Cfs Investment Advisory Services, LLC Reduced Holdings in Q1 2025

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
-3
- 0.52%
$591.65 - $707.05 $1.77K - $2.12K
570 $346K
CINF
Cincinnati Financial Corp

Financial Services
-526
- 3.55%
$133.67 - $147.81 $70.3K - $77.7K
14.3K $2.11M
Bondbloxx ETF Trust
-377
- 4.8%
N/A
7.47K $378K
SPGI
S&P Global Inc.

Financial Services
-156
- 2.41%
$478.26 - $543.77 $74.6K - $84.8K
6.33K $3.22M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-247
- 5.0%
$59.15 - $62.71 $14.6K - $15.5K
4.69K $289K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.93K
- 12.08%
$26.71 - $31.58 $51.5K - $60.9K
14K $425K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.67K
- 2.55%
$24.73 - $25.62 $41.4K - $42.9K
63.9K $1.63M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-190
- 1.98%
$22.42 - $23.22 $4.26K - $4.41K
9.43K $217K
ES
Eversource Energy

Utilities
-408
- 8.31%
$55.63 - $63.8 $22.7K - $26K
4.5K $280K
APD
Air Products & Chemicals, Inc.

Basic Materials
-100
- 1.73%
$283.24 - $338.07 $28.3K - $33.8K
5.69K $1.68M
DFAE
Dimensional ETF Tr

ETFs
-8.69K
- 2.01%
$24.64 - $26.86 $214K - $233K
424K $11M
EOG
Eog Resources Inc

Energy
-93
- 3.02%
$120.54 - $138.05 $11.2K - $12.8K
2.99K $383K
PDN
Invesco Fd Tr

ETFs
-265
- 3.13%
$31.2 - $34.9 $8.27K - $9.25K
8.21K $275K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.54K
- 1.87%
$44.72 - $46.25 $427K - $441K
502K $23.1M
SHW
Sherwin Williams CO

Basic Materials
-159
- 2.15%
$330.16 - $365.55 $52.5K - $58.1K
7.25K $2.53M
O
Realty Income Corp

Real Estate
-413
- 4.86%
$51.67 - $58.49 $21.3K - $24.2K
8.08K $469K
STLD
Steel Dynamics Inc

Basic Materials
-8
- 0.41%
N/A
1.93K $241K
MA
Mastercard Inc

Financial Services
-4
- 0.39%
$504.67 - $576.31 $2.02K - $2.31K
1.01K $555K
BK
Bank Of New York Mellon Corp

Financial Services
-5
- 0.17%
$75.42 - $88.95 $377 - $445
2.91K $244K
PSX
Phillips 66

Energy
-145
- 2.97%
$113.93 - $131.55 $16.5K - $19.1K
4.74K $585K
VZ
Verizon Communications Inc

Communication Services
-450
- 4.57%
$37.81 - $46.49 $17K - $20.9K
9.4K $426K
NVS
Novartis Ag

Healthcare
-5
- 0.2%
$97.14 - $115.57 $486 - $578
2.46K $274K
UGI
Ugi Corp

Utilities
-116
- 1.3%
$28.0 - $34.16 $3.25K - $3.96K
8.81K $291K
MKC
Mccormick & CO Inc

Consumer Defensive
-624
- 3.85%
$71.24 - $84.73 $44.5K - $52.9K
15.6K $1.28M
ADP
Automatic Data Processing Inc

Industrials
-252
- 2.47%
$286.85 - $318.64 $72.3K - $80.3K
9.93K $3.04M
JPM
Jpmorgan Chase & CO

Financial Services
-126
- 0.8%
$225.19 - $279.95 $28.4K - $35.3K
15.7K $3.85M
ECL
Ecolab Inc.

Basic Materials
-157
- 3.07%
$229.72 - $269.82 $36.1K - $42.4K
4.96K $1.26M
CVX
Chevron Corp

Energy
-1.33K
- 10.55%
$146.71 - $167.97 $195K - $223K
11.3K $1.89M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-289
- 2.38%
$69.81 - $78.9 $20.2K - $22.8K
11.8K $922K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.97K
- 4.33%
$25.54 - $28.79 $101K - $114K
87.9K $2.44M
PM
Philip Morris International Inc.

Consumer Defensive
-48
- 1.9%
$117.15 - $158.79 $5.62K - $7.62K
2.48K $393K
MDT
Medtronic PLC

Healthcare
-218
- 1.63%
$79.84 - $94.5 $17.4K - $20.6K
13.1K $1.18M
AFL
Aflac Inc

Financial Services
-1.09K
- 3.49%
$100.99 - $111.19 $110K - $121K
30K $3.34M
DUK
Duke Energy Corp

Utilities
-6
- 0.06%
$105.87 - $121.97 $635 - $732
9.63K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-165
- 1.95%
$279.74 - $321.29 $46.2K - $53K
8.31K $2.6M
CB
Chubb LTD

Financial Services
-332
- 3.29%
$257.71 - $301.99 $85.6K - $100K
9.76K $2.95M
ROP
Roper Technologies Inc

Industrials
-115
- 3.34%
$502.71 - $593.81 $57.8K - $68.3K
3.33K $1.96M
GILD
Gilead Sciences, Inc.

Healthcare
-140
- 1.26%
$89.14 - $117.41 $12.5K - $16.4K
11K $1.23M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-4.42K
- 4.27%
$51.78 - $56.0 $229K - $248K
99.1K $5.5M
CTAS
Cintas Corp

Industrials
-1.54K
- 6.65%
$182.09 - $208.14 $280K - $321K
21.6K $4.45M
CAH
Cardinal Health Inc

Healthcare
-518
- 3.56%
$118.02 - $137.77 $61.1K - $71.4K
14.1K $1.94M
Linde PLC
-191
- 2.79%
N/A
6.65K $3.1M
FDL
First Tr Morningstar Dividend

ETFs
-433
- 0.52%
$39.69 - $43.83 $17.2K - $19K
82.7K $3.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-555
- 1.13%
$74.85 - $84.89 $41.5K - $47.1K
48.6K $3.97M
ABT
Abbott Laboratories

Healthcare
-244
- 1.32%
$111.1 - $140.22 $27.1K - $34.2K
18.2K $2.42M
KO
Coca Cola CO

Consumer Defensive
-602
- 1.31%
$60.81 - $72.32 $36.6K - $43.5K
45.3K $3.25M
ABBV
Abb Vie Inc.

Healthcare
-246
- 0.99%
$169.2 - $216.66 $41.6K - $53.3K
24.6K $5.16M
DFIV
Dimensional ETF Tr

ETFs
-17.1K
- 3.55%
$35.33 - $40.77 $605K - $699K
466K $18.3M
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
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