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
WMT
Walmart Inc.

Consumer Defensive
-706
- 1.4%
$84.5 - $105.05 $59.7K - $74.2K
49.6K $4.35M
HRL
Hormel Foods Corp

Consumer Defensive
-5.79K
- 43.04%
$28.29 - $31.52 $164K - $182K
7.66K $237K
CLX
Clorox CO

Consumer Defensive
-771
- 18.45%
$141.76 - $162.89 $109K - $126K
3.41K $502K
AOS
Smith A O Corp

Industrials
-1.81K
- 12.7%
$65.16 - $72.69 $118K - $131K
12.4K $813K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.51K
- 12.39%
$87.68 - $94.52 $220K - $238K
17.8K $1.67M
BA
Boeing CO

Industrials
-678
- 22.95%
$148.15 - $186.25 $100K - $126K
2.28K $388K
GOOG
Alphabet Inc.

Communication Services
-88
- 2.82%
$156.06 - $207.71 $13.7K - $18.3K
3.04K $474K
PG
Procter & Gamble CO

Consumer Defensive
-1.16K
- 3.97%
$158.56 - $176.26 $184K - $205K
28.1K $4.79M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.43K
- 18.75%
$78.12 - $83.7 $112K - $120K
6.2K $500K
IBMO
Ishares Tr Ibonds December 202

ETFs
-4.6K
- 15.18%
$25.45 - $25.6 $117K - $118K
25.7K $657K
ITW
Illinois Tool Works Inc

Industrials
-250
- 2.97%
$244.9 - $274.48 $61.2K - $68.6K
8.16K $2.02M
IBMP
Ishares Tr Ibonds December 202

ETFs
-4.46K
- 15.36%
$25.1 - $25.34 $112K - $113K
24.5K $621K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.6K
- 33.24%
$22.35 - $24.52 $103K - $113K
9.23K $219K
IEV
Ishares Tr Europe ETF

ETFs
-2.61K
- 27.43%
$51.89 - $60.68 $135K - $158K
6.9K $401K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.62K
- 12.72%
$26.63 - $26.75 $96.3K - $96.8K
24.8K $664K
SYY
Sysco Corp

Consumer Defensive
-828
- 4.02%
$70.0 - $77.13 $58K - $63.9K
19.8K $1.48M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.2K
- 1.24%
$100.34 - $100.68 $120K - $120K
95K $9.57M
ACN
Accenture PLC

Technology
-112
- 8.7%
$300.91 - $398.25 $33.7K - $44.6K
1.18K $367K
SPMD
Spdr Portfolio

ETFs
-195
- 0.96%
$50.21 - $57.73 $9.79K - $11.3K
20.1K $1.03M
MS
Morgan Stanley

Financial Services
-201
- 3.2%
$111.68 - $141.08 $22.4K - $28.4K
6.08K $710K
UPS
United Parcel Service Inc

Industrials
-61
- 1.34%
$109.66 - $136.26 $6.69K - $8.31K
4.49K $494K
GPC
Genuine Parts CO

Consumer Cyclical
-863
- 7.55%
$115.91 - $129.02 $100K - $111K
10.6K $1.26M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-37
- 0.21%
$40.03 - $46.81 $1.48K - $1.73K
17.5K $712K
RPM
Rpm International Inc

Basic Materials
-485
- 19.23%
$114.03 - $128.31 $55.3K - $62.2K
2.04K $236K
BDX
Becton Dickinson & CO

Healthcare
-357
- 7.49%
$222.79 - $249.08 $79.5K - $88.9K
4.41K $1.01M
IXN
Ishares Global Information Tec

ETFs
-232
- 4.0%
$75.73 - $88.4 $17.6K - $20.5K
5.57K $422K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-75
- 0.63%
$108.02 - $120.45 $8.1K - $9.03K
11.9K $1.31M
Ishares Tr
-2.66K
- 9.6%
N/A
25K $627K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 0.06%
$168.84 - $202.89 $338 - $406
3.34K $587K
NEE
Nextera Energy Inc

Utilities
-464
- 1.55%
$66.96 - $76.16 $31.1K - $35.3K
29.5K $2.09M
CL
Colgate Palmolive CO

Consumer Defensive
-976
- 7.44%
$85.68 - $97.5 $83.6K - $95.2K
12.1K $1.14M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.24K
- 5.0%
$32.5 - $33.3 $72.6K - $74.4K
42.5K $1.41M
GD
General Dynamics Corp

Industrials
-443
- 5.77%
$241.94 - $272.58 $107K - $121K
7.23K $1.97M
EXPD
Expeditors International Of Washington Inc

Industrials
-749
- 16.36%
$109.09 - $126.48 $81.7K - $94.7K
3.83K $460K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-226
- 7.11%
$96.93 - $109.51 $21.9K - $24.7K
2.95K $289K
FITB
Fifth Third Bancorp

Financial Services
-263
- 2.61%
$37.48 - $44.96 $9.86K - $11.8K
9.82K $385K
DFAX
Dimensional ETF Tr
-3.02K
- 9.68%
$24.45 - $27.2 $73.9K - $82.2K
28.2K $739K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-290
- 8.09%
$96.18 - $109.82 $27.9K - $31.8K
3.29K $337K
SNV
Synovus Financial Corp

Financial Services
-197
- 3.61%
$43.7 - $56.87 $8.61K - $11.2K
5.26K $246K
PEG
Public Service Enterprise Group Inc

Utilities
-26
- 0.2%
$78.2 - $90.39 $2.03K - $2.35K
12.8K $1.06M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-677
- 3.5%
$46.82 - $47.8 $31.7K - $32.4K
18.7K $880K
NUE
Nucor Corp

Basic Materials
-809
- 4.33%
$114.48 - $142.52 $92.6K - $115K
17.9K $2.15M
NDSN
Nordson Corp

Industrials
-102
- 9.15%
$200.12 - $224.07 $20.4K - $22.9K
1.01K $204K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-66
- 0.91%
$59.79 - $67.15 $3.95K - $4.43K
7.16K $434K
TXN
Texas Instruments Inc

Technology
-72
- 4.02%
N/A
1.72K $309K
IDEV
Ishares Core Msci Intl Develop

ETFs
-632
- 17.06%
$63.77 - $71.36 $40.3K - $45.1K
3.07K $212K
KMB
Kimberly Clark Corp

Consumer Defensive
-684
- 10.55%
$124.46 - $147.4 $85.1K - $101K
5.8K $825K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2
- 0.1%
$121.0 - $142.28 $242 - $285
2K $249K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.66K
- 1.82%
$25.35 - $27.46 $42K - $45.5K
89.6K $2.37M
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
Track This Portfolio

Track Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email