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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Csm Advisors, LLC Portfolio

Follow Csm Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Csm Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Csm Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email