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CIK: 0001593038
Total reported value
$548.0M
$548.0M
73 檔
27.7%
According to the latest 13F quarterly dataset, Coyle Financial Counsel LLC managed an equity portfolio of $548.0M at the end of Q4 2024, spanning 73 distinct U.S. exchange-listed positions.
During Q4 2024, Coyle Financial Counsel LLC'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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.00% | +0.24% | +13.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.32% | -0.35% | +14.14% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.59% | -0.80% | +12.74% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.70% | +0.70% | +12.65% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.41% | -0.55% | +11.82% | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 4.75% | +0.92% | +16.74% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.34% | — | +15.68% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 3.95% | -0.46% | +8.28% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | -0.02% | +5.90% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.43% | +0.05% | +25.10% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.31% | -0.37% | +8.79% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.12% | -0.09% | -3.06% | |
| 13 | DFIC | Dimensional International Co | ETF-Other | 1.81% | -0.14% | -7.17% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.55% | -0.01% | -0.71% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.07% | -1.62% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.34% | +0.02% | +6.81% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.07% | -6.27% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.03% | +5.26% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.84% | -0.06% | -3.79% | |
| 20 | PGR | Progressive CORP | Stock-Financials | 0.80% | -0.01% | -25.10% | |
| 21 | CRH | CRH plc | Stock-Materials | 0.76% | -0.06% | -5.20% | |
| 22 | CLH | Clean Harbors Inc | Stock-Industrials | 0.71% | -0.14% | -47.12% | |
| 23 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.68% | -0.11% | -5.97% | |
| 24 | RBA | Rb Global Inc | Stock-Industrials | 0.67% | — | +10.68% | |
| 25 | AZO | Autozone Inc | Stock-Consumer Disc | 0.59% | -0.07% | -16.48% | |
| 26 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.59% | -0.08% | EXIT | |
| 27 | CIEN | Ciena CORP | Stock-Tech | 0.58% | -0.07% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.07% | -10.86% | |
| 29 | MAS | Masco CORP | Stock-Industrials | 0.56% | +0.02% | -1.63% | |
| 30 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.56% | — | -1.33% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.01% | -17.54% | |
| 32 | KEX | Kirby CORP | Stock-Industrials | 0.53% | -0.04% | +7.16% | |
| 33 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.51% | — | -47.71% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.50% | -0.02% | -56.83% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.01% | +8.76% | |
| 36 | PPG | Ppg Industries Inc | Stock-Materials | 0.49% | — | -4.92% | |
| 37 | FANG | Diamondback Energy Inc | Stock-Energy | 0.47% | -0.03% | +53.70% | |
| 38 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.47% | -0.04% | — | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.46% | — | -6.49% | |
| 40 | BERYEUR | Berry Global Group Inc | Stock-Other | 0.45% | — | -17.11% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.08% | +17.57% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.09% | +3.61% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | -2.48% | |
| 44 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.31% | -0.02% | +500.25% | |
| 45 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.27% | -0.02% | -17.99% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.26% | — | -10.51% | |
| 47 | KNX | Knight-swift Transportation | Stock-Industrials | 0.26% | +0.02% | -16.50% | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.23% | -0.16% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.04% | +10.23% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.21% | -0.03% | -2.87% |
According to official SEC Form 13F filings, Coyle Financial Counsel LLC reported a total U.S. public equity portfolio value of $548.0M across 73 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, FBND) accounted for 27.7% of total reported equity market value during Q4 2024.
During Q4 2024, Coyle Financial Counsel LLC's top holdings by market value included IVV (16.0%)、VEA (13.3%)、FBND (7.6%). The largest single position, IVV, represented 16.0% of total portfolio value.
In Q4 2024, Coyle Financial Counsel LLC 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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