Cfs Investment Advisory Services, LLC Reduced Holdings in Q3 2024

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-73
- 2.25%
$475.2 - $527.7 $34.7K - $38.5K
3.18K $1.68M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-86
- 0.27%
$98.99 - $101.51 $8.51K - $8.73K
32.3K $3.28M
ETR
Entergy Corp

Utilities
-2
- 0.09%
$104.75 - $131.61 $210 - $263
2.21K $290K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-216
- 0.47%
$40.69 - $42.46 $8.79K - $9.17K
45.4K $1.92M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.68K
- 2.79%
$25.21 - $28.46 $67.4K - $76.1K
93.2K $2.62M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-377
- 3.05%
$69.31 - $77.34 $26.1K - $29.2K
12K $918K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.09K
- 0.69%
$47.0 - $47.84 $51.4K - $52.3K
156K $7.46M
ECL
Ecolab Inc.

Basic Materials
-103
- 1.96%
$228.86 - $255.76 $23.6K - $26.3K
5.16K $1.32M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-54
- 0.45%
$101.72 - $112.94 $5.49K - $6.1K
12K $1.36M
BFB
Brown Forman Corp Cl B
-693
- 4.13%
N/A
16.1K $791K
CLX
Clorox CO

Consumer Defensive
-208
- 5.29%
$131.73 - $166.97 $27.4K - $34.7K
3.73K $607K
CL
Colgate Palmolive CO

Consumer Defensive
-91
- 0.76%
$95.54 - $108.77 $8.69K - $9.9K
11.9K $1.24M
PFS
Provident Financial Services Inc

Financial Services
-12
- 0.07%
$14.22 - $19.44 $171 - $233
17.8K $330K
GD
General Dynamics Corp

Industrials
-59
- 0.76%
$279.51 - $308.09 $16.5K - $18.2K
7.66K $2.31M
MUB
Ishares National Muni Bond ETF

ETFs
-334
- 0.59%
$106.13 - $108.7 $35.4K - $36.3K
56.2K $6.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.32%
$517.38 - $573.86 $5.17K - $5.74K
3.08K $1.77M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.18K
- 5.48%
$89.91 - $101.33 $466K - $525K
89.3K $8.77M
USB
Us Bancorp \De\

Financial Services
-233
- 1.31%
$39.04 - $47.23 $9.1K - $11K
17.6K $804K
AOS
Smith A O Corp

Industrials
-196
- 1.34%
$76.95 - $91.98 $15.1K - $18K
14.4K $1.29M
SYY
Sysco Corp

Consumer Defensive
-494
- 2.35%
$69.16 - $78.98 $34.2K - $39K
20.5K $1.6M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-184
- 0.98%
$100.75 - $111.62 $18.5K - $20.5K
18.7K $2.04M
JPM
Jpmorgan Chase & CO

Financial Services
-125
- 0.78%
$194.9 - $224.8 $24.4K - $28.1K
16K $3.37M
MKC
Mccormick & CO Inc

Consumer Defensive
-750
- 4.6%
$69.44 - $84.76 $52.1K - $63.6K
15.5K $1.28M
DOV
Dover Corp

Industrials
-120
- 0.91%
$172.5 - $193.03 $20.7K - $23.2K
13.1K $2.52M
META
Meta Platforms, Inc.

Communication Services
-55
- 2.37%
$453.41 - $572.44 $24.9K - $31.5K
2.27K $1.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-249
- 1.21%
$83.76 - $91.82 $20.9K - $22.9K
20.3K $1.86M
MDT
Medtronic PLC

Healthcare
-328
- 2.34%
$76.84 - $91.03 $25.2K - $29.9K
13.7K $1.23M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.15K
- 2.27%
$36.02 - $41.68 $41.2K - $47.7K
49.2K $2.03M
DUK
Duke Energy Corp

Utilities
-10
- 0.1%
$99.35 - $117.71 $994 - $1.18K
9.66K $1.11M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.06K
- 3.43%
$113.45 - $126.18 $233K - $260K
57.9K $7.31M
CAH
Cardinal Health Inc

Healthcare
-277
- 1.84%
$93.74 - $114.66 $26K - $31.8K
14.8K $1.63M
XT
Ishares Tr Exponential Technol

ETFs
-1.44K
- 1.17%
$54.51 - $61.59 $78.7K - $88.9K
122K $7.43M
Linde PLC
-147
- 2.1%
N/A
6.85K $3.27M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-530
- 0.51%
$51.89 - $57.3 $27.5K - $30.4K
104K $5.89M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-678
- 0.66%
$38.51 - $41.69 $26.1K - $28.3K
102K $4.27M
CINF
Cincinnati Financial Corp

Financial Services
-195
- 1.29%
$115.7 - $138.2 $22.6K - $26.9K
14.9K $2.03M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.48K
- 1.39%
$56.04 - $62.2 $82.8K - $91.9K
104K $6.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-809
- 2.74%
$181.06 - $197.17 $146K - $160K
28.7K $5.65M
CB
Chubb LTD

Financial Services
-98
- 0.96%
$252.51 - $292.2 $24.7K - $28.6K
10.1K $2.91M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.6K
- 1.76%
$84.77 - $97.13 $305K - $349K
201K $19.2M
NEE
Nextera Energy Inc

Utilities
-75
- 0.24%
$69.9 - $84.97 $5.24K - $6.37K
30.6K $2.59M
SPGI
S&P Global Inc.

Financial Services
-81
- 1.23%
$446.32 - $527.38 $36.2K - $42.7K
6.53K $3.37M
PNR
Pentair PLC

Industrials
-233
- 0.95%
$74.39 - $97.79 $17.3K - $22.8K
24.4K $2.39M
GWW
W.W. Grainger, Inc.

Industrials
-33
- 0.82%
$896.19 - $1044.18 $29.6K - $34.5K
3.97K $4.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.51K
- 0.45%
$45.2 - $47.87 $68.1K - $72.1K
332K $15.8M
SHW
Sherwin Williams CO

Basic Materials
-121
- 1.58%
$294.65 - $384.0 $35.7K - $46.5K
7.52K $2.87M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.54K
- 0.58%
$41.34 - $43.55 $105K - $111K
437K $18.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17.6K
- 2.94%
$31.05 - $34.29 $545K - $602K
579K $19.9M
DFAE
Dimensional ETF Tr

ETFs
-759
- 0.17%
$24.46 - $27.82 $18.6K - $21.1K
433K $11.9M
Activity Summary
Buys All Purchases 120 New Holdings 40 Increased Positions 80 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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