Cfs Investment Advisory Services, LLC New Holdings in Q3 2024

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
56K
New
$207.23 - $234.82 $11.6M - $13.1M
56K $13M
Blackrock ETF Trust Ii
238K
New
N/A
238K $12.7M
Blackrock ETF Trust Ii
200K
New
N/A
200K $10.4M
QDF
Flexshares Quality Dividend In

ETFs
103K
New
$65.37 - $71.71 $6.72M - $7.37M
103K $7.37M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
164K
New
$24.86 - $26.33 $4.09M - $4.33M
164K $4.3M
IGRO
Ishares Tr International Divid

ETFs
51K
New
$66.7 - $75.25 $3.4M - $3.84M
51K $3.8M
FDL
First Tr Morningstar Dividend

ETFs
84.9K
New
$37.66 - $42.06 $3.2M - $3.57M
84.9K $3.56M
AFL
Aflac Inc

Financial Services
31.3K
New
$88.52 - $111.8 $2.77M - $3.49M
31.3K $3.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.66K
New
$405.19 - $478.57 $2.7M - $3.19M
6.66K $3.07M
AMGN
Amgen Inc

Healthcare
8.8K
New
$309.38 - $337.38 $2.72M - $2.97M
8.8K $2.84M
AMZN
Amazon Com Inc

Consumer Cyclical
12.2K
New
$161.02 - $200.0 $1.96M - $2.43M
12.2K $2.27M
ABT
Abbott Laboratories

Healthcare
17.9K
New
$100.07 - $118.13 $1.79M - $2.12M
17.9K $2.04M
TGT
Target Corp

Consumer Defensive
12.4K
New
$133.47 - $159.25 $1.66M - $1.98M
12.4K $1.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.95K
New
$434.77 - $502.96 $1.72M - $1.99M
3.95K $1.93M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.79K
New
$247.34 - $300.11 $1.43M - $1.74M
5.79K $1.72M
DVYE
Ishares Emerging Markets Divid

ETFs
55.3K
New
$25.71 - $29.05 $1.42M - $1.61M
55.3K $1.59M
ADM
Archer Daniels Midland CO

Consumer Defensive
25.5K
New
$57.96 - $65.72 $1.48M - $1.68M
25.5K $1.53M
BAC
Bank Of America Corp

Financial Services
31.7K
New
$36.65 - $44.13 $1.16M - $1.4M
31.7K $1.26M
BDX
Becton Dickinson & CO

Healthcare
4.69K
New
$221.47 - $242.41 $1.04M - $1.14M
4.69K $1.13M
RTX
Raytheon Technologies Corp

Industrials
7K
New
$99.55 - $123.34 $697K - $864K
7K $849K
ALB
Albemarle Corp

Basic Materials
7.86K
New
$72.85 - $100.09 $572K - $787K
7.86K $744K
ADI
Analog Devices Inc

Technology
2.87K
New
$200.56 - $243.33 $575K - $698K
2.87K $660K
AMAT
Applied Materials Inc

Technology
3.18K
New
$174.88 - $254.97 $557K - $812K
3.18K $643K
AEP
American Electric Power CO Inc

Utilities
4.51K
New
$87.11 - $104.95 $393K - $473K
4.51K $463K
BA
Boeing CO

Industrials
2.81K
New
$152.04 - $190.6 $427K - $535K
2.81K $427K
IEV
Ishares Tr Europe ETF

ETFs
5.76K
New
$53.25 - $58.78 $307K - $339K
5.76K $336K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.17K
New
$54.31 - $61.04 $281K - $315K
5.17K $315K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.18K
New
$64.35 - $75.71 $269K - $316K
4.18K $308K
PM
Philip Morris International Inc.

Consumer Defensive
2.52K
New
$101.25 - $127.45 $255K - $321K
2.52K $306K
IGM
Ishares Expanded Tech Sector E

ETFs
3.05K
New
$84.03 - $98.62 $256K - $301K
3.05K $292K
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.58K
New
$46.14 - $48.06 $258K - $268K
5.58K $268K
Capital Group Core Balanced
8.58K
New
N/A
8.58K $266K
SBUX
Starbucks Corp

Consumer Cyclical
2.64K
New
$72.51 - $98.6 $192K - $261K
2.64K $258K
Bondbloxx ETF Trust
4.66K
New
N/A
4.66K $237K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
7.21K
New
$29.28 - $32.18 $211K - $232K
7.21K $229K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9.49K
New
$22.51 - $23.92 $214K - $227K
9.49K $226K
AWR
American States Water CO

Utilities
2.66K
New
$71.55 - $85.38 $190K - $227K
2.66K $221K
BK
Bank Of New York Mellon Corp

Financial Services
3.07K
New
$59.54 - $72.17 $183K - $222K
3.07K $221K
K
Kellogg CO

Consumer Defensive
2.52K
New
$56.19 - $80.81 $141K - $203K
2.52K $203K
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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