Cfs Investment Advisory Services, LLC Purchases in Q2 2025

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
404
+ 4.73%
$108.41 - $120.51 $43.8K - $48.7K
8.94K $1.05M
ACN
Accenture PLC

Technology
85
+ 7.23%
$279.23 - $323.21 $23.7K - $27.5K
1.26K $377K
FDL
First Tr Morningstar Dividend

ETFs
3.35K
+ 4.06%
$38.19 - $43.19 $128K - $145K
86.1K $3.6M
KMI
Kinder Morgan, Inc.

Energy
6
+ 0.06%
$25.21 - $29.4 $151 - $176
10.7K $314K
STLD
Steel Dynamics Inc

Basic Materials
16
+ 0.83%
N/A
1.95K $249K
WEC
Wec Energy Group, Inc.

Utilities
148
+ 6.54%
$102.24 - $109.76 $15.1K - $16.2K
2.41K $251K
Bondbloxx ETF Trust
17
+ 0.23%
N/A
7.49K $382K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
65
+ 0.38%
$22.09 - $22.44 $1.44K - $1.46K
17K $380K
PSX
Phillips 66

Energy
173
+ 3.65%
$92.87 - $125.73 $16.1K - $21.8K
4.91K $586K
AEP
American Electric Power CO Inc

Utilities
288
+ 5.34%
$98.59 - $109.11 $28.4K - $31.4K
5.68K $589K
Blackrock ETF Trust Ii
1.05K
+ 1.86%
N/A
57.6K $2.8M
ETR
Entergy Corp

Utilities
100
+ 2.2%
$79.01 - $86.61 $7.9K - $8.66K
4.66K $387K
GILD
Gilead Sciences, Inc.

Healthcare
86
+ 0.78%
$96.91 - $113.0 $8.33K - $9.72K
11.1K $1.23M
DFIP
Dimensional ETF Tr Inflation P

ETFs
193
+ 0.4%
$41.11 - $42.42 $7.93K - $8.19K
49.1K $2.05M
RPM
Rpm International Inc

Basic Materials
48
+ 2.36%
$96.97 - $117.58 $4.65K - $5.64K
2.09K $229K
MSI
Motorola Solutions, Inc.

Technology
12
+ 1.38%
$394.72 - $440.39 $4.74K - $5.28K
882 $371K
EOG
Eog Resources Inc

Energy
133
+ 4.45%
$104.61 - $129.97 $13.9K - $17.3K
3.12K $373K
LLY
Eli Lilly & CO

Healthcare
238
+ 5.55%
$713.71 - $898.95 $170K - $214K
4.53K $3.53M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
35
+ 1.06%
$86.97 - $102.82 $3.04K - $3.6K
3.33K $319K
ED
Consolidated Edison Inc

Utilities
11
+ 0.43%
$98.05 - $113.3 $1.08K - $1.25K
2.55K $256K
DUK
Duke Energy Corp

Utilities
43
+ 0.45%
$112.46 - $124.05 $4.84K - $5.33K
9.67K $1.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
247
+ 3.57%
$483.48 - $539.8 $119K - $133K
7.17K $3.48M
PEP
Pepsico Inc

Consumer Defensive
91
+ 0.62%
$128.02 - $151.37 $11.6K - $13.8K
14.9K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
627
+ 21.33%
$274.35 - $599.47 $172K - $376K
3.57K $1.11M
Activity Summary
Buys All Purchases 175 New Holdings 34 Increased Positions 141 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email