Community Financial Services Group, LLC Reduced Holdings in Q2 2025

Community Financial Services Group, LLC

  • $503 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-22.2K
- 11.47%
$99.93 - $119.04 $2.22M - $2.64M
171K $18.5B
MRK
Merck & Co., Inc.

Healthcare
-42.5K
- 60.7%
$73.47 - $87.12 $3.13M - $3.71M
27.5K $2.18B
AAPL
Apple Inc.

Technology
-1.39K
- 1.2%
$172.42 - $223.89 $240K - $312K
115K $23.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.03K
- 22.68%
$483.48 - $539.8 $498K - $555K
3.51K $1.7B
CVX
Chevron Corp

Energy
-483
- 2.92%
$133.73 - $168.51 $64.6K - $81.4K
16.1K $2.3B
ACN
Accenture PLC

Technology
-870
- 16.16%
$279.23 - $323.21 $243K - $281K
4.51K $1.35B
VLO
Valero Energy Corp

Energy
-2.59K
- 17.63%
$104.69 - $141.77 $271K - $367K
12.1K $1.63B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.47K
- 14.75%
$162.76 - $195.77 $239K - $287K
8.48K $1.65B
IVV
Ishares Core S&P 500 ETF

ETFs
-408
- 21.53%
$498.8 - $620.9 $204K - $253K
1.49K $923M
VTR
Ventas, Inc.

Real Estate
-1.56K
- 31.96%
$62.45 - $70.08 $97.5K - $109K
3.33K $210M
PFE
Pfizer Inc

Healthcare
-3.34K
- 20.02%
$21.59 - $24.84 $72.1K - $83K
13.3K $324M
COST
Costco Wholesale Corp

Consumer Defensive
-650
- 5.27%
$908.13 - $1056.85 $590K - $687K
11.7K $11.6B
GLW
Corning Inc

Technology
-6.72K
- 17.04%
$39.07 - $52.59 $262K - $353K
32.7K $1.72B
HON
Honeywell International Inc

Industrials
-506
- 27.79%
$182.86 - $232.88 $92.5K - $118K
1.32K $306M
DUK
Duke Energy Corp

Utilities
-507
- 17.99%
$112.46 - $124.05 $57K - $62.9K
2.31K $273M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-337
- 23.18%
$416.06 - $551.64 $140K - $186K
1.12K $616M
CINF
Cincinnati Financial Corp

Financial Services
-304
- 13.62%
$126.6 - $151.6 $38.5K - $46.1K
1.93K $287M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.11K
- 16.14%
$216.28 - $284.39 $240K - $315K
5.76K $1.64B
MA
Mastercard Inc

Financial Services
-60
- 7.45%
$479.92 - $590.74 $28.8K - $35.4K
745 $419M
ICLN
Ishares

ETFs
-10.7K
- 15.31%
$10.56 - $13.31 $113K - $143K
59.3K $778M
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 0.58%
$335.24 - $380.78 $16.8K - $19K
8.55K $3.13B
SAP
Sap Se

Technology
-185
- 15.73%
$237.53 - $309.8 $43.9K - $57.3K
991 $301M
ADP
Automatic Data Processing Inc

Industrials
-99
- 1.35%
$276.76 - $326.81 $27.4K - $32.4K
7.25K $2.24B
TJX
Tjx Companies Inc

Consumer Cyclical
-279
- 1.32%
$119.13 - $135.03 $33.2K - $37.7K
20.8K $2.57B
NVS
Novartis Ag

Healthcare
-271
- 6.5%
$101.96 - $121.01 $27.6K - $32.8K
3.9K $471M
AMT
American Tower Corp

Real Estate
-26
- 0.51%
$203.96 - $228.19 $5.3K - $5.93K
5.03K $1.11B
CATH
Global X Fds Global X S&P 500

ETFs
-135
- 2.9%
$59.85 - $75.45 $8.08K - $10.2K
4.52K $341M
V
Visa Inc.

Financial Services
-389
- 0.93%
$308.27 - $373.31 $120K - $145K
41.5K $14.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 1.12%
$496.48 - $617.85 $15.9K - $19.8K
2.84K $1.75B
ECL
Ecolab Inc.

Basic Materials
-64
- 0.4%
$225.65 - $270.95 $14.4K - $17.3K
15.9K $4.29B
SCHW
Schwab Charles Corp

Financial Services
-3.8K
- 7.53%
$69.06 - $91.24 $262K - $346K
46.6K $4.25B
Arista Networks Inc
-260
- 0.69%
N/A
37.5K $3.83B
AXP
American Express CO

Financial Services
-339
- 1.46%
$231.39 - $318.98 $78.4K - $108K
22.8K $7.29B
WMT
Walmart Inc.

Consumer Defensive
-447
- 0.37%
$81.79 - $99.98 $36.6K - $44.7K
121K $11.8B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.23K
- 7.77%
$141.37 - $228.57 $316K - $510K
26.5K $6.01B
GOOG
Alphabet Inc.

Communication Services
-1.6K
- 2.18%
$146.58 - $180.01 $235K - $288K
71.7K $12.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.87K
- 2.9%
$167.32 - $223.3 $313K - $418K
62.6K $13.7B
AVGO
Broadcom Inc.

Technology
-919
- 1.35%
$146.29 - $275.65 $134K - $253K
67.4K $18.6B
MSFT
Microsoft Corp

Technology
-1.24K
- 1.75%
$354.56 - $497.45 $440K - $618K
69.8K $34.7B
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Community Financial Services Group, LLC Portfolio

Follow Community Financial Services Group, 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 Community Financial Services Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Community Financial Services Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email