Coordinated Financial Services, Inc. - Q42025 Holdings

Coordinated Financial Services, Inc. holds 179 stocks with a total portfolio value of $ 173.88M as of Q42025. In Q42025, Coordinated Financial Services, Inc. added 179 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 11.89% of the total portfolio.