CF

Copley Financial Group, Inc.

13F
Copley Financial Group, Inc.
Last update 2025-07-09 100 Stocks (6 new)
Value $131.00 Mil Turnover 3 %
Countries:
Top Holdings: SECT(13.42%)SPAB(10.98%)COWZ(8.04%)GLDM(5.80%)MOAT(5.15%)
Summary Stock Picks Current Portfolio
Copley Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
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
+17.73%
+7.94%
2,159.5
 
SPAB
SPDR Portfolio Aggregate Bond ETF
561,576
14,342.6
-1.62%
10.980
-0.18%
0.160
+1.12%
+3.56%
8,519.3
 
COWZ
Pacer US Cash Cows 100 ETF
191,753
10,500.4
+3.12%
8.040
+0.24%
0.050
+10.93%
+1.96%
20,783.1
 
GLDM
SPDR Gold MiniShares Trust
122,517
7,582.6
-1.21%
5.800
-0.06%
0.050
+0.86%
+28.41%
16,172.7
 
MOAT
VanEck Morningstar Wide Moat ETF
76,507
6,732.6
+1.05%
5.150
+0.05%
0.060
+16.74%
+7.03%
13,150.2
 
RAAX
VanEck Real Assets ETF
216,469
6,586.1
+3.90%
5.040
+0.19%
5.150
+7.15%
+14.53%
134.0
 
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
+13.30%
+18.56%
102.9
 
CALF
Pacer US Small Cap Cash Cows ETF
95,931
3,597.4
+5.92%
2.750
+0.15%
0.090
+17.05%
-4.86%
4,221.5
 
SIVR
abrdn Physical Silver Shares ETF
86,171
2,801.4
-0.42%
2.140
-0.01%
0.160
+16.00%
+34.80%
2,192.7
 
PSFF
Pacer Swan SOS Fund of Funds ETF
92,608
2,644.0
+88.04%
2.020
+0.95%
0.590
+9.03%
+5.12%
493.4
 

Copley Financial Group, Inc.'s Historical Top Holdings Breakdowns

Copley Financial Group, Inc.'s Top Stock Picks View Full List
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
$30.92
5.30%
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
$24.91
0.77%
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
$74.78
8.12%
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
$57.19
0.47%
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
$50.09
-0.11%
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
$75.73
16.42%
New holding
4,264
4,264
SECT
Main Sector Rotation ETF
2025-03-31
Reduce
Reduce
-0.21%
●
50.72 ($54.85) 57.8
$59.33
8.16%
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
$32.29
9.29%
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
$107.01
-14.38%
Sold Out
0
-1,883

Copley Financial Group, Inc. Total Holding History ($B)

To

Copley Financial Group, Inc.'s Asset Allocation

To

Copley Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Copley Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Copley Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Copley Financial Group, Inc.'s Holdings Heat Map

Size field:

Copley Financial Group, Inc.'s Holdings Bubble Chart

Copley Financial Group, Inc. News

  • 1

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