Cfs Investment Advisory Services, LLC Sells in Q2 2025

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-232K
- 23.4%
$58.41 - $72.69 $13.5M - $16.8M
758K $55.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-176K
- 89.22%
$50.08 - $63.14 $8.79M - $11.1M
21.2K $1.34M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-84.2K
- 16.78%
$45.12 - $46.23 $3.8M - $3.89M
418K $19.3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-51.3K
- 87.62%
$50.34 - $51.86 $2.58M - $2.66M
7.26K $373K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-19.2K
- 16.18%
$90.85 - $102.31 $1.74M - $1.96M
99.3K $10M
AAPL
Apple Inc.

Technology
-937
- 1.58%
$172.42 - $223.89 $162K - $210K
58.4K $12M
GLDM
World Gold Trust

ETFs
-25K
- 17.23%
$58.96 - $67.97 $1.48M - $1.7M
120K $7.88M
JNJ
Johnson & Johnson

Healthcare
-4.12K
- 11.47%
$146.36 - $159.82 $603K - $658K
31.8K $4.86M
BMY
Bristol Myers Squibb CO

Healthcare
-13.4K
- 52.25%
$44.12 - $59.6 $589K - $796K
12.2K $565K
CVX
Chevron Corp

Energy
-4.44K
- 39.35%
$133.73 - $168.51 $593K - $747K
6.84K $979K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-31.3K
- 49.05%
$24.98 - $25.66 $783K - $804K
32.6K $833K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-21.2K
- 49.89%
$32.62 - $33.58 $692K - $712K
21.3K $715K
ABBV
Abb Vie Inc.

Healthcare
-528
- 2.14%
$170.16 - $206.27 $89.8K - $109K
24.1K $4.48M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-9.18K
- 36.73%
$78.98 - $90.1 $725K - $827K
15.8K $1.43M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-13.5K
- 71.99%
$44.64 - $47.48 $600K - $639K
5.23K $248K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-27.1K
- 3.82%
$22.68 - $23.28 $614K - $630K
681K $15.8M
XOM
Exxon Mobil Corp

Energy
-510
- 1.27%
$99.93 - $119.04 $51K - $60.7K
39.7K $4.28M
EEM
Ishares Msci Emerging Markets

ETFs
-12.4K
- 43.51%
$38.52 - $48.28 $479K - $601K
16.2K $779K
IWX
Ishares Tr Russell 200 Value E

ETFs
-6.04K
- 25.42%
$73.26 - $84.19 $442K - $508K
17.7K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
-353
- 1.26%
$157.66 - $172.39 $55.7K - $60.9K
27.7K $4.42M
MUB
Ishares National Muni Bond ETF

ETFs
-2.97K
- 8.64%
$102.31 - $105.8 $303K - $314K
31.4K $3.28M
BDX
Becton Dickinson & CO

Healthcare
-509
- 11.55%
$165.15 - $226.42 $84.1K - $115K
3.9K $671K
VV
Vanguard Large Cap ETF

ETFs
-1.86K
- 24.21%
$228.25 - $285.3 $425K - $532K
5.83K $1.66M
AMGN
Amgen Inc

Healthcare
-80
- 0.89%
$262.28 - $309.85 $21K - $24.8K
8.86K $2.48M
FNDX
Schwab Fundamental U S Large C

ETFs
-13K
- 28.63%
$20.84 - $24.54 $271K - $320K
32.5K $797K
AFL
Aflac Inc

Financial Services
-865
- 2.88%
$99.77 - $112.45 $86.3K - $97.3K
29.2K $3.08M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.27K
- 4.32%
$72.02 - $73.82 $236K - $241K
72.4K $5.33M
AOS
Smith A O Corp

Industrials
-3.1K
- 24.9%
$59.63 - $70.52 $185K - $218K
9.34K $612K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.73K
- 17.79%
$75.05 - $77.34 $205K - $211K
12.6K $977K
MCD
Mcdonalds Corp

Consumer Cyclical
-96
- 1.16%
$285.55 - $321.23 $27.4K - $30.8K
8.21K $2.4M
CLX
Clorox CO

Consumer Defensive
-822
- 24.13%
$118.01 - $148.69 $97K - $122K
2.59K $310K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.91K
- 9.25%
$22.54 - $23.17 $178K - $183K
77.6K $1.78M
CB
Chubb LTD

Financial Services
-185
- 1.9%
$274.32 - $302.46 $50.7K - $56K
9.57K $2.77M
TGT
Target Corp

Consumer Defensive
-1.15K
- 11.46%
$88.76 - $105.77 $102K - $121K
8.84K $872K
LOW
Lowes Companies Inc

Consumer Cyclical
-151
- 1.33%
$210.83 - $235.28 $31.8K - $35.5K
11.2K $2.48M
ROP
Roper Technologies Inc

Industrials
-148
- 4.44%
$519.19 - $590.78 $76.8K - $87.4K
3.18K $1.8M
NUE
Nucor Corp

Basic Materials
-2.46K
- 13.74%
$103.22 - $131.43 $254K - $323K
15.4K $2M
MDT
Medtronic PLC

Healthcare
-1.11K
- 8.48%
$80.68 - $88.86 $89.9K - $99K
12K $1.05M
CL
Colgate Palmolive CO

Consumer Defensive
-1.07K
- 8.82%
$87.57 - $96.0 $93.7K - $103K
11.1K $1.01M
MKC
Mccormick & CO Inc

Consumer Defensive
-385
- 2.47%
$71.11 - $82.25 $27.4K - $31.7K
15.2K $1.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
-186
- 3.27%
$248.61 - $294.96 $46.2K - $54.9K
5.5K $1.55M
KMB
Kimberly Clark Corp

Consumer Defensive
-356
- 6.14%
$126.84 - $145.22 $45.2K - $51.7K
5.45K $702K
EXPD
Expeditors International Of Washington Inc

Industrials
-771
- 20.14%
$102.84 - $122.24 $79.3K - $94.2K
3.06K $349K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-5K
- 5.23%
$36.25 - $42.28 $181K - $211K
90.5K $3.83M
ITW
Illinois Tool Works Inc

Industrials
-411
- 5.04%
$218.41 - $252.43 $89.8K - $104K
7.75K $1.92M
CMCSA
Comcast Corp

Communication Services
-1.63K
- 4.78%
$32.84 - $36.72 $53.6K - $59.9K
32.5K $1.16M
PPG
Ppg Industries Inc

Basic Materials
-993
- 20.68%
$91.66 - $115.04 $91K - $114K
3.81K $433K
TPL
Texas Pacific Land Corp

Energy
-1
- 0.34%
$1036.28 - $1430.55 $1.04K - $1.43K
297 $314K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.42K
- 10.51%
$73.7 - $90.98 $326K - $402K
37.6K $3.42M
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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