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
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
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
VGIT
Vanguard Intermediate Term Tre

ETFs
1.96K
+ 4.02%
$57.78 - $60.4 $113K - $119K
50.8K $2.94M
MDLZ
Mondelez International, Inc.

Consumer Defensive
910
+ 21.78%
$59.25 - $72.99 $53.9K - $66.4K
5.09K $304K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
205
+ 1.6%
$21.81 - $22.48 $4.47K - $4.61K
13K $285K
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
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
SYY
Sysco Corp

Consumer Defensive
108
+ 0.53%
$73.63 - $81.77 $7.95K - $8.83K
20.6K $1.58M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9
+ 0.25%
$101.82 - $114.06 $916 - $1.03K
3.58K $370K
DFAR
Dimensional ETF Tr Dimensional

ETFs
65
+ 0.47%
$22.72 - $25.76 $1.48K - $1.67K
13.8K $322K
KMB
Kimberly Clark Corp

Consumer Defensive
287
+ 4.63%
$130.37 - $146.09 $37.4K - $41.9K
6.49K $850K
TXN
Texas Instruments Inc

Technology
9
+ 0.51%
N/A
1.79K $336K
RTX
Raytheon Technologies Corp

Industrials
45
+ 0.64%
$114.45 - $127.21 $5.15K - $5.72K
7.05K $816K
NVS
Novartis Ag

Healthcare
49
+ 2.03%
$96.78 - $117.18 $4.74K - $5.74K
2.46K $239K
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
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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