COORDINATED FINANCIAL SERVICES, INC./CO
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SOFI | 26K | $298.89K |
 | WMT | 16K | $1.39M |
 | NVDA | 13K | $1.36M |
 | KVUE | 11K | $260.87K |
 | AAPL | 9K | $2.04M |
 | PFE | 9K | $221.72K |
 | AMZN | 8K | $1.51M |
 | CTRA | 8K | $217.24K |
 | DVN | 6K | $240.83K |
 | BX | 5K | $683.08K |
 | KR | 5K | $313.27K |
 | XOM | 4K | $530.66K |
 | V | 4K | $1.56M |
 | AVGO | 4K | $687.97K |
 | MSFT | 4K | $1.54M |
 | PLD | 4K | $423.52K |
 | RTX | 4K | $490.77K |
 | UPS | 4K | $396.69K |
 | BRK-B | 4K | $1.88M |
 | SCHW | 3K | $273.76K |
SoFi Technologies, Inc.
SOFI
Shares Held
26K
Value
$298.89K
Walmart Inc.
WMT
Shares Held
16K
Value
$1.39M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$1.36M
Kenvue Inc.
KVUE
Shares Held
11K
Value
$260.87K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.04M
Pfizer Inc.
PFE
Shares Held
9K
Value
$221.72K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.51M
Coterra Energy Inc.
CTRA
Shares Held
8K
Value
$217.24K
Devon Energy Corporation
DVN
Shares Held
6K
Value
$240.83K
Blackstone Inc.
BX
Shares Held
5K
Value
$683.08K
The Kroger Co.
KR
Shares Held
5K
Value
$313.27K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$530.66K
Visa Inc.
V
Shares Held
4K
Value
$1.56M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$687.97K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.54M
Prologis, Inc.
PLD
Shares Held
4K
Value
$423.52K
RTX Corporation
RTX
Shares Held
4K
Value
$490.77K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$396.69K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.88M
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$273.76K