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Coordinated Financial Services, Inc.

All holdings · as of Dec 31, 2025

182 positions

CompanyClassValueShares% of portfolio
INVESCO EXCHANGE TRADED FD T$2.4K260.0%
NVIDIA CORPORATION$7.6K100.0%
ISHARES TR$8.3K670.0%
INVESCO QQQ TR$12.1K190.0%
VANGUARD INTL EQUITY INDEX F$13.3K470.0%
SPDR S&P 500 ETF TR$14.1K280.0%
NUVEEN MUNICIPAL VALUE FUND INCNUVClosed-End Fund$90.6K10,0000.1%
BANCO SANTANDER SA$145.5K12,4000.1%
Whitestone REIT$161.5K11,6240.1%
INVESCO EXCH TRADED FD TR II$163.7K14,5620.1%
ISHARES TR$200.2K1,6240.1%
VANGUARD SPECIALIZED FUNDS$201.1K9150.1%
PROFESIONALLY MANAGED PORTFO$202.6K3,0920.1%
FREEPORT-MCMORAN INC$203.6K4,0090.1%
SCHWAB STRATEGIC TR$204.2K4,4850.1%
ISHARES TR$206.1K2,3010.1%
VANGUARD WORLD FD$209.2K7010.1%
SPDR SERIES TRUST$212.8K7,0470.1%
ARK ETF TR$215.0K2,7950.1%
ISHARES TR$220.0K4,6080.1%
ASTRAZENECA PLC$220.3K2,3960.1%
VANGUARD WORLD FD$222.2K1,1470.1%
LOCKHEED MARTIN CORP$224.3K4640.1%
Snap Inc$224.8K27,8500.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$231.0K3,7990.1%
UNITEDHEALTH GROUP INC$234.8K7110.1%
ONEOK Inc$237.4K3,2300.1%
SELECT SECTOR SPDR TR$247.6K1,5960.1%
The Boeing Company$248.6K1,1450.1%
Keurig Dr Pepper Inc$249.6K8,9100.1%
SCHWAB CHARLES CORP$252.8K2,5300.1%
Morgan Stanley$257.2K1,4490.1%
CATERPILLAR INC$257.9K4500.1%
AbbVie Inc.$261.8K1,1460.2%
INNOVATOR ETFS TRUST$263.3K13,7500.2%
Coterra Energy Inc.$267.0K10,1450.2%
KROGER CO$268.5K4,2980.2%
VANGUARD SCOTTSDALE FDS$272.7K2,2400.2%
INVESCO EXCH TRD SLF IDX FD$273.1K12,7260.2%
Dell Technologies Inc.$273.4K2,1720.2%
ORACLE CORP$274.0K1,4060.2%
SPDR SERIES TRUST$275.5K3,0290.2%
VANGUARD WORLD FD$277.4K7040.2%
T Rowe Price Group Inc$283.1K2,7650.2%
MP Materials Corp. / DE$295.3K5,8450.2%
iShares MSCI UAE ETF$302.9K2,8390.2%
WASTE MANAGEMENT INC$304.6K1,3860.2%
Apollo Global Management, Inc.$311.7K2,1530.2%
VANGUARD WORLD FD$313.5K2,3490.2%
SCHWAB STRATEGIC TR$315.7K12,0380.2%
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