Cfs Investment Advisory Services, LLC New Holdings in Q2 2025

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
167K
New
$48.77 - $49.55 $8.12M - $8.25M
167K $8.24M
Blackrock ETF Trust
216K
New
N/A
216K $6.24M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
60.2K
New
$49.18 - $50.17 $2.96M - $3.02M
60.2K $3.02M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
34.6K
New
$50.09 - $51.09 $1.74M - $1.77M
34.6K $1.77M
MRSK
Toews Agility Shares Managed R

Technology
50.7K
New
$30.02 - $33.57 $1.52M - $1.7M
50.7K $1.7M
THY
Toews Agility Shares Dynamic T

Technology
32.8K
New
$21.89 - $22.43 $718K - $736K
32.8K $736K
Advisors Inner Circle Fd Ii
27.9K
New
N/A
27.9K $689K
BUYW
Northern Lts Fd Tr Iv Main Buy
48.4K
New
N/A
48.4K $680K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
7.45K
New
$65.75 - $71.57 $490K - $533K
7.45K $532K
NFG
National Fuel Gas CO

Energy
4.34K
New
$73.0 - $86.01 $317K - $373K
4.34K $367K
CRWD
Crowd Strike Holdings, Inc.

Technology
576
New
$321.63 - $509.31 $185K - $293K
576 $293K
SYLD
Cambria Shareholder Yld ETF

ETFs
4.41K
New
$55.35 - $65.57 $244K - $289K
4.41K $287K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5K
New
$47.46 - $55.3 $237K - $277K
5K $276K
AXP
American Express CO

Financial Services
840
New
$231.39 - $318.98 $194K - $268K
840 $268K
KLAC
Kla Corp

Technology
297
New
$576.53 - $902.94 $171K - $268K
297 $266K
GIS
General Mills Inc

Consumer Defensive
5.05K
New
$50.37 - $60.97 $254K - $308K
5.05K $262K
INTU
Intuit Inc

Technology
324
New
$544.07 - $787.63 $176K - $255K
324 $255K
NKE
Nike, Inc.

Consumer Cyclical
3.55K
New
$53.27 - $72.04 $189K - $256K
3.55K $252K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5K
New
N/A
5K $250K
GE
General Electric CO

Industrials
944
New
$166.81 - $257.39 $157K - $243K
944 $243K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.8K
New
$82.21 - $83.12 $230K - $233K
2.8K $232K
SYK
Stryker Corp

Healthcare
583
New
$337.37 - $395.63 $197K - $231K
583 $231K
FANG
Diamondback Energy, Inc.

Energy
1.68K
New
$119.25 - $161.49 $200K - $271K
1.68K $231K
MCHP
Microchip Technology Inc

Technology
3.22K
New
$35.34 - $71.6 $114K - $231K
3.22K $227K
American Centy ETF Tr
3.34K
New
N/A
3.34K $221K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.27K
New
$22.27 - $29.21 $162K - $212K
7.27K $212K
APH
Amphenol Corp

Technology
2.12K
New
$59.09 - $98.75 $125K - $209K
2.12K $209K
DLR
Digital Realty Trust, Inc.

Real Estate
1.19K
New
$136.11 - $177.69 $162K - $212K
1.19K $208K
GLW
Corning Inc

Technology
3.9K
New
$39.07 - $52.59 $152K - $205K
3.9K $205K
EMGF
Ishares Msci Emerging Markets

ETFs
3.93K
New
$41.37 - $52.07 $163K - $205K
3.93K $205K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.76K
New
$91.62 - $116.16 $161K - $204K
1.76K $204K
IGV
Ishares Expanded Tech Software

ETFs
1.83K
New
$80.15 - $109.5 $147K - $201K
1.83K $201K
BMEA
Biomea Fusion, Inc.

Healthcare
11.5K
New
$1.37 - $2.9 $15.7K - $33.3K
11.5K $21K
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
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