CF

Coury Firm Asset Management LLC

13F
Coury Firm Asset Management LLC
Last update 2023-11-14 48 Stocks (9 new)
Value $63.00 Mil Turnover 10 %
Countries:
Top Holdings: EFA(22.04%)SPY(18.19%)VOO(8.46%)EEM(6.62%)SPSB(5.74%)
Portfolio Report
Summary Stock Picks Current Portfolio
Coury Firm Asset Management LL... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EFA 		iShares MSCI EAFE ETF
200,129
13792.880
-2.65%
22.040
-0.57%
0.030
+6.52%
+6.48%
55935.522
 
SPY 		S&P 500 ETF TRUST ETF
26,634
11385.360
-0.97%
18.190
-0.17%
0.000
+11.47%
+21.33%
596470.496
 
VOO 		Vanguard S&P 500 ETF
13,489
5297.120
+23.99%
8.460
+1.64%
0.000
+11.55%
+21.36%
493529.541
 
EEM 		iShares MSCI Emerging Markets ETF
109,179
4143.330
-1.49%
6.620
-0.09%
0.020
+12.20%
+12.78%
18468.502
 
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF
122,572
3593.810
-22.58%
5.740
-1.52%
0.050
-0.17%
+0.47%
8096.352
 
VWO 		Vanguard FTSE Emerging Markets ETF
76,084
2983.260
-5.99%
4.770
-0.28%
0.000
+13.15%
+15.35%
79711.430
 
MSFT 		Microsoft Corp
8,158
2575.840
+17.31%
4.120
+0.61%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
13,783
2359.870
+14.16%
3.770
+0.47%
0.000
+6.90%
+16.50%
3377630.649
Hardware
QQQE 		Direxion Nasdaq-100 Equal Weighted Index Shares
22,150
1656.160
New Holding
2.650
+2.65%
0.260
+10.00%
+7.10%
1296.295
 
META 		Meta Platforms Inc
3,542
1063.340
+35.04%
1.700
+0.44%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media

Coury Firm Asset Management LLC's Historical Top Holdings Breakdowns

Coury Firm Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQE 		Direxion Nasdaq-100 Equal Weighted Index Shares2023-09-30New Buy
+2.65%
●
73.68 ($77.43) 80.76
$90.65
17.07%
New holding
22,150
22,150
MBB 		iShares MBS ETF2023-09-30Sold Out
-1.92%
●
88.51 ($91.4) 93.81
$92.87
1.61%
Sold Out
0
-14,304
IEI 		iShares 3-7 Year Treasury Bond ETF2023-09-30Sold Out
-1.80%
●
112.76 ($114.35) 116.14
$116.39
1.78%
Sold Out
0
-10,817
VOO 		Vanguard S&P 500 ETF2023-09-30Add
+1.64%
●
392.7 ($408.89) 420.68
$530.10
29.64%
Add 23.99%
13,489
2,610
VMBS 		Vanguard Mortgage-Backed Securities ETF2023-09-30Sold Out
-1.62%
●
43.61 ($45.05) 46.21
$45.82
1.71%
Sold Out
0
-24,413
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF2023-09-30Reduce
-1.52%
●
29.26 ($29.37) 29.5
$29.92
1.87%
Reduce -22.58%
122,572
-35,756
XLV 		Health Care Select Sector SPDR2023-09-30Sold Out
-1.05%
●
128.74 ($132.76) 136.24
$147.89
11.40%
Sold Out
0
-5,460
BA 		Boeing Co2023-09-30Sold Out
-0.96%
●
190.43 ($218.79) 238.85
$151.00
-30.98%
Sold Out
0
-3,135
SHY 		iShares 1-3 Year Treasury Bond ETF2023-09-30Sold Out
-0.86%
●
80.71 ($80.98) 81.38
$82.09
1.37%
Sold Out
0
-7,384
IWN 		iShares Russell 2000 Value ETF2023-09-30Sold Out
-0.78%
●
133.8 ($143.39) 151.24
$168.18
17.29%
Sold Out
0
-3,854

Coury Firm Asset Management LLC Total Holding History ($B)

To

Coury Firm Asset Management LLC's Asset Allocation

To

Coury Firm Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Coury Firm Asset Management LLC's Hypothetical Growth since 2023-09-30

Coury Firm Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Coury Firm Asset Management LLC's Holdings Heat Map

Size field:

Coury Firm Asset Management LLC's Holdings Bubble Chart

Coury Firm Asset Management LLC News

  • 1

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