Csm Advisors, LLC Purchases in Q3 2024

Csm Advisors, LLC

  • $1.53 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
231K
New
$107.62 - $118.76 $24.8M - $27.4M
231K $27.2M
VHT
Vanguard Health Care ETF

ETFs
96.1K
New
$261.88 - $288.1 $25.2M - $27.7M
96.1K $27.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
227K
New
$114.73 - $120.23 $26M - $27.3M
227K $27.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
56K
New
$386.81 - $423.12 $21.7M - $23.7M
56K $23.7M
IVV
Ishares Core S&P 500 ETF

ETFs
40.5K
+ 934.69%
$520.18 - $576.82 $21.1M - $23.3M
44.8K $25.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
271K
New
$33.89 - $41.64 $9.18M - $11.3M
271K $10.8M
North Square Investm
875K
New
N/A
875K $9.83M
NVDA
Nvidia Corp

Technology
70.8K
+ 737.55%
$98.91 - $134.91 $7M - $9.55M
80.4K $9.77M
AMD
Advanced Micro Devices Inc

Technology
30K
+ 66.66%
$128.67 - $183.96 $3.86M - $5.52M
75.1K $12.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
5.53K
+ 1.95%
$81.17 - $90.77 $449K - $502K
289K $25.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
37.1K
New
$56.04 - $62.99 $2.08M - $2.34M
37.1K $2.27M
Amentum Holdings Inc
85.6K
New
N/A
85.6K $2.2M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
10.4K
+ 4.56%
$43.9 - $52.34 $458K - $546K
239K $12.3M
CRM
Salesforce, Inc.

Technology
2.91K
+ 8.42%
$238.42 - $276.53 $694K - $805K
37.5K $10.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.19K
+ 3.22%
$58.03 - $65.37 $301K - $339K
167K $10.8M
BWA
Borgwarner Inc

Consumer Cyclical
19.6K
+ 58.11%
$31.19 - $36.75 $612K - $722K
53.4K $1.94M
VB
Vanguard Small Cap ETF

ETFs
621
+ 1.75%
$214.77 - $237.72 $133K - $148K
36.1K $8.57M
EFV
Msci Eafe Value ETF

ETFs
3.51K
+ 2.96%
$51.72 - $57.96 $181K - $203K
122K $7.02M
PM
Philip Morris International Inc.

Consumer Defensive
310
+ 1.28%
$101.25 - $127.45 $31.4K - $39.5K
24.5K $2.98M
AVGO
Broadcom Inc.

Technology
82K
+ 860.5%
$136.27 - $1745.86 $11.2M - $143M
91.5K $15.8M
VBR
Vanguard Small Cap Value ETF

ETFs
371
+ 2.06%
$179.99 - $201.6 $66.8K - $74.8K
18.4K $3.7M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
3.54K
+ 3.08%
$24.51 - $27.14 $86.8K - $96.2K
118K $3.19M
USB
Us Bancorp \De\

Financial Services
825
+ 1.83%
$39.04 - $47.23 $32.2K - $39K
45.9K $2.1M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
2.69K
+ 3.29%
$34.48 - $37.66 $92.6K - $101K
84.4K $3.16M
EWG
Ishares Msci Germany ETF

ETFs
2.19K
+ 3.29%
$29.49 - $33.93 $64.6K - $74.4K
68.7K $2.33M
MA
Mastercard Inc

Financial Services
490
New
$429.6 - $500.99 $211K - $245K
490 $241K
TDG
Trans Digm Group Inc

Industrials
164
New
$1202.03 - $1427.41 $197K - $234K
164 $234K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.53K
New
$136.06 - $155.24 $207K - $237K
1.53K $230K
FCX
Freeport Mcmoran Inc

Basic Materials
430
+ 0.29%
$39.52 - $51.92 $17K - $22.3K
150K $7.49M
COST
Costco Wholesale Corp

Consumer Defensive
237
New
$801.83 - $917.05 $190K - $217K
237 $211K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.35K
New
$56.47 - $63.69 $189K - $213K
3.35K $211K
NFLX
Netflix Inc

Communication Services
286
New
$598.55 - $722.26 $171K - $207K
286 $203K
CSCO
Cisco Systems, Inc.

Technology
551
+ 1.82%
$44.74 - $53.22 $24.7K - $29.3K
30.9K $1.64M
AMGN
Amgen Inc

Healthcare
133
+ 1.4%
$309.38 - $337.38 $41.1K - $44.9K
9.65K $3.11M
UNH
Unitedhealth Group Inc

Healthcare
91
+ 18.92%
$488.01 - $604.18 $44.4K - $55K
572 $335K
V
Visa Inc.

Financial Services
164
+ 19.29%
$253.74 - $291.56 $41.6K - $47.8K
1.01K $277K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.48K
+ 3.22%
$41.58 - $46.45 $61.6K - $68.8K
47.5K $2.13M
ABC
Amerisourcebergen Corp

Healthcare
165
+ 0.63%
N/A
26.4K $5.93M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
760
+ 3.19%
$91.43 - $117.51 $69.5K - $89.3K
24.6K $2.6M
Activity Summary
Buys All Purchases 40 New Holdings 14 Increased Positions 26 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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