Csm Advisors, LLC Incresed Positions in Q2 2024

Csm Advisors, LLC

  • $1.42 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
129K
+ 439.12%
$192.84 - $209.44 $24.9M - $27M
159K $32.2M
HON
Honeywell International Inc

Industrials
16.8K
+ 31.58%
$190.36 - $215.89 $3.19M - $3.62M
69.8K $14.9M
VEA
Vanguard Ftse Developed Market

ETFs
45K
+ 18.33%
$47.83 - $51.21 $2.15M - $2.31M
291K $14.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30.7K
+ 23.5%
$57.86 - $62.21 $1.78M - $1.91M
161K $9.73M
CVX
Chevron Corp

Energy
9.08K
+ 10.97%
$152.57 - $166.33 $1.39M - $1.51M
91.9K $14.4M
DE
Deere & CO

Industrials
5.75K
+ 23.28%
$364.98 - $414.02 $2.1M - $2.38M
30.4K $11.4M
T
At&T Inc.

Communication Services
23.8K
+ 6.65%
$16.09 - $19.11 $383K - $455K
381K $7.29M
EFV
Msci Eafe Value ETF

ETFs
21.1K
+ 21.71%
$52.34 - $56.41 $1.11M - $1.19M
118K $6.28M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
15.2K
+ 22.89%
$33.21 - $36.75 $506K - $560K
81.7K $2.85M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.18K
+ 21.28%
$105.42 - $112.82 $441K - $472K
23.8K $2.69M
NEE
Nextera Energy Inc

Utilities
3
+ 0.01%
$61.7 - $80.02 $185 - $240
50.5K $3.58M
EWG
Ishares Msci Germany ETF

ETFs
12.4K
+ 22.81%
$30.0 - $32.74 $371K - $405K
66.5K $2.04M
NVDA
Nvidia Corp

Technology
8.6K
+ 855.22%
$118.11 - $1224.4 $1.02M - $10.5M
9.6K $1.19M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
8.09K
+ 21.33%
$45.21 - $48.49 $366K - $392K
46K $2.08M
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.05%
$88.6 - $104.24 $1.15K - $1.36K
24.2K $2.46M
FCX
Freeport Mcmoran Inc

Basic Materials
5
+ 0.0%
$47.26 - $54.86 $236 - $274
150K $7.27M
ST
Sensata Technologies Holding PLC

Technology
150
+ 0.07%
$33.48 - $43.02 $5.02K - $6.45K
205K $7.66M
North Sq Invstmnts T
2.96K
+ 1.04%
N/A
287K $5.95M
A
Agilent Technologies, Inc.

Healthcare
5
+ 0.02%
$129.63 - $154.64 $648 - $773
21.1K $2.74M
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.01%
N/A
26.2K $5.9M
CAT
Caterpillar Inc

Industrials
633
+ 1.78%
$321.47 - $379.3 $203K - $240K
36.1K $12M
DIS
Walt Disney CO

Communication Services
30
+ 0.03%
$99.29 - $122.82 $2.98K - $3.68K
87.5K $8.68M
Activity Summary
Buys All Purchases 25 New Holdings 2 Increased Positions 23 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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