Cfs Investment Advisory Services, LLC Reduced Holdings in Q4 2024

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
-7
- 0.07%
$271.57 - $301.89 $1.9K - $2.11K
10.1K $2.79M
ECL
Ecolab Inc.

Basic Materials
-51
- 0.99%
$234.32 - $261.43 $12K - $13.3K
5.11K $1.2M
NDSN
Nordson Corp

Industrials
-212
- 15.98%
$208.83 - $264.36 $44.3K - $56K
1.12K $233K
IFRA
Ishares Tr

ETFs
-1.39K
- 2.12%
$45.94 - $51.71 $64K - $72K
64.3K $2.98M
VZ
Verizon Communications Inc

Communication Services
-1.33K
- 11.87%
$39.6 - $45.21 $52.5K - $59.9K
9.85K $394K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-635
- 0.62%
$40.38 - $44.35 $25.6K - $28.2K
102K $4.16M
ALB
Albemarle Corp

Basic Materials
-387
- 4.92%
$86.08 - $111.3 $33.3K - $43.1K
7.47K $643K
O
Realty Income Corp

Real Estate
-199
- 2.29%
$51.76 - $64.71 $10.3K - $12.9K
8.5K $454K
VTI
Vanguard Total Stock Market Et

ETFs
-434
- 8.8%
$280.04 - $302.45 $122K - $131K
4.5K $1.3M
PFE
Pfizer Inc

Healthcare
-1.33K
- 5.53%
$24.8 - $30.19 $33K - $40.1K
22.7K $603K
NVO
Novo Nordisk A S

Healthcare
-9
- 0.33%
$85.0 - $120.04 $765 - $1.08K
2.69K $232K
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.3K
- 6.12%
$94.43 - $105.47 $1.16M - $1.3M
188K $19.1M
PSX
Phillips 66

Energy
-10
- 0.2%
$110.35 - $138.93 $1.1K - $1.39K
4.89K $557K
IBMO
Ishares Tr Ibonds December 202

ETFs
-2.76K
- 8.34%
$25.4 - $25.62 $70K - $70.6K
30.3K $771K
DUK
Duke Energy Corp

Utilities
-22
- 0.23%
$105.76 - $120.76 $2.33K - $2.66K
9.64K $1.04M
IDEV
Ishares Core Msci Intl Develop

ETFs
-747
- 16.78%
$64.18 - $70.42 $47.9K - $52.6K
3.7K $239K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-765
- 7.92%
$74.69 - $79.24 $57.1K - $60.6K
8.89K $671K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.36K
- 7.55%
$25.06 - $25.59 $59.2K - $60.5K
28.9K $729K
IBMP
Ishares Tr Ibonds December 202

ETFs
-2.49K
- 7.91%
$25.08 - $25.43 $62.4K - $63.3K
29K $729K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.35K
- 7.85%
$42.33 - $43.3 $57K - $58.3K
15.8K $673K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.62K
- 8.42%
$26.55 - $26.67 $69.4K - $69.7K
28.4K $757K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-267
- 0.59%
$90.66 - $99.46 $24.2K - $26.6K
45.1K $4.1M
DOV
Dover Corp

Industrials
-44
- 0.33%
$184.72 - $206.51 $8.13K - $9.09K
13.1K $2.46M
BMY
Bristol Myers Squibb CO

Healthcare
-3.48K
- 12.35%
$51.92 - $59.94 $181K - $209K
24.7K $1.4M
CAT
Caterpillar Inc

Industrials
-6
- 0.3%
$360.37 - $416.88 $2.16K - $2.5K
2.02K $733K
ADI
Analog Devices Inc

Technology
-25
- 0.87%
$206.35 - $236.48 $5.16K - $5.91K
2.84K $604K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-24
- 0.12%
$88.59 - $94.57 $2.13K - $2.27K
20.3K $1.8M
SHEL
Shell PLC

Energy
-444
- 6.95%
$60.63 - $70.23 $26.9K - $31.2K
5.94K $372K
MEAR
Blackrock Short Maturity Munic

ETFs
-925
- 17.03%
$49.94 - $50.28 $46.2K - $46.5K
4.51K $225K
ORCL
Oracle Corp

Technology
-65
- 0.76%
$165.41 - $192.43 $10.8K - $12.5K
8.43K $1.41M
PDN
Invesco Fd Tr

ETFs
-224
- 2.57%
$31.62 - $34.97 $7.08K - $7.83K
8.48K $268K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-552
- 3.12%
$100.38 - $107.86 $55.4K - $59.5K
17.2K $1.77M
IBM
International Business Machines Corp

Technology
-83
- 0.91%
$204.9 - $238.04 $17K - $19.8K
9.07K $1.99M
STLD
Steel Dynamics Inc

Basic Materials
-4
- 0.21%
N/A
1.94K $221K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-73
- 3.52%
$134.53 - $150.65 $9.82K - $11K
2K $271K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.83K
- 2.71%
$61.52 - $66.5 $174K - $188K
102K $6.48M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-6
- 0.06%
$67.38 - $75.88 $404 - $455
9.33K $631K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-231
- 4.47%
$60.51 - $65.57 $14K - $15.1K
4.94K $300K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-5
- 0.07%
$80.18 - $88.79 $401 - $444
7.63K $615K
FAST
Fastenal CO

Industrials
-104
- 2.16%
$69.99 - $84.35 $7.28K - $8.77K
4.71K $338K
IXN
Ishares Global Information Tec

ETFs
-219
- 3.64%
$80.67 - $87.84 $17.7K - $19.2K
5.8K $492K
PH
Parker Hannifin Corp

Industrials
-10
- 1.72%
$621.74 - $709.46 $6.22K - $7.09K
573 $364K
WST
West Pharmaceutical Services Inc

Healthcare
-146
- 9.09%
$285.69 - $344.0 $41.7K - $50.2K
1.46K $479K
VV
Vanguard Large Cap ETF

ETFs
-103
- 2.69%
$260.27 - $280.65 $26.8K - $28.9K
3.73K $1.01M
ETN
Eaton Corp PLC

Industrials
-9
- 1.26%
$326.96 - $377.52 $2.94K - $3.4K
703 $233K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-18
- 0.13%
$23.25 - $23.37 $419 - $421
13.5K $316K
IGM
Ishares Expanded Tech Sector E

ETFs
-159
- 5.22%
$94.19 - $106.95 $15K - $17K
2.89K $295K
BK
Bank Of New York Mellon Corp

Financial Services
-159
- 5.18%
$70.82 - $81.87 $11.3K - $13K
2.91K $224K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-68
- 2.09%
$100.18 - $109.1 $6.81K - $7.42K
3.18K $333K
Activity Summary
Buys All Purchases 146 New Holdings 23 Increased Positions 123 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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