Cfs Investment Advisory Services, LLC Reduced Holdings in Q4 2024

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-37
- 0.51%
$62.07 - $66.61 $2.3K - $2.46K
7.23K $463K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-59
- 1.73%
$178.39 - $215.0 $10.5K - $12.7K
3.34K $645K
GWW
W.W. Grainger, Inc.

Industrials
-40
- 1.01%
$1023.06 - $1220.93 $40.9K - $48.8K
3.93K $4.14M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-65
- 0.54%
$111.85 - $120.71 $7.27K - $7.85K
12K $1.38M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-77
- 0.82%
$201.32 - $217.44 $15.5K - $16.7K
9.36K $1.94M
META
Meta Platforms, Inc.

Communication Services
-7
- 0.31%
$554.08 - $632.68 $3.88K - $4.43K
2.26K $1.32M
UGI
Ugi Corp

Utilities
-129
- 1.43%
$23.24 - $30.37 $3K - $3.92K
8.92K $252K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 0.55%
$311.11 - $335.64 $7.78K - $8.39K
4.52K $1.46M
CME
Cme Group Inc.

Financial Services
-95
- 2.23%
$221.17 - $246.02 $21K - $23.4K
4.17K $968K
TROW
Price T Rowe Group Inc

Financial Services
-98
- 1.04%
$106.48 - $124.69 $10.4K - $12.2K
9.33K $1.06M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2
- 0.02%
$278.19 - $315.36 $556 - $631
11.2K $3.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-784
- 1.35%
$124.61 - $133.96 $97.7K - $105K
57.2K $7.36M
PNR
Pentair PLC

Industrials
-161
- 0.66%
$95.0 - $109.21 $15.3K - $17.6K
24.2K $2.44M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.62K
- 4.48%
$148.14 - $166.23 $684K - $768K
98.4K $15.7M
OEF
Ishares S&P 100 ETF

ETFs
-142
- 1.35%
N/A
10.4K $3.01M
CAH
Cardinal Health Inc

Healthcare
-216
- 1.46%
$107.89 - $125.33 $23.3K - $27.1K
14.6K $1.72M
GILD
Gilead Sciences, Inc.

Healthcare
-36
- 0.32%
$83.95 - $97.9 $3.02K - $3.52K
11.1K $1.03M
CINF
Cincinnati Financial Corp

Financial Services
-54
- 0.36%
$132.86 - $160.16 $7.17K - $8.65K
14.8K $2.13M
C
Citigroup Inc

Financial Services
-525
- 2.63%
$61.31 - $72.5 $32.2K - $38.1K
19.4K $1.37M
MS
Morgan Stanley

Financial Services
-76
- 1.19%
$104.42 - $134.99 $7.94K - $10.3K
6.28K $790K
BAC
Bank Of America Corp

Financial Services
-121
- 0.38%
$39.22 - $47.77 $4.75K - $5.78K
31.6K $1.39M
EMR
Emerson Electric CO

Industrials
-135
- 0.69%
$108.13 - $134.33 $14.6K - $18.1K
19.4K $2.41M
JPM
Jpmorgan Chase & CO

Financial Services
-174
- 1.09%
$205.18 - $250.29 $35.7K - $43.6K
15.8K $3.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-320
- 5.7%
$213.65 - $479.86 $68.4K - $154K
5.29K $2.14M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7.92K
- 0.72%
$66.77 - $71.52 $529K - $567K
1.1M $75.5M
AVGO
Broadcom Inc.

Technology
-766
- 2.55%
$159.67 - $250.0 $122K - $192K
29.2K $6.77M
VUG
Vanguard Growth ETF

ETFs
-1.64K
- 1.4%
$378.79 - $428.11 $622K - $703K
115K $47.4M
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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