StockDriftsStockDriftsTop 50 Coordinated Financial Services, Inc./Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.63% | 29.3K | $16.5M | -6.00%(-1.87K) | — | 2025-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.91% | 9.1K | $5.1M | -11.86%(-1.23K) | — | 2025-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.7% | 12.8K | $3.5M | -2.59%(-341) | — | 2025-03-31 | |
| GOVT | ISHARES TR | 2.35% | 133.5K | $3.1M | +104.64%(+68.24K) | — | 2025-03-31 | |
| GLD | SPDR GOLD TR | 2.17% | 9.8K | $2.8M | +1.30%(+126) | — | 2025-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.16% | 100.9K | $2.8M | +205.69%(+67.90K) | — | 2025-03-31 | |
| VB | VANGUARD INDEX FDS | 2.05% | 12.1K | $2.7M | +3.65%(+425) | — | 2025-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1.76% | 48.9K | $2.3M | new | — | 2025-03-31 | |
| EFA | ISHARES TR | 1.74% | 27.8K | $2.3M | +1.43%(+392) | — | 2025-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 1.65% | 36.2K | $2.2M | new | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Coordinated Financial Services, Inc./Co reports $130.51M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.6%), SPY (3.9%) and VTI (2.7%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coordinated Financial Services, Inc./Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022906). View Coordinated Financial Services, Inc./Co’s 13F filings on SEC