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
Kenvue Inc
451
+ 4.2%
N/A
11.2K $239K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
79
+ 1.19%
$442.29 - $483.08 $34.9K - $38.2K
6.74K $3.06M
AWR
American States Water CO

Utilities
28
+ 1.05%
$77.72 - $87.27 $2.18K - $2.44K
2.68K $209K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.48K
+ 1.59%
$46.75 - $47.8 $116K - $119K
159K $7.44M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9
+ 0.25%
$101.82 - $114.06 $916 - $1.03K
3.58K $370K
SYY
Sysco Corp

Consumer Defensive
108
+ 0.53%
$73.63 - $81.77 $7.95K - $8.83K
20.6K $1.58M
DFAR
Dimensional ETF Tr Dimensional

ETFs
65
+ 0.47%
$22.72 - $25.76 $1.48K - $1.67K
13.8K $322K
TXN
Texas Instruments Inc

Technology
9
+ 0.51%
N/A
1.79K $336K
KMB
Kimberly Clark Corp

Consumer Defensive
287
+ 4.63%
$130.37 - $146.09 $37.4K - $41.9K
6.49K $850K
RTX
Raytheon Technologies Corp

Industrials
45
+ 0.64%
$114.45 - $127.21 $5.15K - $5.72K
7.05K $816K
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 0.09%
$285.5 - $335.62 $1.43K - $1.68K
5.79K $1.68M
CL
Colgate Palmolive CO

Consumer Defensive
1.2K
+ 10.1%
$90.22 - $102.31 $109K - $123K
13.1K $1.19M
MKC
Mccormick & CO Inc

Consumer Defensive
662
+ 4.26%
$73.97 - $84.09 $49K - $55.7K
16.2K $1.24M
IGRO
Ishares Tr International Divid

ETFs
4.3K
+ 8.44%
$67.76 - $74.48 $292K - $320K
55.3K $3.76M
BDX
Becton Dickinson & CO

Healthcare
74
+ 1.58%
$220.02 - $243.75 $16.3K - $18K
4.76K $1.08M
PEP
Pepsico Inc

Consumer Defensive
1.25K
+ 9.32%
$151.29 - $176.1 $190K - $221K
14.7K $2.23M
DVYE
Ishares Emerging Markets Divid

ETFs
4.08K
+ 7.37%
$25.42 - $29.74 $104K - $121K
59.4K $1.54M
DFIP
Dimensional ETF Tr Inflation P

ETFs
677
+ 1.49%
$40.31 - $42.43 $27.3K - $28.7K
46.1K $1.87M
IXUS
Ishares Tr

ETFs
61
+ 0.68%
$65.95 - $72.56 $4.02K - $4.43K
9.08K $601K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.22K
+ 61.74%
$24.19 - $50.58 $77.8K - $163K
8.43K $205K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
163
+ 1.36%
$70.1 - $76.53 $11.4K - $12.5K
12.1K $858K
PPG
Ppg Industries Inc

Basic Materials
257
+ 3.41%
$119.09 - $131.37 $30.6K - $33.8K
7.79K $931K
ITW
Illinois Tool Works Inc

Industrials
14
+ 0.17%
$253.56 - $278.5 $3.55K - $3.9K
8.41K $2.13M
SO
Southern CO

Utilities
225
+ 1.92%
$81.5 - $94.15 $18.3K - $21.2K
11.9K $983K
MCD
Mcdonalds Corp

Consumer Cyclical
154
+ 1.85%
$288.47 - $316.54 $44.4K - $48.7K
8.47K $2.46M
MSFT
Microsoft Corp

Technology
90
+ 0.64%
$406.35 - $454.46 $36.6K - $40.9K
14K $5.92M
QCOM
Qualcomm Inc

Technology
65
+ 1.09%
$150.4 - $178.04 $9.78K - $11.6K
6.05K $929K
LMT
Lockheed Martin Corp

Industrials
21
+ 1.96%
$479.66 - $614.62 $10.1K - $12.9K
1.09K $530K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.15K
+ 1.72%
$71.75 - $75.11 $82.6K - $86.5K
68.1K $4.9M
MRK
Merck & Co., Inc.

Healthcare
1.31K
+ 6.09%
$96.31 - $114.76 $126K - $150K
22.8K $2.27M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.9K
+ 5.35%
$99.2 - $108.47 $585K - $640K
116K $11.6M
CGDV
Capital Group Divid Value ETF

ETFs
940
+ 0.43%
$35.16 - $37.12 $33.1K - $34.9K
218K $7.69M
KO
Coca Cola CO

Consumer Defensive
2.91K
+ 6.77%
$61.74 - $71.71 $180K - $209K
45.9K $2.86M
LOW
Lowes Companies Inc

Consumer Cyclical
109
+ 0.94%
$244.52 - $284.07 $26.7K - $31K
11.7K $2.89M
GD
General Dynamics Corp

Industrials
20
+ 0.26%
$260.28 - $314.03 $5.21K - $6.28K
7.68K $2.02M
IEFA
Ishares Tr

ETFs
2.68K
+ 3.96%
$70.06 - $77.43 $187K - $207K
70.2K $4.93M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.68K
+ 1.2%
$183.23 - $199.79 $308K - $336K
142K $26.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
10.3K
+ 2.36%
$41.17 - $43.34 $426K - $448K
448K $18.5M
JNJ
Johnson & Johnson

Healthcare
613
+ 2.04%
$143.34 - $165.86 $87.9K - $102K
30.7K $4.44M
ABBV
Abb Vie Inc.

Healthcare
246
+ 1.0%
$164.99 - $203.87 $40.6K - $50.2K
24.9K $4.42M
LLY
Eli Lilly & CO

Healthcare
41
+ 0.98%
$727.2 - $932.06 $29.8K - $38.2K
4.24K $3.27M
IEMG
Ishares Inc

ETFs
2.62K
+ 2.26%
N/A
119K $6.21M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.46K
+ 4.99%
$87.1 - $98.49 $388K - $439K
93.8K $8.19M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.1K
+ 5.19%
$55.45 - $61.08 $674K - $742K
246K $13.7M
DFIV
Dimensional ETF Tr

ETFs
488
+ 0.1%
$34.86 - $37.97 $17K - $18.5K
483K $17.1M
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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