Coyle Financial Counsel LLC Portfolio Holdings

Coyle Financial Counsel LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $284 Million distributed in 70 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 $43.8M, Vanguard Ftse Developed Market with a value of $40.7M, Fidelity Merrimack Str Tr Tota with a value of $22.2M, Vanguard Sht Term Corp Bd ETF with a value of $15.6M, and Invesco Qqq Trust, Series 1 with a value of $15.3M.

Examining the 13F form we can see an increase of $21.9M in the current position value, from $263M to 284M.

Coyle Financial Counsel LLC is based out at Glenview, IL

Below you can find more details about Coyle Financial Counsel LLC portfolio as well as his latest detailed transactions.