Coordinated Financial Services, Inc. Portfolio Holdings
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
Coordinated Financial Services, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $17.5B, Spdr S&P 500 ETF Trust with a value of $5.53B, Vanguard Total Stock Market Et with a value of $3.7B, Ishares U.S. Treasury Bond ETF with a value of $3B, and Vanguard Small Cap ETF with a value of $2.84B.
Examining the 13F form we can see an increase of $128B in the current position value.
Coordinated Financial Services, Inc. is based out at Denver, CO
Below you can find more details about Coordinated Financial Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 135
- Current Value $128 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 135 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks