Cfs Investment Advisory Services, LLC Incresed Positions in Q3 2024

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
357K
+ 124.7%
$51.72 - $57.96 $18.5M - $20.7M
643K $37M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
13.8K
+ 0.71%
$47.29 - $52.55 $654K - $727K
1.96M $103M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
107K
+ 20.0%
$44.83 - $47.42 $4.78M - $5.06M
640K $30.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
61.2K
+ 35.38%
$56.04 - $62.99 $3.43M - $3.85M
234K $14.3M
IVV
Ishares Core S&P 500 ETF

ETFs
764
+ 0.97%
$520.18 - $576.82 $397K - $441K
79.4K $45.8M
MBB
Ishares Tr

ETFs
7.7K
+ 2.14%
$90.85 - $96.66 $699K - $744K
368K $35.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.65K
+ 1.47%
$44.24 - $49.47 $383K - $428K
596K $29.5M
NVDA
Nvidia Corp

Technology
15.2K
+ 53.96%
$98.91 - $134.91 $1.5M - $2.05M
43.3K $5.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.77K
+ 3.57%
$105.53 - $118.34 $397K - $446K
109K $12.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
27K
+ 8.47%
$26.69 - $29.87 $721K - $807K
346K $10.1M
DFIV
Dimensional ETF Tr

ETFs
1.93K
+ 0.4%
$34.66 - $38.38 $66.9K - $74.1K
483K $18.4M
EMB
Ishares Tr

ETFs
4.21K
+ 4.78%
$87.75 - $93.74 $370K - $395K
92.3K $8.64M
CTAS
Cintas Corp

Industrials
17.3K
+ 296.94%
$201.38 - $819.83 $3.49M - $14.2M
23.2K $4.77M
OEF
Ishares S&P 100 ETF

ETFs
2.03K
+ 23.82%
$266.03 - $266.03 $540K - $540K
10.5K $2.92M
ABBV
Abb Vie Inc.

Healthcare
72
+ 0.29%
$163.84 - $199.33 $11.8K - $14.4K
24.6K $4.87M
IEFA
Ishares Tr

ETFs
1.11K
+ 1.68%
$70.09 - $78.74 $78.1K - $87.7K
67.5K $5.27M
BMY
Bristol Myers Squibb CO

Healthcare
3.66K
+ 14.94%
$39.66 - $51.75 $145K - $190K
28.2K $1.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.58K
+ 5.6%
$113.41 - $125.62 $179K - $199K
29.8K $3.75M
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 1.23%
$191.76 - $263.26 $13K - $17.9K
5.61K $1.47M
ORCL
Oracle Corp

Technology
853
+ 11.16%
$125.9 - $170.35 $107K - $145K
8.5K $1.45M
DFAT
Dimensional ETF Tr U S Target

ETFs
137
+ 0.15%
$51.0 - $57.07 $6.99K - $7.82K
94.4K $5.25M
IFRA
Ishares Tr

ETFs
865
+ 1.33%
$41.55 - $46.97 $35.9K - $40.6K
65.7K $3.09M
PEG
Public Service Enterprise Group Inc

Utilities
1.79K
+ 15.66%
$73.58 - $89.21 $131K - $159K
13.2K $1.18M
UNH
Unitedhealth Group Inc

Healthcare
272
+ 12.12%
$488.01 - $604.18 $133K - $164K
2.52K $1.47M
DFAI
Dimensional ETF Tr

ETFs
573
+ 0.41%
$28.69 - $32.06 $16.4K - $18.4K
141K $4.48M
LMT
Lockheed Martin Corp

Industrials
398
+ 59.23%
$460.3 - $584.56 $183K - $233K
1.07K $625K
AVGO
Broadcom Inc.

Technology
26.9K
+ 886.35%
$136.27 - $1745.86 $3.67M - $47M
30K $5.17M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.46K
+ 18.45%
$30.71 - $34.79 $198K - $225K
41.5K $1.44M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.5K
+ 7.84%
$43.99 - $46.63 $154K - $163K
48.1K $2.24M
CAT
Caterpillar Inc

Industrials
397
+ 24.37%
$316.8 - $391.12 $126K - $155K
2.03K $792K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.21K
+ 7.94%
$74.49 - $81.27 $89.8K - $98K
16.4K $1.33M
VT
Vanguard Total World Stk Index

ETFs
925
+ 7.94%
$107.72 - $119.96 $99.6K - $111K
12.6K $1.51M
GILD
Gilead Sciences, Inc.

Healthcare
210
+ 1.91%
$66.59 - $83.99 $14K - $17.6K
11.2K $938K
COP
Conocophillips

Energy
1.93K
+ 58.3%
$102.3 - $116.61 $197K - $225K
5.24K $551K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.3K
+ 46.2%
$56.29 - $62.74 $129K - $144K
7.26K $456K
XOM
Exxon Mobil Corp

Energy
622
+ 1.61%
$109.72 - $119.0 $68.2K - $74K
39.2K $4.59M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
563
+ 5.81%
$178.94 - $207.0 $101K - $117K
10.3K $2.06M
ICVT
Ishares Tr Convertible Bond Et

ETFs
583
+ 3.5%
$77.24 - $83.67 $45K - $48.8K
17.2K $1.44M
SPMD
Spdr Portfolio

ETFs
1.21K
+ 6.71%
$50.29 - $54.92 $60.7K - $66.3K
19.2K $1.05M
CMCSA
Comcast Corp

Communication Services
1.08K
+ 3.43%
$37.33 - $41.78 $40.4K - $45.2K
32.6K $1.36M
CSCO
Cisco Systems, Inc.

Technology
651
+ 4.01%
$44.74 - $53.22 $29.1K - $34.6K
16.9K $898K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.84K
+ 5.0%
$45.6 - $46.83 $83.9K - $86.2K
38.7K $1.81M
VGIT
Vanguard Intermediate Term Tre

ETFs
41
+ 0.08%
$57.8 - $60.8 $2.37K - $2.49K
48.8K $2.95M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
332
+ 1.91%
$91.41 - $101.59 $30.3K - $33.7K
17.7K $1.8M
VZ
Verizon Communications Inc

Communication Services
1.53K
+ 15.82%
$38.89 - $45.0 $59.3K - $68.7K
11.2K $502K
ACN
Accenture PLC

Technology
129
+ 13.86%
$295.44 - $355.81 $38.1K - $45.9K
1.06K $375K
T
At&T Inc.

Communication Services
1.3K
+ 6.13%
$18.21 - $22.28 $23.7K - $29.1K
22.6K $497K
PH
Parker Hannifin Corp

Industrials
19
+ 3.37%
$501.01 - $635.92 $9.52K - $12.1K
583 $368K
ES
Eversource Energy

Utilities
15
+ 0.21%
$56.52 - $68.38 $848 - $1.03K
7.17K $488K
Activity Summary
Buys All Purchases 120 New Holdings 40 Increased Positions 80 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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