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
+22.27%
+6.80%
2,130.8
 
SPAB
SPDR Portfolio Aggregate Bond ETF
561,576
14,342.6
-1.62%
10.980
-0.18%
0.160
+1.20%
+3.35%
8,515.1
 
COWZ
Pacer US Cash Cows 100 ETF
191,753
10,500.4
+3.12%
8.040
+0.24%
0.050
+11.37%
-0.56%
20,494.6
 
GLDM
SPDR Gold MiniShares Trust
122,517
7,582.6
-1.21%
5.800
-0.06%
0.050
+0.81%
+27.54%
16,037.6
 
MOAT
VanEck Morningstar Wide Moat ETF
76,507
6,732.6
+1.05%
5.150
+0.05%
0.060
+18.48%
+3.63%
12,795.7
 
RAAX
VanEck Real Assets ETF
216,469
6,586.1
+3.90%
5.040
+0.19%
5.150
+7.74%
+13.55%
133.7
 
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
+13.84%
+15.37%
97.9
 
CALF
Pacer US Small Cap Cash Cows ETF
95,931
3,597.4
+5.92%
2.750
+0.15%
0.090
+18.42%
-7.35%
4,161.5
 
SIVR
abrdn Physical Silver Shares ETF
86,171
2,801.4
-0.42%
2.140
-0.01%
0.160
+17.27%
+31.77%
1,943.7
 
PSFF
Pacer Swan SOS Fund of Funds ETF
92,608
2,644.0
+88.04%
2.020
+0.95%
0.590
+10.74%
+4.54%
488.4
 

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
$30.62
4.29%
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
$24.51
-0.86%
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
$73.84
6.77%
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
$55.76
-2.04%
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
$40.58
0.16%
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
$50.27
0.24%
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
$73.64
13.21%
New holding
4,264
4,264
SECT
Main Sector Rotation ETF
2025-03-31
Reduce
Reduce
-0.21%
●
50.72 ($54.85) 57.8
$58.70
7.02%
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
$32.01
8.36%
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
$103.46
-17.22%
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

Discussions on Copley Financial Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.