Cfs Investment Advisory Services, LLC Purchases in Q4 2024

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
96.2K
New
$100.16 - $100.7 $9.64M - $9.69M
96.2K $9.65M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
83.4K
New
$89.97 - $98.59 $7.5M - $8.22M
83.4K $7.92M
Blackrock ETF Trust
219K
New
N/A
219K $5.41M
GLDM
World Gold Trust

ETFs
68.9K
New
$50.76 - $55.23 $3.5M - $3.81M
68.9K $3.58M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
26.4K
+ 1.35%
$52.0 - $55.66 $1.37M - $1.47M
1.98M $106M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
39.6K
New
$51.58 - $52.91 $2.04M - $2.09M
39.6K $2.05M
AAPL
Apple Inc.

Technology
2.14K
+ 3.82%
$221.69 - $259.02 $474K - $553K
58.1K $14.5M
Blackrock ETF Trust Ii
39.6K
+ 19.81%
N/A
240K $11.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
18.6K
+ 61.09%
$75.1 - $82.99 $1.4M - $1.55M
49.2K $3.72M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.4K
+ 5.77%
$61.68 - $67.87 $1.07M - $1.18M
319K $19.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11.8K
+ 9.69%
$115.08 - $119.55 $1.36M - $1.41M
134K $15.5M
NVDA
Nvidia Corp

Technology
1.9K
+ 4.38%
$117.0 - $148.88 $222K - $282K
45.2K $6.07M
Ishares Tr
27.7K
New
N/A
27.7K $692K
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.71K
+ 44.71%
$83.09 - $89.28 $640K - $688K
24.9K $2.12M
HYDB
Ishares Tr Edge High Yield Def

ETFs
13.8K
+ 246.78%
$46.68 - $47.95 $643K - $661K
19.4K $910K
IQLT
Ishares Msci Intl Quality Fact

ETFs
14.5K
New
$37.12 - $41.23 $539K - $599K
14.5K $539K
WMT
Walmart Inc.

Consumer Defensive
689
+ 1.39%
$79.1 - $95.7 $54.5K - $65.9K
50.3K $4.54M
AMZN
Amazon Com Inc

Consumer Cyclical
515
+ 4.23%
$180.88 - $232.93 $93.2K - $120K
12.7K $2.78M
HDV
Ishares Core High Dividend ETF

ETFs
4.34K
New
$110.82 - $121.28 $481K - $527K
4.34K $488K
FNDX
Schwab Fundamental U S Large C

ETFs
17.8K
New
$23.49 - $71.77 $418K - $1.28M
17.8K $421K
PLTR
Palantir Technologies Inc.

Technology
5.21K
New
$36.46 - $82.38 $190K - $429K
5.21K $394K
EEM
Ishares Msci Emerging Markets

ETFs
7.96K
New
$41.82 - $47.36 $333K - $377K
7.96K $333K
GOOGL
Alphabet Inc.

Communication Services
526
+ 5.61%
$161.86 - $196.66 $85.1K - $103K
9.9K $1.87M
GNMA
Ishares Gnma Bond ETF

ETFs
8.28K
+ 32.67%
$42.8 - $44.74 $354K - $370K
33.6K $1.44M
Lam Research Corp
4.2K
New
N/A
4.2K $304K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.34K
+ 74.38%
$74.5 - $78.37 $324K - $340K
10.2K $761K
IWX
Ishares Tr Russell 200 Value E

ETFs
4.12K
+ 25.14%
$78.25 - $85.17 $323K - $351K
20.5K $1.62M
NFLX
Netflix Inc

Communication Services
237
+ 57.11%
$687.65 - $936.56 $163K - $222K
652 $581K
GIS
General Mills Inc

Consumer Defensive
4.36K
New
$62.78 - $74.62 $274K - $326K
4.36K $278K
IWF
Ishares Russell 1000 Gr ETF

ETFs
533
+ 25.47%
$370.24 - $418.94 $197K - $223K
2.63K $1.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
416
+ 13.1%
$521.84 - $558.82 $217K - $232K
3.59K $1.94M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.23K
+ 15.69%
$50.35 - $50.69 $263K - $265K
38.6K $1.94M
DIS
Walt Disney CO

Communication Services
2.26K
New
$92.39 - $117.6 $209K - $266K
2.26K $252K
HON
Honeywell International Inc

Industrials
1.08K
New
$202.84 - $236.0 $218K - $254K
1.08K $243K
VTV
Vanguard Value ETF

ETFs
1.39K
New
$168.32 - $181.87 $234K - $253K
1.39K $236K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.9K
+ 15.38%
$106.33 - $110.69 $309K - $321K
21.8K $2.32M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.17K
+ 135.17%
$26.65 - $29.34 $244K - $269K
16K $433K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.45K
+ 7.57%
$100.24 - $101.35 $245K - $248K
34.8K $3.5M
V
Visa Inc.

Financial Services
271
+ 8.13%
$273.87 - $320.91 $74.2K - $87K
3.61K $1.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
419
New
$501.29 - $612.85 $210K - $257K
419 $218K
VEA
Vanguard Ftse Developed Market

ETFs
28.3K
+ 12.37%
$47.57 - $52.44 $1.35M - $1.49M
257K $12.3M
ED
Consolidated Edison Inc

Utilities
2.35K
New
$88.87 - $107.38 $209K - $252K
2.35K $210K
DLR
Digital Realty Trust, Inc.

Real Estate
1.17K
New
$156.46 - $195.69 $183K - $229K
1.17K $207K
XEL
Xcel Energy Inc

Utilities
3.06K
New
$62.16 - $72.92 $190K - $223K
3.06K $207K
WEC
Wec Energy Group, Inc.

Utilities
2.17K
New
$92.94 - $101.82 $202K - $221K
2.17K $204K
CRM
Salesforce, Inc.

Technology
608
New
$270.87 - $367.87 $165K - $224K
608 $203K
IAU
Ishares Gold Trust

ETFs
4.07K
New
$48.37 - $52.65 $197K - $214K
4.07K $202K
ADP
Automatic Data Processing Inc

Industrials
103
+ 1.02%
$280.08 - $307.97 $28.8K - $31.7K
10.2K $2.98M
ITOT
Ishares Core S&P Total U.S. St

ETFs
664
+ 2.23%
$124.26 - $134.12 $82.5K - $89.1K
30.5K $3.92M
Activity Summary
Buys All Purchases 146 New Holdings 23 Increased Positions 123 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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