Csm Advisors, LLC Reduced Holdings in Q2 2025

Csm Advisors, LLC

  • $3.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-357K
- 49.32%
$153.67 - $176.74 $54.9M - $63.1M
367K $64.9M
VUG
Vanguard Growth ETF

ETFs
-196K
- 49.31%
$329.49 - $438.4 $64.5M - $85.9M
201K $88.3M
North Sq Invstmnts T
-3.06M
- 50.26%
N/A
3.02M $43.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-88.3K
- 34.09%
$496.48 - $617.85 $43.8M - $54.5M
171K $105M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-721K
- 50.0%
$47.63 - $60.01 $34.3M - $43.2M
721K $42.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-106K
- 34.57%
$416.06 - $551.64 $44M - $58.4M
200K $111M
XLF
Financial Sector Spdr

ETFs
-689K
- 50.0%
$43.92 - $52.37 $30.3M - $36.1M
689K $36.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-224K
- 49.36%
$116.93 - $119.39 $26.2M - $26.7M
230K $27.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-321K
- 62.66%
$58.41 - $72.69 $18.7M - $23.3M
191K $13.9M
North Sq Invstmnts T
-1.71M
- 50.44%
N/A
1.68M $21.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-385K
- 79.96%
$32.66 - $40.75 $12.6M - $15.7M
96.6K $3.91M
North Square Investm
-656K
- 38.17%
N/A
1.06M $13.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-129K
- 80.76%
$34.72 - $42.74 $4.48M - $5.52M
30.8K $1.32M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-62.4K
- 77.24%
$35.35 - $42.68 $2.2M - $2.66M
18.4K $783K
IWM
Ishares Russell 2000 ETF

ETFs
-8.8K
- 68.75%
$174.82 - $215.79 $1.54M - $1.9M
4K $863K
CB
Chubb LTD

Financial Services
-293
- 0.74%
$274.32 - $302.46 $80.4K - $88.6K
39.3K $11.4M
HUM
Humana Inc

Healthcare
-55
- 0.23%
$224.93 - $295.04 $12.4K - $16.2K
23.9K $5.84M
BIIB
Biogen Inc.

Healthcare
-400
- 1.44%
$113.38 - $135.49 $45.4K - $54.2K
27.5K $3.45M
GILD
Gilead Sciences, Inc.

Healthcare
-780
- 1.34%
$96.91 - $113.0 $75.6K - $88.1K
57.5K $6.37M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.8K
- 15.82%
$72.96 - $90.39 $204K - $253K
14.9K $1.33M
T
At&T Inc.

Communication Services
-8.04K
- 2.35%
$26.33 - $28.94 $212K - $233K
335K $9.69M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.3K
- 6.81%
$86.05 - $107.7 $112K - $140K
17.8K $1.92M
VIG
Vanguard Dividend Appreciation

ETFs
-800
- 3.65%
N/A
21.1K $4.32M
VBR
Vanguard Small Cap Value ETF

ETFs
-427
- 2.05%
$162.76 - $195.77 $69.5K - $83.6K
20.4K $3.98M
VB
Vanguard Small Cap ETF

ETFs
-725
- 1.8%
$193.73 - $237.37 $140K - $172K
39.5K $9.35M
MAR
Marriott International Inc

Consumer Cyclical
-120
- 0.34%
$211.12 - $274.14 $25.3K - $32.9K
35K $9.55M
VTWO
Vanguard Russell 2000 ETF

ETFs
-6.4K
- 1.94%
$70.56 - $87.22 $452K - $558K
323K $28.2M
Amentum Holdings Inc
-5.01K
- 0.79%
N/A
633K $14.9M
Activity Summary
Buys All Purchases 322 New Holdings 257 Increased Positions 65 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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