Coyle Financial Counsel
Latest statistics and disclosures from Coyle Financial Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, FBND, QQQ, VCSH, and represent 48.02% of Coyle Financial Counsel's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$5.9M), VEA (+$5.2M), FBND, IJH, FRDM, QQQ, VT, CIEN, VCSH, TPX.
- Started 7 new stock positions in SBUX, CIEN, DFAI, TSLA, TPX, CVX, FMB.
- Reduced shares in these 10 stocks: BIL, CLH, , GPK, , PGR, DFIC, SPY, AZO, BERY.
- Sold out of its positions in FDX, QCOM, VC, WFC.
- Coyle Financial Counsel was a net buyer of stock by $22M.
- Coyle Financial Counsel has $316M in assets under management (AUM), dropping by 10.23%.
- Central Index Key (CIK): 0001593038
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Portfolio Holdings for Coyle Financial Counsel
Coyle Financial Counsel holds 73 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.0 | $51M | +13% | 86k | 588.68 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.3 | $42M | +14% | 880k | 47.82 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.6 | $24M | +12% | 534k | 44.87 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.7 | $18M | +12% | 35k | 511.23 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.4 | $17M | +11% | 219k | 78.01 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 4.7 | $15M | +16% | 459k | 32.68 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 4.3 | $14M | +15% | 117k | 117.48 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 4.0 | $13M | +8% | 252k | 49.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $12M | +5% | 22k | 538.80 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.4 | $11M | +25% | 174k | 62.31 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.3 | $10M | +8% | 130k | 80.27 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.1 | $6.7M | -3% | 114k | 58.93 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.8 | $5.7M | -7% | 221k | 25.84 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $4.9M | 17k | 289.81 |
|
|
| Apple (AAPL) | 1.4 | $4.3M | 17k | 250.42 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.3 | $4.2M | +6% | 22k | 189.98 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $3.1M | -6% | 23k | 134.29 |
|
| Amazon (AMZN) | 0.9 | $2.8M | +5% | 13k | 219.39 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $2.6M | -3% | 44k | 60.75 |
|
| Progressive Corporation (PGR) | 0.8 | $2.5M | -25% | 11k | 239.62 |
|
| CRH Ord (CRH) | 0.8 | $2.4M | -5% | 26k | 92.52 |
|
| Clean Harbors (CLH) | 0.7 | $2.2M | -47% | 9.7k | 230.13 |
|
| LKQ Corporation (LKQ) | 0.7 | $2.2M | -5% | 59k | 36.75 |
|
| Rb Global (RBA) | 0.7 | $2.1M | +10% | 24k | 90.21 |
|
| AutoZone (AZO) | 0.6 | $1.9M | -16% | 583.00 | 3202.00 |
|
| American Homes 4 Rent Cl A (AMH) | 0.6 | $1.9M | +4% | 50k | 37.42 |
|
| Ciena Corp Com New (CIEN) | 0.6 | $1.8M | NEW | 22k | 84.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.8M | -10% | 9.6k | 190.44 |
|
| Masco Corporation (MAS) | 0.6 | $1.8M | 25k | 72.57 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.6 | $1.8M | 16k | 114.39 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.7M | -17% | 3.0k | 586.08 |
|
| Kirby Corporation (KEX) | 0.5 | $1.7M | +7% | 16k | 105.80 |
|
| Graphic Packaging Holding Company (GPK) | 0.5 | $1.6M | -47% | 60k | 27.16 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $1.6M | -56% | 17k | 91.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $1.6M | +8% | 36k | 44.04 |
|
| PPG Industries (PPG) | 0.5 | $1.6M | -4% | 13k | 119.45 |
|
| Diamondback Energy (FANG) | 0.5 | $1.5M | +53% | 9.1k | 163.83 |
