The Analysis of Coyle Financial Counsel LLC's Holdings


Currently, Coyle Financial Counsel LLC holds 97 types of securities in its portfolio with a total value $433.8M. In the most recent quarter, they have increased their positions in FBND (+131.7K shares, valued at $6.1M), IVV (+7.1K shares, valued at $4.8M), IJH (+72.9K shares, valued at $4.8M); decreased their positions in CIEN (-13.3K shares, valued at $1.9M), VXUS (-6.8K shares, valued at $503.1K), RBA (-4.4K shares, valued at $478.8K); initiated new positions in FENI (+101.1K shares, valued at $3.6M), IIIV (+16.7K shares, valued at $541.2K), UPS (+5.8K shares, valued at $481.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR107.2K shares7.12%2025-09-302025-11-10history
VEA VANGUARD TAX-MANAGED FDS957.1K shares2.14%2025-09-302025-11-10history
FBND FIDELITY MERRIMACK STR TR735.7K shares21.81%2025-09-302025-11-10history
QQQ INVESCO QQQ TR43.5K shares4.91%2025-09-302025-11-10history
FRDM EA SERIES TRUST556.7K shares6.42%2025-09-302025-11-10history
VCSH VANGUARD SCOTTSDALE FDS291.7K shares12.79%2025-09-302025-11-10history
IJH ISHARES TR290.1K shares33.56%2025-09-302025-11-10history
VT VANGUARD INTL EQUITY INDEX F135.5K shares3.82%2025-09-302025-11-10history
Sponsored
VUSB VANGUARD BD INDEX FDS345.9K shares20.81%2025-09-302025-11-10history
VCIT VANGUARD SCOTTSDALE FDS173.2K shares17.13%2025-09-302025-11-10history
VOO VANGUARD INDEX FDS21.4K shares-0.69%2025-09-302025-11-10history
DFAI DIMENSIONAL ETF TRUST199.2K shares100.04%2025-09-302025-11-10history
VXUS VANGUARD STAR FDS86.5K shares-7.34%2025-09-302025-11-10history
VTI VANGUARD INDEX FDS16.7K shares-0.27%2025-09-302025-11-10history
NVDA NVIDIA CORPORATION28.7K shares3.31%2025-09-302025-11-10history
DFIC DIMENSIONAL ETF TRUST159.6K shares-7.62%2025-09-302025-11-10history
Sponsored
VXF VANGUARD INDEX FDS22.0K shares3.30%2025-09-302025-11-10history
AAPL APPLE INC15.3K shares9.11%2025-09-302025-11-10history
AMZN AMAZON COM INC16.3K shares12.10%2025-09-302025-11-10history
FENI FIDELITY COVINGTON TRUST101.1K sharesnew addition2025-09-302025-11-10history
MSFT MICROSOFT CORP6.6K shares20.04%2025-09-302025-11-10history
BIL SPDR SERIES TRUST34.7K shares2.41%2025-09-302025-11-10history
GOOG ALPHABET INC9.9K shares14.63%2025-09-302025-11-10history
SCZ ISHARES TR30.8K shares-10.03%2025-09-302025-11-10history
Sponsored
CRH CRH PLC19.7K shares-7.23%2025-09-302025-11-10history
AZO AUTOZONE INC524 shares-5.76%2025-09-302025-11-10history
CLH CLEAN HARBORS INC9.6K shares-6.20%2025-09-302025-11-10history
SGI SOMNIGROUP INTERNATIONAL INC25.4K shares-6.77%2025-09-302025-11-10history
SPY SPDR S&P 500 ETF TR3.1K shares-6.94%2025-09-302025-11-10history
VWO VANGUARD INTL EQUITY INDEX F34.9K shares6.60%2025-09-302025-11-10history
GOOGL ALPHABET INC7.5K shares5.65%2025-09-302025-11-10history
ABBV ABBVIE INC7.3K shares2.74%2025-09-302025-11-10history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR2.7K shares9.20%2025-09-302025-11-10history
LKQ LKQ CORP52.0K shares8.35%2025-09-302025-11-10history
CIEN CIENA CORP10.9K shares-54.97%2025-09-302025-11-10history
META META PLATFORMS INC2.1K shares26.82%2025-09-302025-11-10history
HQY HEALTHEQUITY INC15.4K shares97.53%2025-09-302025-11-10history
KEX KIRBY CORP17.4K shares-7.24%2025-09-302025-11-10history
MAS MASCO CORP19.1K shares-6.48%2025-09-302025-11-10history
PNFP PINNACLE FINL PARTNERS INC13.4K shares-6.79%2025-09-302025-11-10history
Sponsored
XLK SELECT SECTOR SPDR TR4.3K shares0.00%2025-09-302025-11-10history
AVGO BROADCOM INC3.6K shares16.19%2025-09-302025-11-10history
PGR PROGRESSIVE CORP4.3K shares-3.98%2025-09-302025-11-10history
AMCR AMCOR PLC124.4K shares-5.49%2025-09-302025-11-10history
