Cfs Investment Advisory Services, LLC Reduced Holdings in Q2 2025

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-334
- 7.43%
$91.92 - $110.2 $30.7K - $36.8K
4.16K $420K
SYY
Sysco Corp

Consumer Defensive
-1.15K
- 5.79%
$68.0 - $75.91 $77.9K - $87K
18.6K $1.41M
SHW
Sherwin Williams CO

Basic Materials
-78
- 1.08%
$313.51 - $363.51 $24.5K - $28.4K
7.17K $2.46M
KO
Coca Cola CO

Consumer Defensive
-369
- 0.81%
$68.37 - $73.9 $25.2K - $27.3K
45K $3.18M
O
Realty Income Corp

Real Estate
-1.08K
- 13.31%
$52.27 - $58.52 $56.2K - $63K
7.01K $404K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-685
- 3.85%
$85.42 - $94.39 $58.5K - $64.7K
17.1K $1.61M
TXN
Texas Instruments Inc

Technology
-511
- 29.74%
N/A
1.21K $251K
TROW
Price T Rowe Group Inc

Financial Services
-945
- 11.9%
$80.27 - $98.06 $75.9K - $92.7K
7K $675K
SHEL
Shell PLC

Energy
-382
- 6.42%
$59.75 - $73.05 $22.8K - $27.9K
5.57K $392K
GPC
Genuine Parts CO

Consumer Cyclical
-460
- 4.35%
$105.54 - $129.09 $48.5K - $59.4K
10.1K $1.23M
VUSB
Vanguard Bd Index Fds
-603
- 12.82%
N/A
4.1K $204K
UNP
Union Pacific Corp

Industrials
-92
- 6.68%
$208.27 - $238.46 $19.2K - $21.9K
1.29K $296K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-1.27K
- 12.07%
$21.57 - $21.99 $27.4K - $27.9K
9.24K $203K
CINF
Cincinnati Financial Corp

Financial Services
-284
- 1.99%
$126.6 - $151.6 $36K - $43.1K
14K $2.09M
YUM
Yum Brands Inc

Consumer Cyclical
-14
- 0.56%
$138.36 - $161.45 $1.94K - $2.26K
2.46K $365K
VZ
Verizon Communications Inc

Communication Services
-14
- 0.15%
$41.67 - $45.62 $583 - $639
9.38K $406K
HD
Home Depot, Inc.

Consumer Cyclical
-52
- 0.8%
$335.24 - $380.78 $17.4K - $19.8K
6.45K $2.37M
T
At&T Inc.

Communication Services
-960
- 3.91%
$26.33 - $28.94 $25.3K - $27.8K
23.6K $684K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-442
- 5.05%
$24.54 - $25.07 $10.8K - $11.1K
8.31K $208K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-95
- 2.03%
$55.57 - $62.73 $5.28K - $5.96K
4.6K $283K
INTF
Ishares Tr

ETFs
-3.54K
- 10.31%
$27.6 - $34.51 $97.8K - $122K
30.8K $1.06M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-292
- 1.64%
$22.3 - $22.57 $6.51K - $6.59K
17.5K $394K
IBMP
Ishares Tr Ibonds December 202

ETFs
-153
- 0.62%
$24.98 - $25.35 $3.82K - $3.88K
24.4K $618K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-101
- 0.41%
$26.41 - $26.76 $2.67K - $2.7K
24.7K $661K
IBMO
Ishares Tr Ibonds December 202

ETFs
-153
- 0.6%
$25.32 - $25.63 $3.87K - $3.92K
25.5K $654K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.49K
- 1.05%
$47.09 - $48.01 $70.1K - $71.5K
140K $6.72M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-24
- 0.14%
$22.81 - $22.97 $547 - $551
17.5K $402K
IWR
Ishares Russell Mid Cap ETF

ETFs
-238
- 7.91%
$74.88 - $91.97 $17.8K - $21.9K
2.77K $255K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-78
- 0.32%
$24.88 - $25.41 $1.94K - $1.98K
24.3K $618K
IEV
Ishares Tr Europe ETF

ETFs
-538
- 7.8%
$51.8 - $64.59 $27.9K - $34.7K
6.36K $402K
Ishares Tr
-147
- 0.59%
N/A
24.9K $628K
Blackrock Inc
-23
- 9.54%
N/A
218 $229K
ILCV
Ishares Morningstar Value ETF

ETFs
-45
- 1.78%
$72.16 - $83.39 $3.25K - $3.75K
2.49K $208K
ADP
Automatic Data Processing Inc

Industrials
-78
- 0.79%
$276.76 - $326.81 $21.6K - $25.5K
9.86K $3.04M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-715
- 6.04%
$73.0 - $85.5 $52.2K - $61.1K
11.1K $935K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-25
- 1.25%
$108.87 - $133.04 $2.72K - $3.33K
1.98K $263K
IAU
Ishares Gold Trust

ETFs
-41
- 0.83%
$56.1 - $64.74 $2.3K - $2.65K
4.88K $305K
QCOM
Qualcomm Inc

Technology
-102
- 1.63%
$124.66 - $159.48 $12.7K - $16.3K
6.14K $977K
DIS
Walt Disney CO

Communication Services
-295
- 12.93%
$81.72 - $124.01 $24.1K - $36.6K
1.99K $246K
SNV
Synovus Financial Corp

Financial Services
-62
- 1.18%
$38.27 - $51.75 $2.37K - $3.21K
5.2K $269K
SPGI
S&P Global Inc.

Financial Services
-182
- 2.88%
$438.31 - $527.29 $79.8K - $96K
6.15K $3.24M
UGI
Ugi Corp

Utilities
-35
- 0.4%
$30.18 - $36.59 $1.06K - $1.28K
8.77K $319K
PDN
Invesco Fd Tr

ETFs
-372
- 4.53%
$30.37 - $38.92 $11.3K - $14.5K
7.84K $305K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-239
- 3.13%
$55.54 - $69.09 $13.3K - $16.5K
7.4K $511K
Blackrock ETF Trust
-12.2K
- 4.48%
N/A
260K $7.1M
USB
Us Bancorp \De\

Financial Services
-204
- 1.08%
$36.4 - $45.76 $7.43K - $9.34K
18.8K $849K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-557
- 2.5%
$35.9 - $43.76 $20K - $24.4K
21.7K $937K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-7
- 0.11%
$63.36 - $80.23 $444 - $562
6.31K $506K
IGM
Ishares Expanded Tech Sector E

ETFs
-1.65K
- 14.87%
$79.8 - $112.34 $131K - $185K
9.42K $1.06M
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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