Cfs Investment Advisory Services, LLC Purchases in Q3 2024

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
357K
+ 124.7%
$51.72 - $57.96 $18.5M - $20.7M
643K $37M
AAPL
Apple Inc.

Technology
56K
New
$207.23 - $234.82 $11.6M - $13.1M
56K $13M
Blackrock ETF Trust Ii
238K
New
N/A
238K $12.7M
Blackrock ETF Trust Ii
200K
New
N/A
200K $10.4M
QDF
Flexshares Quality Dividend In

ETFs
103K
New
$65.37 - $71.71 $6.72M - $7.37M
103K $7.37M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
13.8K
+ 0.71%
$47.29 - $52.55 $654K - $727K
1.96M $103M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
107K
+ 20.0%
$44.83 - $47.42 $4.78M - $5.06M
640K $30.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
164K
New
$24.86 - $26.33 $4.09M - $4.33M
164K $4.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
61.2K
+ 35.38%
$56.04 - $62.99 $3.43M - $3.85M
234K $14.3M
IGRO
Ishares Tr International Divid

ETFs
51K
New
$66.7 - $75.25 $3.4M - $3.84M
51K $3.8M
AFL
Aflac Inc

Financial Services
31.3K
New
$88.52 - $111.8 $2.77M - $3.49M
31.3K $3.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.66K
New
$405.19 - $478.57 $2.7M - $3.19M
6.66K $3.07M
IVV
Ishares Core S&P 500 ETF

ETFs
764
+ 0.97%
$520.18 - $576.82 $397K - $441K
79.4K $45.8M
AMGN
Amgen Inc

Healthcare
8.8K
New
$309.38 - $337.38 $2.72M - $2.97M
8.8K $2.84M
ADP
Automatic Data Processing Inc

Industrials
10.1K
New
$233.44 - $279.45 $2.35M - $2.82M
10.1K $2.79M
AMZN
Amazon Com Inc

Consumer Cyclical
12.2K
New
$161.02 - $200.0 $1.96M - $2.43M
12.2K $2.27M
MBB
Ishares Tr

ETFs
7.7K
+ 2.14%
$90.85 - $96.66 $699K - $744K
368K $35.3M
ABT
Abbott Laboratories

Healthcare
17.9K
New
$100.07 - $118.13 $1.79M - $2.12M
17.9K $2.04M
TGT
Target Corp

Consumer Defensive
12.4K
New
$133.47 - $159.25 $1.66M - $1.98M
12.4K $1.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.95K
New
$434.77 - $502.96 $1.72M - $1.99M
3.95K $1.93M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.65K
+ 1.47%
$44.24 - $49.47 $383K - $428K
596K $29.5M
NVDA
Nvidia Corp

Technology
15.2K
+ 53.96%
$98.91 - $134.91 $1.5M - $2.05M
43.3K $5.26M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.79K
New
$247.34 - $300.11 $1.43M - $1.74M
5.79K $1.72M
DVYE
Ishares Emerging Markets Divid

ETFs
55.3K
New
$25.71 - $29.05 $1.42M - $1.61M
55.3K $1.59M
ADM
Archer Daniels Midland CO

Consumer Defensive
25.5K
New
$57.96 - $65.72 $1.48M - $1.68M
25.5K $1.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.77K
+ 3.57%
$105.53 - $118.34 $397K - $446K
109K $12.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
27K
+ 8.47%
$26.69 - $29.87 $721K - $807K
346K $10.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
36.7K
+ 115.28%
$32.36 - $33.78 $1.19M - $1.24M
68.6K $2.31M
BAC
Bank Of America Corp

Financial Services
31.7K
New
$36.65 - $44.13 $1.16M - $1.4M
31.7K $1.26M
BDX
Becton Dickinson & CO

Healthcare
4.69K
New
$221.47 - $242.41 $1.04M - $1.14M
4.69K $1.13M
DFIV
Dimensional ETF Tr

ETFs
1.93K
+ 0.4%
$34.66 - $38.38 $66.9K - $74.1K
483K $18.4M
RTX
Raytheon Technologies Corp

Industrials
7K
New
$99.55 - $123.34 $697K - $864K
7K $849K
EMB
Ishares Tr

ETFs
4.21K
+ 4.78%
$87.75 - $93.74 $370K - $395K
92.3K $8.64M
ALB
Albemarle Corp

Basic Materials
7.86K
New
$72.85 - $100.09 $572K - $787K
7.86K $744K
CTAS
Cintas Corp

Industrials
17.3K
+ 296.94%
$201.38 - $819.83 $3.49M - $14.2M
23.2K $4.77M
OEF
Ishares S&P 100 ETF

ETFs
2.03K
+ 23.82%
$266.03 - $266.03 $540K - $540K
10.5K $2.92M
ADI
Analog Devices Inc

Technology
2.87K
New
$200.56 - $243.33 $575K - $698K
2.87K $660K
ABBV
Abb Vie Inc.

Healthcare
72
+ 0.29%
$163.84 - $199.33 $11.8K - $14.4K
24.6K $4.87M
AMAT
Applied Materials Inc

Technology
3.18K
New
$174.88 - $254.97 $557K - $812K
3.18K $643K
AEP
American Electric Power CO Inc

Utilities
4.51K
New
$87.11 - $104.95 $393K - $473K
4.51K $463K
IEFA
Ishares Tr

ETFs
1.11K
+ 1.68%
$70.09 - $78.74 $78.1K - $87.7K
67.5K $5.27M
BMY
Bristol Myers Squibb CO

Healthcare
3.66K
+ 14.94%
$39.66 - $51.75 $145K - $190K
28.2K $1.46M
BA
Boeing CO

Industrials
2.81K
New
$152.04 - $190.6 $427K - $535K
2.81K $427K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.58K
+ 5.6%
$113.41 - $125.62 $179K - $199K
29.8K $3.75M
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 1.23%
$191.76 - $263.26 $13K - $17.9K
5.61K $1.47M
ORCL
Oracle Corp

Technology
853
+ 11.16%
$125.9 - $170.35 $107K - $145K
8.5K $1.45M
DFAT
Dimensional ETF Tr U S Target

ETFs
137
+ 0.15%
$51.0 - $57.07 $6.99K - $7.82K
94.4K $5.25M
IFRA
Ishares Tr

ETFs
865
+ 1.33%
$41.55 - $46.97 $35.9K - $40.6K
65.7K $3.09M
IEV
Ishares Tr Europe ETF

ETFs
5.76K
New
$53.25 - $58.78 $307K - $339K
5.76K $336K
Activity Summary
Buys All Purchases 120 New Holdings 40 Increased Positions 80 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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