Cfs Investment Advisory Services, LLC Sells in Q3 2024

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
-1.37K
- 24.37%
$193.43 - $220.62 $266K - $303K
4.27K $941K
NUE
Nucor Corp

Basic Materials
-143
- 0.76%
$137.77 - $166.14 $19.7K - $23.8K
18.8K $2.82M
GOOGL
Alphabet Inc.

Communication Services
-51
- 0.54%
$148.65 - $191.18 $7.58K - $9.75K
9.38K $1.56M
UPS
United Parcel Service Inc

Industrials
-1.15K
- 14.26%
$123.32 - $147.38 $141K - $169K
6.88K $939K
SWK
Stanley Black & Decker, Inc.

Industrials
-2.59K
- 51.43%
$77.75 - $110.17 $201K - $285K
2.45K $269K
TROW
Price T Rowe Group Inc

Financial Services
-474
- 4.79%
$101.71 - $120.75 $48.2K - $57.2K
9.43K $1.03M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9.77K
- 6.56%
$22.38 - $23.66 $219K - $231K
139K $3.26M
WST
West Pharmaceutical Services Inc

Healthcare
-55
- 3.31%
$277.16 - $333.3 $15.2K - $18.3K
1.61K $482K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-2.9K
- 15.69%
$42.65 - $46.55 $124K - $135K
15.6K $726K
GOOG
Alphabet Inc.

Communication Services
-47
- 1.48%
$149.54 - $192.66 $7.03K - $9.06K
3.12K $522K
NFLX
Netflix Inc

Communication Services
-100
- 19.42%
$598.55 - $722.26 $59.9K - $72.2K
415 $294K
ROP
Roper Technologies Inc

Industrials
-51
- 1.45%
$515.25 - $576.55 $26.3K - $29.4K
3.46K $1.92M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.09K
- 16.76%
$63.28 - $70.06 $68.7K - $76.1K
5.39K $378K
IBMP
Ishares Tr Ibonds December 202

ETFs
-1.91K
- 5.72%
$24.92 - $25.47 $47.6K - $48.6K
31.5K $801K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.12K
- 6.33%
$24.91 - $25.63 $52.7K - $54.2K
31.3K $802K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-1.12K
- 3.09%
$25.97 - $26.11 $29.1K - $29.2K
35.1K $917K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-900
- 6.38%
$25.04 - $25.21 $22.5K - $22.7K
13.2K $333K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.02K
- 3.17%
$26.42 - $26.67 $26.9K - $27.1K
31K $828K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-901
- 7.98%
$24.78 - $25.11 $22.3K - $22.6K
10.4K $261K
IBMO
Ishares Tr Ibonds December 202

ETFs
-1.15K
- 3.35%
$25.26 - $25.66 $29K - $29.4K
33K $848K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-942
- 7.6%
$23.75 - $23.75 $22.4K - $22.4K
11.5K $278K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-873
- 8.18%
$24.62 - $25.59 $21.5K - $22.3K
9.8K $250K
GPC
Genuine Parts CO

Consumer Cyclical
-203
- 1.72%
$131.04 - $147.11 $26.6K - $29.9K
11.6K $1.62M
IDEV
Ishares Core Msci Intl Develop

ETFs
-494
- 9.99%
$63.46 - $71.43 $31.3K - $35.3K
4.45K $315K
KMB
Kimberly Clark Corp

Consumer Defensive
-253
- 3.92%
$135.05 - $148.35 $34.2K - $37.5K
6.2K $882K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-327
- 6.56%
$51.02 - $52.74 $16.7K - $17.2K
4.65K $245K
HPQ
Hp Inc

Technology
-367
- 6.16%
$32.02 - $38.11 $11.8K - $14K
5.59K $200K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-683
- 9.15%
$26.43 - $29.86 $18.1K - $20.4K
6.79K $200K
IXN
Ishares Global Information Tec

ETFs
-12
- 0.2%
$73.0 - $87.81 $876 - $1.05K
6.02K $497K
IYH
Ishares Tr

ETFs
-184
- 4.85%
$60.29 - $66.38 $11.1K - $12.2K
3.61K $235K
YUM
Yum Brands Inc

Consumer Cyclical
-73
- 4.25%
$125.95 - $139.96 $9.19K - $10.2K
1.65K $230K
UGI
Ugi Corp

Utilities
-669
- 6.88%
$22.23 - $25.05 $14.9K - $16.8K
9.05K $226K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-74
- 0.86%
$23.63 - $24.42 $1.75K - $1.81K
8.48K $207K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.52K
- 6.37%
$25.36 - $28.37 $165K - $185K
95.9K $2.7M
VGT
Vanguard Information Technolog

ETFs
-5
- 0.62%
$514.43 - $606.85 $2.57K - $3.03K
799 $469K
HRL
Hormel Foods Corp

Consumer Defensive
-197
- 1.48%
$30.04 - $33.14 $5.92K - $6.53K
13.1K $415K
GNMA
Ishares Gnma Bond ETF

ETFs
-621
- 2.39%
$42.68 - $45.25 $26.5K - $28.1K
25.3K $1.13M
PDN
Invesco Fd Tr

ETFs
-271
- 3.02%
$31.75 - $35.44 $8.6K - $9.6K
8.7K $306K
PPG
Ppg Industries Inc

Basic Materials
-243
- 3.13%
$118.32 - $134.55 $28.8K - $32.7K
7.53K $998K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-46
- 0.47%
$69.59 - $79.2 $3.2K - $3.64K
9.66K $744K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-23
- 1.1%
$127.29 - $141.5 $2.93K - $3.25K
2.08K $290K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-271
- 2.79%
$175.46 - $203.3 $47.5K - $55.1K
9.43K $1.91M
O
Realty Income Corp

Real Estate
-1.32K
- 13.16%
$52.36 - $63.42 $69K - $83.6K
8.69K $551K
VB
Vanguard Small Cap ETF

ETFs
-12
- 0.85%
$214.77 - $237.72 $2.58K - $2.85K
1.4K $332K
MA
Mastercard Inc

Financial Services
-50
- 5.35%
$429.6 - $500.99 $21.5K - $25K
884 $437K
EXPD
Expeditors International Of Washington Inc

Industrials
-67
- 1.29%
$116.1 - $131.42 $7.78K - $8.81K
5.14K $675K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4
- 0.05%
$58.03 - $65.37 $232 - $261
7.56K $489K
VV
Vanguard Large Cap ETF

ETFs
-75
- 1.92%
$236.92 - $263.4 $17.8K - $19.8K
3.83K $1.01M
DFAU
Dimensional ETF Tr

ETFs
-19
- 0.09%
$35.8 - $39.69 $680 - $754
21K $833K
Activity Summary
Buys All Purchases 120 New Holdings 40 Increased Positions 80 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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