Coordinated Financial Services, Inc. Top Holdings and 13F Report (2025) About Coordinated Financial Services, Inc.Investment ActivityCoordinated Financial Services, Inc. has $128.22 million in total holdings as of December 31, 2024.Coordinated Financial Services, Inc. owns shares of 135 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $17,483,182SPDR S&P 500 ETF Trust $5,529,844Vanguard Total Stock Market ETF $3,703,598iShares U.S. Treasury Bond ETF $3,001,686Vanguard Small-Cap ETF $2,835,537 Sector AllocationMap of 500 Largest Holdings ofCoordinated Financial Services, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$17,483,18229,69913.6%ETFSPYSPDR S&P 500 ETF Trust$5,529,8449,4354.3%FinanceVTIVanguard Total Stock Market ETF$3,703,59812,7792.9%ETFGOVTiShares U.S. Treasury Bond ETF$3,001,686130,6222.3%ETFVBVanguard Small-Cap ETF$2,835,53711,8012.2%ETFSCHDSchwab US Dividend Equity ETF$2,798,986102,4522.2%ETFAAPLApple$2,464,9159,8431.9%Computer and TechnologyGLDSPDR Gold Shares$2,347,2089,6941.8%FinanceQQQInvesco QQQ$2,326,0524,5501.8%FinanceEFAiShares MSCI EAFE ETF$2,157,94128,5401.7%FinanceVYMVanguard High Dividend Yield ETF$1,981,82715,5331.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,799,44216,8421.4%FinanceMSFTMicrosoft$1,794,9314,2581.4%Computer and TechnologyAMZNAmazon.com$1,788,0298,1501.4%Retail/WholesaleMBBiShares MBS ETF$1,684,00618,3681.3%ETFNVDANVIDIA$1,656,22712,3331.3%Computer and TechnologyBRK.BBerkshire Hathaway$1,629,5423,5951.3%FinanceVXUSVanguard Total International Stock ETF$1,574,85926,7241.2%ETFJEPIJPMorgan Equity Premium Income ETF$1,549,37126,9321.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,501,07324,0901.2%ETFIWMiShares Russell 2000 ETF$1,437,7956,5071.1%FinanceWMTWalmart$1,435,71015,8911.1%Retail/WholesaleVVisa$1,385,4444,3841.1%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$1,379,30510,7241.1%ETFVOVanguard Mid-Cap ETF$1,349,9035,1111.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,316,95525,4731.0%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$1,277,98515,9211.0%ETFIEFAiShares Core MSCI EAFE ETF$1,266,69618,0241.0%ETFIUSGiShares Core S&P U.S. Growth ETF$1,224,8918,7901.0%ManufacturingCOSTCostco Wholesale$1,216,4951,3280.9%Retail/WholesaleBANK AMERICA CORP$1,186,4129730.9%7.25%CNV PFD LVNQVanguard Real Estate ETF$1,165,66113,0860.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,126,81849,6400.9%ETFIJRiShares Core S&P Small-Cap ETF$1,060,2489,2020.8%ETFVBRVanguard Small-Cap Value ETF$1,022,9625,1620.8%ETFHDHome Depot$1,000,6392,5720.8%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$989,1735,6450.8%ETFAVGOBroadcom$981,5124,2340.8%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$958,58015,4510.7%HEDGED EQUITY LASPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$934,85628,5370.7%ETFQUALiShares MSCI USA Quality Factor ETF$913,4005,1290.7%ETFJCPBJPMorgan Core Plus Bond ETF$890,25719,3240.7%ETFXLVHealth Care Select Sector SPDR Fund$880,8296,4030.7%ETFMETAMeta Platforms$875,4001,4950.7%Computer and TechnologyGDXVanEck Gold Miners ETF$865,82325,5330.7%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$807,88414,3290.6%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$782,67940,2820.6%ETFTMUST-Mobile US$765,8013,4690.6%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$756,76036,6470.6%ETFWFC.PLWells Fargo & Co. Pfd. Series L$747,8366260.6%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$737,38037,8530.6%ETFBNDVanguard Total Bond Market ETF$735,66810,2300.6%ETFBXBlackstone$735,1134,2640.6%FinanceJPMJPMorgan Chase & Co.$713,8542,9780.6%FinanceSPLGSPDR Portfolio S&P 500 ETF$681,8799,8910.5%ETFIUSViShares Core S&P U.S. Value ETF$663,2877,1640.5%ManufacturingBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$630,5346,8960.5%ETFSYKStryker$629,2751,7480.5%MedicalSCHFSchwab International Equity ETF$624,52533,7580.5%ETFVBKVanguard Small-Cap Growth ETF$611,0302,1820.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$609,60511,6740.5%ETFIUSBiShares Core Total USD Bond Market ETF$598,22213,2350.5%ManufacturingSMOTVanEck Morningstar SMID Moat ETF$570,52516,5510.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$559,12910,9330.4%ETFCOWZPacer US Cash Cows 100 ETF$557,7239,8750.4%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$555,12522,7740.4%ETFGOOGLAlphabet$552,4212,9180.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$550,0287,0510.4%ETFFTECFidelity MSCI Information Technology Index ETF$542,0992,9320.4%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$537,57432,8390.4%ManufacturingIWFiShares Russell 1000 Growth ETF$528,0171,3150.4%ETFRTXRTX$523,9324,5280.4%AerospaceVUGVanguard Growth ETF$522,3351,2730.4%ETFXOMExxon Mobil$501,8654,6650.4%EnergyBSCSInvesco BulletShares 2028 Corporate Bond ETF$499,21724,8000.4%ETFVTVVanguard Value ETF$497,5002,9390.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$491,18814,3920.4%ETFBSVVanguard Short-Term Bond ETF$485,7166,2860.4%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$478,23429,7970.4%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$473,62516,9880.4%ETFJPSTJPMorgan Ultra-Short Income ETF$473,4789,4000.4%ETFAPOApollo Global Management$472,6782,8620.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$437,6254,9790.3%ETFDSIiShares ESG MSCI KLD 400 ETF$436,1493,9560.3%ETFLQDWiShares Investment Grade Corporate Bond BuyWrite Strategy ETF$414,54115,7800.3%ETFJQUAJPMorgan US Quality Factor ETF$412,3447,2000.3%ETFIVEiShares S&P 500 Value ETF$407,1472,1330.3%ETFXLFFinancial Select Sector SPDR Fund$403,9868,3590.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$403,46510,8690.3%ETFXLKTechnology Select Sector SPDR Fund$396,4221,7050.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$396,33214,2210.3%ETFPLDPrologis$391,3853,7030.3%FinanceSOFISoFi Technologies$386,54025,1000.3%FinanceTLTiShares 20+ Year Treasury Bond ETF$379,7114,3480.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$364,99015,1700.3%ETFITAiShares U.S. Aerospace & Defense ETF$364,9202,5110.3%ETFHONHoneywell International$360,7681,5970.3%Multi-Sector ConglomeratesXLEEnergy Select Sector SPDR Fund$357,2704,1710.3%ETFCVXChevron$344,0022,3750.3%EnergyVWOVanguard FTSE Emerging Markets ETF$342,4437,7760.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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