Cfs Investment Advisory Services, LLC Sells in Q4 2024

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-175K
- 44.2%
$96.83 - $106.88 $17M - $18.7M
221K $21.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-36.9K
- 46.42%
$570.51 - $610.59 $21M - $22.5M
42.6K $25.1M
EFV
Msci Eafe Value ETF

ETFs
-307K
- 47.71%
$51.78 - $57.15 $15.9M - $17.5M
336K $17.7M
MBB
Ishares Tr

ETFs
-178K
- 48.36%
$91.26 - $95.82 $16.2M - $17.1M
190K $17.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-128K
- 20.08%
$45.07 - $47.1 $5.79M - $6.05M
511K $23.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-50.8K
- 46.4%
$113.92 - $127.38 $5.78M - $6.47M
58.6K $6.76M
EMB
Ishares Tr

ETFs
-45.7K
- 49.52%
$88.94 - $93.46 $4.07M - $4.27M
46.6K $4.15M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-98.9K
- 60.13%
$24.94 - $26.14 $2.47M - $2.59M
65.6K $1.64M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-42.7K
- 88.62%
$44.21 - $46.46 $1.89M - $1.98M
5.48K $243K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-24.5K
- 7.08%
$26.05 - $29.17 $638K - $715K
321K $8.42M
DFAE
Dimensional ETF Tr

ETFs
-1.06K
- 0.25%
$25.36 - $28.15 $27K - $30K
432K $11M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-6.99K
- 37.49%
$99.04 - $109.59 $693K - $766K
11.7K $1.16M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-23.9K
- 34.81%
$32.65 - $33.68 $780K - $805K
44.7K $1.47M
CVX
Chevron Corp

Energy
-5.06K
- 28.65%
$141.15 - $162.53 $714K - $822K
12.6K $1.83M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-15.1K
- 38.98%
$45.38 - $46.88 $684K - $707K
23.6K $1.08M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-25.6K
- 4.43%
$33.92 - $36.6 $869K - $938K
553K $19.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.56K
- 1.64%
$176.42 - $186.91 $451K - $478K
153K $27.3M
NUE
Nucor Corp

Basic Materials
-93
- 0.5%
$115.78 - $167.74 $10.8K - $15.6K
18.7K $2.18M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-453
- 0.44%
$50.02 - $58.31 $22.7K - $26.4K
104K $5.29M
AMGN
Amgen Inc

Healthcare
-53
- 0.6%
$258.78 - $328.31 $13.7K - $17.4K
8.75K $2.28M
CTAS
Cintas Corp

Industrials
-16
- 0.07%
$182.7 - $226.47 $2.92K - $3.62K
23.2K $4.23M
MUB
Ishares National Muni Bond ETF

ETFs
-3.54K
- 6.3%
$105.78 - $108.7 $375K - $385K
52.7K $5.62M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.49K
- 5.19%
$189.5 - $206.17 $282K - $307K
27.2K $5.19M
NEE
Nextera Energy Inc

Utilities
-601
- 1.97%
$69.77 - $85.43 $41.9K - $51.3K
30K $2.15M
XOM
Exxon Mobil Corp

Energy
-269
- 0.69%
$105.51 - $125.37 $28.4K - $33.7K
38.9K $4.19M
Linde PLC
-12
- 0.18%
N/A
6.84K $2.87M
UPS
United Parcel Service Inc

Industrials
-2.33K
- 33.83%
$122.65 - $138.35 $286K - $322K
4.56K $574K
DFAI
Dimensional ETF Tr

ETFs
-36
- 0.03%
$29.0 - $31.6 $1.04K - $1.14K
141K $4.12M
SHW
Sherwin Williams CO

Basic Materials
-112
- 1.49%
$338.75 - $399.71 $37.9K - $44.8K
7.41K $2.52M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-27K
- 4.54%
$49.03 - $53.35 $1.33M - $1.44M
569K $29.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-4.03K
- 4.2%
$25.61 - $28.0 $103K - $113K
91.8K $2.37M
AOS
Smith A O Corp

Industrials
-142
- 0.99%
$68.02 - $88.94 $9.66K - $12.6K
14.2K $971K
GPC
Genuine Parts CO

Consumer Cyclical
-156
- 1.35%
$113.11 - $143.63 $17.6K - $22.4K
11.4K $1.34M
AFL
Aflac Inc

Financial Services
-146
- 0.47%
$100.37 - $115.27 $14.7K - $16.8K
31.1K $3.22M
TGT
Target Corp

Consumer Defensive
-79
- 0.64%
$121.59 - $160.69 $9.61K - $12.7K
12.4K $1.67M
ADM
Archer Daniels Midland CO

Consumer Defensive
-92
- 0.36%
$49.38 - $59.52 $4.54K - $5.48K
25.4K $1.29M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.9K
- 2.03%
$26.16 - $28.82 $49.6K - $54.6K
91.3K $2.39M
XT
Ishares Tr Exponential Technol

ETFs
-1.37K
- 1.12%
$58.7 - $62.72 $80.5K - $86K
121K $7.2M
FDL
First Tr Morningstar Dividend

ETFs
-1.79K
- 2.11%
$39.59 - $43.95 $70.8K - $78.6K
83.1K $3.35M
ES
Eversource Energy

Utilities
-2.26K
- 31.5%
$55.9 - $67.73 $126K - $153K
4.91K $282K
BFB
Brown Forman Corp Cl B
-228
- 1.42%
N/A
15.9K $602K
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.35K
- 3.55%
$54.54 - $61.04 $183K - $205K
91K $5.07M
EXPD
Expeditors International Of Washington Inc

Industrials
-559
- 10.88%
$110.5 - $128.26 $61.8K - $71.7K
4.58K $507K
MDT
Medtronic PLC

Healthcare
-323
- 2.36%
$79.61 - $92.24 $25.7K - $29.8K
13.4K $1.07M
CMCSA
Comcast Corp

Communication Services
-620
- 1.9%
$37.39 - $45.14 $23.2K - $28K
32K $1.2M
COP
Conocophillips

Energy
-1.23K
- 23.52%
$95.12 - $114.72 $117K - $141K
4.01K $397K
SPGI
S&P Global Inc.

Financial Services
-47
- 0.72%
$480.36 - $529.17 $22.6K - $24.9K
6.48K $3.23M
ROP
Roper Technologies Inc

Industrials
-12
- 0.35%
$519.85 - $575.95 $6.24K - $6.91K
3.45K $1.79M
AMAT
Applied Materials Inc

Technology
-4
- 0.13%
$161.44 - $213.89 $646 - $856
3.18K $517K
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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