Coordinated-Financial-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "GDX", null, null, "GOOGL", "CAT", "AVGO", null, "HON", "HD", "META", null, null, "IVW", null, "IJH", null, null, null, null, null, null, null, null, null, null, "MSFT", "TMUS", "BX", "IJR", "KR", "ORCL", "IWF", "IEMG", "IVV", "AAPL", "SPY", "NVDA", "GS", "PFE", null, "LMT", null, "KVUE", null, "IEFA", null, null, "RTX", "SPDW", "GLD", null, null, null, "SPYG", null, null, "SPLG", null, "SYK", "TJX", "UPS", "VNQ", "VO", "SCHW", "VWO", null, "VCIT", null, null, null, "VYM", null, "WM", "AMZN", "IVE", null, null, null, null, null, null, "VEU", null, "VUG", "VFH", "VEA", null, "VXUS", "VBK", "BND", "VBR", "BSV", "VB", "VTV", "V", "WMT", null, "IUSG", null, null, "SCHD", "SOFI", "SCHG", "SCHF", null, "SCHA", "CRM", null, null, null, "IUSV", null, "SPYV", "BRK-B", "CVX", "COST", "DELL", "RSP", null, "EFA", "QQQ", "IWM", "MDY", "GOOG", "XOM", "LLY", "PLD", "APO", "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- 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% identified84 identified51 unidentified
Holdings
135 positions • $128.2M total value
Manager:
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464288646
Shares:25.5K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$128.2M)
060505682
Shares:973
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)
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)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
6.5K | QoQ- YoY- | All Managers (Combined) | $1.4M | 1.1% ($1.4M/$128.2M) | QoQ- YoY- | |
Walmart Inc.(WMTcusip931142103) | 15.9K | QoQ- YoY- | All Managers (Combined) | $1.4M | 1.1% ($1.4M/$128.2M) | QoQ- YoY- |
4.4K | QoQ- YoY- | All Managers (Combined) | $1.4M | 1.1% ($1.4M/$128.2M) | QoQ- YoY- | |
10.7K | QoQ- YoY- | All Managers (Combined) | $1.4M | 1.1% ($1.4M/$128.2M) | QoQ- YoY- | |
5.1K | QoQ- YoY- | All Managers (Combined) | $1.3M | 1.1% ($1.3M/$128.2M) | QoQ- YoY- | |
(cusip464288646)✕ | 25.5K | QoQ- YoY- | All Managers (Combined) | $1.3M | 1.0% ($1.3M/$128.2M) | QoQ- YoY- |
15.9K | QoQ- YoY- | All Managers (Combined) | $1.3M | 1.0% ($1.3M/$128.2M) | QoQ- YoY- | |
18.0K | QoQ- YoY- | All Managers (Combined) | $1.3M | 1.0% ($1.3M/$128.2M) | QoQ- YoY- | |
8.8K | QoQ- YoY- | All Managers (Combined) | $1.2M | 1.0% ($1.2M/$128.2M) | QoQ- YoY- | |
1.3K | QoQ- YoY- | All Managers (Combined) | $1.2M | 0.9% ($1.2M/$128.2M) | QoQ- YoY- | |
(cusip060505682)✕ | 973 | QoQ- YoY- | All Managers (Combined) | $1.2M | 0.9% ($1.2M/$128.2M) | QoQ- YoY- |
13.1K | QoQ- YoY- | All Managers (Combined) | $1.2M | 0.9% ($1.2M/$128.2M) | QoQ- YoY- | |
(cusip808524839)✕ | 49.6K | QoQ- YoY- | All Managers (Combined) | $1.1M | 0.9% ($1.1M/$128.2M) | QoQ- YoY- |
9.2K | QoQ- YoY- | All Managers (Combined) | $1.1M | 0.8% ($1.1M/$128.2M) | QoQ- YoY- | |
5.2K | QoQ- YoY- | All Managers (Combined) | $1.0M | 0.8% ($1.0M/$128.2M) | QoQ- YoY- | |
HOME DEPOT, INC.(HDcusip437076102) | 2.6K | QoQ- YoY- | All Managers (Combined) | $1.0M | 0.8% ($1.0M/$128.2M) | QoQ- YoY- |
5.6K | QoQ- YoY- | All Managers (Combined) | $989.2K | 0.8% ($989.2K/$128.2M) | QoQ- YoY- | |
Broadcom Inc.(AVGOcusip11135F101) | 4.2K | QoQ- YoY- | All Managers (Combined) | $981.5K | 0.8% ($981.5K/$128.2M) | QoQ- YoY- |
(cusip46654Q724)✕ | 15.5K | QoQ- YoY- | All Managers (Combined) | $958.6K | 0.7% ($958.6K/$128.2M) | QoQ- YoY- |
(cusip78464A375)✕ | 28.5K | QoQ- YoY- | All Managers (Combined) | $934.9K | 0.7% ($934.9K/$128.2M) | QoQ- YoY- |