Cfs Investment Advisory Services, LLC Incresed Positions in Q3 2025

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
119K
+ 121.87%
$100.37 - $100.74 $12M - $12M
217K $21.9M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
27.6K
+ 1.35%
$50.7 - $54.86 $1.4M - $1.51M
2.07M $113M
XLG
Invesco Exchange Traded Fd Tr

ETFs
145K
+ 92.26%
$51.78 - $57.89 $7.51M - $8.4M
302K $17.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
91.8K
+ 15.4%
$54.35 - $59.32 $4.99M - $5.44M
687K $40.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
45.9K
+ 6.06%
$72.65 - $78.68 $3.34M - $3.61M
804K $63M
GLDM
World Gold Trust

ETFs
47.3K
+ 39.34%
$64.73 - $76.45 $3.06M - $3.62M
168K $12.8M
OEF
Ishares S&P 100 ETF

ETFs
17.8K
+ 64.78%
N/A
45.4K $12.1M
AAPL
Apple Inc.

Technology
1.54K
+ 2.64%
$202.38 - $256.87 $311K - $395K
59.9K $15.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.09K
+ 2.36%
$620.67 - $670.08 $677K - $731K
47.3K $31.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
77.5K
+ 9.35%
$25.67 - $27.21 $1.99M - $2.11M
906K $24.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.28K
+ 1.34%
$36.04 - $38.78 $262K - $282K
552K $21.3M
DVYE
Ishares Emerging Markets Divid

ETFs
51K
+ 26.54%
$28.5 - $30.64 $1.45M - $1.56M
243K $7.22M
NVDA
Nvidia Corp

Technology
1.63K
+ 3.48%
$153.3 - $186.58 $250K - $305K
48.6K $9.07M
AVGO
Broadcom Inc.

Technology
152
+ 0.55%
$264.74 - $369.57 $40.2K - $56.2K
28K $9.24M
VEA
Vanguard Ftse Developed Market

ETFs
12.1K
+ 4.43%
$56.02 - $60.3 $677K - $729K
285K $17.1M
JNJ
Johnson & Johnson

Healthcare
1.59K
+ 5.01%
$155.17 - $185.42 $247K - $295K
33.4K $6.19M
ABBV
Abb Vie Inc.

Healthcare
316
+ 1.31%
$184.85 - $231.54 $58.4K - $73.2K
24.4K $5.66M
MRSK
Toews Agility Shares Managed R

Technology
27.6K
+ 54.48%
$33.48 - $35.68 $926K - $986K
78.4K $2.79M
TSLA
Tesla, Inc.

Consumer Cyclical
761
+ 16.91%
$293.94 - $444.72 $224K - $338K
5.26K $2.34M
MBB
Ishares Tr

ETFs
6.91K
+ 3.85%
$92.46 - $95.73 $639K - $662K
186K $17.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.4K
+ 25.01%
$58.97 - $60.36 $850K - $870K
72.1K $4.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.03K
+ 7.36%
$97.75 - $100.75 $688K - $709K
103K $10.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.15K
+ 1.51%
$49.43 - $54.52 $106K - $117K
145K $7.86M
DFAI
Dimensional ETF Tr

ETFs
11.6K
+ 7.59%
$34.05 - $36.55 $396K - $425K
165K $5.99M
MSFT
Microsoft Corp

Technology
752
+ 5.2%
$491.09 - $535.64 $369K - $403K
15.2K $7.88M
GOOGL
Alphabet Inc.

Communication Services
16
+ 0.17%
$174.36 - $254.72 $2.79K - $4.08K
9.7K $2.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
793
+ 1.36%
$108.46 - $120.63 $86K - $95.7K
59K $7.01M
IEFA
Ishares Tr

ETFs
4.31K
+ 6.41%
$81.7 - $87.53 $352K - $377K
71.6K $6.25M
ORCL
Oracle Corp

Technology
182
+ 1.98%
$218.96 - $328.33 $39.9K - $59.8K
9.4K $2.64M
JPM
Jpmorgan Chase & CO

Financial Services
515
+ 3.23%
$282.78 - $316.06 $146K - $163K
16.5K $5.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.47K
+ 14.63%
$225.11 - $247.9 $331K - $364K
11.5K $2.85M
XOM
Exxon Mobil Corp

Energy
2.86K
+ 7.21%
$105.83 - $117.22 $303K - $336K
42.6K $4.8M
THY
Toews Agility Shares Dynamic T

Technology
22K
+ 66.95%
$22.33 - $22.81 $490K - $501K
54.8K $1.24M
PEP
Pepsico Inc

Consumer Defensive
2.53K
+ 17.05%
$133.81 - $152.16 $339K - $386K
17.4K $2.44M
VTV
Vanguard Value ETF

ETFs
2.29K
+ 43.67%
$175.51 - $186.57 $402K - $428K
7.54K $1.41M
PLTR
Palantir Technologies Inc.

Technology
349
+ 4.15%
$130.68 - $186.97 $45.6K - $65.3K
8.76K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
471
+ 7.3%
$357.4 - $423.42 $168K - $199K
6.92K $2.8M
AMZN
Amazon Com Inc

Consumer Cyclical
1.99K
+ 15.38%
$211.65 - $238.24 $421K - $474K
14.9K $3.28M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.9K
+ 1.07%
$41.8 - $43.15 $205K - $212K
464K $19.8M
LOW
Lowes Companies Inc

Consumer Cyclical
190
+ 1.7%
$215.01 - $273.02 $40.9K - $51.9K
11.4K $2.86M
UNH
Unitedhealth Group Inc

Healthcare
720
+ 20.19%
$237.77 - $353.61 $171K - $255K
4.29K $1.48M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.81K
+ 93.89%
$50.9 - $52.37 $347K - $357K
14.1K $735K
C
Citigroup Inc

Financial Services
304
+ 1.52%
$85.57 - $103.49 $26K - $31.5K
20.3K $2.07M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.2K
+ 10.81%
$42.67 - $46.91 $179K - $197K
43.1K $2.02M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.94K
+ 52.94%
$70.51 - $77.82 $278K - $307K
11.4K $883K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.11K
+ 1.19%
$22.9 - $23.58 $186K - $191K
689K $16.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.01K
+ 1.02%
$101.12 - $106.18 $102K - $107K
100K $10.3M
EMB
Ishares Tr

ETFs
1.88K
+ 3.22%
$91.52 - $95.59 $172K - $179K
60.1K $5.72M
AEP
American Electric Power CO Inc

Utilities
2.27K
+ 40.06%
$103.26 - $115.0 $235K - $262K
7.95K $894K
Activity Summary
Buys All Purchases 184 New Holdings 25 Increased Positions 159 Sells All Sells 139 Reductions 139 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