Community Financial Services Group, LLC Purchases in Q4 2024

Community Financial Services Group, LLC

  • $505 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
75.9K
New
$176.42 - $186.91 $13.4M - $14.2M
75.9K $13.5B
GVI
Ishares Tr

ETFs
74.4K
+ 357.4%
$103.89 - $107.05 $7.73M - $7.96M
95.2K $9.92B
AVGO
Broadcom Inc.

Technology
16.3K
+ 29.28%
$159.67 - $250.0 $2.6M - $4.07M
71.9K $16.7B
Blackrock
4.87K
New
N/A
4.87K $4.99B
Arista Networks Inc
37.1K
New
N/A
37.1K $4.1B
AAPL
Apple Inc.

Technology
2.11K
+ 1.77%
$221.69 - $259.02 $467K - $546K
121K $30.4B
NVDA
Nvidia Corp

Technology
2.8K
+ 2.05%
$117.0 - $148.88 $328K - $417K
140K $18.8B
V
Visa Inc.

Financial Services
412
+ 0.98%
$273.87 - $320.91 $113K - $132K
42.5K $13.4B
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 3.35%
$205.18 - $250.29 $315K - $384K
47.3K $11.3B
WMT
Walmart Inc.

Consumer Defensive
2.79K
+ 2.45%
$79.1 - $95.7 $221K - $267K
117K $10.5B
IEF
Ishares Barclays

ETFs
30K
+ 10.11%
$92.08 - $98.18 $2.76M - $2.94M
326K $30.2B
BAC
Bank Of America Corp

Financial Services
7.07K
+ 6.01%
$39.22 - $47.77 $277K - $337K
125K $5.48B
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.8K
+ 24.37%
$57.53 - $60.83 $910K - $962K
80.8K $4.65B
PANW
Palo Alto Networks Inc

Technology
22.4K
+ 107.58%
$181.96 - $405.9 $4.08M - $9.1M
43.3K $7.87B
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.18K
+ 6.78%
$178.39 - $215.0 $389K - $469K
34.4K $6.63B
META
Meta Platforms, Inc.

Communication Services
613
+ 4.43%
$554.08 - $632.68 $340K - $388K
14.5K $8.47B
ETN
Eaton Corp PLC

Industrials
906
+ 3.63%
$326.96 - $377.52 $296K - $342K
25.8K $8.57B
PH
Parker Hannifin Corp

Industrials
461
New
$621.74 - $709.46 $287K - $327K
461 $293M
VRSK
Verisk Analytics, Inc.

Industrials
570
+ 4.25%
$262.86 - $294.75 $150K - $168K
14K $3.85B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.46K
New
$129.96 - $144.97 $190K - $212K
1.46K $204M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
71
+ 2.52%
$1146.59 - $1270.6 $81.4K - $90.2K
2.89K $3.43B
ADP
Automatic Data Processing Inc

Industrials
155
+ 2.15%
$280.08 - $307.97 $43.4K - $47.7K
7.38K $2.16B
CVX
Chevron Corp

Energy
1.29K
+ 9.04%
$141.15 - $162.53 $183K - $210K
15.6K $2.26B
TJX
Tjx Companies Inc

Consumer Cyclical
266
+ 1.32%
$112.15 - $127.2 $29.8K - $33.8K
20.4K $2.46B
ATO
Atmos Energy Corp

Utilities
370
+ 5.42%
$136.41 - $151.43 $50.5K - $56K
7.2K $1B
ADI
Analog Devices Inc

Technology
847
+ 11.14%
$206.35 - $236.48 $175K - $200K
8.45K $1.8B
BDX
Becton Dickinson & CO

Healthcare
266
+ 20.14%
$220.02 - $243.75 $58.5K - $64.8K
1.59K $360M
ACN
Accenture PLC

Technology
117
+ 2.3%
$343.9 - $376.86 $40.2K - $44.1K
5.21K $1.83B
EWC
Ishares Msci Canada ETF

ETFs
1.21K
+ 6.32%
$39.64 - $43.28 $47.9K - $52.3K
20.3K $819M
WM
Waste Management Inc

Industrials
649
+ 3.19%
$201.79 - $228.46 $131K - $148K
21K $4.24B
A
Agilent Technologies, Inc.

Healthcare
141
+ 10.14%
$125.69 - $146.56 $17.7K - $20.7K
1.53K $206M
UL
Unilever PLC

Consumer Defensive
402
+ 11.39%
$56.7 - $64.64 $22.8K - $26K
3.93K $223M
ABBV
Abb Vie Inc.

Healthcare
233
+ 9.49%
$164.99 - $203.87 $38.4K - $47.5K
2.69K $477M
MCD
Mcdonalds Corp

Consumer Cyclical
763
+ 4.78%
$288.47 - $316.54 $220K - $242K
16.7K $4.85B
DCI
Donaldson CO Inc

Industrials
916
+ 6.97%
$67.28 - $78.27 $61.6K - $71.7K
14.1K $946M
HD
Home Depot, Inc.

Consumer Cyclical
197
+ 2.42%
$385.02 - $431.37 $75.8K - $85K
8.34K $3.24B
PG
Procter & Gamble CO

Consumer Defensive
1.04K
+ 2.45%
$161.05 - $179.7 $167K - $186K
43.3K $7.27B
PGR
Progressive Corp

Financial Services
343
+ 2.29%
$239.6 - $268.88 $82.2K - $92.2K
15.3K $3.68B
AMT
American Tower Corp

Real Estate
414
+ 9.43%
$179.4 - $232.01 $74.3K - $96.1K
4.8K $881M
BBY
Best Buy CO Inc

Consumer Cyclical
974
+ 7.18%
$85.2 - $101.35 $83K - $98.7K
14.5K $1.25B
LOW
Lowes Companies Inc

Consumer Cyclical
950
+ 5.26%
$244.52 - $284.07 $232K - $270K
19K $4.7B
ECL
Ecolab Inc.

Basic Materials
513
+ 3.32%
$234.32 - $261.43 $120K - $134K
15.9K $3.74B
Veralto Corp
2.15K
+ 4.33%
N/A
51.7K $5.27B
MSFT
Microsoft Corp

Technology
448
+ 0.63%
$406.35 - $454.46 $182K - $204K
71.7K $30.2B
XYL
Xylem Inc.

Industrials
204
+ 0.81%
$116.02 - $137.45 $23.7K - $28K
25.3K $2.94B
Linde PLC
722
+ 5.52%
N/A
13.8K $5.78B
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.77K
+ 4.19%
$59.25 - $72.99 $105K - $129K
44K $2.63B
LLY
Eli Lilly & CO

Healthcare
660
+ 7.24%
$727.2 - $932.06 $480K - $615K
9.77K $7.54B
ADBE
Adobe Inc.

Technology
535
+ 4.69%
$437.39 - $552.96 $234K - $296K
11.9K $5.31B
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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