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
ADM
Archer Daniels Midland CO

Consumer Defensive
-839
- 3.9%
$41.79 - $54.16 $35.1K - $45.4K
20.6K $1.09M
ECL
Ecolab Inc.

Basic Materials
-16
- 0.32%
$225.65 - $270.95 $3.61K - $4.34K
4.94K $1.33M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.37K
- 2.73%
$44.8 - $53.97 $106K - $128K
84.6K $4.56M
GD
General Dynamics Corp

Industrials
-157
- 2.17%
$247.68 - $291.66 $38.9K - $45.8K
7.08K $2.06M
IXN
Ishares Global Information Tec

ETFs
-8
- 0.14%
$65.81 - $92.34 $526 - $739
5.56K $514K
DOV
Dover Corp

Industrials
-17
- 0.13%
$151.14 - $186.7 $2.57K - $3.17K
12.6K $2.31M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-142
- 0.14%
$46.99 - $57.94 $6.67K - $8.23K
99K $5.61M
GWW
W.W. Grainger, Inc.

Industrials
-88
- 2.31%
$919.93 - $1101.66 $81K - $96.9K
3.72K $3.86M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-192
- 0.94%
$50.29 - $64.29 $9.66K - $12.3K
20.2K $1.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-286
- 7.14%
$416.06 - $551.64 $119K - $158K
3.72K $2.05M
GOOGL
Alphabet Inc.

Communication Services
-129
- 1.31%
$144.7 - $178.6 $18.7K - $23K
9.69K $1.71M
EFG
Msci Eafe Growth ETF

ETFs
-14.3K
- 9.29%
$89.8 - $112.0 $1.29M - $1.61M
140K $15.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-43
- 0.07%
$90.56 - $109.49 $3.89K - $4.71K
58.2K $6.36M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-353
- 0.4%
$24.94 - $31.15 $8.8K - $11K
87.5K $2.72M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-134
- 1.61%
$180.84 - $240.32 $24.2K - $32.2K
8.19K $1.97M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-112
- 1.1%
$171.4 - $227.1 $19.2K - $25.4K
10.1K $2.28M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4
- 0.04%
$224.16 - $285.86 $897 - $1.14K
10.8K $3.09M
CTAS
Cintas Corp

Industrials
-134
- 0.62%
$190.11 - $227.66 $25.5K - $30.5K
21.5K $4.79M
CAH
Cardinal Health Inc

Healthcare
-397
- 2.83%
$125.0 - $168.0 $49.6K - $66.7K
13.7K $2.29M
EMR
Emerson Electric CO

Industrials
-501
- 2.68%
$94.15 - $133.33 $47.2K - $66.8K
18.2K $2.42M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-605
- 1.71%
$108.12 - $135.04 $65.4K - $81.7K
34.9K $4.71M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.92K
- 3.64%
$108.06 - $135.3 $207K - $260K
50.8K $6.87M
WMT
Walmart Inc.

Consumer Defensive
-433
- 0.87%
$81.79 - $99.98 $35.4K - $43.3K
49.1K $4.81M
XT
Ishares Tr Exponential Technol

ETFs
-1.48K
- 1.23%
$49.86 - $65.25 $73.6K - $96.3K
119K $7.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.94K
- 1.23%
$51.16 - $62.02 $202K - $244K
316K $19.6M
DFIV
Dimensional ETF Tr

ETFs
-7.1K
- 1.52%
$34.67 - $43.21 $246K - $307K
459K $19.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-530
- 0.65%
$82.32 - $112.47 $43.6K - $59.6K
80.6K $9.07M
IVW
Ishares S&P 500 Growth ETF

ETFs
-15.7K
- 8.02%
$82.96 - $110.1 $1.3M - $1.73M
180K $19.8M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.79K
- 6.87%
$122.57 - $173.27 $833K - $1.18M
92.1K $16M
AVGO
Broadcom Inc.

Technology
-1.03K
- 3.56%
$146.29 - $275.65 $150K - $283K
27.8K $7.68M
VUG
Vanguard Growth ETF

ETFs
-7.23K
- 6.3%
$329.49 - $438.4 $2.38M - $3.17M
108K $47.1M
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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