Copley Financial Group, Inc. Top Holdings and 13F Report (2025) About Copley Financial Group, Inc.Investment ActivityCopley Financial Group, Inc. has $134.85 million in total holdings as of June 30, 2025.Copley Financial Group, Inc. owns shares of 102 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 8.83% of the portfolio was purchased this quarter.About 11.07% of the portfolio was sold this quarter.This quarter, Copley Financial Group, Inc. has purchased 100 new stocks and bought additional shares in 13 stocks.Copley Financial Group, Inc. sold shares of 78 stocks and completely divested from 6 stocks this quarter.Largest Holdings Main Sector Rotation ETF $17,515,607SPDR Portfolio Aggregate Bond ETF $12,942,643Pacer US Cash Cows 100 ETF $10,153,659SPDR Gold MiniShares Trust $7,766,282Pacer Swan SOS Fund of Funds ETF $7,378,690 Largest New Holdings this Quarter 00206R102 - AT&T $386,783 Holding020002101 - Allstate $351,420 HoldingG29183103 - Eaton $215,265 Holding172967424 - Citigroup $213,396 Holding697435105 - Palo Alto Networks $212,621 Holding Largest Purchases this Quarter Pacer Swan SOS Fund of Funds ETF 149,475 shares (about $4.56M)Pacer Emerging Markets Cash Cows 100 ETF 150,879 shares (about $3.33M)SPDR Bloomberg 1-3 Month T-Bill ETF 8,676 shares (about $795.85K)Main BuyWrite ETF 32,585 shares (about $457.49K)AT&T 13,365 shares (about $386.78K) Largest Sales this Quarter Main Sector Rotation ETF 41,686 shares (about $2.42M)SPDR Portfolio Aggregate Bond ETF 56,004 shares (about $1.43M)VanEck Real Assets ETF 22,682 shares (about $704.28K)Innovator Gradient Tactical Rotation Strategy ETF 16,831 shares (about $415.07K)Pacer US Cash Cows 100 ETF 7,476 shares (about $411.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCopley Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSECTMain Sector Rotation ETF$17,515,607$2,420,708 ▼-12.1%301,62913.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$12,942,643$1,433,702 ▼-10.0%505,5729.6%ETFCOWZPacer US Cash Cows 100 ETF$10,153,659$411,927 ▼-3.9%184,2777.5%ETFGLDMSPDR Gold MiniShares Trust$7,766,282$261,032 ▼-3.3%118,5335.8%FinancePSFFPacer Swan SOS Fund of Funds ETF$7,378,690$4,555,998 ▲161.4%242,0835.5%ETFECOWPacer Emerging Markets Cash Cows 100 ETF$7,303,308$3,331,406 ▲83.9%330,7665.4%ETFMOATVanEck Morningstar Wide Moat ETF$6,857,660$317,949 ▼-4.4%73,1175.1%ETFRAAXVanEck Real Assets ETF$6,017,087$704,276 ▼-10.5%193,7874.5%ETFSIVRabrdn Physical Silver Shares ETF$2,935,070$30,074 ▼-1.0%85,2972.2%ETFBUYWMain BuyWrite ETF$2,547,600$457,493 ▲21.9%181,4531.9%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$2,006,490$155,159 ▼-7.2%49,3481.5%ETFGSYInvesco Ultra Short Duration ETF$1,998,781$154,431 ▼-7.2%39,8641.