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Matthew Copley

@Copley Financial Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$110.057MTotal holdings216
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Copley Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 216 positions.

Assets under management

The assets under management (AUM) of Copley Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 110.057M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Matthew Copley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ECOWPacer Fds Tr
Recent Activity
New Position
2.01%
$2.203M
100,749 shares@ $21.87 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
New Position
1.93%
$2.115M
71,078 shares@ $29.76 avg price
PPLTAbrdn Platinum Etf Trust
Recent Activity
New Position
1.7%
$1.862M
20,736 shares@ $89.81 avg price
BUYWNorthern Lts Fd Tr Iv
Recent Activity
New Position
1.34%
$1.465M
105,078 shares@ $13.94 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.88%
$961,510
5,751 shares@ $167.2 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
0.81%
$890,187
13,186 shares@ $67.52 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
0.76%
$831,770
1,933 shares@ $430.31 avg price
CVXChevron Corp New
Recent Activity
New Position
0.74%
$813,896
5,527 shares@ $147.26 avg price
CATCaterpillar Inc
Recent Activity
New Position
0.73%
$799,840
2,045 shares@ $391.12 avg price
UNHUnitedhealth Group Inc
Recent Activity
New Position
0.72%
$786,395
1,345 shares@ $584.69 avg price