Cfs Investment Advisory Services, LLC Sells in Q3 2024

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-128K
- 52.31%
$341.08 - $391.94 $43.8M - $50.3M
117K $45M
IWD
Ishares Russell 1000 Val ETF

ETFs
-140K
- 49.94%
$173.36 - $189.8 $24.3M - $26.6M
140K $26.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-289K
- 48.94%
$57.32 - $62.65 $16.6M - $18.1M
301K $18.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-114K
- 48.35%
$114.73 - $120.23 $13.1M - $13.7M
122K $14.6M
VEA
Vanguard Ftse Developed Market

ETFs
-211K
- 47.93%
$47.6 - $53.31 $10M - $11.2M
229K $12.1M
MSFT
Microsoft Corp

Technology
-13.8K
- 49.77%
$395.15 - $467.56 $5.46M - $6.46M
14K $6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-66K
- 47.5%
$96.25 - $101.98 $6.35M - $6.73M
72.9K $7.38M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-136K
- 10.96%
$60.84 - $67.51 $8.26M - $9.17M
1.1M $74.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-36K
- 18.76%
$162.64 - $179.3 $5.86M - $6.46M
156K $28M
PG
Procter & Gamble CO

Consumer Defensive
-29.2K
- 51.21%
$160.76 - $177.82 $4.7M - $5.19M
27.8K $4.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-61.6K
- 47.93%
$71.45 - $75.64 $4.4M - $4.66M
66.9K $5.03M
CVX
Chevron Corp

Energy
-25.7K
- 59.24%
$137.88 - $161.97 $3.54M - $4.16M
17.7K $2.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-45.6K
- 50.09%
$84.81 - $93.54 $3.86M - $4.26M
45.4K $4.17M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-35.3K
- 50.0%
$111.9 - $124.28 $3.95M - $4.39M
35.3K $4.36M
JNJ
Johnson & Johnson

Healthcare
-24.8K
- 45.22%
$145.48 - $167.38 $3.61M - $4.16M
30.1K $4.88M
TIP
Ishares Tr Tips Bd ETF

ETFs
-27.3K
- 59.15%
$105.92 - $110.83 $2.9M - $3.03M
18.9K $2.09M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-11.3K
- 50.05%
$256.4 - $289.78 $2.89M - $3.26M
11.2K $3.19M
WMT
Walmart Inc.

Consumer Defensive
-48.2K
- 49.3%
$66.91 - $81.4 $3.23M - $3.93M
49.6K $4.01M
LLY
Eli Lilly & CO

Healthcare
-2.73K
- 39.45%
$772.14 - $960.02 $2.11M - $2.62M
4.2K $3.72M
KO
Coca Cola CO

Consumer Defensive
-43.3K
- 50.18%
$62.69 - $73.01 $2.72M - $3.16M
43K $3.09M
EMR
Emerson Electric CO

Industrials
-20.2K
- 50.78%
$98.19 - $118.87 $1.98M - $2.4M
19.6K $2.14M
PEP
Pepsico Inc

Consumer Defensive
-13.1K
- 49.32%
$161.9 - $179.3 $2.12M - $2.34M
13.4K $2.29M
LOW
Lowes Companies Inc

Consumer Cyclical
-11.7K
- 50.24%
$213.3 - $270.78 $2.5M - $3.17M
11.6K $3.14M
VTI
Vanguard Total Stock Market Et

ETFs
-7.27K
- 59.58%
$255.18 - $283.2 $1.85M - $2.06M
4.93K $1.4M
ITW
Illinois Tool Works Inc

Industrials
-8.41K
- 50.06%
$233.14 - $263.97 $1.96M - $2.22M
8.39K $2.2M
IEMG
Ishares Inc

ETFs
-41.4K
- 26.26%
$53.64 - $53.64 $2.22M - $2.22M
116K $6.67M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-53.6K
- 83.55%
$29.58 - $30.31 $1.59M - $1.63M
10.6K $320K
MCD
Mcdonalds Corp

Consumer Cyclical
-7.73K
- 48.18%
$245.82 - $304.51 $1.9M - $2.35M
8.32K $2.53M
QCOM
Qualcomm Inc

Technology
-5.93K
- 49.76%
$156.12 - $209.64 $926K - $1.24M
5.99K $1.02M
C
Citigroup Inc

Financial Services
-18.5K
- 48.09%
$56.11 - $67.61 $1.04M - $1.25M
19.9K $1.25M
IBM
International Business Machines Corp

Technology
-8.72K
- 48.79%
$175.1 - $223.38 $1.53M - $1.95M
9.15K $2.02M
EFG
Msci Eafe Growth ETF

ETFs
-30.1K
- 7.06%
$96.84 - $108.77 $2.91M - $3.27M
396K $42.6M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-20.5K
- 15.68%
$95.1 - $106.76 $1.95M - $2.19M
110K $11.8M
SO
Southern CO

Utilities
-11.7K
- 50.06%
$77.0 - $90.52 $904K - $1.06M
11.7K $1.06M
PSX
Phillips 66

Energy
-4.33K
- 46.92%
$125.0 - $147.17 $541K - $637K
4.9K $643K
PFE
Pfizer Inc

Healthcare
-24.3K
- 50.28%
$27.7 - $31.39 $674K - $763K
24K $696K
VO
Vanguard Mid Cap ETF

ETFs
-2.86K
- 50.39%
$237.84 - $263.83 $679K - $753K
2.81K $742K
HD
Home Depot, Inc.

Consumer Cyclical
-2.31K
- 45.3%
$333.64 - $405.2 $772K - $937K
2.79K $1.13M
VIG
Vanguard Dividend Appreciation

ETFs
-3.56K
- 42.56%
$182.15 - $182.15 $648K - $648K
4.8K $951K
MS
Morgan Stanley

Financial Services
-6.3K
- 49.78%
$92.07 - $106.96 $580K - $674K
6.36K $663K
CGDV
Capital Group Divid Value ETF

ETFs
-38K
- 14.9%
$32.96 - $36.48 $1.25M - $1.39M
217K $7.92M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.79K
- 3.54%
$133.16 - $158.73 $504K - $601K
103K $15.6M
LRCX
Lam Research Corp

Technology
-328
- 44.93%
$731.56 - $1127.3 $240K - $370K
402 $328K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-11.2K
- 39.45%
$41.95 - $43.42 $469K - $485K
17.2K $745K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3.36K
- 49.69%
$156.14 - $187.2 $525K - $629K
3.4K $629K
MRK
Merck & Co., Inc.

Healthcare
-1.18K
- 5.21%
$111.15 - $128.97 $131K - $152K
21.5K $2.44M
TXN
Texas Instruments Inc

Technology
-1.69K
- 48.67%
$194.6 - $194.6 $329K - $329K
1.78K $368K
UNP
Union Pacific Corp

Industrials
-887
- 45.07%
$221.78 - $256.09 $197K - $227K
1.08K $266K
IXC
Ishares Tr Global Energy ETF

ETFs
-4.06K
- 37.0%
$38.94 - $42.35 $158K - $172K
6.91K $280K
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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