Csm Advisors, LLC Incresed Positions in Q4 2024

Csm Advisors, LLC

  • $2.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
207K
+ 97.51%
$378.79 - $428.11 $78.6M - $88.8M
420K $172M
QQQ
Invesco Qqq Trust, Series 1

ETFs
169K
+ 100.0%
$481.22 - $538.17 $81.1M - $90.7M
337K $172M
SPY
Spdr S&P 500 ETF Trust

ETFs
129K
+ 100.0%
$567.81 - $607.81 $73.5M - $78.7M
259K $152M
IWM
Ishares Russell 2000 ETF

ETFs
319K
+ 242.92%
$216.13 - $242.4 $69M - $77.4M
451K $99.6M
VTV
Vanguard Value ETF

ETFs
354K
+ 95.27%
$168.32 - $181.87 $59.7M - $64.5M
727K $123M
North Sq Invstmnts T
3.02M
+ 83.55%
N/A
6.64M $100M
XLF
Financial Sector Spdr

ETFs
689K
+ 100.0%
$44.89 - $51.34 $30.9M - $35.4M
1.38M $66.6M
IWV
Ishares Russell 3000 ETF

ETFs
93.4K
+ 100.0%
$323.08 - $349.08 $30.2M - $32.6M
187K $62.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
227K
+ 100.0%
$115.08 - $119.55 $26.1M - $27.1M
453K $52.4M
HDV
Ishares Core High Dividend ETF

ETFs
231K
+ 100.0%
$110.82 - $121.28 $25.6M - $28M
462K $51.8M
North Sq Invstmnts T
1.62M
+ 90.85%
N/A
3.39M $44.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
195K
+ 58.97%
$66.77 - $71.52 $13M - $13.9M
524K $36.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
29.4K
+ 52.45%
$417.69 - $450.94 $12.3M - $13.2M
85.4K $36.3M
IVV
Ishares Core S&P 500 ETF

ETFs
20.5K
+ 45.66%
$570.51 - $610.59 $11.7M - $12.5M
65.3K $38.4M
Amentum Holdings Inc
553K
+ 646.37%
N/A
639K $13.4M
North Square Investm
845K
+ 96.61%
N/A
1.72M $20.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
84.2K
+ 29.15%
$87.42 - $98.06 $7.36M - $8.26M
373K $33.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
239K
+ 98.58%
$34.13 - $37.35 $8.16M - $8.93M
482K $16.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
79.4K
+ 98.63%
$38.37 - $42.82 $3.05M - $3.4M
160K $6.14M
VB
Vanguard Small Cap ETF

ETFs
10.4K
+ 28.72%
$233.76 - $261.58 $2.43M - $2.71M
46.5K $11.2M
CVX
Chevron Corp

Energy
16.9K
+ 18.58%
$141.15 - $162.53 $2.38M - $2.74M
108K $15.6M
DE
Deere & CO

Industrials
4.24K
+ 14.41%
$389.45 - $466.0 $1.65M - $1.98M
33.7K $14.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
40.1K
+ 98.64%
$44.33 - $49.55 $1.78M - $1.99M
80.8K $3.63M
NVDA
Nvidia Corp

Technology
2.22K
+ 2.75%
$117.0 - $148.88 $259K - $330K
82.6K $11.1M
GOOGL
Alphabet Inc.

Communication Services
865
+ 2.05%
$161.86 - $196.66 $140K - $170K
43K $8.13M
VBR
Vanguard Small Cap Value ETF

ETFs
5.6K
+ 30.43%
$197.36 - $217.3 $1.11M - $1.22M
24K $4.76M
AXP
American Express CO

Financial Services
455
+ 2.35%
$267.35 - $305.57 $122K - $139K
19.8K $5.89M
AMGN
Amgen Inc

Healthcare
3.44K
+ 35.7%
$258.78 - $328.31 $891K - $1.13M
13.1K $3.41M
CSCO
Cisco Systems, Inc.

Technology
800
+ 2.59%
$52.45 - $60.02 $42K - $48K
31.7K $1.88M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.1K
+ 4.49%
$105.85 - $112.84 $117K - $125K
25.7K $2.83M
USB
Us Bancorp \De\

Financial Services
1.21K
+ 2.63%
$43.98 - $53.66 $53.2K - $64.9K
47.2K $2.26M
V
Visa Inc.

Financial Services
316
+ 31.16%
$273.87 - $320.91 $86.5K - $101K
1.33K $419K
NFLX
Netflix Inc

Communication Services
102
+ 35.66%
$687.65 - $936.56 $70.1K - $95.5K
388 $345K
MA
Mastercard Inc

Financial Services
161
+ 32.86%
$491.3 - $536.15 $79.1K - $86.3K
651 $342K
LLY
Eli Lilly & CO

Healthcare
245
+ 30.63%
$727.2 - $932.06 $178K - $228K
1.05K $807K
ROST
Ross Stores, Inc.

Consumer Cyclical
480
+ 31.48%
$138.59 - $156.61 $66.5K - $75.2K
2.01K $304K
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 27.85%
$873.59 - $994.69 $57.7K - $65.6K
303 $277K
ABC
Amerisourcebergen Corp

Healthcare
256
+ 0.97%
N/A
26.6K $5.98M
UNH
Unitedhealth Group Inc

Healthcare
179
+ 31.29%
$485.52 - $625.25 $86.9K - $112K
751 $379K
TDG
Trans Digm Group Inc

Industrials
52
+ 31.71%
$1239.0 - $1442.53 $64.4K - $75K
216 $274K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
2.09K
+ 4.4%
$42.8 - $44.98 $89.5K - $94.1K
49.6K $2.17M
EWG
Ishares Msci Germany ETF

ETFs
3.25K
+ 4.73%
$31.27 - $33.44 $102K - $109K
72K $2.29M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
6.49K
+ 7.68%
$33.67 - $37.35 $218K - $242K
90.9K $3.08M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
8.69K
+ 7.34%
$24.04 - $26.75 $209K - $232K
127K $3.09M
SYY
Sysco Corp

Consumer Defensive
210
+ 0.16%
$73.63 - $81.77 $15.5K - $17.2K
129K $9.89M
BWA
Borgwarner Inc

Consumer Cyclical
1.5K
+ 2.81%
$31.48 - $35.49 $47.2K - $53.2K
54.9K $1.75M
A
Agilent Technologies, Inc.

Healthcare
550
+ 2.68%
$125.69 - $146.56 $69.1K - $80.6K
21.1K $2.83M
EFV
Msci Eafe Value ETF

ETFs
5.72K
+ 4.69%
$51.78 - $57.15 $296K - $327K
128K $6.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.11K
+ 4.87%
$58.88 - $64.8 $478K - $526K
175K $10.3M
Activity Summary
Buys All Purchases 64 New Holdings 11 Increased Positions 53 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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