Csm Advisors, LLC Sells in Q2 2024

Csm Advisors, LLC

  • $1.42 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
North Sq Invstmnts T
-527K
- 11.31%
N/A
4.14M $60.4M
MPC
Marathon Petroleum Corp

Energy
-10.2K
- 6.95%
$168.76 - $219.13 $1.72M - $2.24M
137K $23.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
-51.2K
- 15.31%
$77.95 - $84.63 $3.99M - $4.33M
283K $23.2M
TGT
Target Corp

Consumer Defensive
-585
- 0.82%
$141.16 - $177.82 $82.6K - $104K
71.1K $10.5M
CNC
Centene Corp

Healthcare
-1.44K
- 0.87%
$66.3 - $78.43 $95.6K - $113K
165K $10.9M
CE
Celanese Corp

Basic Materials
-1.19K
- 2.54%
$134.4 - $171.27 $160K - $204K
45.7K $6.16M
VB
Vanguard Small Cap ETF

ETFs
-6.11K
- 14.68%
$210.76 - $226.94 $1.29M - $1.39M
35.5K $7.75M
CRM
Salesforce, Inc.

Technology
-815
- 2.3%
$218.01 - $304.74 $178K - $248K
34.6K $8.89M
Jacobs Solutions Inc
-288
- 0.32%
N/A
89.5K $12.5M
SYY
Sysco Corp

Consumer Defensive
-10
- 0.01%
$70.69 - $80.57 $707 - $806
131K $9.38M
ABT
Abbott Laboratories

Healthcare
-2.13K
- 1.98%
$100.73 - $112.44 $215K - $239K
106K $11M
MRK
Merck & Co., Inc.

Healthcare
-3.97K
- 4.67%
$123.8 - $132.96 $491K - $527K
80.9K $10M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-1.46K
- 1.8%
$183.74 - $229.78 $268K - $335K
79.9K $17.2M
AMD
Advanced Micro Devices Inc

Technology
-1.68K
- 3.6%
$144.27 - $183.34 $242K - $308K
45.1K $7.31M
SBUX
Starbucks Corp

Consumer Cyclical
-310
- 0.39%
$72.5 - $91.53 $22.5K - $28.4K
78.3K $6.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.1K
- 32.66%
$497.53 - $549.64 $1.04M - $1.15M
4.33K $2.37M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.28K
- 15.39%
$177.65 - $191.11 $583K - $627K
18K $3.29M
MAR
Marriott International Inc

Consumer Cyclical
-1.48K
- 3.71%
$228.38 - $258.55 $337K - $381K
38.2K $9.25M
FFIV
F5, Inc.

Technology
-85
- 0.27%
$165.31 - $196.07 $14.1K - $16.7K
31.4K $5.42M
AIG
American International Group, Inc.

Financial Services
-1.17K
- 1.13%
$72.58 - $80.54 $84.9K - $94.2K
102K $7.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.85K
- 8.12%
$455.1 - $504.28 $842K - $933K
20.9K $10.5M
CB
Chubb LTD

Financial Services
-988
- 2.22%
$243.01 - $274.28 $240K - $271K
43.5K $11.1M
GILD
Gilead Sciences, Inc.

Healthcare
-1.31K
- 1.92%
$63.15 - $72.88 $82.7K - $95.5K
67K $4.6M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-2.63K
- 1.13%
$42.03 - $46.48 $110K - $122K
229K $10.3M
EOG
Eog Resources Inc

Energy
-940
- 1.32%
$118.24 - $137.95 $111K - $130K
70.5K $8.87M
WFC
Wells Fargo & Company

Financial Services
-7.65K
- 4.82%
$56.41 - $62.34 $431K - $477K
151K $8.97M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.4K
- 3.44%
$32.02 - $32.68 $109K - $111K
95.5K $3.11M
DFS
Discover Financial Services

Financial Services
-730
- 0.77%
$119.57 - $130.81 $87.3K - $95.5K
94.6K $12.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1K
- 9.63%
$75.81 - $80.15 $75.8K - $80.2K
9.38K $730K
JPM
Jpmorgan Chase & CO

Financial Services
-1.49K
- 1.46%
$180.08 - $204.79 $268K - $305K
100K $20.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.1K
- 3.39%
$29.51 - $29.7 $62K - $62.4K
59.9K $1.78M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-800
- 2.01%
$21.93 - $23.08 $17.5K - $18.5K
39.1K $882K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-600
- 1.88%
$28.14 - $28.86 $16.9K - $17.3K
31.3K $886K
V
Visa Inc.

Financial Services
-45
- 5.03%
$262.47 - $281.5 $11.8K - $12.7K
850 $222K
DGRO
Ishares Core Dividend Growth E

ETFs
-300
- 1.97%
$55.23 - $58.55 $16.6K - $17.6K
14.9K $860K
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 0.37%
$173.33 - $185.29 $17.3K - $18.5K
26.6K $4.86M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-400
- 3.16%
$35.59 - $36.41 $14.2K - $14.6K
12.3K $444K
AFL
Aflac Inc

Financial Services
-300
- 6.9%
$79.64 - $90.43 $23.9K - $27.1K
4.05K $361K
PG
Procter & Gamble CO

Consumer Defensive
-100
- 5.56%
$155.33 - $168.56 $15.5K - $16.9K
1.7K $280K
UNH
Unitedhealth Group Inc

Healthcare
-17
- 3.41%
$439.2 - $524.63 $7.47K - $8.92K
481 $244K
SO
Southern CO

Utilities
-100
- 2.16%
$67.77 - $80.71 $6.78K - $8.07K
4.53K $351K
KLAC
Kla Corp

Technology
-10
- 3.45%
$628.16 - $863.31 $6.28K - $8.63K
280 $230K
LLY
Eli Lilly & CO

Healthcare
-140
- 10.28%
$724.87 - $909.04 $101K - $127K
1.22K $1.11M
DOV
Dover Corp

Industrials
-570
- 1.1%
$168.61 - $187.55 $96.1K - $107K
51.3K $9.26M
BK
Bank Of New York Mellon Corp

Financial Services
-2.36K
- 1.86%
$54.0 - $60.74 $127K - $143K
125K $7.48M
META
Meta Platforms, Inc.

Communication Services
-910
- 2.15%
$430.17 - $527.34 $391K - $480K
41.5K $20.9M
HUM
Humana Inc

Healthcare
-265
- 1.02%
$302.09 - $373.65 $80.1K - $99K
25.7K $9.61M
PEG
Public Service Enterprise Group Inc

Utilities
-500
- 0.5%
$64.28 - $75.76 $32.1K - $37.9K
99K $7.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-800
- 0.24%
$58.24 - $64.51 $46.6K - $51.6K
338K $21.6M
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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