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,672,330$795,850 ▲90.8%18,2311.2%ETFIGTRInnovator Gradient Tactical Rotation Strategy ETF$1,590,246$415,071 ▼-20.7%64,4841.2%ETFLMTLockheed Martin$1,557,5400.0%3,3631.2%AerospaceMSFTMicrosoft$1,489,246$103,461 ▼-6.5%2,9941.1%Computer and TechnologyCATCaterpillar$1,466,2690.0%3,7771.1%IndustrialsPPLTabrdn Physical Platinum Shares ETF$1,395,926$30,226 ▼-2.1%11,3611.0%ETFQQQInvesco QQQ$1,184,565$59,035 ▲5.2%2,1470.9%FinancePALLabrdn Physical Palladium Shares ETF$1,015,155$9,357 ▲0.9%10,0900.8%ManufacturingNVDANVIDIA$937,197$55,770 ▼-5.6%5,9320.7%Computer and TechnologyCVXChevron$921,650$12,886 ▲1.4%6,4370.7%EnergySPLGSPDR Portfolio S&P 500 ETF$900,920$53,573 ▼-5.6%12,3940.7%ETFJPMJPMorgan Chase & Co.$898,645$51,600 ▼-5.4%3,1000.7%FinanceGOOGAlphabet$876,129$87,631 ▼-9.1%4,9390.6%Computer and TechnologyAMZNAmazon.com$801,870$102,674 ▼-11.4%3,6550.6%Retail/WholesaleAVGOBroadcom$730,473$321,684 ▲78.7%2,6500.5%Computer and TechnologyVVisa$705,839$128,883 ▼-15.4%1,9880.5%Business ServicesGSThe Goldman Sachs Group$700,673$130,934 ▼-15.7%9900.5%FinanceJNJJohnson & Johnson$691,143$23,064 ▼-3.2%4,5250.5%MedicalMSMorgan Stanley$670,634$70,993 ▼-9.6%4,7610.5%FinanceTMATMain Thematic Innovation ETF$661,436$69,747 ▼-9.5%28,3270.5%ETFMETAMeta Platforms$658,028$102,540 ▼-13.5%8920.5%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$647,603$48,257 ▲8.1%12,3730.5%ETFABTAbbott Laboratories$643,735$89,767 ▼-12.2%4,7330.5%MedicalMDTMedtronic$607,139$71,654 ▼-10.6%6,9650.5%MedicalWMTWalmart$607,018$42,534 ▼-6.5%6,2080.5%Retail/WholesaleAAPLApple$606,688$25,646 ▼-4.1%2,9570.4%Computer and TechnologyKOCocaCola$597,625$76,198 ▼-11.3%8,4470.4%Consumer StaplesBACBank of America$577,115$52,573 ▼-8.3%12,1960.4%FinanceMOOVanEck Agribusiness ETF$570,260$41,227 ▼-6.7%7,7460.4%ETFCAHCardinal Health$564,144$103,488 ▼-15.5%3,3580.4%MedicalMCDMcDonald's$548,695$72,750 ▼-11.7%1,8780.4%Retail/WholesaleGDGeneral Dynamics$533,7380.0%1,8300.4%AerospaceSBUXStarbucks$526,414$32,804 ▼-5.9%5,7450.4%Retail/WholesaleNREFNexPoint Real Estate Finance$522,862$370,469 ▲243.1%37,9160.4%FinancePGProcter & Gamble$522,251$102,443 ▼-16.4%3,2780.4%Consumer StaplesNEENextEra Energy$519,262$49,635 ▼-8.7%7,4800.4%UtilitiesHDHome Depot$513,132$40,318 ▼-7.3%1,4000.4%Retail/WholesaleEXRExtra Space Storage$512,649$30,078 ▼-5.5%3,4770.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$510,343$50,138 ▼-8.9%5,3540.4%ETFRTXRTX$507,858$73,010 ▼-12.6%3,4780.4%AerospaceORCLOracle$503,286$50,066 ▼-9.0%2,3020.4%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$481,421$2,604 ▼-0.5%4,8070.4%ETFSMOTVanEck Morningstar SMID Moat ETF$472,306$24,569 ▼-4.9%13,5720.4%ETFICEIntercontinental Exchange$468,949$61,829 ▼-11.6%2,5560.3%FinanceHONHoneywell International$446,664$51,466 ▼-10.3%1,9180.3%Multi-Sector ConglomeratesARESAres Management$444,951$49,535 ▼-10.0%2,5690.3%FinanceNYTNew York Times$440,731$46,855 ▼-9.6%7,8730.3%Consumer StaplesAMTAmerican Tower$436,747$44,647 ▼-9.3%1,9760.3%FinanceLHXL3Harris Technologies$436,211$41,138 ▼-8.6%1,7390.3%AerospaceSYYSysco$431,794$28,705 ▼-6.2%5,7010.3%Consumer StaplesPFEPfizer$429,872$122,218 ▼-22.1%17,7340.3%MedicalUNHUnitedHealth Group$425,527$1,872 ▲0.4%1,3640.3%MedicalXELXcel Energy$424,808$48,623 ▼-10.3%6,2380.3%UtilitiesCBChubb$422,122$44,327 ▼-9.5%1,4570.3%FinanceABBVAbbVie$417,645$45,291 ▼-9.8%2,2500.3%MedicalCICigna Group$408,266$39,008 ▼-8.7%1,2350.3%MedicalXOMExxon Mobil$402,920$30,936 ▼-7.1%3,7380.3%EnergyBALLBall$402,614$28,942 ▼-6.7%7,1780.3%IndustrialsAMGNAmgen$401,003$37,140 ▼-8.5%1,4360.3%MedicalNOCNorthrop Grumman$392,984$46,998 ▼-10.7%7860.3%AerospaceTAT&T$386,783$386,783 ▲New Holding13,3650.3%Computer and TechnologyKVUEKenvue$382,056$36,460 ▼-8.7%18,2540.3%Consumer StaplesAVYAvery Dennison$377,261$28,777 ▼-7.1%2,1500.3%IndustrialsPEPPepsiCo$368,656$23,107 ▼-5.9%2,7920.3%Consumer StaplesACNAccenture$359,565$27,797 ▼-7.2%1,2030.3%Computer and TechnologyCRMSalesforce$358,587$29,450 ▼-7.6%1,3150.3%Computer and TechnologyBXBlackstone$357,596$17,050 ▼-4.6%2,3910.3%FinanceEFAiShares MSCI EAFE ETF$353,716$32,091 ▼-8.3%3,9570.3%FinanceALLAllstate$351,420$351,420 ▲New Holding1,7460.3%FinanceBRK.BBerkshire Hathaway$345,868$18,945 ▼-5.2%7120.3%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$337,039$20,528 ▼-5.7%8,3240.2%ETFSLBSchlumberger$333,200$114,413 ▼-25.6%9,8580.2%EnergySTZConstellation Brands$301,121$11,550 ▼-3.7%1,8510.2%Consumer StaplesWENWendy's$299,135$4,385 ▼-1.4%26,1940.2%Retail/WholesaleAVDEAvantis International Equity ETF$296,632$18,947 ▼-6.0%4,0080.2%ETFSCHDSchwab US Dividend Equity ETF$288,850$53,689 ▼-15.7%10,9000.2%ETFPSMJPacer Swan SOS Moderate (July) ETF$278,638$49,559 ▼-15.1%9,1870.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$271,711$39,492 ▼-12.7%9,3020.2%ETFVOOVanguard S&P 500 ETF$259,022$1,704 ▲0.7%4560.2%ETFRECSColumbia Research Enhanced Core ETF$244,396$14,532 ▼-5.6%6,6430.2%ETFAVEMAvantis Emerging Markets Equity ETF$240,027$13,365 ▼-5.3%3,5020.2%ETFNFLXNetflix$219,617$69,635 ▼-24.1%1640.2%Consumer DiscretionaryETNEaton$215,265$215,265 ▲New Holding6030.2%IndustrialsQUALiShares MSCI USA Quality Factor ETF$213,899$28,520 ▼-11.8%1,1700.2%ETFCCitigroup$213,396$213,396 ▲New Holding2,5070.2%Financial ServicesPANWPalo Alto Networks$212,621$212,621 ▲New Holding1,0390.2%Computer and TechnologyLOWLowe's Companies$201,902$201,902 ▲New Holding9100.1%Retail/WholesaleDGDollar General$201,080$201,080 ▲New Holding1,7580.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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