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
DFAU
Dimensional ETF Tr

ETFs
5.4K
+ 25.16%
$34.04 - $42.36 $184K - $229K
26.9K $1.14M
C
Citigroup Inc

Financial Services
294
+ 1.49%
$58.13 - $85.12 $17.1K - $25K
20K $1.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.96K
+ 3.12%
$100.35 - $100.71 $297K - $298K
98K $9.87M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
286
+ 0.32%
$23.4 - $29.68 $6.69K - $8.49K
89.9K $2.67M
Blackrock ETF Trust Ii
3.1K
+ 1.19%
N/A
264K $14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9K
+ 25.83%
$17.76 - $22.1 $160K - $199K
43.8K $968K
BAC
Bank Of America Corp

Financial Services
1.82K
+ 5.65%
$34.39 - $47.46 $62.6K - $86.3K
34K $1.61M
VT
Vanguard Total World Stk Index

ETFs
632
+ 4.49%
$103.16 - $128.52 $65.2K - $81.2K
14.7K $1.89M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.11K
+ 8.71%
$34.72 - $42.74 $108K - $133K
38.9K $1.66M
RPG
Invesco Exchange Traded Fd Tr

ETFs
641
+ 2.22%
$33.86 - $45.77 $21.7K - $29.3K
29.5K $1.35M
CME
Cme Group Inc.

Financial Services
707
+ 15.43%
$252.37 - $290.71 $178K - $206K
5.29K $1.46M
RTX
Raytheon Technologies Corp

Industrials
961
+ 13.28%
$113.75 - $148.48 $109K - $143K
8.2K $1.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.05%
$320.42 - $424.58 $641 - $849
3.73K $1.58M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
816
+ 0.6%
$116.93 - $119.39 $95.4K - $97.4K
138K $16.4M
AMAT
Applied Materials Inc

Technology
515
+ 14.71%
$126.95 - $183.52 $65.4K - $94.5K
4.02K $735K
GS
Goldman Sachs Group Inc

Financial Services
25
+ 1.98%
$462.22 - $707.75 $11.6K - $17.7K
1.29K $912K
MBB
Ishares Tr

ETFs
2.13K
+ 1.2%
$91.41 - $94.22 $195K - $201K
179K $16.8M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
118
+ 0.73%
$86.12 - $108.35 $10.2K - $12.8K
16.2K $1.76M
IWB
Ishares Tr Russell 1000 ETF

ETFs
184
+ 3.98%
$272.36 - $339.57 $50.1K - $62.5K
4.8K $1.63M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.07K
+ 23.28%
$35.35 - $42.68 $144K - $174K
21.5K $917K
SPMD
Spdr Portfolio

ETFs
2.52K
+ 12.53%
$44.89 - $54.38 $113K - $137K
22.6K $1.23M
ADI
Analog Devices Inc

Technology
384
+ 12.95%
$164.6 - $238.02 $63.2K - $91.4K
3.35K $797K
EMB
Ishares Tr

ETFs
802
+ 1.4%
$86.54 - $92.62 $69.4K - $74.3K
58.2K $5.39M
ETN
Eaton Corp PLC

Industrials
337
+ 43.65%
$246.52 - $356.99 $83.1K - $120K
1.11K $396K
NEE
Nextera Energy Inc

Utilities
3.01K
+ 10.21%
$64.11 - $75.0 $193K - $226K
32.5K $2.26M
COST
Costco Wholesale Corp

Consumer Defensive
126
+ 13.74%
$908.13 - $1056.85 $114K - $133K
1.04K $1.03M
GOOG
Alphabet Inc.

Communication Services
479
+ 15.78%
$146.58 - $180.01 $70.2K - $86.2K
3.52K $624K
CAT
Caterpillar Inc

Industrials
54
+ 2.63%
$273.94 - $388.21 $14.8K - $21K
2.11K $819K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.92K
+ 10.38%
$41.05 - $48.17 $78.7K - $92.4K
20.4K $983K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.83K
+ 23.92%
N/A
9.49K $620K
ABT
Abbott Laboratories

Healthcare
461
+ 2.53%
$123.95 - $138.08 $57.1K - $63.7K
18.7K $2.54M
PH
Parker Hannifin Corp

Industrials
97
+ 17.02%
$517.23 - $700.54 $50.2K - $68K
667 $466K
MRK
Merck & Co., Inc.

Healthcare
4.53K
+ 20.04%
$73.47 - $87.12 $333K - $395K
27.1K $2.15M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.38K
+ 22.27%
$72.71 - $82.56 $100K - $114K
7.58K $618K
FAST
Fastenal CO

Industrials
6.66K
+ 139.1%
$40.65 - $83.16 $271K - $554K
11.4K $481K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.21K
+ 5.14%
$107.93 - $110.97 $130K - $134K
24.7K $2.72M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.11K
+ 5.26%
$50.48 - $50.71 $107K - $107K
42.2K $2.14M
Lam Research Corp
11
+ 0.26%
N/A
4.18K $407K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.59K
+ 26.86%
$58.95 - $66.19 $94K - $106K
7.53K $490K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
17
+ 1.07%
$141.37 - $228.57 $2.4K - $3.89K
1.61K $365K
BA
Boeing CO

Industrials
50
+ 2.2%
$136.59 - $217.51 $6.83K - $10.9K
2.33K $487K
V
Visa Inc.

Financial Services
216
+ 5.86%
$308.27 - $373.31 $66.6K - $80.6K
3.9K $1.38M
NVS
Novartis Ag

Healthcare
516
+ 21.02%
$101.96 - $121.01 $52.6K - $62.4K
2.97K $360K
PNC
Pnc Financial Services Group, Inc.

Financial Services
255
+ 7.63%
$149.76 - $186.42 $38.2K - $47.5K
3.6K $671K
IXUS
Ishares Tr

ETFs
13
+ 0.13%
$62.37 - $77.63 $811 - $1.01K
9.77K $755K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.12K
+ 8.01%
$26.69 - $33.44 $30K - $37.6K
15.2K $498K
Linde PLC
97
+ 1.46%
N/A
6.75K $3.17M
VB
Vanguard Small Cap ETF

ETFs
153
+ 7.22%
$193.73 - $237.37 $29.6K - $36.3K
2.27K $538K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
294
+ 4.11%
$53.69 - $67.27 $15.8K - $19.8K
7.45K $501K
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