Coordinated Financial Services, Inc./CO
CIK 2022906 · Ver em SEC EDGAR ↗
- Valor do portfólio
- $130.5M
- Posições
- 137
- Em
- 31 de Março de 2025 Dados em Q1 2025
#7.809 de 9.443 por valor 13F · top 82.7%
- Peso das 10 principais posições
- 33,12%
- Peso das 25 principais posições
- 52,06%
- Posições acima de 1%
- 28
- Número efetivo de posições
- 38,3
Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)
- Novas posições
- 137
- Aumentou
- 0
- Diminuído
- 0
- Fechado
- 0
Nesta página
Distribuição setorial
Technology
4,7%
Retail
4,4%
Financial Services
2,7%
Communication Services
1,2%
Energy
1,1%
Industrials
1,1%
Healthcare
0,9%
Financials
0,7%
Telecommunication
0,5%
Real Estate
0,3%
Logistics & Transportation
0,3%
Consumer products
0,2%
Outros/Não mapeado
82,0%
Portfólio completo 137 posições
| Tipo | Sequência | Tendência de 8T | |||||
|---|---|---|---|---|---|---|---|
| IVV | $16.484.020 | 12,63% | 29.336 | Alta ×1 | |||
| SPY SPY | $5.098.603 | 3,91% | 9.115 | Alta ×1 | |||
| VTI | $3.525.136 | 2,70% | 12.826 | Alta ×1 | |||
| GOVT | $3.067.455 | 2,35% | 133.455 | Alta ×1 | |||
| GLD | $2.826.365 | 2,17% | 9.809 | Alta ×1 | |||
| SCHD | $2.821.397 | 2,16% | 100.908 | Alta ×1 | |||
| VB | $2.676.223 | 2,05% | 12.069 | Alta ×1 | |||
| JCPB | $2.301.432 | 1,76% | 48.925 | Alta ×1 | |||
| EFA | $2.270.085 | 1,74% | 27.775 | Alta ×1 | |||
| HELO | $2.159.282 | 1,65% | 36.181 | Alta ×1 | |||
| AAPL Apple Inc. - Common Stock | $2.040.072 | 1,56% | 9.184 | Alta ×1 | |||
| VYM | $1.991.474 | 1,53% | 15.443 | Alta ×1 | |||
| LQD | $1.954.387 | 1,50% | 17.981 | Alta ×1 | |||
| BRKB | $1.880.007 | 1,44% | 3.530 | Alta ×1 | |||
| MBB iShares MBS ETF | $1.759.309 | 1,35% | 18.760 | Alta ×1 | |||
| VXUS Vanguard Total International Stock ETF | $1.670.779 | 1,28% | 26.905 | Alta ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1.668.292 | 1,28% | 3.558 | Alta ×1 | |||
| JEPI | $1.627.706 | 1,25% | 28.486 | Alta ×1 | |||
| V Visa Inc. | $1.557.601 | 1,19% | 4.444 | Alta ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1.538.780 | 1,18% | 4.099 | Alta ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1.514.089 | 1,16% | 7.958 | Alta ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1.395.862 | 1,07% | 26.654 | Alta ×1 | |||
| WMT Walmart Inc. - Common Stock | $1.391.259 | 1,07% | 15.848 | Alta ×1 | |||
| IEFA | $1.374.754 | 1,05% | 18.173 | Alta ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1.357.158 | 1,04% | 12.522 | Alta ×1 | |||
| SCHZ | $1.319.919 | 1,01% | 56.991 | Alta ×1 | |||
| ITOT | $1.308.529 | 1,00% | 10.725 | Alta ×1 | |||
| VO | $1.304.048 | 1,00% | 5.042 | Alta ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1.291.740 | 0,99% | 15.799 | Alta ×1 | |||
| IJH | $1.290.427 | 0,99% | 22.115 | Alta ×1 | |||
| BACPRL | $1.279.075 | 0,98% | 1.036 | Alta ×1 | |||
| VNQ | $1.220.624 | 0,94% | 13.482 | Alta ×1 | |||
| IWM | $1.210.754 | 0,93% | 6.069 | Alta ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1.197.749 | 0,92% | 1.266 | Alta ×1 | |||
| RSP | $1.063.805 | 0,82% | 6.141 | Alta ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $1.054.942 | 0,81% | 8.301 | Alta ×1 | |||
| GDX GDX | $1.036.989 | 0,79% | 22.558 | Alta ×1 | |||
| SPIB | $1.010.373 | 0,77% | 30.396 | Alta ×1 | |||
| VBR | $999.672 | 0,77% | 5.366 | Alta ×1 | |||
| IJR | $992.061 | 0,76% | 9.487 | Alta ×1 | |||
| BND Vanguard Total Bond Market ETF | $978.233 | 0,75% | 13.318 | Alta ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $964.918 | 0,74% | 2.633 | Alta ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $934.437 | 0,72% | 47.700 | Alta ×1 | |||
| QUAL | $921.816 | 0,71% | 5.394 | Alta ×1 | |||
| XLV XLV | $855.990 | 0,66% | 5.863 | Alta ×1 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $843.458 | 0,65% | 16.289 | Alta ×1 | |||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $832.359 | 0,64% | 42.729 | Alta ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $822.100 | 0,63% | 1.426 | Alta ×1 | |||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $783.259 | 0,60% | 47.213 | Alta ×1 | |||
| WFCPRL | $770.912 | 0,59% | 642 | Alta ×1 | |||
