Copley Financial Group, Inc. Top Holdings and 13F Report (2024) About Copley Financial Group, Inc.Investment ActivityCopley Financial Group, Inc. has $110.06 million in total holdings as of September 30, 2024.Copley Financial Group, Inc. owns shares of 216 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio Aggregate Bond ETF $14,335,176Main Sector Rotation ETF $10,775,240SPDR Gold MiniShares Trust $7,229,649Pacer US Cash Cows 100 ETF $6,110,663VanEck Morningstar Wide Moat ETF $4,257,074 Sector AllocationMap of 500 Largest Holdings ofCopley Financial Group, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPABSPDR Portfolio Aggregate Bond ETF$14,335,176548,40013.0%ETFSECTMain Sector Rotation ETF$10,775,240200,3959.8%ETFGLDMSPDR Gold MiniShares Trust$7,229,649138,6856.6%FinanceCOWZPacer US Cash Cows 100 ETF$6,110,663105,6665.6%ETFMOATVanEck Morningstar Wide Moat ETF$4,257,07443,9103.9%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$3,752,16892,0103.4%ETFGSYInvesco Ultra Short Duration ETF$3,730,18074,3363.4%ETFIGTRInnovator Gradient Tactical Rotation Strategy ETF$3,499,815123,6023.2%ETFRAAXVanEck Inflation Allocation ETF$3,470,935119,9363.2%ETFCALFPacer US Small Cap Cash Cows 100 ETF$2,465,93253,0082.2%ETFECOWPacer Emerging Markets Cash Cows 100 ETF$2,202,665100,7492.0%ETFSIVRAberdeen Standard Physical Silver Shares ETF$2,114,57171,0781.9%ETFPPLTAberdeen Standard Physical Platinum Shares ETF$1,862,09320,7361.7%ETFBUYWMain BuyWrite ETF$1,464,787105,0781.3%ETFGOOGAlphabet$961,5105,7510.9%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$890,18713,1860.8%ETFMSFTMicrosoft$831,7701,9330.8%Computer and TechnologyCVXChevron$813,8965,5270.7%Oils/EnergyCATCaterpillar$799,8402,0450.7%Industrial ProductsUNHUnitedHealth Group$786,3951,3450.7%MedicalAAPLApple$746,0663,2020.7%Computer and TechnologySBUXStarbucks$738,6827,5770.7%Retail/WholesaleAMZNAmazon.com$705,4463,7860.6%Retail/WholesaleMDTMedtronic$693,7717,7060.6%MedicalNEENextEra Energy$686,0458,1160.6%UtilitiesMCDMcDonald's$683,9302,2460.6%Retail/WholesaleNVDANVIDIA$676,4215,5700.6%Computer and TechnologyJNJJohnson & Johnson$676,3844,1740.6%MedicalJPMJPMorgan Chase & Co.$670,0583,1780.6%FinanceKOCoca-Cola$668,8739,3080.6%Consumer StaplesPGProcter & Gamble$667,5133,8540.6%Consumer StaplesEXRExtra Space Storage$659,4953,6600.6%FinanceABTAbbott Laboratories$647,6905,6810.6%MedicalMSMorgan Stanley$640,9726,1490.6%FinanceGSThe Goldman Sachs Group$635,2261,2830.6%FinanceVVisa$615,8882,2400.6%Business ServicesHDHome Depot$606,8081,4980.6%Retail/WholesaleMETAMeta Platforms$589,2041,0290.5%Computer and TechnologyPFEPfizer$576,57219,9230.5%MedicalKVUEKenvue$569,16024,6070.5%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$556,1856,0580.5%ETFQQQInvesco QQQ$550,0441,1270.5%FinanceBACBank of America$549,92513,8590.5%FinanceORCLOracle$546,3033,2060.5%Computer and TechnologyXELXcel Energy$531,8038,1440.5%UtilitiesSLBSchlumberger$515,14612,2800.5%Oils/EnergyRTXRTX$512,7494,2320.5%AerospaceBXBlackstone$509,1063,3250.5%FinanceCAHCardinal Health$506,7344,5850.5%MedicalBALLBall$503,6207,4160.5%Industrial ProductsSHWSherwin-Williams$499,2251,3080.5%Basic MaterialsABBVAbbVie$488,7632,4750.4%MedicalARESAres Management$487,3123,1270.4%FinanceIPGInterpublic Group of Companies$485,39415,3460.4%Business ServicesNYTNew York Times$484,6638,7060.4%Consumer StaplesAMTAmerican Tower$484,4352,0830.4%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$482,64612,8500.4%ETFSYYSysco$479,5226,1430.4%Consumer StaplesNOCNorthrop Grumman$479,4889080.4%AerospaceICEIntercontinental Exchange$478,3862,9780.4%FinanceACNAccenture$473,3101,3390.4%Computer and TechnologyAXPAmerican Express$472,7021,7430.4%FinanceCBChubb$470,6521,6320.4%FinanceAMPAmeriprise Financial$466,5229930.4%FinanceSIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$465,09115,8190.4%ETFCRMSalesforce$463,3911,6930.4%Computer and TechnologyXOMExxon Mobil$461,4553,9370.4%Oils/EnergyBDXBecton, Dickinson and Company$457,1261,8960.4%MedicalSTZConstellation Brands$455,3381,7670.4%Consumer StaplesHONHoneywell International$454,1422,1970.4%Multi-Sector ConglomeratesWENWendy's$451,12225,7490.4%Retail/WholesaleLHXL3Harris Technologies$448,8611,8870.4%AerospaceCIThe Cigna Group$432,7041,2490.4%MedicalAMGNAmgen$426,0281,3220.4%MedicalAREAlexandria Real Estate Equities$420,3753,5400.4%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$409,0307,7380.4%ETFAVGOBroadcom$379,1552,1980.3%Computer and TechnologyMOOVanEck Agribusiness ETF$322,5784,2720.3%ETFBRK.BBerkshire Hathaway$318,4996920.3%FinanceTMATMain Thematic Innovation ETF$318,35217,9050.3%ETFWMTWalmart$302,5713,7470.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$283,4293,3530.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$277,5362,6640.3%ETFEFAiShares MSCI EAFE ETF$273,8053,2740.2%FinancePFEBInnovator U.S. Equity Power Buffer ETF - February$264,8947,3500.2%ETFPSFFPacer Swan SOS Fund of Funds ETF$263,2019,1580.2%ETFPSMJPacer Swan SOS Moderate (July) ETF$258,9399,2710.2%ETFSMOTVanEck Morningstar SMID Moat ETF$257,5067,3510.2%ETFPYPLPayPal$249,4623,1970.2%Computer and TechnologyTGTTarget$249,2201,5990.2%Retail/WholesaleLOWLowe's Companies$247,2869130.2%Retail/WholesaleJ P MORGAN EXCHANGE TRADED F$233,2493,8150.2%HEDGED EQUITY LADSIiShares MSCI KLD 400 Social ETF$229,4382,1090.2%ETFQUALiShares MSCI USA Quality Factor ETF$214,8011,1980.2%ETFURIUnited Rentals$207,2912560.2%ConstructionVOOVanguard S&P 500 ETF$144,5812740.1%ETFQCOMQUALCOMM$141,3128310.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$132,4551,5970.1%ETFDOCTFT Vest U.S. Equity Deep Buffer ETF - October$125,2463,2090.1%ETFNREFNexPoint Real Estate Finance$104,0026,6540.1%FinanceShowing 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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