Community Financial Services Group, LLC Portfolio Holdings

Community Financial Services Group, LLC

  • $464 Billion
  • Q2 2024

Community Financial Services Group, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $464 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.7B, Ishares Barclays with a value of $28.5B, Apple Inc. with a value of $25.5B, Exxon Mobil Corp with a value of $19B, and Alphabet Inc. with a value of $14.1B.

Examining the 13F form we can see an increase of $25.4B in the current position value, from $439B to 464B.

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 $464 Billion
Technology: $125 Billion
ETFs: $71.1 Billion
Financial Services: $48.5 Billion
Healthcare: $47.8 Billion
Consumer Cyclical: $33.1 Billion
Industrials: $31.5 Billion
Consumer Defensive: $30 Billion
Energy: $25.1 Billion
Other: $42.3 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $464 Billion
  • Prior Value $439 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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