Coury Firm Asset Management

Latest statistics and disclosures from Coury Firm Asset Management's latest quarterly 13F-HR filing:

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Positions held by Coury Firm Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Coury Firm Asset Management

Coury Firm Asset Management holds 48 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Eafe Etf (EFA) 22.0 $14M -2% 200k 68.92
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 18.2 $11M 27k 427.47
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.5 $5.3M +23% 14k 392.70
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Ishares Tr Msci Emg Mkt Etf (EEM) 6.6 $4.1M 109k 37.95
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Spdr Ser Tr Portfolio Short (SPSB) 5.7 $3.6M -22% 123k 29.32
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $3.0M -5% 76k 39.21
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Microsoft Corporation (MSFT) 4.1 $2.6M +17% 8.2k 315.74
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Apple (AAPL) 3.8 $2.4M +14% 14k 171.22
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 2.6 $1.7M NEW 22k 74.77
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Meta Platforms Cl A (META) 1.7 $1.1M +35% 3.5k 300.21
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $989k +24% 7.6k 130.86
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Ishares Tr Rus 1000 Val Etf (IWD) 1.5 $952k -14% 6.3k 151.83
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McDonald's Corporation (MCD) 1.4 $859k +38% 3.3k 263.42
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UnitedHealth (UNH) 0.9 $589k +30% 1.2k 504.05
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $556k -15% 8.6k 64.35
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Ishares Tr Core S&p500 Etf (IVV) 0.9 $544k -34% 1.3k 429.37
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Amazon (AMZN) 0.8 $521k +48% 4.1k 127.12
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Arch Cap Group Ord (ACGL) 0.7 $444k -14% 5.6k 79.71
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Exxon Mobil Corporation (XOM) 0.6 $393k +3% 3.3k 117.60
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Visa Com Cl A (V) 0.6 $377k NEW 1.6k 229.95
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.6 $373k 1.9k 194.66
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JPMorgan Chase & Co. (JPM) 0.6 $365k -3% 2.5k 144.99
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $354k 1.0k 350.30
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Amphenol Corp Cl A (APH) 0.6 $348k -7% 4.1k 83.98
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Spdr Gold Tr Gold Shs (GLD) 0.5 $326k -13% 1.9k 171.45
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Johnson & Johnson (JNJ) 0.5 $324k NEW 2.1k 155.76
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salesforce (CRM) 0.5 $315k NEW 1.6k 202.78
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Emcor (EME) 0.5 $314k -18% 1.5k 210.37
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Watsco, Incorporated (WSO) 0.5 $310k -12% 820.00 377.60
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Spdr Ser Tr S&p Bk Etf (KBE) 0.5 $305k 8.3k 36.85
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $304k 7.0k 43.72
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $289k +6% 1.6k 176.75
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Raytheon Technologies Corp (RTX) 0.4 $268k -6% 3.7k 71.97
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S&p Global (SPGI) 0.4 $267k NEW 730.00 365.41
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Applied Materials (AMAT) 0.4 $266k 1.9k 138.45
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Pfizer (PFE) 0.4 $265k 8.0k 33.17
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Wright Express (WEX) 0.4 $259k 1.4k 188.09
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $241k 905.00 265.99
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Costco Wholesale Corporation (COST) 0.4 $239k 423.00 565.41
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Tesla Motors (TSLA) 0.4 $234k -9% 936.00 250.22
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Dollar Tree (DLTR) 0.4 $229k NEW 2.2k 106.45
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $227k 1.2k 189.03
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Pepsi (PEP) 0.4 $222k 1.3k 169.44
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Te Connectivity SHS (TEL) 0.3 $218k NEW 1.8k 123.53
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Keurig Dr Pepper (KDP) 0.3 $215k NEW 6.8k 31.57
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Adobe Systems Incorporated (ADBE) 0.3 $202k NEW 396.00 509.90
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $202k 968.00 208.24
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Stereotaxis Com New (STXS) 0.0 $25k -8% 16k 1.58
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Past Filings by Coury Firm Asset Management

SEC 13F filings are viewable for Coury Firm Asset Management going back to 2021