DECK DECKERS OUTDOOR CORP9.5K shares102.38%2025-09-302025-11-10history
IWV ISHARES TR2.5K shares0.00%2025-09-302025-11-10history
BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares11.85%2025-09-302025-11-10history
JPM JPMORGAN CHASE & CO.2.9K shares30.99%2025-09-302025-11-10history
Sponsored
FANG DIAMONDBACK ENERGY INC6.5K shares-6.92%2025-09-302025-11-10history
ABT ABBOTT LABS6.4K shares6.32%2025-09-302025-11-10history
RBA RB GLOBAL INC7.5K shares-36.96%2025-09-302025-11-10history
GBIL GOLDMAN SACHS ETF TR8.0K shares-8.90%2025-09-302025-11-10history
BC BRUNSWICK CORP11.9K shares88.76%2025-09-302025-11-10history
ICSH ISHARES TR14.3K shares15.58%2025-09-302025-11-10history
MCD MCDONALDS CORP2.2K shares3.13%2025-09-302025-11-10history
CAT CATERPILLAR INC1.4K shares0.67%2025-09-302025-11-10history
Sponsored
AMH AMERICAN HOMES 4 RENT18.7K shares51.32%2025-09-302025-11-10history
HD HOME DEPOT INC1.4K shares16.69%2025-09-302025-11-10history
SGOV ISHARES TR5.8K shares24.52%2025-09-302025-11-10history
XLF SELECT SECTOR SPDR TR10.2K shares0.08%2025-09-302025-11-10history
IIIV I3 VERTICALS INC16.7K sharesnew addition2025-09-302025-11-10history
CRWD CROWDSTRIKE HLDGS INC1.0K shares0.00%2025-09-302025-11-10history
TSLA TESLA INC1.1K shares18.37%2025-09-302025-11-10history
BAC BANK AMERICA CORP9.4K shares1.19%2025-09-302025-11-10history
Sponsored
UPS UNITED PARCEL SERVICE INC5.8K sharesnew addition2025-09-302025-11-10history
PANW PALO ALTO NETWORKS INC2.3K shares54.01%2025-09-302025-11-10history
IVW ISHARES TR3.8K shares0.00%2025-09-302025-11-10history
KNX KNIGHT-SWIFT TRANSN HLDGS IN11.2K shares-5.80%2025-09-302025-11-10history
WMT WALMART INC3.9K shares2.71%2025-09-302025-11-10history
XLC SELECT SECTOR SPDR TR3.4K shares0.00%2025-09-302025-11-10history
V VISA INC1.2K sharesnew addition2025-09-302025-11-10history
BSX BOSTON SCIENTIFIC CORP4.0K shares27.06%2025-09-302025-11-10history
Sponsored
GE GE AEROSPACE1.2K shares14.26%2025-09-302025-11-10history
NFLX NETFLIX INC296 shares19.84%2025-09-302025-11-10history
CME CME GROUP INC1.2K shares14.14%2025-09-302025-11-10history
PINS PINTEREST INC10.0K shares5.83%2025-09-302025-11-10history
PFF ISHARES TR10.0K sharesnew addition2025-09-302025-11-10history
XLV SELECT SECTOR SPDR TR2.2K shares-0.23%2025-09-302025-11-10history
FMB FIRST TR EXCH TRADED FD III6.0K shares12.32%2025-09-302025-11-10history
UNP UNION PAC CORP1.3K shares6.03%2025-09-302025-11-10history
Sponsored
MA MASTERCARD INCORPORATED528 shares13.06%2025-09-302025-11-10history
GEV GE VERNOVA INC477 shares15.78%2025-09-302025-11-10history
PWR QUANTA SVCS INC681 sharesnew addition2025-09-302025-11-10history
RTX CORPORATION RTX CORPORATION1.7K sharesnew addition2025-09-302025-11-10history
COKE COCA COLA CONS INC2.3K shares0.21%2025-09-302025-11-10history
MCK MCKESSON CORP353 sharesnew addition2025-09-302025-11-10history
JNJ JOHNSON & JOHNSON1.4K shares-2.01%2025-09-302025-11-10history
TJX TJX COS INC NEW1.7K sharesnew addition2025-09-302025-11-10history
Sponsored
QCOM QUALCOMM INC1.4K shares9.16%2025-09-302025-11-10history
NOW SERVICENOW INC257 sharesnew addition2025-09-302025-11-10history
PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-10history
CVX CHEVRON CORP NEW1.5K sharesnew addition2025-09-302025-11-10history
LLY ELI LILLY & CO293 shares3.53%2025-09-302025-11-10history
C CITIGROUP INC2.2K sharesnew addition2025-09-302025-11-10history
CAH CARDINAL HEALTH INC1.4K shares1.49%2025-09-302025-11-10history
SBUX STARBUCKS CORP2.5K shares10.18%2025-09-302025-11-10history
Sponsored
RGA REINSURANCE GRP OF AMERICA I1.1K sharesnew addition2025-09-302025-11-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available