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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.68K
+ 2.68%
$42.5 - $46.71 $156K - $172K
141K $6.39M
IWX
Ishares Tr Russell 200 Value E

ETFs
3.22K
+ 15.69%
$78.54 - $84.86 $253K - $273K
23.7K $1.95M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
3K
New
$105.24 - $117.4 $316K - $352K
3K $319K
KMI
Kinder Morgan, Inc.

Energy
10.7K
New
$26.1 - $31.22 $278K - $333K
10.7K $304K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.73K
+ 7.93%
$106.22 - $111.09 $184K - $192K
23.5K $2.61M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.1K
+ 41.93%
$360.07 - $417.26 $396K - $459K
3.73K $1.35M
IBM
International Business Machines Corp

Technology
56
+ 0.62%
$217.4 - $264.74 $12.2K - $14.8K
9.13K $2.27M
LLY
Eli Lilly & CO

Healthcare
51
+ 1.2%
$725.72 - $929.72 $37K - $47.4K
4.29K $3.54M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.26K
New
$36.63 - $37.45 $266K - $272K
7.26K $267K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.6K
New
$165.25 - $224.62 $264K - $358K
1.6K $265K
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 33.46%
$251.87 - $277.95 $261K - $288K
4.13K $1.07M
CME
Cme Group Inc.

Financial Services
411
+ 9.86%
$225.82 - $266.54 $92.8K - $110K
4.58K $1.22M
META
Meta Platforms, Inc.

Communication Services
451
+ 19.96%
$576.36 - $736.67 $260K - $332K
2.71K $1.56M
INTC
Intel Corp

Technology
10.4K
New
$19.1 - $27.39 $198K - $284K
10.4K $235K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
10.5K
New
$21.16 - $21.77 $222K - $229K
10.5K $229K
Blackrock Inc
241
New
N/A
241 $228K
PLTR
Palantir Technologies Inc.

Technology
2.15K
+ 41.34%
$64.98 - $124.62 $140K - $268K
7.36K $621K
BRO
Brown & Brown, Inc.

Financial Services
1.79K
New
$100.54 - $124.4 $180K - $223K
1.79K $223K
HEZU
Ishares Currency Hedged Msci E

ETFs
5.58K
New
$35.85 - $40.72 $200K - $227K
5.58K $217K
ILCV
Ishares Morningstar Value ETF

ETFs
2.54K
New
$79.37 - $85.24 $201K - $216K
2.54K $206K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.68K
New
$25.77 - $27.6 $198K - $212K
7.68K $204K
EVRG
Evergy, Inc.

Utilities
2.93K
New
$59.9 - $69.52 $175K - $203K
2.93K $202K
K
Kellogg CO

Consumer Defensive
2.44K
New
$81.06 - $82.9 $198K - $202K
2.44K $201K
COP
Conocophillips

Energy
1.6K
+ 39.87%
$88.6 - $105.85 $141K - $169K
5.6K $588K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.76K
+ 5.98%
$40.27 - $42.11 $111K - $116K
48.9K $2.06M
T
At&T Inc.

Communication Services
1.87K
+ 8.22%
$21.56 - $28.28 $40.3K - $52.8K
24.6K $695K
CSCO
Cisco Systems, Inc.

Technology
2.07K
+ 12.2%
$58.74 - $64.87 $122K - $134K
19K $1.18M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.27K
+ 39.97%
$126.11 - $135.06 $160K - $171K
4.43K $572K
NFLX
Netflix Inc

Communication Services
150
+ 23.01%
$828.4 - $1058.6 $124K - $159K
802 $748K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.79K
+ 35.11%
$56.12 - $68.15 $100K - $122K
6.88K $467K
BMY
Bristol Myers Squibb CO

Healthcare
858
+ 3.47%
$53.9 - $63.11 $46.2K - $54.1K
25.5K $1.56M
V
Visa Inc.

Financial Services
78
+ 2.16%
$306.92 - $362.71 $23.9K - $28.3K
3.68K $1.29M
RTX
Raytheon Technologies Corp

Industrials
186
+ 2.64%
$114.1 - $135.66 $21.2K - $25.2K
7.23K $958K
SO
Southern CO

Utilities
2
+ 0.02%
$80.96 - $92.96 $162 - $186
11.9K $1.1M
VB
Vanguard Small Cap ETF

ETFs
620
+ 41.36%
$217.89 - $252.64 $135K - $157K
2.12K $470K
YUM
Yum Brands Inc

Consumer Cyclical
378
+ 18.0%
$123.25 - $162.53 $46.6K - $61.4K
2.48K $390K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
68
+ 0.2%
$100.59 - $103.47 $6.84K - $7.04K
34.8K $3.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
563
+ 1.11%
$57.44 - $59.4 $32.3K - $33.4K
51.3K $3.05M
AEP
American Electric Power CO Inc

Utilities
82
+ 1.55%
$90.32 - $109.27 $7.41K - $8.96K
5.39K $589K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.91K
+ 30.03%
$21.77 - $22.25 $85.2K - $87K
16.9K $377K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.57K
+ 4.08%
$50.44 - $50.7 $79.3K - $79.7K
40.1K $2.03M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.81K
+ 27.18%
$22.11 - $22.43 $84.1K - $85.3K
17.8K $399K
IAU
Ishares Gold Trust

ETFs
855
+ 21.01%
$49.74 - $58.96 $42.5K - $50.4K
4.93K $290K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.72K
+ 26.88%
$22.77 - $22.94 $84.7K - $85.3K
17.6K $403K
IXUS
Ishares Tr

ETFs
669
+ 7.37%
$65.06 - $72.31 $43.5K - $48.4K
9.75K $681K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.36K
+ 24.8%
$23.29 - $23.38 $78.2K - $78.5K
16.9K $395K
ED
Consolidated Edison Inc

Utilities
188
+ 8.0%
$88.0 - $110.59 $16.5K - $20.8K
2.54K $281K
UNH
Unitedhealth Group Inc

Healthcare
35
+ 1.21%
$461.52 - $548.18 $16.2K - $19.2K
2.94K $1.54M
TPL
Texas Pacific Land Corp

Energy
2
+ 0.68%
$1180.08 - $1431.01 $2.36K - $2.86K
298 $395K
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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