Cfs Investment Advisory Services, LLC Incresed Positions in Q2 2025

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
309K
+ 490.7%
N/A
372K $13.2M
IEMG
Ishares Inc

ETFs
146K
+ 83.77%
N/A
320K $19.2M
EFV
Msci Eafe Value ETF

ETFs
122K
+ 44.61%
$52.4 - $64.65 $6.4M - $7.89M
396K $25.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
241K
+ 40.95%
$25.48 - $27.78 $6.14M - $6.69M
829K $22M
XLG
Invesco Exchange Traded Fd Tr

ETFs
65.8K
+ 71.88%
$40.94 - $52.1 $2.69M - $3.43M
157K $8.19M
IVV
Ishares Core S&P 500 ETF

ETFs
1.96K
+ 4.42%
$498.8 - $620.9 $975K - $1.21M
46.2K $28.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.26K
+ 0.72%
$43.53 - $54.46 $185K - $232K
596K $32.4M
NVDA
Nvidia Corp

Technology
1.7K
+ 3.75%
$94.31 - $157.99 $160K - $268K
47K $7.42M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.34K
+ 1.35%
$152.42 - $182.82 $356K - $427K
176K $32.1M
XTEN
Bondbloxx ETF Tr Bloomberg 10
52.6K
+ 140.57%
N/A
90.1K $4.16M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20.7K
+ 59.39%
$102.02 - $103.5 $2.11M - $2.14M
55.5K $5.71M
IGRO
Ishares Tr International Divid

ETFs
22.4K
+ 47.34%
$66.32 - $80.17 $1.48M - $1.79M
69.7K $5.5M
MSFT
Microsoft Corp

Technology
340
+ 2.41%
$354.56 - $497.45 $121K - $169K
14.5K $7.19M
DVYE
Ishares Emerging Markets Divid

ETFs
59.2K
+ 44.55%
$23.95 - $29.03 $1.42M - $1.72M
192K $5.51M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.1K
+ 1.51%
$29.12 - $35.84 $236K - $290K
544K $19.5M
VEA
Vanguard Ftse Developed Market

ETFs
2.22K
+ 0.82%
$45.65 - $57.01 $101K - $127K
273K $15.6M
DFAE
Dimensional ETF Tr

ETFs
3.87K
+ 0.91%
$22.87 - $28.95 $88.6K - $112K
428K $12.4M
QDF
Flexshares Quality Dividend In

ETFs
9.22K
+ 8.05%
$59.99 - $73.18 $553K - $674K
124K $9.06M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
50.9K
+ 2.56%
$47.42 - $51.67 $2.42M - $2.63M
2.04M $104M
IWD
Ishares Russell 1000 Val ETF

ETFs
967
+ 0.63%
$166.82 - $194.23 $161K - $188K
155K $30.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.67K
+ 6.56%
$53.65 - $67.02 $358K - $447K
108K $7.27M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
23.6K
+ 130.62%
$43.63 - $45.4 $1.03M - $1.07M
41.6K $1.86M
CGDV
Capital Group Divid Value ETF

ETFs
5.4K
+ 2.61%
$31.93 - $39.49 $172K - $213K
212K $8.36M
IEFA
Ishares Tr

ETFs
5.52K
+ 8.93%
$67.83 - $84.09 $374K - $464K
67.3K $5.62M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.1K
+ 67.58%
$83.97 - $92.85 $936K - $1.04M
27.6K $2.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.72K
+ 11.76%
$72.96 - $90.39 $417K - $517K
54.3K $4.86M
DFAI
Dimensional ETF Tr

ETFs
10.1K
+ 7.09%
$28.02 - $34.71 $284K - $352K
153K $5.3M
ORCL
Oracle Corp

Technology
714
+ 8.4%
$122.82 - $218.63 $87.7K - $156K
9.22K $2.02M
JPM
Jpmorgan Chase & CO

Financial Services
271
+ 1.73%
$210.28 - $289.91 $57K - $78.6K
16K $4.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.06K
+ 7.98%
$96.84 - $99.46 $684K - $703K
95.6K $9.48M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.73K
+ 1.22%
$39.89 - $49.46 $68.8K - $85.3K
143K $7.07M
VTV
Vanguard Value ETF

ETFs
3.71K
+ 241.0%
$153.67 - $176.74 $570K - $656K
5.25K $928K
PLTR
Palantir Technologies Inc.

Technology
1.05K
+ 14.29%
$74.01 - $144.25 $77.8K - $152K
8.41K $1.15M
META
Meta Platforms, Inc.

Communication Services
80
+ 2.95%
$484.66 - $738.09 $38.8K - $59K
2.79K $2.06M
Blackrock ETF Trust Ii
8.58K
+ 2.93%
N/A
302K $15.2M
IBM
International Business Machines Corp

Technology
198
+ 2.17%
$221.03 - $294.78 $43.8K - $58.4K
9.33K $2.75M
VO
Vanguard Mid Cap ETF

ETFs
1.39K
+ 33.7%
$228.54 - $279.83 $318K - $389K
5.52K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
479
+ 13.03%
$456.74 - $568.03 $219K - $272K
4.15K $2.36M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.79K
+ 1.95%
$41.1 - $42.37 $361K - $372K
459K $19.4M
IVE
Ishares S&P 500 Value ETF

ETFs
1.41K
+ 4.19%
$168.34 - $195.42 $237K - $275K
35K $6.84M
NFLX
Netflix Inc

Communication Services
65
+ 8.1%
$855.86 - $1339.13 $55.6K - $87K
867 $1.16M
PNR
Pentair PLC

Industrials
628
+ 2.79%
$76.17 - $103.58 $47.8K - $65K
23.2K $2.38M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.35K
+ 12.37%
$58.63 - $59.9 $372K - $380K
57.7K $3.45M
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 0.83%
$167.32 - $223.3 $17.9K - $23.9K
12.9K $2.84M
AXON
Axon Enterprise, Inc.

Industrials
10
+ 0.88%
$497.13 - $827.94 $4.97K - $8.28K
1.15K $948K
TSLA
Tesla, Inc.

Consumer Cyclical
332
+ 7.97%
$221.86 - $362.89 $73.7K - $120K
4.5K $1.43M
VTI
Vanguard Total Stock Market Et

ETFs
705
+ 15.42%
$243.75 - $303.93 $172K - $214K
5.28K $1.6M
VIG
Vanguard Dividend Appreciation

ETFs
1.27K
+ 18.03%
N/A
8.28K $1.7M
MS
Morgan Stanley

Financial Services
1.25K
+ 20.6%
$99.83 - $140.86 $125K - $176K
7.34K $1.03M
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