Cfs Investment Advisory Services, LLC Portfolio Holdings

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.9B
$2.39 Million 0.19% of portfolio
18,212
Q3 2025 Added 0.24%
$0
$2.22 Million 0.18% of portfolio
3,697
Q3 2025 Reduced 0.54%
$24.6B
$2.22 Million 0.18% of portfolio
14,034
Q3 2025 Added 0.17%
$38.5B
$2.08 Million 0.17% of portfolio
15,355
Q3 2025 Reduced 0.43%
$0
$2.15 Million 0.17% of portfolio
15,625
Q3 2025 Added 6.13%
$0
$2.05 Million 0.17% of portfolio
3,079
Q3 2024 Reduced 0.32%
$0
$2.05 Million 0.17% of portfolio
7,980
Q3 2025 Reduced 2.54%
$49.7B
$2.1 Million 0.17% of portfolio
13,410
Q3 2025 Reduced 1.78%
$194B
$2.07 Million 0.17% of portfolio
20,347
Q3 2025 Added 1.52%
$25.3B
$2.09 Million 0.17% of portfolio
12,556
Q3 2025 Reduced 0.32%
$0
$2.09 Million 0.17% of portfolio
49,472
Q3 2025 Added 0.86%
$74.8B
$1.98 Million 0.16% of portfolio
7,589
Q3 2025 Reduced 2.03%
$219B
$1.95 Million 0.16% of portfolio
23,217
Q3 2025 Reduced 14.44%
$0
$2.02 Million 0.16% of portfolio
43,062
Q3 2025 Added 10.81%
$1.65T
$1.98 Million 0.16% of portfolio
2,694
Q3 2025 Reduced 3.48%
$0
$1.97 Million 0.16% of portfolio
43,145
Q3 2025 Added 3.6%
$0
$1.88 Million 0.15% of portfolio
16,088
Q3 2025 Reduced 0.65%
$426B
$1.86 Million 0.15% of portfolio
36,094
Q3 2025 Added 6.12%
$0
$1.7 Million 0.14% of portfolio
4,649
Q3 2025 Reduced 3.19%
$0
$1.75 Million 0.14% of portfolio
5,323
Q3 2025 Added 0.87%
$0
$1.75 Million 0.14% of portfolio
3,730
Q3 2025 Added 0.03%
$0
$1.7 Million 0.14% of portfolio
73,422
Q3 2025 Reduced 5.42%
$0
$1.68 Million 0.14% of portfolio
38,268
Q3 2025 Reduced 11.29%
$0
$1.78 Million 0.14% of portfolio
22,298
Q3 2025 Reduced 67.99%
$0
$1.78 Million 0.14% of portfolio
5,782
Q3 2025 Reduced 0.86%
$0
$1.68 Million 0.14% of portfolio
16,830
Q3 2025 Added 6.42%
$37.9B
$1.56 Million 0.13% of portfolio
18,954
Q3 2025 Added 1.71%
$0
$1.54 Million 0.13% of portfolio
17,570
Q3 2025 Reduced 0.76%
$382B
$1.6 Million 0.13% of portfolio
8,757
Q3 2025 Added 4.15%
$0
$1.65 Million 0.13% of portfolio
5,627
Q3 2025 Added 1.96%
$0
$1.58 Million 0.13% of portfolio
17,690
Q3 2025 Reduced 36.01%
$47B
$1.54 Million 0.12% of portfolio
3,083
Q3 2025 Reduced 3.11%
$54.3B
$1.5 Million 0.12% of portfolio
5,493
Q3 2025 Reduced 0.2%
$0
$1.48 Million 0.12% of portfolio
15,526
Q3 2025 Reduced 9.2%
$0
$1.52 Million 0.12% of portfolio
8,342
Q3 2025 Added 0.72%
$322B
$1.48 Million 0.12% of portfolio
4,286
Q3 2025 Added 20.19%
$0
$1.52 Million 0.12% of portfolio
11,677
Q3 2025 Reduced 1.88%
$299B
$1.43 Million 0.12% of portfolio
20,872
Q3 2025 Added 2.23%
$0
$1.36 Million 0.11% of portfolio
20,074
Q3 2025 Reduced 0.63%
$0
$1.41 Million 0.11% of portfolio
7,540
Q3 2025 Added 43.67%
$0
$1.4 Million 0.11% of portfolio
24,458
Q3 2025 Added 8.31%
$261B
$1.41 Million 0.11% of portfolio
8,443
Q3 2025 Added 3.03%
$564B
$1.35 Million 0.11% of portfolio
3,969
Q3 2025 Added 1.8%
$18.1B
$1.41 Million 0.11% of portfolio
10,150
Q3 2025 Added 0.39%
$94.5B
$1.3 Million 0.11% of portfolio
4,799
Q3 2025 Reduced 9.25%
$73.3B
$1.35 Million 0.11% of portfolio
4,944
Q3 2025 Added 0.1%
$0
$1.37 Million 0.11% of portfolio
28,809
Q3 2025 Reduced 2.47%
$103B
$1.22 Million 0.1% of portfolio
12,860
Q3 2025 Added 4.57%
$270B
$1.2 Million 0.1% of portfolio
1,502
Q3 2025 Added 16.61%

Summary

  • Portfolio
  • No. of Stocks 341
  • Current Value $1.23 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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