Coordinated Financial Services, Inc. - Portfolio overview

Coordinated Financial Services, Inc. has 185 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.28%
2. SPY - STATE STR SPDR S&P 500 ETF T, 3.10%
3. GLD - SPDR GOLD TR, 2.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.