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 Market Cap. of $200 Billions or more
