Cfs Investment Advisory Services, LLC Portfolio Holdings
Cfs Investment Advisory Services, LLC
- $1.19 Billion
- Q3 2024
Cfs Investment Advisory Services, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 297 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 $103M, Spdr Portfolio S&P 500 ETF (Ma with a value of $74.5M, Ishares Core S&P 500 ETF with a value of $45.8M, Vanguard Growth ETF with a value of $45M, and Msci Eafe Growth ETF with a value of $42.6M.
Examining the 13F form we can see an decrease of $43M in the current position value, from $1.23B to 1.19B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 297
- Current Value $1.19 Billion
- Prior Value $1.23 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 40 stocks
- Additional Purchases 80 stocks
- Sold out of 0 stocks
- Reduced holdings in 150 stocks