Matthew Copley

@Copley Financial Group, Inc.

Latest period2024 - Q3

Reported1mo 10d ago

Managed Assets$110.057M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AAPLApple Inc Recent Activity New Position	0.68%	$746,066 3,202 shares@ $233.0 avg price	New Position
SBUXStarbucks Corp Recent Activity New Position	0.68%	$738,682 7,577 shares@ $97.5 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.65%	$705,446 3,786 shares@ $186.34 avg price	New Position
MDTMedtronic Plc Recent Activity New Position	0.64%	$693,771 7,706 shares@ $90.03 avg price	New Position
NEENextera Energy Inc Recent Activity New Position	0.63%	$686,045 8,116 shares@ $84.53 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.63%	$683,930 2,246 shares@ $304.52 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	0.62%	$676,421 5,570 shares@ $121.45 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.62%	$676,384 4,174 shares@ $162.05 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.61%	$670,058 3,178 shares@ $210.85 avg price	New Position
KOCoca Cola Co Recent Activity New Position	0.61%	$668,873 9,308 shares@ $71.87 avg price	New Position