 |
Size ($ in 1000's)
At 12/31/2023: $260,207
At 09/30/2023: $238,756
Coyle Financial Counsel LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Coyle Financial Counsel LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Coyle Financial Counsel LLC top holdings by largest position size, as per the latest 13f filing made by Coyle Financial Counsel LLC.
In the Coyle Financial Counsel LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Coyle Financial Counsel LLC in that top holding, then the share count change between reporting periods, and finally the Coyle Financial Counsel LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
75,100 |
-710 |
$35,870 | | IVV | 75,100 | -710 | $35,870 | | VANGUARD TAX MANAGED FDS (VEA) |
723,644 |
+5,375 |
$34,663 | | VEA | 723,644 | +5,375 | $34,663 | | FIDELITY MERRIMACK STR TR |
442,203 |
-4,027 |
$20,359 | | FBND | 442,203 | -4,027 | $20,359 | | VANGUARD SCOTTSDALE FDS (VCSH) |
185,427 |
-2,015 |
$14,346 | | VCSH | 185,427 | -2,015 | $14,346 | | INVESCO QQQ TR |
31,072 |
-395 |
$12,725 | | QQQ | 31,072 | +31,072 | $12,725 | | EA SERIES TRUST |
375,612 |
-2,895 |
$12,358 | | FRDM | 375,612 | -2,895 | $12,358 | | VANGUARD BD INDEX FDS (VUSB) |
211,964 |
-2,496 |
$10,479 | | VUSB | 211,964 | -2,496 | $10,479 | | VANGUARD INTL EQUITY INDEX F (VT) |
98,690 |
+242 |
$10,153 | | VT | 98,690 | +242 | $10,153 | | VANGUARD SCOTTSDALE FDS (VCIT) |
112,855 |
-2,597 |
$9,173 | | VCIT | 112,855 | -2,597 | $9,173 | | VANGUARD INDEX FDS (VOO) |
19,755 |
+1,114 |
$8,629 | | VOO | 19,755 | +1,114 | $8,629 | | ISHARES TR (IJH) |
26,881 |
+23 |
$7,450 | | IJH | 26,881 | +23 | $7,450 | | VANGUARD STAR FDS (VXUS) |
114,212 |
+2,729 |
$6,620 | | VXUS | 114,212 | +2,729 | $6,620 | | DIMENSIONAL ETF TRUST (DFIC) |
214,016 |
+6,861 |
$5,464 | | DFIC | 214,016 | +6,861 | $5,464 | | BERRY GLOBAL GROUP INC |
58,889 |
-743 |
$3,969 | | BERY | 58,889 | -743 | $3,969 | | VANGUARD INDEX FDS (VTI) |
16,709 |
+320 |
$3,964 | | VTI | 16,709 | +320 | $3,964 | | CLEAN HARBORS INC |
19,736 |
-518 |
$3,444 | | CLH | 19,736 | -518 | $3,444 | | APPLE INC |
16,673 |
-418 |
$3,210 | | AAPL | 16,673 | -418 | $3,210 | | VANGUARD INDEX FDS (VXF) |
19,344 |
+1,153 |
$3,181 | | VXF | 19,344 | +1,153 | $3,181 | | GRAPHIC PACKAGING HLDG CO |
123,102 |
-1,451 |
$3,034 | | GPK | 123,102 | -1,451 | $3,034 | | LKQ CORP |
55,934 |
+4,671 |
$2,673 | | LKQ | 55,934 | +4,671 | $2,673 | | ISHARES TR (SCZ) |
43,088 |
+1,357 |
$2,667 | | SCZ | 43,088 | +1,357 | $2,667 | | SPDR SER TR (BIL) |
27,589 |
-7,330 |
$2,521 | | BIL | 27,589 | -7,330 | $2,521 | | PROGRESSIVE CORP |
15,109 |
-162 |
$2,407 | | PGR | 15,109 | -162 | $2,407 | | RB GLOBAL INC |
34,529 |
+15,623 |
$2,310 | | RBA | 34,529 | +15,623 | $2,310 | | SPDR S&P 500 ETF TR (SPY) |
4,702 |
+521 |
$2,235 | | SPY | 4,702 | +521 | $2,235 | | PPG INDS INC |
14,829 |
-310 |
$2,218 | | PPG | 14,829 | -310 | $2,218 | | FEDEX CORP |
8,678 |
-9 |
$2,195 | | FDX | 8,678 | -9 | $2,195 | | KNIGHT SWIFT TRANSN HLDGS IN |
36,249 |
-221 |
$2,090 | | KNX | 36,249 | -221 | $2,090 | | PINNACLE FINL PARTNERS INC |
21,950 |
-4,732 |
$1,914 | | PNFP | 21,950 | -4,732 | $1,914 | | AMERICAN HOMES 4 RENT |
51,088 |
-581 |
$1,837 | | AMH | 51,088 | -581 | $1,837 | | MASCO CORP |
26,877 |
-435 |
$1,800 | | MAS | 26,877 | -435 | $1,800 | | AMAZON COM INC |
11,469 |
-1,203 |
$1,743 | | AMZN | 11,469 | -1,203 | $1,743 | | AUTOZONE INC |
606 |
-6 |
$1,567 | | AZO | 606 | -6 | $1,567 | | NVIDIA CORPORATION |
3,030 |
-228 |
$1,500 | | NVDA | 3,030 | -228 | $1,500 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
2,917 |
+2 |
$1,480 | | MDY | 2,917 | +2 | $1,480 | | GOLDMAN SACHS ETF TR (GBIL) |
13,556 |
-3,183 |
$1,352 | | GBIL | 13,556 | -3,183 | $1,352 | | VISTEON CORP |
10,348 |
+10,348 |
$1,292 | | VC | 10,348 | +10,348 | $1,292 | | VANGUARD INTL EQUITY INDEX F (VWO) |
29,882 |
+1,425 |
$1,228 | | VWO | 29,882 | +1,425 | $1,228 | | CROWN HLDGS INC |
12,875 |
-149 |
$1,186 | | CCK | 12,875 | -149 | $1,186 | | ABBVIE INC |
6,962 |
+20 |
$1,079 | | ABBV | 6,962 | +20 | $1,079 | | ALPHABET INC |
7,602 |
+180 |
$1,071 | | GOOG | 7,602 | +180 | $1,071 | | MICROSOFT CORP |
2,283 |
-18 |
$858 | | MSFT | 2,283 | -18 | $858 | | ALPHABET INC |
6,110 |
-140 |
$854 | | GOOGL | 6,110 | -140 | $854 | | HUNT J B TRANS SVCS INC |
4,089 |
-48 |
$817 | | JBHT | 4,089 | -48 | $817 | | ISHARES TR (IWV) |
2,758 |
-185 |
$755 | | IWV | 2,758 | -185 | $755 | | ABBOTT LABS |
6,064 |
UNCH |
$667 | | ABT | 6,064 | UNCH | $667 | | MCDONALDS CORP |
2,132 |
-1 |
$632 | | MCD | 2,132 | -1 | $632 | | DECKERS OUTDOOR CORP |
868 |
UNCH |
$580 | | DECK | 868 | UNCH | $580 | | ISHARES TR (ICSH) |
9,760 |
-210 |
$492 | | ICSH | 9,760 | -210 | $492 | | AMERICAN TOWER CORP NEW |
2,105 |
-36 |
$454 | | AMT | 2,105 | -36 | $454 |
See Full List: All Stocks Held By Coyle Financial Counsel LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Coyle Financial Counsel LLC
|
|
