Cfs Investment Advisory Services, LLC Purchases in Q4 2024

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEV
Ishares Tr Europe ETF

ETFs
3.74K
+ 64.94%
$52.03 - $57.63 $195K - $216K
9.5K $495K
Bondbloxx ETF Trust
3.19K
+ 68.29%
N/A
7.85K $395K
HD
Home Depot, Inc.

Consumer Cyclical
490
+ 17.54%
$385.02 - $431.37 $189K - $211K
3.28K $1.28M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
369K
+ 111.2%
$22.63 - $47.53 $8.35M - $17.5M
701K $15.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
193
+ 1.88%
$198.04 - $221.51 $38.2K - $42.8K
10.4K $2.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
853
+ 2.06%
$34.49 - $39.24 $29.4K - $33.5K
42.3K $1.57M
COST
Costco Wholesale Corp

Consumer Defensive
105
+ 13.27%
$873.59 - $994.69 $91.7K - $104K
896 $821K
QQQ
Invesco Qqq Trust, Series 1

ETFs
52
+ 1.32%
$481.22 - $538.17 $25K - $28K
4K $2.05M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.64K
+ 17.78%
$44.33 - $49.55 $117K - $131K
17.5K $786K
CSCO
Cisco Systems, Inc.

Technology
88
+ 0.52%
$52.45 - $60.02 $4.62K - $5.28K
17K $1.01M
USB
Us Bancorp \De\

Financial Services
1.36K
+ 7.71%
$43.98 - $53.66 $59.6K - $72.8K
18.9K $906K
MA
Mastercard Inc

Financial Services
132
+ 14.93%
$491.3 - $536.15 $64.9K - $70.8K
1.02K $535K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 0.67%
$486.1 - $608.57 $3.89K - $4.87K
1.21K $693K
BA
Boeing CO

Industrials
148
+ 5.27%
$138.14 - $180.72 $20.4K - $26.7K
2.95K $523K
PG
Procter & Gamble CO

Consumer Defensive
1.43K
+ 5.15%
$161.05 - $179.7 $231K - $257K
29.3K $4.91M
ACN
Accenture PLC

Technology
227
+ 21.42%
$343.9 - $376.86 $78.1K - $85.5K
1.29K $453K
VO
Vanguard Mid Cap ETF

ETFs
282
+ 10.03%
$261.5 - $284.63 $73.7K - $80.3K
3.09K $817K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.51K
+ 25.25%
N/A
7.47K $471K
CLX
Clorox CO

Consumer Defensive
451
+ 12.1%
$156.51 - $169.74 $70.6K - $76.6K
4.18K $679K
TPL
Texas Pacific Land Corp

Energy
1
+ 0.34%
$915.49 - $1730.0 $915 - $1.73K
296 $327K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.57K
+ 10.07%
$45.72 - $48.2 $71.8K - $75.7K
17.2K $788K
VT
Vanguard Total World Stk Index

ETFs
752
+ 5.98%
$117.09 - $123.07 $88.1K - $92.5K
13.3K $1.57M
SPMD
Spdr Portfolio

ETFs
1.06K
+ 5.5%
$54.13 - $59.56 $57.2K - $62.9K
20.3K $1.11M
ITM
Vaneck Intermediate Muni ETF

ETFs
1.49K
+ 10.98%
$45.56 - $46.97 $67.9K - $70K
15.1K $694K
ETR
Entergy Corp

Utilities
2.35K
+ 106.44%
$73.19 - $156.4 $172K - $367K
4.55K $345K
YUM
Yum Brands Inc

Consumer Cyclical
455
+ 27.66%
$130.36 - $139.54 $59.3K - $63.5K
2.1K $282K
ABT
Abbott Laboratories

Healthcare
558
+ 3.12%
$111.93 - $119.39 $62.5K - $66.6K
18.5K $2.09M
SNV
Synovus Financial Corp

Financial Services
1
+ 0.02%
$42.5 - $58.73 $42.5 - $58.7
5.46K $279K
QDF
Flexshares Quality Dividend In

ETFs
2.18K
+ 2.12%
$70.4 - $73.87 $153K - $161K
105K $7.41M
EOG
Eog Resources Inc

Energy
239
+ 8.41%
$118.22 - $136.54 $28.3K - $32.6K
3.08K $378K
VB
Vanguard Small Cap ETF

ETFs
99
+ 7.07%
$233.76 - $261.58 $23.1K - $25.9K
1.5K $360K
AEP
American Electric Power CO Inc

Utilities
799
+ 17.72%
$90.91 - $102.21 $72.6K - $81.7K
5.31K $489K
MTB
M&T Bank Corp

Financial Services
4
+ 0.16%
$172.48 - $221.95 $690 - $888
2.5K $469K
VIG
Vanguard Dividend Appreciation

ETFs
165
+ 3.44%
N/A
4.97K $973K
T
At&T Inc.

Communication Services
126
+ 0.56%
$21.22 - $23.88 $2.67K - $3.01K
22.7K $517K
Blackrock ETF Trust Ii
7.27K
+ 3.06%
N/A
245K $12.8M
UNP
Union Pacific Corp

Industrials
140
+ 12.95%
$223.15 - $249.32 $31.2K - $34.9K
1.22K $278K
VUSB
Vanguard Bd Index Fds
261
+ 5.87%
N/A
4.7K $233K
HRL
Hormel Foods Corp

Consumer Defensive
360
+ 2.75%
$29.21 - $33.55 $10.5K - $12.1K
13.4K $422K
RPM
Rpm International Inc

Basic Materials
3
+ 0.12%
$120.09 - $140.26 $360 - $421
2.52K $310K
FITB
Fifth Third Bancorp

Financial Services
206
+ 2.09%
$41.76 - $48.44 $8.6K - $9.98K
10.1K $426K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.24%
$118.38 - $133.06 $710 - $798
2.52K $304K
UNH
Unitedhealth Group Inc

Healthcare
387
+ 15.38%
$485.52 - $625.25 $188K - $242K
2.9K $1.47M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
205
+ 1.6%
$21.81 - $22.48 $4.47K - $4.61K
13K $285K
MDLZ
Mondelez International, Inc.

Consumer Defensive
910
+ 21.78%
$59.25 - $72.99 $53.9K - $66.4K
5.09K $304K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.96K
+ 4.02%
$57.78 - $60.4 $113K - $119K
50.8K $2.94M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.67K
+ 1.92%
$22.39 - $23.45 $59.8K - $62.7K
142K $3.26M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
41
+ 0.62%
$56.06 - $61.35 $2.3K - $2.52K
6.67K $377K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
131
+ 1.38%
$22.65 - $23.8 $2.97K - $3.12K
9.62K $219K
Activity Summary
Buys All Purchases 146 New Holdings 23 Increased Positions 123 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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