Coordinated Financial Services, Inc.
RIA/Wealth
Coordinated Financial Services, Inc. is a RIA/Wealth based in Denver, CO led by Shawn Anthony Rogers, reporting $352.4M in AUM as of Q3 2025 with 78% ETF concentration and minimal technology exposure.
CCOShawn Anthony Rogers
- Portfolio Value
- $153.8M
- Positions
- 157
- Top Holding
- IVV at 12.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Coordinated Financial Services, Inc.'s portfolio (32.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $19.2M | 12.47% | -$482.6K Sold | — 28.7K shares | |
ETF ETF | $5.8M | 3.74% | -$367.7K Sold | — 8.6K shares | |
ETF ETF | $4.3M | 2.79% | -$66.9K Sold | — 13.1K shares | |
Unknown Unknown | $3.6M | 2.32% | +$71.1K Bought | — 10.0K shares | |
ETF ETF | $3.2M | 2.05% | +$58.4K Bought | — 33.8K shares | |
ETF ETF | $3.1M | 2.02% | +$17.8K Bought | — 12.2K shares | |
ETF ETF | $2.8M | 1.84% | -$4.9K Sold | — 103.8K shares | |
ETF ETF | $2.7M | 1.74% | +$1.3K Bought | — 41.3K shares | |
ETF ETF | $2.7M | 1.74% | +$145.8K Bought | — 115.9K shares | |
ETF ETF | $2.6M | 1.72% | +$67.8K Bought | — 55.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Coordinated Financial Services, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-36.69% | |
-33.8% | |
-33.17% |
Analytics
Portfolio insights and performance metrics for Coordinated Financial Services, Inc.
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