Cfs Investment Advisory Services, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.23 Billion distributed in 341 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Trendpilot Us Lar with a value of $113M, Spdr Portfolio S&P 500 ETF (Ma with a value of $63M, Vanguard Growth ETF with a value of $51M, Blackrock ETF Tr U S Equity Fa with a value of $40.7M, and Ishares Russell 1000 Val ETF with a value of $32.3M.
Examining the 13F form we can see an increase of $11.4M in the current position value, from $1.22B to 1.23B.
Cfs Investment Advisory Services, LLC is based out at Totowa, NJ
Below you can find more details about Cfs Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.23 Billion
ETFs: $999 Million
Technology: $56.2 Million
Financial Services: $34.5 Million
Industrials: $31.4 Million
Healthcare: $31 Million
Consumer Defensive: $23.6 Million
Consumer Cyclical: $16.1 Million
Energy: $9.65 Million
Other: $26.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
