Csm Advisors, LLC Reduced Holdings in Q1 2025

Csm Advisors, LLC

  • $1.83 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-438K
- 97.16%
$198.1 - $229.79 $86.7M - $101M
12.8K $2.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31K
- 9.19%
$468.34 - $539.52 $14.5M - $16.7M
306K $144M
VUG
Vanguard Growth ETF

ETFs
-22.8K
- 5.43%
$369.1 - $427.61 $8.42M - $9.75M
397K $147M
North Sq Invstmnts T
-557K
- 8.4%
N/A
6.08M $83.8M
MSFT
Microsoft Corp

Technology
-12.1K
- 12.62%
$375.39 - $447.2 $4.53M - $5.4M
83.6K $31.4M
AVGO
Broadcom Inc.

Technology
-13.7K
- 15.38%
$167.43 - $244.7 $2.3M - $3.36M
75.5K $12.6M
DE
Deere & CO

Industrials
-19.1K
- 56.65%
$408.57 - $509.27 $7.79M - $9.71M
14.6K $6.85M
VTWO
Vanguard Russell 2000 ETF

ETFs
-43.5K
- 11.66%
$80.08 - $92.93 $3.48M - $4.04M
330K $26.6M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-18.9K
- 25.28%
$186.55 - $250.04 $3.52M - $4.72M
55.8K $11.2M
BK
Bank Of New York Mellon Corp

Financial Services
-75.1K
- 67.56%
$75.42 - $88.95 $5.67M - $6.68M
36.1K $3.03M
AAPL
Apple Inc.

Technology
-2.17K
- 1.23%
$209.68 - $247.1 $455K - $536K
174K $38.6M
North Sq Invstmnts T
-11.2K
- 0.33%
N/A
3.38M $40.3M
CAT
Caterpillar Inc

Industrials
-8.18K
- 24.16%
$326.75 - $407.63 $2.67M - $3.33M
25.7K $8.46M
Jacobs Solutions Inc
-20.7K
- 24.54%
N/A
63.6K $7.69M
META
Meta Platforms, Inc.

Communication Services
-5.39K
- 13.98%
$576.36 - $736.67 $3.11M - $3.97M
33.2K $19.1M
DELL
Dell Technologies Inc.

Technology
-1.9K
- 1.62%
$90.34 - $124.66 $172K - $237K
115K $10.5M
ORCL
Oracle Corp

Technology
-1.42K
- 1.48%
$139.81 - $186.47 $198K - $264K
94K $13.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-12.5K
- 2.39%
$64.88 - $72.1 $813K - $903K
512K $33.7M
VB
Vanguard Small Cap ETF

ETFs
-6.33K
- 13.6%
$217.89 - $252.64 $1.38M - $1.6M
40.2K $8.91M
TGT
Target Corp

Consumer Defensive
-320
- 0.46%
$103.65 - $142.5 $33.2K - $45.6K
68.7K $7.17M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.61K
- 1.69%
$157.11 - $206.52 $252K - $331K
93.3K $15.7M
Amentum Holdings Inc
-1K
- 0.16%
N/A
638K $11.6M
GOOGL
Alphabet Inc.

Communication Services
-885
- 2.06%
$154.33 - $206.19 $137K - $182K
42.1K $6.5M
MAR
Marriott International Inc

Consumer Cyclical
-280
- 0.79%
$237.01 - $304.45 $66.4K - $85.2K
35.1K $8.36M
AMD
Advanced Micro Devices Inc

Technology
-900
- 1.24%
$96.63 - $129.55 $87K - $117K
71.7K $7.36M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-29.5K
- 16.88%
$58.01 - $64.46 $1.71M - $1.9M
145K $9.01M
DIS
Walt Disney CO

Communication Services
-2.02K
- 2.46%
$96.87 - $114.0 $196K - $230K
80.1K $7.91M
GS
Goldman Sachs Group Inc

Financial Services
-580
- 1.78%
$524.81 - $672.19 $304K - $390K
32.1K $17.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.16K
- 13.16%
$183.02 - $207.75 $578K - $656K
20.8K $3.88M
WMT
Walmart Inc.

Consumer Defensive
-4.04K
- 2.06%
$84.5 - $105.05 $341K - $424K
192K $16.9M
MRK
Merck & Co., Inc.

Healthcare
-1.12K
- 1.5%
$83.01 - $101.02 $93K - $113K
73.5K $6.6M
AXP
American Express CO

Financial Services
-975
- 4.92%
$255.39 - $325.87 $249K - $318K
18.9K $5.07M
DOV
Dover Corp

Industrials
-660
- 1.38%
$174.65 - $206.43 $115K - $136K
47.1K $8.27M
CF
Cf Industries Holdings, Inc.

Basic Materials
-250
- 0.3%
$75.03 - $97.25 $18.8K - $24.3K
83.6K $6.53M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-4.5K
- 19.07%
$96.88 - $111.25 $436K - $501K
19.1K $1.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-70
- 0.36%
$507.05 - $563.67 $35.5K - $39.5K
19.3K $9.89M
BIIB
Biogen Inc.

Healthcare
-300
- 1.07%
$133.43 - $153.27 $40K - $46K
27.9K $3.81M
A
Agilent Technologies, Inc.

Healthcare
-820
- 3.9%
$116.69 - $152.6 $95.7K - $125K
20.2K $2.37M
SYY
Sysco Corp

Consumer Defensive
-2.13K
- 1.65%
$70.0 - $77.13 $149K - $164K
127K $9.55M
PEG
Public Service Enterprise Group Inc

Utilities
-1.78K
- 2.0%
$78.2 - $90.39 $139K - $161K
87.2K $7.18M
DFS
Discover Financial Services

Financial Services
-995
- 1.6%
$152.99 - $203.25 $152K - $202K
61K $10.4M
BWA
Borgwarner Inc

Consumer Cyclical
-1.5K
- 2.73%
$27.78 - $32.9 $41.7K - $49.4K
53.4K $1.53M
CNC
Centene Corp

Healthcare
-3.67K
- 2.39%
$55.93 - $65.89 $205K - $241K
149K $9.07M
ST
Sensata Technologies Holding PLC

Technology
-1.8K
- 3.52%
$24.27 - $30.0 $43.7K - $54K
49.4K $1.2M
NEE
Nextera Energy Inc

Utilities
-1.88K
- 3.67%
$66.96 - $76.16 $126K - $143K
49.4K $3.5M
FCX
Freeport Mcmoran Inc

Basic Materials
-3.47K
- 3.36%
$34.5 - $43.01 $120K - $149K
99.7K $3.77M
WFC
Wells Fargo & Company

Financial Services
-5K
- 3.55%
$66.78 - $81.42 $334K - $407K
136K $9.74M
TDG
Trans Digm Group Inc

Industrials
-57
- 26.39%
$1251.32 - $1394.11 $71.3K - $79.5K
159 $219K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-131
- 0.51%
$106.46 - $114.75 $13.9K - $15K
25.6K $2.82M
Activity Summary
Buys All Purchases 16 New Holdings 8 Increased Positions 8 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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