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
JPM
Jpmorgan Chase & CO

Financial Services
-2.14K
- 2.24%
$225.19 - $279.95 $481K - $598K
93.1K $22.8M
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.67%
$461.52 - $548.18 $2.31K - $2.74K
746 $390K
MA
Mastercard Inc

Financial Services
-5
- 0.77%
$504.67 - $576.31 $2.52K - $2.88K
646 $353K
NFLX
Netflix Inc

Communication Services
-5
- 1.29%
$828.4 - $1058.6 $4.14K - $5.29K
383 $357K
V
Visa Inc.

Financial Services
-5
- 0.38%
$306.92 - $362.71 $1.53K - $1.81K
1.33K $466K
LLY
Eli Lilly & CO

Healthcare
-5
- 0.48%
$725.72 - $929.72 $3.63K - $4.65K
1.04K $859K
EOG
Eog Resources Inc

Energy
-2.13K
- 3.12%
$120.54 - $138.05 $257K - $294K
66.1K $8.48M
IEFA
Ishares Tr

ETFs
-790
- 1.82%
$69.57 - $78.65 $55K - $62.1K
42.7K $3.23M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-257
- 0.25%
$21.65 - $24.17 $5.56K - $6.21K
101K $2.4M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-42
- 0.08%
$43.6 - $49.84 $1.83K - $2.09K
49.6K $2.35M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-626
- 0.69%
$33.37 - $38.01 $20.9K - $23.8K
90.3K $3.38M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-1.07K
- 0.84%
$24.1 - $27.73 $25.8K - $29.7K
126K $3.42M
EWG
Ishares Msci Germany ETF

ETFs
-1.09K
- 1.51%
$31.57 - $39.31 $34.4K - $42.8K
70.9K $2.63M
SBUX
Starbucks Corp

Consumer Cyclical
-1.18K
- 1.66%
$91.75 - $115.81 $108K - $136K
69.7K $6.84M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-4.6K
- 1.93%
$45.62 - $51.12 $210K - $235K
234K $11.9M
MPC
Marathon Petroleum Corp

Energy
-2.42K
- 1.89%
$134.72 - $159.03 $325K - $384K
125K $18.2M
AMGN
Amgen Inc

Healthcare
-385
- 2.94%
$258.59 - $327.36 $99.6K - $126K
12.7K $3.96M
VEA
Vanguard Ftse Developed Market

ETFs
-1.05K
- 0.46%
$47.4 - $52.99 $50K - $55.9K
230K $11.7M
EFV
Msci Eafe Value ETF

ETFs
-1.18K
- 0.93%
$51.88 - $60.73 $61.3K - $71.7K
126K $7.45M
PM
Philip Morris International Inc.

Consumer Defensive
-900
- 3.72%
$117.15 - $158.79 $105K - $143K
23.3K $3.7M
CB
Chubb LTD

Financial Services
-682
- 1.69%
$257.71 - $301.99 $176K - $206K
39.6K $12M
ABC
Amerisourcebergen Corp

Healthcare
-1.27K
- 4.77%
N/A
25.3K $7.05M
GILD
Gilead Sciences, Inc.

Healthcare
-750
- 1.27%
$89.14 - $117.41 $66.9K - $88.1K
58.3K $6.53M
T
At&T Inc.

Communication Services
-16.4K
- 4.56%
$21.56 - $28.28 $353K - $464K
343K $9.7M
ABT
Abbott Laboratories

Healthcare
-2.28K
- 2.33%
$111.1 - $140.22 $253K - $320K
95.7K $12.7M
VTV
Vanguard Value ETF

ETFs
-2.5K
- 0.34%
$167.73 - $179.21 $419K - $448K
724K $125M
CVX
Chevron Corp

Energy
-1.63K
- 1.52%
$146.71 - $167.97 $239K - $274K
106K $17.7M
TMUS
T Mobile Us, Inc.

Communication Services
-2.09K
- 2.73%
$211.3 - $272.83 $441K - $569K
74.3K $19.8M
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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