|
| Tempur-Pedic International (TPX) | 0.5 | $1.5M | NEW | 26k | 56.69 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $1.5M | -6% | 2.6k | 569.58 |
|
| Berry Plastics (BERY) | 0.5 | $1.4M | -17% | 22k | 64.67 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.4M | +17% | 3.3k | 421.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | +3% | 6.6k | 189.30 |
|
| Abbvie (ABBV) | 0.4 | $1.2M | -2% | 6.9k | 177.70 |
|
| Deckers Outdoor Corporation (DECK) | 0.3 | $987k | +500% | 4.9k | 203.09 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $863k | -17% | 8.6k | 99.92 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $825k | -10% | 2.5k | 334.25 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.3 | $807k | -16% | 15k | 53.04 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $720k | NEW | 25k | 29.20 |
|
| Meta Platforms Cl A (META) | 0.2 | $713k | +10% | 1.2k | 585.51 |
|
| Abbott Laboratories (ABT) | 0.2 | $666k | -2% | 5.9k | 113.11 |
|
| McDonald's Corporation (MCD) | 0.2 | $618k | 2.1k | 289.89 |
|
|
| Ishares Tr Ultra Short-term (ICSH) | 0.2 | $576k | +8% | 11k | 50.43 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $521k | +31% | 2.2k | 239.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $517k | +39% | 1.1k | 453.28 |
|
| Caterpillar (CAT) | 0.2 | $489k | 1.3k | 362.76 |
|
|
| American Tower Reit (AMT) | 0.1 | $401k | 2.2k | 183.39 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $389k | 3.8k | 101.53 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $375k | +11% | 8.5k | 43.95 |
|
| Broadcom (AVGO) | 0.1 | $366k | +1144% | 1.6k | 231.84 |
|
| Home Depot (HD) | 0.1 | $360k | +8% | 926.00 | 388.99 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $321k | +39% | 3.2k | 100.32 |
|
| Wal-Mart Stores (WMT) | 0.1 | $310k | +3% | 3.4k | 90.35 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $288k | 228.00 | 1261.86 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $278k | +134% | 1.5k | 181.96 |
|
| Tesla Motors (TSLA) | 0.1 | $278k | NEW | 689.00 | 403.84 |
|
| Union Pacific Corporation (UNP) | 0.1 | $275k | 1.2k | 228.04 |
|
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $274k | NEW | 5.4k | 51.01 |
|
| Starbucks Corporation (SBUX) | 0.1 | $263k | NEW | 2.9k | 91.25 |
|
| Cme (CME) | 0.1 | $256k | -3% | 1.1k | 232.23 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $226k | -13% | 660.00 | 342.16 |
|
| Chevron Corporation (CVX) | 0.1 | $223k | NEW | 1.5k | 144.86 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $212k | 1.5k | 137.57 |
|
|
| Female Health (VERU) | 0.0 | $7.3k | 11k | 0.65 |
|
Past Filings by Coyle Financial Counsel
SEC 13F filings are viewable for Coyle Financial Counsel going back to 2013
- Coyle Financial Counsel 2024 Q4 filed Feb. 4, 2025
- Coyle Financial Counsel 2024 Q3 filed Nov. 12, 2024
- Coyle Financial Counsel 2024 Q1 filed May 15, 2024
- Coyle Financial Counsel 2023 Q4 filed Feb. 15, 2024
- Coyle Financial Counsel 2023 Q3 filed Nov. 7, 2023
- Coyle Financial Counsel 2023 Q2 filed July 31, 2023
- Coyle Financial Counsel 2023 Q1 filed May 11, 2023
- Coyle Financial Counsel 2022 Q4 filed Feb. 13, 2023
- Coyle Financial Counsel 2022 Q3 filed Nov. 9, 2022
- Coyle Financial Counsel 2022 Q2 filed Aug. 8, 2022
- Coyle Financial Counsel 2022 Q1 filed May 9, 2022
- Coyle Financial Counsel 2021 Q4 filed Feb. 7, 2022
- Coyle Financial Counsel 2021 Q3 filed Nov. 19, 2021
- Coyle Financial Counsel 2021 Q2 filed Aug. 4, 2021
- Coyle Financial Counsel 2021 Q1 filed May 10, 2021
- Coyle Financial Counsel 2020 Q4 filed Feb. 3, 2021