Coordinated-Financial-Services

Filing Details

13F-HR2024-12-31
Report Date
2024-12-31
Filing Date
2025-02-07
Total Holdings
135
Total Value
128220631
Accession Number
0001986152-25-000023
Form Type
13F-HR
Manager Name
Coordinated-Financial-Services
Data Enrichment
62% identified
84 identified51 unidentified

Holdings

135 positions • $128.2M total value
Manager:
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464287655
Shares:6.5K
Value:$1.4M
% of Portfolio:1.1% ($1.4M/$128.2M)
Walmart Inc.
Shares:15.9K
Value:$1.4M
% of Portfolio:1.1% ($1.4M/$128.2M)
VISA INC.
Shares:4.4K
Value:$1.4M
% of Portfolio:1.1% ($1.4M/$128.2M)
464287150
Shares:10.7K
Value:$1.4M
% of Portfolio:1.1% ($1.4M/$128.2M)
922908629
Shares:5.1K
Value:$1.3M
% of Portfolio:1.1% ($1.3M/$128.2M)
464288646
Shares:25.5K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$128.2M)
92206C870
Shares:15.9K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$128.2M)
46432F842
Shares:18.0K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$128.2M)
464287671
Shares:8.8K
Value:$1.2M
% of Portfolio:1.0% ($1.2M/$128.2M)
COSTCO WHOLESALE CORP /NEW
Shares:1.3K
Value:$1.2M
% of Portfolio:0.9% ($1.2M/$128.2M)
060505682
Shares:973
Value:$1.2M
% of Portfolio:0.9% ($1.2M/$128.2M)
922908553
Shares:13.1K
Value:$1.2M
% of Portfolio:0.9% ($1.2M/$128.2M)
808524839
Shares:49.6K
Value:$1.1M
% of Portfolio:0.9% ($1.1M/$128.2M)
464287804
Shares:9.2K
Value:$1.1M
% of Portfolio:0.8% ($1.1M/$128.2M)
922908611
Shares:5.2K
Value:$1.0M
% of Portfolio:0.8% ($1.0M/$128.2M)
HOME DEPOT, INC.
Shares:2.6K
Value:$1.0M
% of Portfolio:0.8% ($1.0M/$128.2M)
46137V357
Shares:5.6K
Value:$989.2K
% of Portfolio:0.8% ($989.2K/$128.2M)
Broadcom Inc.
Shares:4.2K
Value:$981.5K
% of Portfolio:0.8% ($981.5K/$128.2M)
46654Q724
Shares:15.5K
Value:$958.6K
% of Portfolio:0.7% ($958.6K/$128.2M)
78464A375
Shares:28.5K
Value:$934.9K
% of Portfolio:0.7% ($934.9K/$128.2M)