COORDINATED FINANCIAL SERVICES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNAP | 26K | $203.16K |
 | SOFI | 19K | $511.89K |
 | WMT | 16K | $1.69M |
 | NVDA | 13K | $2.46M |
 | PFE | 12K | $300.66K |
 | SAN | 10K | $108.99K |
 | CTRA | 9K | $206.37K |
 | AMZN | 8K | $1.73M |
 | DVN | 7K | $259.77K |
 | BX | 5K | $937.65K |
 | KR | 5K | $315.05K |
 | MP | 5K | $312.88K |
 | XOM | 4K | $502.85K |
 | MSFT | 4K | $2.17M |
 | UPS | 4K | $349.25K |
 | V | 4K | $1.41M |
 | AVGO | 4K | $1.25M |
 | PLD | 4K | $426.10K |
 | BRK-B | 4K | $1.86M |
 | RTX | 3K | $554.26K |
Snap Inc.
SNAP
Shares Held
26K
Value
$203.16K
SoFi Technologies, Inc.
SOFI
Shares Held
19K
Value
$511.89K
Walmart Inc.
WMT
Shares Held
16K
Value
$1.69M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.46M
Pfizer Inc.
PFE
Shares Held
12K
Value
$300.66K
Banco Santander, S.A.
SAN
Shares Held
10K
Value
$108.99K
Coterra Energy Inc.
CTRA
Shares Held
9K
Value
$206.37K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.73M
Devon Energy Corporation
DVN
Shares Held
7K
Value
$259.77K
Blackstone Inc.
BX
Shares Held
5K
Value
$937.65K
The Kroger Co.
KR
Shares Held
5K
Value
$315.05K
MP Materials Corp.
MP
Shares Held
5K
Value
$312.88K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$502.85K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.17M
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$349.25K
Visa Inc.
V
Shares Held
4K
Value
$1.41M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.25M
Prologis, Inc.
PLD
Shares Held
4K
Value
$426.10K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.86M
RTX Corporation
RTX
Shares Held
3K
Value
$554.26K