Cfs Investment Advisory Services, LLC Sells in Q1 2025

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-105K
- 9.61%
$64.88 - $72.1 $6.83M - $7.59M
990K $65.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-77.3K
- 82.41%
$85.29 - $92.57 $6.59M - $7.16M
16.5K $1.5M
EFG
Msci Eafe Growth ETF

ETFs
-66.8K
- 30.23%
$96.1 - $106.37 $6.42M - $7.11M
154K $15.4M
VUG
Vanguard Growth ETF

ETFs
-697
- 0.6%
$369.1 - $427.61 $257K - $298K
115K $42.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-49.5K
- 20.08%
$54.25 - $57.64 $2.68M - $2.85M
197K $10.8M
IFRA
Ishares Tr

ETFs
-55.6K
- 86.5%
$44.8 - $49.25 $2.49M - $2.74M
8.68K $391K
MUB
Ishares National Muni Bond ETF

ETFs
-18.4K
- 34.87%
$104.71 - $107.69 $1.92M - $1.98M
34.3K $3.62M
AVGO
Broadcom Inc.

Technology
-343
- 1.17%
$167.43 - $244.7 $57.4K - $83.9K
28.9K $4.84M
EFV
Msci Eafe Value ETF

ETFs
-62.8K
- 18.68%
$51.88 - $60.73 $3.26M - $3.82M
274K $16.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17.2K
- 3.11%
$32.42 - $36.13 $557K - $621K
536K $17.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.13K
- 21.26%
$222.15 - $428.22 $250K - $482K
4.17K $1.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.48K
- 7.84%
$120.24 - $134.3 $539K - $602K
52.7K $6.42M
MBB
Ishares Tr

ETFs
-12.8K
- 6.73%
$90.37 - $94.08 $1.16M - $1.2M
177K $16.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-17.2K
- 10.85%
$46.74 - $47.55 $805K - $819K
142K $6.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-398
- 0.68%
$102.49 - $119.96 $40.8K - $47.7K
58.2K $6.09M
TGT
Target Corp

Consumer Defensive
-2.36K
- 19.14%
$103.65 - $142.5 $245K - $337K
9.99K $1.04M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3.09K
- 6.85%
$81.62 - $96.63 $252K - $299K
42K $3.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.08K
- 4.48%
$50.44 - $58.1 $206K - $237K
86.9K $4.48M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-422
- 3.75%
$254.58 - $302.92 $107K - $128K
10.8K $2.77M
PNR
Pentair PLC

Industrials
-1.7K
- 7.01%
$84.0 - $105.35 $143K - $179K
22.5K $1.97M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.19K
- 2.63%
$91.76 - $103.26 $201K - $226K
81.2K $7.51M
PPG
Ppg Industries Inc

Basic Materials
-2.99K
- 38.36%
$107.44 - $124.29 $321K - $371K
4.8K $525K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.73K
- 4.91%
$117.4 - $131.02 $203K - $226K
33.4K $4M
GWW
W.W. Grainger, Inc.

Industrials
-128
- 3.26%
$953.54 - $1132.42 $122K - $145K
3.8K $3.76M
EMR
Emerson Electric CO

Industrials
-762
- 3.92%
$108.64 - $131.17 $82.8K - $100K
18.7K $2.05M
GOOGL
Alphabet Inc.

Communication Services
-84
- 0.85%
$154.33 - $206.19 $13K - $17.3K
9.82K $1.52M
CGDV
Capital Group Divid Value ETF

ETFs
-11.8K
- 5.42%
$34.95 - $37.36 $413K - $442K
206K $7.36M
IGRO
Ishares Tr International Divid

ETFs
-8.03K
- 14.52%
$66.91 - $73.87 $537K - $593K
47.3K $3.43M
BFB
Brown Forman Corp Cl B
-7.82K
- 49.33%
N/A
8.03K $273K
TROW
Price T Rowe Group Inc

Financial Services
-1.39K
- 14.87%
$91.57 - $116.93 $127K - $162K
7.94K $730K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-4.08K
- 45.87%
$72.31 - $80.69 $295K - $329K
4.81K $351K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-7.42K
- 46.96%
$42.38 - $43.28 $315K - $321K
8.38K $356K
ALB
Albemarle Corp

Basic Materials
-2.74K
- 36.69%
$69.95 - $97.49 $192K - $267K
4.73K $341K
XT
Ishares Tr Exponential Technol

ETFs
-512
- 0.42%
$57.56 - $64.0 $29.5K - $32.8K
120K $6.91M
WST
West Pharmaceutical Services Inc

Healthcare
-538
- 36.82%
$199.11 - $347.87 $107K - $187K
923 $207K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-5.54K
- 23.47%
$44.81 - $46.22 $248K - $256K
18.1K $814K
IEFA
Ishares Tr

ETFs
-8.43K
- 12.02%
$69.57 - $78.65 $587K - $663K
61.7K $4.67M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.04K
- 11.06%
$196.12 - $229.48 $203K - $238K
8.32K $1.68M
ADM
Archer Daniels Midland CO

Consumer Defensive
-3.96K
- 15.55%
$45.22 - $52.17 $179K - $206K
21.5K $1.03M
GNMA
Ishares Gnma Bond ETF

ETFs
-6.49K
- 19.32%
$42.17 - $44.04 $274K - $286K
27.1K $1.19M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-3.39K
- 36.37%
$64.6 - $69.89 $219K - $237K
5.94K $389K
LOW
Lowes Companies Inc

Consumer Cyclical
-353
- 3.02%
$222.66 - $268.42 $78.6K - $94.8K
11.3K $2.65M
DOV
Dover Corp

Industrials
-479
- 3.66%
$174.65 - $206.43 $83.7K - $98.9K
12.6K $2.22M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-283
- 2.71%
$192.82 - $222.1 $54.6K - $62.9K
10.2K $1.96M
MRK
Merck & Co., Inc.

Healthcare
-164
- 0.72%
$83.01 - $101.02 $13.6K - $16.6K
22.6K $2.03M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.25K
- 6.14%
$39.96 - $43.3 $250K - $271K
95.5K $3.93M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.08K
- 6.27%
$95.35 - $107.82 $103K - $116K
16.1K $1.54M
LMT
Lockheed Martin Corp

Industrials
-402
- 36.85%
$423.19 - $506.29 $170K - $204K
689 $308K
Ea Series Trust
-1.8K
- 30.03%
N/A
4.19K $467K
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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