The Analysis of Copley Financial Group, Inc.'s Holdings
Currently, Copley Financial Group, Inc. holds 105 types of securities in its portfolio with a total value $146.2M. In the most recent quarter, they have increased their positions in UYLD (+36.3K shares, valued at $1.9M), PSFF (+50.5K shares, valued at $1.6M), NREF (+75.9K shares, valued at $1.1M); decreased their positions in GLDM (-10.0K shares, valued at $762.2K), N/A (-21.6K shares, valued at $569.4K), SECT (-6.2K shares, valued at $388.6K); initiated new positions in UYLD (+36.3K shares, valued at $1.9M), WELL (+2.6K shares, valued at $464.4K), DIS (+4.0K shares, valued at $462.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SECT NORTHERN LTS FD TR IV295.5K shares-2.04%2025-09-302025-11-18
SPAB SPDR SERIES TRUST492.8K shares-2.53%2025-09-302025-11-18 COWZ PACER FDS TR188.8K shares2.45%2025-09-302025-11-18 PSFF PACER FDS TR292.6K shares20.85%2025-09-302025-11-18 ECOW PACER FDS TR351.8K shares6.36%2025-09-302025-11-18 GLDM WORLD GOLD TR108.6K shares-8.41%2025-09-302025-11-18 MOAT VANECK ETF TRUST73.7K shares0.74%2025-09-302025-11-18 RAAX VANECK ETF TRUST198.8K shares2.59%2025-09-302025-11-18 SIVR ABRDN SILVER ETF TRUST101.9K shares19.49%2025-09-302025-11-18 BUYW NORTHERN LTS FD TR IV200.1K shares10.26%2025-09-302025-11-18 GSY INVESCO ACTIVELY MANAGED EXC37.0K shares-7.14%2025-09-302025-11-18 UYLD ANGEL OAK FUNDS TRUST36.3K sharesnew addition2025-09-302025-11-18 BIL SPDR SERIES TRUST20.1K shares10.04%2025-09-302025-11-18 PALL ABRDN PALLADIUM ETF TRUST16.0K shares59.05%2025-09-302025-11-18 CAT CATERPILLAR INC3.8K shares0.00%2025-09-302025-11-18 LMT LOCKHEED MARTIN CORP3.4K shares0.00%2025-09-302025-11-18 NREF NEXPOINT REAL ESTATE FIN INC113.8K shares200.23%2025-09-302025-11-18 QQQ INVESCO QQQ TR2.5K shares16.30%2025-09-302025-11-18 MSFT MICROSOFT CORP2.8K shares-6.58%2025-09-302025-11-18 GOOG ALPHABET INC4.6K shares-7.01%2025-09-302025-11-18 NVDA NVIDIA CORPORATION5.8K shares-2.58%2025-09-302025-11-18 CVX CHEVRON CORP NEW6.5K shares0.56%2025-09-302025-11-18 SPYM SPDR SERIES TRUST11.5K shares-7.37%2025-09-302025-11-18 JPM JPMORGAN CHASE & CO.2.8K shares-9.39%2025-09-302025-11-18 AVGO BROADCOM INC2.5K shares-6.08%2025-09-302025-11-18 JNJ JOHNSON & JOHNSON4.4K shares-2.90%2025-09-302025-11-18 AMZN AMAZON COM INC3.5K shares-3.69%2025-09-302025-11-18 AAPL APPLE INC2.8K shares-4.06%2025-09-302025-11-18 MS MORGAN STANLEY4.4K shares-8.49%2025-09-302025-11-18 TMAT NORTHERN LTS FD TR IV25.3K shares-10.52%2025-09-302025-11-18 SPYV SPDR SERIES TRUST12.0K shares-3.20%2025-09-302025-11-18 GS GOLDMAN SACHS GROUP INC820 shares-17.17%2025-09-302025-11-18 UNH UNITEDHEALTH GROUP INC1.8K shares35.56%2025-09-302025-11-18 MDT MEDTRONIC PLC6.7K shares-4.47%2025-09-302025-11-18 META META PLATFORMS INC862 shares-3.36%2025-09-302025-11-18 V VISA INC1.9K shares-6.89%2025-09-302025-11-18 GD GENERAL DYNAMICS CORP1.8K shares0.00%2025-09-302025-11-18 BAC BANK AMERICA CORP11.5K shares-5.78%2025-09-302025-11-18 ETN EATON CORP PLC1.6K shares161.36%2025-09-302025-11-18 ABT ABBOTT LABS4.3K shares-8.26%2025-09-302025-11-18 HD HOME DEPOT INC1.4K shares-0.29%2025-09-302025-11-18 MCD MCDONALDS CORP1.8K shares-2.93%2025-09-302025-11-18 NEE NEXTERA ENERGY INC7.3K shares-2.03%2025-09-302025-11-18 WMT WALMART INC5.4K shares-13.63%2025-09-302025-11-18 KO COCA COLA CO8.1K shares-3.94%2025-09-302025-11-18 MOO VANECK ETF TRUST7.3K shares-5.94%2025-09-302025-11-18 ORCL ORACLE CORP1.9K shares-18.42%2025-09-302025-11-18 PG PROCTER AND GAMBLE CO3.3K shares0.15%2025-09-302025-11-18 