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
VT
Vanguard Total World Stk Index

ETFs
760
+ 5.7%
$115.08 - $123.97 $87.5K - $94.2K
14.1K $1.63M
SHEL
Shell PLC

Energy
9
+ 0.15%
$62.84 - $73.29 $566 - $660
5.95K $436K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 7.63%
$44.92 - $48.18 $58.9K - $63.2K
18.5K $846K
CMCSA
Comcast Corp

Communication Services
2.12K
+ 6.64%
$33.19 - $38.23 $70.5K - $81.2K
34.1K $1.26M
UNP
Union Pacific Corp

Industrials
156
+ 12.78%
$225.21 - $254.42 $35.1K - $39.7K
1.38K $325K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 2.34%
$890.62 - $1076.86 $18.7K - $22.6K
917 $867K
ETR
Entergy Corp

Utilities
1
+ 0.02%
$75.26 - $87.89 $75.3 - $87.9
4.56K $389K
WEC
Wec Energy Group, Inc.

Utilities
88
+ 4.05%
$92.12 - $108.98 $8.11K - $9.59K
2.26K $247K
C
Citigroup Inc

Financial Services
347
+ 1.79%
$67.23 - $84.63 $23.3K - $29.4K
19.7K $1.4M
FAST
Fastenal CO

Industrials
79
+ 1.68%
$71.11 - $79.98 $5.62K - $6.32K
4.79K $371K
QCOM
Qualcomm Inc

Technology
189
+ 3.12%
$151.94 - $175.86 $28.7K - $33.2K
6.24K $958K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
80
+ 1.06%
$58.01 - $64.46 $4.64K - $5.16K
7.64K $474K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
194
+ 2.6%
N/A
7.66K $492K
XEL
Xcel Energy Inc

Utilities
109
+ 3.56%
$63.37 - $72.1 $6.91K - $7.86K
3.17K $224K
SCHR
Schwab Intermediate Term Us Tr

ETFs
329
+ 3.91%
$24.05 - $24.86 $7.91K - $8.18K
8.75K $218K
RSP
Invesco S&P 500 Equal Weight E

ETFs
44
+ 1.48%
$169.43 - $182.84 $7.45K - $8.04K
3.02K $524K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.55K
+ 8.37%
$33.98 - $39.84 $120K - $141K
45.9K $1.57M
GS
Goldman Sachs Group Inc

Financial Services
52
+ 4.29%
$524.81 - $672.19 $27.3K - $35K
1.26K $690K
ADI
Analog Devices Inc

Technology
121
+ 4.25%
$201.56 - $243.82 $24.4K - $29.5K
2.97K $598K
PFE
Pfizer Inc

Healthcare
829
+ 3.65%
$25.01 - $27.13 $20.7K - $22.5K
23.5K $597K
AMAT
Applied Materials Inc

Technology
321
+ 10.1%
$145.06 - $195.51 $46.6K - $62.8K
3.5K $508K
HON
Honeywell International Inc

Industrials
17
+ 1.58%
$202.75 - $226.52 $3.45K - $3.85K
1.09K $231K
PEP
Pepsico Inc

Consumer Defensive
83
+ 0.56%
$142.64 - $156.42 $11.8K - $13K
14.8K $2.22M
MTB
M&T Bank Corp

Financial Services
6
+ 0.24%
$170.47 - $201.98 $1.02K - $1.21K
2.5K $447K
ETN
Eaton Corp PLC

Industrials
69
+ 9.82%
$271.83 - $371.23 $18.8K - $25.6K
772 $210K
DFAU
Dimensional ETF Tr

ETFs
455
+ 2.17%
$37.84 - $42.29 $17.2K - $19.2K
21.5K $825K
DIS
Walt Disney CO

Communication Services
22
+ 0.97%
$96.87 - $114.0 $2.13K - $2.51K
2.28K $225K
ICVT
Ishares Tr Convertible Bond Et

ETFs
57
+ 0.23%
$83.18 - $89.27 $4.74K - $5.09K
25K $2.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
95
+ 2.1%
$302.31 - $337.54 $28.7K - $32.1K
4.62K $1.42M
BAC
Bank Of America Corp

Financial Services
591
+ 1.87%
$39.61 - $47.74 $23.4K - $28.2K
32.2K $1.34M
VTI
Vanguard Total Stock Market Et

ETFs
76
+ 1.69%
$271.18 - $303.12 $20.6K - $23K
4.57K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 2.31%
$507.05 - $563.67 $42.1K - $46.8K
3.68K $1.89M
CAT
Caterpillar Inc

Industrials
36
+ 1.78%
$326.75 - $407.63 $11.8K - $14.7K
2.06K $678K
AXON
Axon Enterprise, Inc.

Industrials
3
+ 0.27%
$496.65 - $710.01 $1.49K - $2.13K
1.14K $597K
USB
Us Bancorp \De\

Financial Services
22
+ 0.12%
$40.92 - $50.9 $900 - $1.12K
19K $801K
IVV
Ishares Core S&P 500 ETF

ETFs
1.67K
+ 3.93%
$554.06 - $615.85 $927K - $1.03M
44.2K $24.9M
ORCL
Oracle Corp

Technology
69
+ 0.82%
$139.81 - $186.47 $9.65K - $12.9K
8.5K $1.19M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
22.7K
+ 3.99%
$48.06 - $53.73 $1.09M - $1.22M
591K $28.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
151
+ 0.15%
$59.61 - $66.71 $9K - $10.1K
102K $6.15M
AMZN
Amazon Com Inc

Consumer Cyclical
153
+ 1.21%
$190.26 - $242.06 $29.1K - $37K
12.8K $2.44M
MSFT
Microsoft Corp

Technology
71
+ 0.51%
$375.39 - $447.2 $26.7K - $31.8K
14.1K $5.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.34K
+ 3.9%
$92.45 - $106.69 $679K - $784K
196K $18.2M
NVDA
Nvidia Corp

Technology
50
+ 0.11%
$106.98 - $149.43 $5.35K - $7.47K
45.3K $4.91M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.47K
+ 0.46%
$57.21 - $65.8 $84.1K - $96.7K
320K $18.7M
AAPL
Apple Inc.

Technology
1.2K
+ 2.06%
$209.68 - $247.1 $251K - $296K
59.3K $13.2M
IYW
Ishares Dj Us Tech ETF

ETFs
439
+ 0.45%
$140.44 - $166.79 $61.7K - $73.2K
98.8K $13.9M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
9.81K
+ 0.49%
$50.25 - $55.9 $493K - $548K
1.99M $103M
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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