| SCHF | $758.763 | 0,58% | 38.360 | Alta ×1 | |||
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | $753.078 | 0,58% | 36.416 | Alta ×1 | |||
| IEMG | $720.380 | 0,55% | 13.348 | Alta ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $694.247 | 0,53% | 34.115 | Alta ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $690.906 | 0,53% | 2.590 | Alta ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $687.974 | 0,53% | 4.109 | Alta ×1 | |||
| BX Blackstone Inc. Common Stock | $683.084 | 0,52% | 4.887 | Alta ×1 | |||
| IUSV iShares Core S&P U.S. Value ETF | $679.114 | 0,52% | 7.358 | Alta ×1 | |||
| SPYV | $678.529 | 0,52% | 13.286 | Alta ×1 | |||
| JPST | $673.379 | 0,52% | 13.300 | Alta ×1 | |||
| BSV | $666.737 | 0,51% | 8.517 | Alta ×1 | |||
| SYK Stryker Corporation Common Stock | $658.952 | 0,50% | 1.770 | Alta ×1 | |||
| SPYM | $652.040 | 0,50% | 9.915 | Alta ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $601.199 | 0,46% | 2.451 | Alta ×1 | |||
| BIL | $599.272 | 0,46% | 6.533 | Alta ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $593.603 | 0,45% | 12.882 | Alta ×1 | |||
| VBK | $570.367 | 0,44% | 2.265 | Alta ×1 | |||
| SCHJ | $567.662 | 0,43% | 23.038 | Alta ×1 | |||
| FTEC | $567.206 | 0,43% | 3.517 | Alta ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $559.728 | 0,43% | 7.091 | Alta ×1 | |||
| SMOT | $557.408 | 0,43% | 16.999 | Alta ×1 | |||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $552.348 | 0,42% | 27.116 | Alta ×1 | |||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $549.254 | 0,42% | 33.676 | Alta ×1 | |||
| COWZ | $546.340 | 0,42% | 9.977 | Alta ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $530.661 | 0,41% | 4.462 | Alta ×1 | |||
| SPDW | $524.001 | 0,40% | 14.392 | Alta ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $508.972 | 0,39% | 16.563 | Alta ×1 | |||
| VTV | $495.006 | 0,38% | 2.866 | Alta ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $491.967 | 0,38% | 3.181 | Alta ×1 | |||
| RTX RTX Corporation Common Stock | $490.767 | 0,38% | 3.705 | Alta ×1 | |||
| SCHO | $469.762 | 0,36% | 19.300 | Alta ×1 | |||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $466.416 | 0,36% | 25.171 | Alta ×1 | |||
| SPTI | $463.139 | 0,35% | 16.205 | Alta ×1 | |||
| XLE XLE | $456.888 | 0,35% | 4.889 | Alta ×1 | |||
| IVE | $449.769 | 0,34% | 2.360 | Alta ×1 | |||
| PLD Prologis, Inc. Common Stock | $423.523 | 0,32% | 3.789 | Alta ×1 | |||
| JBND JPMorgan Active Bond ETF | $420.186 | 0,32% | 7.851 | Alta ×1 | |||
| LQDW | $416.155 | 0,32% | 15.830 | Alta ×1 | |||
| DSI | $405.134 | 0,31% | 3.956 | Alta ×1 | |||
| HON Honeywell International Inc. - Common Stock | $398.148 | 0,31% | 1.880 | Alta ×1 | |||
| CVX Chevron Corporation Common Stock | $398.103 | 0,31% | 2.380 | Alta ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $396.692 | 0,30% | 3.607 | Alta ×1 | |||
| IQLT | $395.678 | 0,30% | 9.969 | Alta ×1 | |||
| IWF | $393.533 | 0,30% | 1.090 | Alta ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $388.055 | 0,30% | 8.290 | Alta ×1 | |||
| XLF XLF | $387.012 | 0,30% | 7.770 | Alta ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $382.759 | 0,29% | 701 | Alta ×1 | |||
| JQUA | $372.702 | 0,29% | 6.600 | Alta ×1 | |||
| VWO | $370.333 | 0,28% | 8.182 | Alta ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $358.931 | 0,28% | 3.943 | Alta ×1 | |||
| Sem correspondências | |||||||
Maiores novas apostas
Novas posições abertas neste trimestre, maiores primeiro.
| Título | Valor | Ações | % do portfólio |
|---|---|---|---|
| IVV | $16.484.020 | 29.336 | 12,63% |
| SPY | $5.098.603 | 9.115 | 3,91% |
| VTI | $3.525.136 | 12.826 | 2,70% |
| GOVT | $3.067.455 | 133.455 | 2,35% |
| GLD | $2.826.365 | 9.809 | 2,17% |
| SCHD | $2.821.397 | 100.908 | 2,16% |
| VB | $2.676.223 | 12.069 | 2,05% |
| JCPB | $2.301.432 | 48.925 | 1,76% |
| EFA | $2.270.085 | 27.775 | 1,74% |
| HELO | $2.159.282 | 36.181 | 1,65% |
| AAPL | $2.040.072 | 9.184 | 1,56% |
| VYM | $1.991.474 | 15.443 | 1,53% |
| LQD | $1.954.387 | 17.981 | 1,50% |
| BRKB | $1.880.007 | 3.530 | 1,44% |
| MBB | $1.759.309 | 18.760 | 1,35% |