Csm Advisors, LLC Portfolio Holdings

Csm Advisors, LLC

  • $2.14 Billion
  • Q4 2024

Csm Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.14 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $172M, Vanguard Growth ETF with a value of $172M, Spdr S&P 500 ETF Trust with a value of $152M, Vanguard Value ETF with a value of $123M, and North Sq Invstmnts T with a value of $100M.

Examining the 13F form we can see an increase of $604M in the current position value, from $1.53B to 2.14B.

Csm Advisors, LLC is based out at Pittsburgh, PA

Below you can find more details about Csm Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.14 Billion
ETFs: $1.26 Billion
Technology: $170 Million
Financial Services: $116 Million
Communication Services: $95.6 Million
Consumer Cyclical: $77.4 Million
Healthcare: $57.3 Million
Industrials: $45.8 Million
Energy: $41.7 Million
Other: $74.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$3.41 Million 0.16% of portfolio
13,092
Q4 2024 Added 35.7%
$233B
$2.91 Million 0.14% of portfolio
24,214
Q4 2024 Reduced 1.32%
$39.9B
$2.83 Million 0.13% of portfolio
21,052
Q4 2024 Added 2.68%
$70.9B
$2.26 Million 0.11% of portfolio
47,155
Q4 2024 Added 2.63%
$266B
$1.88 Million 0.09% of portfolio
31,686
Q4 2024 Added 2.59%
$7.08B
$1.75 Million 0.08% of portfolio
54,924
Q4 2024 Added 2.81%
$4.59B
$1.4 Million 0.07% of portfolio
51,182
Q4 2024 Reduced 74.84%
$802B
$807,000 0.04% of portfolio
1,045
Q4 2024 Added 30.63%
$539B
$342,000 0.02% of portfolio
651
Q4 2024 Added 32.86%
$471B
$345,000 0.02% of portfolio
388
Q4 2024 Added 35.66%
$578B
$419,000 0.02% of portfolio
1,330
Q4 2024 Added 31.16%
$1.12T
$322,000 0.02% of portfolio
798
Q4 2024 New
-
$472,000 0.02% of portfolio
-
Q1 2021 New
$490B
$379,000 0.02% of portfolio
751
Q4 2024 Added 31.29%
$75.4B
$222,000 0.01% of portfolio
942
Q4 2024 New
$199B
$224,000 0.01% of portfolio
211
Q4 2024 New
$474B
$277,000 0.01% of portfolio
303
Q4 2024 Added 27.85%
$146B
$202,000 0.01% of portfolio
560
Q4 2024 New
$71.3B
$274,000 0.01% of portfolio
216
Q4 2024 Added 31.71%
$82.8B
$268,000 0.01% of portfolio
225
Q4 2024 New
$88B
$220,000 0.01% of portfolio
2,326
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $2.14 Billion
  • Prior Value $1.53 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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