0.00%2025-09-302025-10-31 GS GOLDMAN SACHS GROUP INC440 shares-18.22%2025-09-302025-10-31 UPS UNITED PARCEL SERVICE INC4.2K shares31.27%2025-09-302025-10-31 SPSM SPDR SERIES TRUST7.5K shares-1.41%2025-09-302025-10-31 FHLC FIDELITY COVINGTON TRUST5.2K shares15.17%2025-09-302025-10-31 XLC SELECT SECTOR SPDR TR2.9K sharesnew addition2025-09-302025-10-31 ORCL ORACLE CORP1.2K shares-33.17%2025-09-302025-10-31 TJX TJX COS INC NEW2.4K shares0.21%2025-09-302025-10-31 GOOG ALPHABET INC1.4K shares-1.81%2025-09-302025-10-31 PRU PRUDENTIAL FINL INC3.1K shares1.52%2025-09-302025-10-31 IWD ISHARES TR1.6K shares0.00%2025-09-302025-10-31 DELL DELL TECHNOLOGIES INC2.3K shares-8.09%2025-09-302025-10-31 TLT ISHARES TR3.6K shares-1.32%2025-09-302025-10-31 VFH VANGUARD WORLD FD2.4K shares0.58%2025-09-302025-10-31 IGF ISHARES TR5.2K shares9.23%2025-09-302025-10-31 XLU SELECT SECTOR SPDR TR3.6K shares31.10%2025-09-302025-10-31 KR KROGER CO4.7K shares0.52%2025-09-302025-10-31 MP MP MATERIALS CORP4.7K shares-31.60%2025-09-302025-10-31 SUB ISHARES TR2.8K shares5.90%2025-09-302025-10-31 PFE PFIZER INC11.8K shares28.96%2025-09-302025-10-31 WM WASTE MGMT INC DEL1.3K shares0.15%2025-09-302025-10-31 VCR VANGUARD WORLD FD710 shares-3.01%2025-09-302025-10-31 BSCX INVESCO EXCH TRD SLF IDX FD12.9K shares1.25%2025-09-302025-10-31 XLE SELECT SECTOR SPDR TR3.1K shares-36.69%2025-09-302025-10-31 SLYV SPDR SERIES TRUST3.1K shares5.77%2025-09-302025-10-31 APO APOLLO GLOBAL MGMT INC2.0K shares-9.09%2025-09-302025-10-31 DVN DEVON ENERGY CORP NEW7.4K shares0.00%2025-09-302025-10-31 LQDW ISHARES TR10.3K shares-33.02%2025-09-302025-10-31 VEU VANGUARD INTL EQUITY INDEX F3.6K shares1.48%2025-09-302025-10-31 SCHA SCHWAB STRATEGIC TR9.0K shares2.57%2025-09-302025-10-31 XLI SELECT SECTOR SPDR TR1.6K sharesnew addition2025-09-302025-10-31 TROW PRICE T ROWE GROUP INC2.3K shares2.20%2025-09-302025-10-31 SCHW SCHWAB CHARLES CORP2.4K shares-17.09%2025-09-302025-10-31 DYNF BLACKROCK ETF TRUST3.9K sharesnew addition2025-09-302025-10-31 CAT CATERPILLAR INC465 sharesnew addition2025-09-302025-10-31 SCHB SCHWAB STRATEGIC TR8.6K shares0.14%2025-09-302025-10-31 ABBV ABBVIE INC943 sharesnew addition2025-09-302025-10-31 MS MORGAN STANLEY1.4K shares-7.99%2025-09-302025-10-31 VONG VANGUARD SCOTTSDALE FDS1.8K shares-8.27%2025-09-302025-10-31 VOX VANGUARD WORLD FD1.2K sharesnew addition2025-09-302025-10-31 LMT LOCKHEED MARTIN CORP433 sharesnew addition2025-09-302025-10-31 TLTW ISHARES TR9.2K shares-20.54%2025-09-302025-10-31 VIS VANGUARD WORLD FD705 shares-5.50%2025-09-302025-10-31 CTRA COTERRA ENERGY INC8.7K shares2.45%2025-09-302025-10-31 SNAP SNAP INC26.4K shares110.80%2025-09-302025-10-31 SCHC SCHWAB STRATEGIC TR4.5K shares-6.14%2025-09-302025-10-31 PGX INVESCO EXCH TRADED FD TR II11.8K shares1.11%2025-09-302025-10-31 SAN BANCO SANTANDER S.A.10.4K sharesnew addition2025-09-302025-10-31 NUV NUVEEN MUN VALUE FD INC10.0K shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available