Community Financial Services Group, LLC Portfolio Holdings

Community Financial Services Group, LLC

  • $505 Billion
  • Q4 2024

Community Financial Services Group, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $505 Billion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.4B, Microsoft Corp with a value of $30.2B, Ishares Barclays with a value of $30.2B, Exxon Mobil Corp with a value of $21B, and Nvidia Corp with a value of $18.8B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $489B to 505B.

Community Financial Services Group, LLC is based out at Newport, VT

Below you can find more details about Community Financial Services Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $505 Billion
Technology: $141 Billion
ETFs: $76.9 Billion
Financial Services: $57.7 Billion
Healthcare: $38.6 Billion
Consumer Cyclical: $35.3 Billion
Consumer Defensive: $32.9 Billion
Industrials: $32.8 Billion
Energy: $25.6 Billion
Other: $43.4 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.59B
$946 Million 0.19% of portfolio
14,050
Q4 2024 Added 6.97%
$5.6B
$218 Million 0.04% of portfolio
1,906
Q4 2024 Reduced 21.47%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $505 Billion
  • Prior Value $489 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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