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CIK: 0002045258
Total reported value
$165.4M
$165.4M
108 檔
34.7%
As reported in its official Q4 2024 Form 13F filing, Copley Financial Group, Inc.'s tracked investment portfolio stood at $165.4M with 108 total positions.
During Q4 2024, Copley Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SECT | Main Sector Rotation ETF | ETF-Other | 14.66% | +7.88% | +73.84% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 10.92% | -3.90% | +4.09% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.04% | +0.19% | +75.98% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.38% | +0.43% | +72.42% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.94% | -4.95% | -10.57% | |
| 6 | RAAX | Vaneck Real Assets ETF | ETF-Other | 4.50% | -0.04% | +73.71% | |
| 7 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.05% | — | +70.85% | |
| 8 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 2.56% | +0.18% | +71.05% | |
| 9 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.88% | -0.25% | -34.05% | |
| 10 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.88% | — | -33.94% | |
| 11 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 1.84% | -0.13% | -20.67% | |
| 12 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.83% | +0.18% | +21.74% | |
| 13 | BUYW | Main Buywrite ETF | ETF-Other | 1.63% | +0.29% | +45.27% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.25% | -0.19% | — | |
| 15 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.10% | +0.58% | +437.78% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.05% | -0.31% | +84.69% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.08% | +58.61% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.03% | +38.21% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.28% | +85.27% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.04% | -5.20% | |
| 21 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.74% | — | -43.84% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | -0.02% | +8.27% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.34% | +8.52% | |
| 24 | PALL | Abrdn Physical Palladium Shs | ETF-Commodities | 0.64% | -0.78% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.21% | +10.95% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.59% | — | -4.28% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.02% | +8.39% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.58% | -0.46% | +36.12% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.04% | -1.13% | |
| 30 | TMAT | Main Thematic Innovation ETF | ETF-Other | 0.53% | +0.37% | +86.28% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.53% | -0.05% | -6.55% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.01% | +0.30% | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.51% | -0.05% | -13.60% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.08% | +1.95% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.48% | -0.11% | +2.65% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.26% | EXIT | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | -3.52% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.06% | +85.43% | |
| 39 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.48% | -0.02% | +127.32% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.01% | +3.50% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | — | +15.31% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.03% | +0.29% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.10% | +3.84% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.10% | +1.40% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | -0.06% | -3.54% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | — | -1.71% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.43% | — | -18.16% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | +38.51% | |
| 49 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.42% | — | -0.14% | |
| 50 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.41% | +0.01% | +112.60% |
According to official SEC Form 13F filings, Copley Financial Group, Inc. reported a total U.S. public equity portfolio value of $165.4M across 108 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SECT, SPAB, COWZ) accounted for 34.7% of total reported equity market value during Q4 2024.
During Q4 2024, Copley Financial Group, Inc.'s top holdings by market value included SECT (14.7%)、SPAB (10.9%)、COWZ (8.0%). The largest single position, SECT, represented 14.7% of total portfolio value.
In Q4 2024, Copley Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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