Cfs Investment Advisory Services, LLC Reduced Holdings in Q3 2025

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
-27.4K
- 9.08%
N/A
274K $0
Blackrock ETF Trust Ii
-18.3K
- 6.94%
N/A
246K $0
IYW
Ishares Dj Us Tech ETF

ETFs
-55K
- 59.7%
$171.38 - $197.01 $9.42M - $10.8M
37.1K $7.27M
EFG
Msci Eafe Growth ETF

ETFs
-67.7K
- 48.35%
$106.99 - $114.46 $7.24M - $7.74M
72.3K $8.23M
EFV
Msci Eafe Value ETF

ETFs
-91.5K
- 23.14%
$62.79 - $68.42 $5.75M - $6.26M
304K $20.6M
XTEN
Bondbloxx ETF Tr Bloomberg 10
-1.6K
- 1.78%
N/A
88.5K $0
IGRO
Ishares Tr International Divid

ETFs
-47.4K
- 67.99%
$75.97 - $80.24 $3.6M - $3.8M
22.3K $1.78M
Linde PLC
-52
- 0.77%
N/A
6.7K $0
Blackrock ETF Trust Ii
-18.9K
- 32.89%
N/A
38.6K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-24.5K
- 13.96%
$182.33 - $194.5 $4.47M - $4.77M
151K $29.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-41.3K
- 9.89%
$45.6 - $46.92 $1.88M - $1.94M
376K $17.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.96K
- 36.01%
$85.01 - $90.35 $846K - $900K
17.7K $1.58M
BNDX
Vanguard Total International B

ETFs
-16.1K
- 9.68%
$49.0 - $49.51 $790K - $798K
150K $7.44M
Ishares Tr
-755
- 3.03%
N/A
24.1K $0
CMCSA
Comcast Corp

Communication Services
-11.8K
- 36.36%
$31.41 - $36.33 $371K - $429K
20.7K $649K
CTAS
Cintas Corp

Industrials
-462
- 2.15%
$199.29 - $226.27 $92.1K - $105K
21K $4.32M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-16.8K
- 51.68%
$25.21 - $25.99 $424K - $437K
15.7K $406K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-14.1K
- 15.55%
$41.91 - $44.87 $590K - $631K
76.4K $3.41M
Lam Research Corp
-363
- 8.68%
N/A
3.82K $0
DFAT
Dimensional ETF Tr U S Target

ETFs
-12.6K
- 14.95%
$53.36 - $59.69 $675K - $755K
71.9K $4.19M
GWW
W.W. Grainger, Inc.

Industrials
-21
- 0.57%
$932.44 - $1059.49 $19.6K - $22.2K
3.69K $3.52M
TGT
Target Corp

Consumer Defensive
-2.18K
- 24.6%
$86.56 - $107.43 $188K - $234K
6.67K $598K
ROP
Roper Technologies Inc

Industrials
-99
- 3.11%
$495.03 - $573.0 $49K - $56.7K
3.08K $1.54M
SPGI
S&P Global Inc.

Financial Services
-2
- 0.03%
$484.94 - $564.15 $970 - $1.13K
6.14K $2.99M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.12K
- 28.21%
$41.43 - $44.2 $253K - $270K
15.6K $687K
KO
Coca Cola CO

Consumer Defensive
-230
- 0.51%
$65.67 - $71.67 $15.1K - $16.5K
44.7K $2.97M
DOV
Dover Corp

Industrials
-40
- 0.32%
$165.59 - $190.9 $6.62K - $7.64K
12.6K $2.09M
MRK
Merck & Co., Inc.

Healthcare
-3.92K
- 14.44%
$77.6 - $87.37 $304K - $342K
23.2K $1.95M
CAH
Cardinal Health Inc

Healthcare
-243
- 1.78%
$146.04 - $167.63 $35.5K - $40.7K
13.4K $2.1M
LLY
Eli Lilly & CO

Healthcare
-133
- 2.94%
$625.65 - $812.69 $83.2K - $108K
4.39K $3.35M
MKC
Mccormick & CO Inc

Consumer Defensive
-395
- 2.6%
$64.3 - $77.17 $25.4K - $30.5K
14.8K $990K
CME
Cme Group Inc.

Financial Services
-489
- 9.25%
$258.83 - $287.1 $127K - $140K
4.8K $1.3M
NFLX
Netflix Inc

Communication Services
-25
- 2.88%
$1147.87 - $1297.18 $28.7K - $32.4K
842 $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
-213
- 1.92%
$79.36 - $93.33 $16.9K - $19.9K
10.9K $867K
IEV
Ishares Tr Europe ETF

ETFs
-2.28K
- 35.83%
$61.37 - $65.49 $140K - $149K
4.08K $267K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.57K
- 9.2%
$92.18 - $95.14 $145K - $150K
15.5K $1.48M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.26K
- 17.42%
$60.9 - $70.75 $76.8K - $89.2K
5.98K $373K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.54K
- 12.22%
$76.16 - $78.59 $118K - $121K
11.1K $865K
CRWD
Crowd Strike Holdings, Inc.

Technology
-190
- 32.99%
$412.46 - $514.1 $78.4K - $97.7K
386 $189K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.86K
- 13.48%
$62.54 - $68.42 $179K - $196K
18.4K $1.24M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.21K
- 5.42%
$22.64 - $23.22 $95.2K - $97.7K
73.4K $1.7M
TPL
Texas Pacific Land Corp

Energy
-52
- 17.51%
$854.83 - $1075.97 $44.5K - $56K
245 $228K
META
Meta Platforms, Inc.

Communication Services
-97
- 3.48%
$695.21 - $791.73 $67.4K - $76.8K
2.69K $1.98M
CB
Chubb LTD

Financial Services
-14
- 0.15%
$265.99 - $289.59 $3.72K - $4.05K
9.56K $2.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
-4.87K
- 11.29%
$40.2 - $44.58 $196K - $217K
38.3K $1.68M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-3.12K
- 18.34%
$22.19 - $22.44 $69.2K - $70K
13.9K $310K
PM
Philip Morris International Inc.

Consumer Defensive
-110
- 4.39%
$157.77 - $183.27 $17.4K - $20.2K
2.4K $388K
ABT
Abbott Laboratories

Healthcare
-196
- 1.05%
$120.51 - $136.62 $23.6K - $26.8K
18.5K $2.48M
STLD
Steel Dynamics Inc

Basic Materials
-12
- 0.62%
N/A
1.93K $189K
Activity Summary
Buys All Purchases 184 New Holdings 25 Increased Positions 159 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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