ABBV ABBVIE INC2.1K shares-4.67%2025-09-302025-11-18 LHX L3HARRIS TECHNOLOGIES INC1.6K shares-7.88%2025-09-302025-11-18 RTX RTX CORPORATION2.8K shares-18.11%2025-09-302025-11-18 GBIL GOLDMAN SACHS ETF TR4.7K shares-1.54%2025-09-302025-11-18 WELL WELLTOWER INC2.6K sharesnew addition2025-09-302025-11-18 DIS DISNEY WALT CO4.0K sharesnew addition2025-09-302025-11-18 NOC NORTHROP GRUMMAN CORP753 shares-4.20%2025-09-302025-11-18 MO ALTRIA GROUP INC6.8K sharesnew addition2025-09-302025-11-18 SPYG SPDR SERIES TRUST4.2K shares-20.66%2025-09-302025-11-18 USB US BANCORP DEL9.0K sharesnew addition2025-09-302025-11-18 AEP AMERICAN ELEC PWR CO INC3.8K sharesnew addition2025-09-302025-11-18 KMI KINDER MORGAN INC DEL15.0K sharesnew addition2025-09-302025-11-18 ALL ALLSTATE CORP2.0K shares12.49%2025-09-302025-11-18 SJM SMUCKER J M CO3.9K sharesnew addition2025-09-302025-11-18 XOM EXXON MOBIL CORP3.7K shares-0.37%2025-09-302025-11-18 ROK ROCKWELL AUTOMATION INC1.2K sharesnew addition2025-09-302025-11-18 PZZA PAPA JOHNS INTL INC8.4K sharesnew addition2025-09-302025-11-18 ICE INTERCONTINENTAL EXCHANGE IN2.4K shares-6.65%2025-09-302025-11-18 PRU PRUDENTIAL FINL INC3.9K sharesnew addition2025-09-302025-11-18 CME CME GROUP INC1.5K sharesnew addition2025-09-302025-11-18 T AT&T INC13.9K shares4.05%2025-09-302025-11-18 AMGN AMGEN INC1.4K shares-3.20%2025-09-302025-11-18 MOS MOSAIC CO NEW11.2K sharesnew addition2025-09-302025-11-18 GIS GENERAL MLS INC7.7K sharesnew addition2025-09-302025-11-18 IBM INTERNATIONAL BUSINESS MACHS1.4K sharesnew addition2025-09-302025-11-18 WFC WELLS FARGO CO NEW4.6K sharesnew addition2025-09-302025-11-18 HON HONEYWELL INTL INC1.8K shares-5.01%2025-09-302025-11-18 VOO VANGUARD INDEX FDS623 shares36.62%2025-09-302025-11-18 XYLD GLOBAL X FDS9.7K sharesnew addition2025-09-302025-11-18 SMOT VANECK ETF TRUST10.3K shares-23.79%2025-09-302025-11-18 MCO MOODYS CORP762 sharesnew addition2025-09-302025-11-18 BALL BALL CORP7.1K shares-0.45%2025-09-302025-11-18 BRK.B BERKSHIRE HATHAWAY INC DEL705 shares-0.98%2025-09-302025-11-18 TXN TEXAS INSTRS INC1.9K sharesnew addition2025-09-302025-11-18 AVY AVERY DENNISON CORP2.1K shares-0.05%2025-09-302025-11-18 SPDW SPDR INDEX SHS FDS7.7K shares-7.05%2025-09-302025-11-18 ACN ACCENTURE PLC IRELAND1.3K shares11.39%2025-09-302025-11-18 AVDE AMERICAN CENTY ETF TR4.1K shares2.07%2025-09-302025-11-18 EFA ISHARES TR3.3K shares-16.68%2025-09-302025-11-18 SCHG SCHWAB STRATEGIC TR9.5K shares2.43%2025-09-302025-11-18 PSMJ PACER FDS TR9.2K shares-0.30%2025-09-302025-11-18 SCHD SCHWAB STRATEGIC TR10.3K shares-5.65%2025-09-302025-11-18 SEPU AIM ETF PRODUCTS TRUST9.4K sharesnew addition2025-09-302025-11-18 GLD SPDR GOLD TR744 sharesnew addition2025-09-302025-11-18 AVEM AMERICAN CENTY ETF TR3.4K shares-1.77%2025-09-302025-11-18 RECS COLUMBIA ETF TR I6.4K shares-4.40%2025-09-302025-11-18 APH AMPHENOL CORP NEW1.9K sharesnew addition2025-09-302025-11-18 URI UNITED RENTALS INC232 sharesnew addition2025-09-302025-11-18 LOW LOWES COS INC876 shares-3.74%2025-09-302025-11-18 LRCX LAM RESEARCH CORP1.6K sharesnew addition2025-09-302025-11-18 QYLD GLOBAL X FDS12.3K sharesnew addition2025-09-302025-11-18 VOD VODAFONE GROUP PLC NEW17.9K shares3.10%2025-09-302025-11-18 PANW PALO ALTO NETWORKS INC1.0K shares-2.50%2025-09-302025-11-18 MGA MAGNA INTL INC4.2K sharesnew addition2025-09-302025-11-18 RYLD GLOBAL X FDS10.4K sharesnew addition2025-09-302025-11-18 LBTYA LIBERTY GLOBAL LTD12.8K shares7.84%2025-09-302025-11-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available