CF
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Copley Financial Group, Inc.13F | |
Copley Financial Group, Inc. | |
Last update 2025-07-09 | 100 Stocks (6 new) |
Value $131.00 Mil | Turnover 3 % |
Copley Financial Group, Inc. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SECT | Main Sector Rotation ETF | 343,315 | 17,529.7 | -1.45% | 13.420 | -0.21% | 0.950 | +17.60% | +7.82% | 2,157.1 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 561,576 | 14,342.6 | -1.62% | 10.980 | -0.18% | 0.160 | +1.04% | +3.48% | 8,512.5 | ||
COWZ | Pacer US Cash Cows 100 ETF | 191,753 | 10,500.4 | +3.12% | 8.040 | +0.24% | 0.050 | +10.66% | +1.72% | 20,734.0 | ||
GLDM | SPDR Gold MiniShares Trust | 122,517 | 7,582.6 | -1.21% | 5.800 | -0.06% | 0.050 | +0.80% | +28.33% | 16,163.0 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 76,507 | 6,732.6 | +1.05% | 5.150 | +0.05% | 0.060 | +16.41% | +6.73% | 13,113.1 | ||
RAAX | VanEck Real Assets ETF | 216,469 | 6,586.1 | +3.90% | 5.040 | +0.19% | 5.150 | +7.57% | +14.97% | 134.5 | ||
ECOW |
Pacer Emerging Markets Cash Cows 100 ETF
Pacer Emerging Markets Cash Cows 100 ETF
| 179,887 | 3,673.3 | +4.39% | 2.810 | +0.12% | 4.090 | +13.18% | +18.42% | 102.8 | ||
CALF | Pacer US Small Cap Cash Cows ETF | 95,931 | 3,597.4 | +5.92% | 2.750 | +0.15% | 0.090 | +16.05% | -5.84% | 4,193.7 | ||
SIVR | abrdn Physical Silver Shares ETF | 86,171 | 2,801.4 | -0.42% | 2.140 | -0.01% | 0.160 | +16.23% | +35.07% | 2,197.2 | ||
PSFF | Pacer Swan SOS Fund of Funds ETF | 92,608 | 2,644.0 | +88.04% | 2.020 | +0.95% | 0.590 | +9.07% | +5.16% | 493.6 |
Copley Financial Group, Inc.'s Historical Top Holdings Breakdowns
Copley Financial Group, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
PSFF | Pacer Swan SOS Fund of Funds ETF | 2025-03-31 | Add Add | +0.95% | 28.22 ($29.36) 30.06 | $30.80 | 4.90% | Add 88.04% | 92,608 | 43,358 | |
IGTR |
Innovator Gradient Tactical Rotation Strategy ETF
Innovator Gradient Tactical Rotation Strategy ETF
| 2025-03-31 | Reduce Reduce | -0.31% | 23.56 ($24.72) 25.67 | $24.88 | 0.66% | Reduce -17.07% | 81,315 | -16,735 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.27% | 64.88 ($69.16) 72.1 | $74.65 | 7.94% | Reduce -27.95% | 13,131 | -5,094 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Add Add | +0.24% | 53.6 ($56.92) 58.97 | $57.04 | 0.21% | Add 3.12% | 191,753 | 5,797 | |
ULST | SPDR SSgA Ultra Short Term Bond ETF | 2025-03-31 | Reduce Reduce | -0.24% | 40.24 ($40.51) 40.65 | $40.59 | 0.19% | Reduce -12.54% | 53,164 | -7,621 | |
GSY | Invesco Ultra Short Duration ETF | 2025-03-31 | Reduce Reduce | -0.23% | 50.03 ($50.15) 50.27 | $50.10 | -0.10% | Reduce -12.41% | 42,944 | -6,083 | |
AVDE | Avantis International Equity ETF | 2025-03-31 | New Buy New Buy | +0.22% | 60.63 ($65.05) 68.55 | $75.55 | 16.14% | New holding | 4,264 | 4,264 | |
SECT | Main Sector Rotation ETF | 2025-03-31 | Reduce Reduce | -0.21% | 50.72 ($54.85) 57.8 | $59.26 | 8.04% | Reduce -1.45% | 343,315 | -5,049 | |
RAAX | VanEck Real Assets ETF | 2025-03-31 | Add Add | +0.19% | 28.3 ($29.54) 30.42 | $32.41 | 9.72% | Add 3.9% | 216,469 | 8,123 | |
TGT | Target Corp | 2025-03-31 | Sold Out Sold Out | -0.19% | 103.65 ($124.98) 142.5 | $105.82 | -15.33% | Sold Out | 0 | -1,883 |
Copley Financial Group, Inc. Total Holding History ($B)
Copley Financial Group, Inc.'s Asset Allocation
Copley Financial Group, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Copley Financial Group, Inc.'s Hypothetical Growth since 2025-03-31
Copley Financial Group, Inc.'s Yearly Returns
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Copley Financial Group, Inc.'s Holdings Heat Map
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