Cfs Investment Advisory Services, LLC Incresed Positions in Q1 2025

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
1.87K
+ 8.22%
$21.56 - $28.28 $40.3K - $52.8K
24.6K $695K
CSCO
Cisco Systems, Inc.

Technology
2.07K
+ 12.2%
$58.74 - $64.87 $122K - $134K
19K $1.18M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.27K
+ 39.97%
$126.11 - $135.06 $160K - $171K
4.43K $572K
NFLX
Netflix Inc

Communication Services
150
+ 23.01%
$828.4 - $1058.6 $124K - $159K
802 $748K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.79K
+ 35.11%
$56.12 - $68.15 $100K - $122K
6.88K $467K
BMY
Bristol Myers Squibb CO

Healthcare
858
+ 3.47%
$53.9 - $63.11 $46.2K - $54.1K
25.5K $1.56M
V
Visa Inc.

Financial Services
78
+ 2.16%
$306.92 - $362.71 $23.9K - $28.3K
3.68K $1.29M
RTX
Raytheon Technologies Corp

Industrials
186
+ 2.64%
$114.1 - $135.66 $21.2K - $25.2K
7.23K $958K
SO
Southern CO

Utilities
2
+ 0.02%
$80.96 - $92.96 $162 - $186
11.9K $1.1M
VB
Vanguard Small Cap ETF

ETFs
620
+ 41.36%
$217.89 - $252.64 $135K - $157K
2.12K $470K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
68
+ 0.2%
$100.59 - $103.47 $6.84K - $7.04K
34.8K $3.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
563
+ 1.11%
$57.44 - $59.4 $32.3K - $33.4K
51.3K $3.05M
AEP
American Electric Power CO Inc

Utilities
82
+ 1.55%
$90.32 - $109.27 $7.41K - $8.96K
5.39K $589K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.91K
+ 30.03%
$21.77 - $22.25 $85.2K - $87K
16.9K $377K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.57K
+ 4.08%
$50.44 - $50.7 $79.3K - $79.7K
40.1K $2.03M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.81K
+ 27.18%
$22.11 - $22.43 $84.1K - $85.3K
17.8K $399K
IAU
Ishares Gold Trust

ETFs
855
+ 21.01%
$49.74 - $58.96 $42.5K - $50.4K
4.93K $290K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.72K
+ 26.88%
$22.77 - $22.94 $84.7K - $85.3K
17.6K $403K
IXUS
Ishares Tr

ETFs
669
+ 7.37%
$65.06 - $72.31 $43.5K - $48.4K
9.75K $681K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.36K
+ 24.8%
$23.29 - $23.38 $78.2K - $78.5K
16.9K $395K
ED
Consolidated Edison Inc

Utilities
188
+ 8.0%
$88.0 - $110.59 $16.5K - $20.8K
2.54K $281K
UNH
Unitedhealth Group Inc

Healthcare
35
+ 1.21%
$461.52 - $548.18 $16.2K - $19.2K
2.94K $1.54M
VT
Vanguard Total World Stk Index

ETFs
760
+ 5.7%
$115.08 - $123.97 $87.5K - $94.2K
14.1K $1.63M
TPL
Texas Pacific Land Corp

Energy
2
+ 0.68%
$1180.08 - $1431.01 $2.36K - $2.86K
298 $395K
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
VTV
Vanguard Value ETF

ETFs
147
+ 10.56%
$167.73 - $179.21 $24.7K - $26.3K
1.54K $266K
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
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
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