Cfs Investment Advisory Services, LLC Incresed Positions in Q4 2024

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
26.4K
+ 1.35%
$52.0 - $55.66 $1.37M - $1.47M
1.98M $106M
AAPL
Apple Inc.

Technology
2.14K
+ 3.82%
$221.69 - $259.02 $474K - $553K
58.1K $14.5M
Blackrock ETF Trust Ii
39.6K
+ 19.81%
N/A
240K $11.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
18.6K
+ 61.09%
$75.1 - $82.99 $1.4M - $1.55M
49.2K $3.72M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.4K
+ 5.77%
$61.68 - $67.87 $1.07M - $1.18M
319K $19.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.6K
+ 17.26%
$96.64 - $101.23 $1.22M - $1.27M
85.5K $8.28M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11.8K
+ 9.69%
$115.08 - $119.55 $1.36M - $1.41M
134K $15.5M
NVDA
Nvidia Corp

Technology
1.9K
+ 4.38%
$117.0 - $148.88 $222K - $282K
45.2K $6.07M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.71K
+ 44.71%
$83.09 - $89.28 $640K - $688K
24.9K $2.12M
HYDB
Ishares Tr Edge High Yield Def

ETFs
13.8K
+ 246.78%
$46.68 - $47.95 $643K - $661K
19.4K $910K
AMZN
Amazon Com Inc

Consumer Cyclical
515
+ 4.23%
$180.88 - $232.93 $93.2K - $120K
12.7K $2.78M
GOOGL
Alphabet Inc.

Communication Services
526
+ 5.61%
$161.86 - $196.66 $85.1K - $103K
9.9K $1.87M
GNMA
Ishares Gnma Bond ETF

ETFs
8.28K
+ 32.67%
$42.8 - $44.74 $354K - $370K
33.6K $1.44M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.34K
+ 74.38%
$74.5 - $78.37 $324K - $340K
10.2K $761K
IWX
Ishares Tr Russell 200 Value E

ETFs
4.12K
+ 25.14%
$78.25 - $85.17 $323K - $351K
20.5K $1.62M
NFLX
Netflix Inc

Communication Services
237
+ 57.11%
$687.65 - $936.56 $163K - $222K
652 $581K
IWF
Ishares Russell 1000 Gr ETF

ETFs
533
+ 25.47%
$370.24 - $418.94 $197K - $223K
2.63K $1.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
416
+ 13.1%
$521.84 - $558.82 $217K - $232K
3.59K $1.94M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.23K
+ 15.69%
$50.35 - $50.69 $263K - $265K
38.6K $1.94M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.9K
+ 15.38%
$106.33 - $110.69 $309K - $321K
21.8K $2.32M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.17K
+ 135.17%
$26.65 - $29.34 $244K - $269K
16K $433K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.45K
+ 7.57%
$100.24 - $101.35 $245K - $248K
34.8K $3.5M
V
Visa Inc.

Financial Services
271
+ 8.13%
$273.87 - $320.91 $74.2K - $87K
3.61K $1.14M
VEA
Vanguard Ftse Developed Market

ETFs
28.3K
+ 12.37%
$47.57 - $52.44 $1.35M - $1.49M
257K $12.3M
ADP
Automatic Data Processing Inc

Industrials
103
+ 1.02%
$280.08 - $307.97 $28.8K - $31.7K
10.2K $2.98M
ITOT
Ishares Core S&P Total U.S. St

ETFs
664
+ 2.23%
$124.26 - $134.12 $82.5K - $89.1K
30.5K $3.92M
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.1K
+ 10.54%
$44.04 - $49.49 $577K - $649K
137K $6.06M
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
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
Track This Portfolio

Track Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email