Cfs Investment Advisory Services, LLC New Holdings in Q1 2025

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
91.5K
New
$45.72 - $51.73 $4.18M - $4.73M
91.5K $4.21M
HEFA
Ishares Currency Hedged Msci E

ETFs
88.4K
New
$34.83 - $37.52 $3.08M - $3.32M
88.4K $3.21M
Blackrock ETF Trust Ii
56.5K
New
N/A
56.5K $2.8M
Blackrock ETF Trust
63K
New
N/A
63K $2M
XTEN
Bondbloxx ETF Tr Bloomberg 10
37.4K
New
N/A
37.4K $1.74M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
20.4K
New
$55.12 - $62.6 $1.12M - $1.28M
20.4K $1.15M
RPG
Invesco Exchange Traded Fd Tr

ETFs
28.9K
New
$37.33 - $45.03 $1.08M - $1.3M
28.9K $1.11M
INTF
Ishares Tr

ETFs
34.4K
New
$28.43 - $31.96 $977K - $1.1M
34.4K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.8K
New
$18.36 - $20.51 $639K - $714K
34.8K $689K
SJNK
Spdr Bloomberg Short Term High

ETFs
26.6K
New
$25.08 - $25.64 $667K - $682K
26.6K $669K
MSI
Motorola Solutions, Inc.

Technology
870
New
$411.73 - $482.1 $358K - $419K
870 $381K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
3K
New
$105.24 - $117.4 $316K - $352K
3K $319K
KMI
Kinder Morgan, Inc.

Energy
10.7K
New
$26.1 - $31.22 $278K - $333K
10.7K $304K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.26K
New
$36.63 - $37.45 $266K - $272K
7.26K $267K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.6K
New
$165.25 - $224.62 $264K - $358K
1.6K $265K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.01K
New
$82.81 - $92.93 $249K - $279K
3.01K $256K
INTC
Intel Corp

Technology
10.4K
New
$19.1 - $27.39 $198K - $284K
10.4K $235K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
10.5K
New
$21.16 - $21.77 $222K - $229K
10.5K $229K
Blackrock Inc
241
New
N/A
241 $228K
BRO
Brown & Brown, Inc.

Financial Services
1.79K
New
$100.54 - $124.4 $180K - $223K
1.79K $223K
HEZU
Ishares Currency Hedged Msci E

ETFs
5.58K
New
$35.85 - $40.72 $200K - $227K
5.58K $217K
ILCV
Ishares Morningstar Value ETF

ETFs
2.54K
New
$79.37 - $85.24 $201K - $216K
2.54K $206K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.68K
New
$25.77 - $27.6 $198K - $212K
7.68K $204K
EVRG
Evergy, Inc.

Utilities
2.93K
New
$59.9 - $69.52 $175K - $203K
2.93K $202K
K
Kellogg CO

Consumer Defensive
2.44K
New
$81.06 - $82.9 $198K - $202K
2.44K $201K
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