Cfs Investment Advisory Services, LLC Purchases in Q1 2025

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
267K
+ 82.93%
$25.54 - $27.64 $6.81M - $7.37M
588K $16M
GLDM
World Gold Trust

ETFs
76.5K
+ 110.94%
$52.19 - $61.89 $3.99M - $4.73M
145K $9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
91.5K
New
$45.72 - $51.73 $4.18M - $4.73M
91.5K $4.21M
HEFA
Ishares Currency Hedged Msci E

ETFs
88.4K
New
$34.83 - $37.52 $3.08M - $3.32M
88.4K $3.21M
IEMG
Ishares Inc

ETFs
55.5K
+ 46.7%
N/A
174K $9.41M
OEF
Ishares S&P 100 ETF

ETFs
12.2K
+ 117.36%
N/A
22.6K $6.13M
Blackrock ETF Trust Ii
53.2K
+ 22.17%
N/A
293K $14.8M
Blackrock ETF Trust Ii
56.5K
New
N/A
56.5K $2.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.1K
+ 8.54%
$182.82 - $196.21 $2.22M - $2.38M
154K $29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
19.9K
+ 12.97%
$168.16 - $186.21 $3.35M - $3.71M
173K $29.6M
Blackrock ETF Trust
63K
New
N/A
63K $2M
XTEN
Bondbloxx ETF Tr Bloomberg 10
37.4K
New
N/A
37.4K $1.74M
Blackrock ETF Trust
53K
+ 24.16%
N/A
273K $7.06M
JNJ
Johnson & Johnson

Healthcare
5.19K
+ 16.92%
$142.06 - $167.7 $738K - $871K
35.9K $5.95M
VEA
Vanguard Ftse Developed Market

ETFs
13.6K
+ 5.27%
$47.4 - $52.99 $643K - $719K
271K $13.8M
IVE
Ishares S&P 500 Value ETF

ETFs
6.39K
+ 23.51%
$185.78 - $198.58 $1.19M - $1.27M
33.6K $6.4M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
20.4K
New
$55.12 - $62.6 $1.12M - $1.28M
20.4K $1.15M
HD
Home Depot, Inc.

Consumer Cyclical
3.22K
+ 98.05%
$347.25 - $424.87 $1.12M - $1.37M
6.5K $2.38M
RPG
Invesco Exchange Traded Fd Tr

ETFs
28.9K
New
$37.33 - $45.03 $1.08M - $1.3M
28.9K $1.11M
INTF
Ishares Tr

ETFs
34.4K
New
$28.43 - $31.96 $977K - $1.1M
34.4K $1.06M
EMB
Ishares Tr

ETFs
10.8K
+ 23.24%
$88.64 - $92.03 $960K - $997K
57.4K $5.2M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
19K
+ 47.99%
$51.26 - $52.53 $974K - $998K
58.6K $3.02M
VV
Vanguard Large Cap ETF

ETFs
3.97K
+ 106.36%
$253.32 - $282.66 $1M - $1.12M
7.7K $1.98M
EEM
Ishares Msci Emerging Markets

ETFs
20.6K
+ 259.5%
$40.81 - $45.34 $843K - $936K
28.6K $1.25M
Blackrock ETF Trust Ii
15.8K
+ 6.46%
N/A
261K $13.7M
IGM
Ishares Expanded Tech Sector E

ETFs
8.17K
+ 282.94%
$90.67 - $108.46 $741K - $887K
11.1K $1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.92K
+ 2.18%
$114.57 - $118.14 $335K - $345K
137K $16.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.8K
New
$18.36 - $20.51 $639K - $714K
34.8K $689K
SJNK
Spdr Bloomberg Short Term High

ETFs
26.6K
New
$25.08 - $25.64 $667K - $682K
26.6K $669K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.55K
+ 11.1%
$71.17 - $73.66 $538K - $556K
75.6K $5.55M
FNDX
Schwab Fundamental U S Large C

ETFs
27.7K
+ 155.8%
$23.03 - $25.01 $638K - $693K
45.5K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
178
+ 2.64%
$442.66 - $534.52 $78.8K - $95.1K
6.92K $3.69M
ITM
Vaneck Intermediate Muni ETF

ETFs
14K
+ 93.1%
$45.21 - $46.67 $634K - $654K
29.1K $1.32M
XOM
Exxon Mobil Corp

Energy
1.33K
+ 3.41%
$105.44 - $118.93 $140K - $158K
40.2K $4.79M
HDV
Ishares Core High Dividend ETF

ETFs
4.19K
+ 96.5%
$110.86 - $121.12 $465K - $508K
8.53K $1.03M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.33K
+ 2.0%
$97.38 - $104.52 $227K - $243K
118K $12.1M
AMGN
Amgen Inc

Healthcare
197
+ 2.25%
$258.59 - $327.36 $50.9K - $64.5K
8.94K $2.79M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.53K
+ 1.07%
$22.46 - $23.26 $169K - $175K
708K $16.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3K
+ 3.51%
$95.85 - $99.25 $288K - $298K
88.5K $8.75M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.2K
+ 45.72%
$37.07 - $40.63 $416K - $456K
35.7K $1.41M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
6.32K
New
$69.69 - $79.99 $440K - $505K
6.32K $451K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.23K
+ 0.5%
$40.79 - $42.32 $91K - $94.5K
450K $18.9M
QDF
Flexshares Quality Dividend In

ETFs
9.53K
+ 9.08%
$67.19 - $73.37 $640K - $699K
115K $7.83M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.18K
+ 50.9%
$73.78 - $76.59 $382K - $397K
15.4K $1.18M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.98K
+ 16.33%
$120.29 - $134.6 $599K - $670K
35.5K $4.33M
VIG
Vanguard Dividend Appreciation

ETFs
2.05K
+ 41.24%
N/A
7.02K $1.36M
MSI
Motorola Solutions, Inc.

Technology
870
New
$411.73 - $482.1 $358K - $419K
870 $381K
DFAI
Dimensional ETF Tr

ETFs
2.01K
+ 1.42%
$28.88 - $32.4 $57.9K - $65K
143K $4.47M
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.72K
+ 53.1%
$36.91 - $41.03 $285K - $317K
22.2K $883K
Activity Summary
Buys All Purchases 148 New Holdings 26 Increased Positions 122 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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