CFS Investment Advisory Services, LLC Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$1.1B

Holdings

307

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (307 positions)

#StockSharesValue% PortfolioType
101
ICVTISHARES TR
24,995$2.1M0.19%
102
DFIPDIMENSIONAL ETF TRUST
48,857$2.1M0.18%
103
EMREMERSON ELEC CO
18,669$2.0M0.18%
104
ICSHISHARES TR
40,124$2.0M0.18%
105
MRKMERCK & CO INC
22,605$2.0M0.18%
106
ITWILLINOIS TOOL WKS INC
8,157$2.0M0.18%
107
THROBLACKROCK ETF TRUST
62,963$2.0M0.18%
108
VVVANGUARD INDEX FDS
7,695$2.0M0.18%
109
PNRPENTAIR PLC
22,539$2.0M0.18%
110
GDGENERAL DYNAMICS CORP
7,234$2.0M0.18%
111
AQLTISHARES TR
85,541$2.0M0.17%
112
ROPROPER TECHNOLOGIES INC
3,330$2.0M0.17%
113
QQQMINVESCO EXCH TRADED FD TR II
10,162$2.0M0.17%
114
IWXISHARES TR
23,740$2.0M0.17%
115
CAHCARDINAL HEALTH INC
14,050$1.9M0.17%
116
VOOVANGUARD INDEX FDS
3,675$1.9M0.17%
117
CVXCHEVRON CORP NEW
11,270$1.9M0.17%
118
NDQINVESCO QQQ TR
4,003$1.9M0.17%
119
XTENBONDBLOXX ETF TRUST
37,446$1.7M0.16%
120
SPYSPDR S&P 500 ETF TR
3,079$1.7M0.15%
121
MTUMISHARES TR
8,322$1.7M0.15%
122
APDAIR PRODS & CHEMS INC
5,690$1.7M0.15%
123
USMVISHARES TR
17,784$1.7M0.15%
124
VTVANGUARD INTL EQUITY INDEX F
14,091$1.6M0.15%
125
SPABSPDR SER TR
63,895$1.6M0.15%
126
CGGRCAPITAL GROUP GROWTH ETF
45,876$1.6M0.14%
127
METAMETA PLATFORMS INC
2,711$1.6M0.14%
128
BMYBRISTOL-MYERS SQUIBB CO
25,549$1.6M0.14%
129
SUSLISHARES TR
16,076$1.5M0.14%
130
UNHUNITEDHEALTH GROUP INC
2,939$1.5M0.14%
131
GOOGLALPHABET INC
9,817$1.5M0.14%
132
TLTISHARES TR
16,497$1.5M0.13%
133
SYYSYSCO CORP
19,781$1.5M0.13%
134
IWBISHARES TR
4,618$1.4M0.13%
135
SPIBSPDR SER TR
42,502$1.4M0.13%
136
SPEMSPDR INDEX SHS FDS
35,747$1.4M0.13%
137
TRVCCITIGROUP INC
19,749$1.4M0.12%
138
VIGVANGUARD SPECIALIZED FUNDS
7,017$1.4M0.12%
139
IWFISHARES TR
3,727$1.3M0.12%
140
BACBANK AMERICA CORP
32,194$1.3M0.12%
141
ITMVANECK ETF TRUST
29,075$1.3M0.12%
142
GSLCGOLDMAN SACHS ETF TR
11,901$1.3M0.12%
143
VVISA INC
3,683$1.3M0.11%
144
MCXMCCORMICK & CO INC
15,577$1.3M0.11%
145
GPCGENUINE PARTS CO
10,571$1.3M0.11%
146
CMCSACOMCAST CORP NEW
34,095$1.3M0.11%
147
VTIVANGUARD INDEX FDS
4,572$1.3M0.11%
148
ECLECOLAB INC
4,955$1.3M0.11%
149
EEMISHARES TR
28,602$1.3M0.11%
150
GILDGILEAD SCIENCES INC
11,007$1.2M0.11%
151
CMECME GROUP INC
4,581$1.2M0.11%
152
GNMAISHARES TR
27,111$1.2M0.11%
153
ORCLORACLE CORP
8,501$1.2M0.11%
154
MDTMEDTRONIC PLC
13,132$1.2M0.10%
155
BIVVANGUARD BD INDEX FDS
15,365$1.2M0.10%
156
CSCOCISCO SYS INC
19,039$1.2M0.10%
157
DUKDUKE ENERGY CORP NEW
9,631$1.2M0.10%
158
JMOMJ P MORGAN EXCHANGE TRADED F
20,394$1.1M0.10%
159
CLCOLGATE PALMOLIVE CO
12,138$1.1M0.10%
160
RPGINVESCO EXCHANGE TRADED FD T
28,899$1.1M0.10%
161
SOSOUTHERN CO
11,942$1.1M0.10%
162
TSLATESLA INC
4,167$1.1M0.10%
163
FNDXSCHWAB STRATEGIC TR
45,494$1.1M0.10%
164
VOVANGUARD INDEX FDS
4,128$1.1M0.10%
165
INTFISHARES TR
34,366$1.1M0.09%
166
PEGPUBLIC SVC ENTERPRISE GRP IN
12,824$1.1M0.09%
167
DYHTARGET CORP
9,988$1.0M0.09%
168
HDVISHARES TR
8,534$1.0M0.09%
169
ADMARCHER DANIELS MIDLAND CO
21,488$1.0M0.09%
170
SPMDSPDR SER TR
20,066$1.0M0.09%
171
BDXBECTON DICKINSON & CO
4,407$1.0M0.09%
172
IGMISHARES TR
11,063$1.0M0.09%
173
QCOMQUALCOMM INC
6,239$958K0.09%
174
RTXRTX CORPORATION
7,234$958K0.09%
175
EFAVISHARES TR
11,838$922K0.08%
176
IQLTISHARES TR
22,243$883K0.08%
177
HYDBISHARES TR
18,684$880K0.08%
178
COSTCOSTCO WHSL CORP NEW
917$867K0.08%
179
PFMINVESCO EXCHANGE TRADED FD T
18,485$846K0.08%
180
KMBKIMBERLY-CLARK CORP
5,802$825K0.07%
181
DFAUDIMENSIONAL ETF TRUST
21,452$825K0.07%
182
TFISPDR SER TR
18,059$814K0.07%
183
AOSSMITH A O CORP
12,433$813K0.07%
184
USBUS BANCORP DEL
18,961$801K0.07%
185
NFLXNETFLIX INC
802$748K0.07%
186
DFAXDIMENSIONAL ETF TRUST
28,200$739K0.07%
187
TROWPRICE T ROWE GROUP INC
7,942$730K0.06%
188
SPSMSPDR SER TR
17,467$712K0.06%
189
DWDMORGAN STANLEY
6,083$710K0.06%
190
TAT&T INC
24,582$695K0.06%
191
GSGOLDMAN SACHS GROUP INC
1,263$690K0.06%
192
SCHFSCHWAB STRATEGIC TR
34,818$689K0.06%
193
IXUSISHARES TR
9,752$681K0.06%
194
CATCATERPILLAR INC
2,056$678K0.06%
195
SJNKSPDR SER TR
26,595$669K0.06%
196
IAUISHARES TR
24,810$664K0.06%
197
IBMOISHARES TR
25,689$657K0.06%
198
IBMRISHARES TR
25,042$627K0.06%
199
IBMPISHARES TR
24,546$621K0.06%
200
PLTRPALANTIR TECHNOLOGIES INC
7,357$621K0.06%
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