CFS Investment Advisory Services

Latest statistics and disclosures from CFS Investment Advisory Services's latest quarterly 13F-HR filing:

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Positions held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CFS Investment Advisory Services

Companies in the CFS Investment Advisory Services portfolio as of the March 2022 quarterly 13F filing

CFS Investment Advisory Services has 565 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 8.5 $2.0M +28533% 24M 0.08
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 8.3 $1.9M +3346% 74M 0.03
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.9 $1.6M +7119% 85M 0.02
Ishares Tr Rus 1000 Val Etf (IWD) 6.7 $1.5M +16854% 18M 0.09
Ishares Tr Exponential Tech (XT) 6.1 $1.4M +6044% 14M 0.10
Ishares Tr Us Treas Bd Etf (GOVT) 3.3 $767k +3158% 19M 0.04
Vanguard World Fds Inf Tech Etf (VGT) 2.9 $669k +39932% 615k 1.09
Procter & Gamble Company (PG) 2.8 $642k +15177% 4.1M 0.16
Ishares Tr Esg Awr Msci Usa (ESGU) 2.8 $637k +13477% 64M 0.01
Spdr Index Shs Fds S&p North Amer (NANR) 2.6 $605k +5737% 8.5M 0.07
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.5 $567k +12691% 6.5M 0.09
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $511k +27517% 3.9M 0.13
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $410k +22804% 1.5M 0.27
Ishares Tr Eafe Value Etf (EFV) 1.7 $392k +4378% 20M 0.02

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Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) 1.4 $315k +3719% 457k 0.69
Ishares Tr Core Total Usd (IUSB) 1.4 $312k +12421% 16M 0.02
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.3 $292k +4138% 12M 0.03
Wisdomtree Tr Em Ex St-owned (XSOE) 1.2 $282k +3691% 9.2M 0.03
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $279k +13373% 4.2M 0.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $277k NEW 14M 0.02
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $260k +10710% 2.5M 0.10
Ishares Tr Rus 2000 Grw Etf (IWO) 1.1 $244k +25826% 3.2M 0.08
Ishares Tr Faln Angls Usd (FALN) 1.0 $235k +2000% 6.5M 0.04
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $231k +11051% 4.6M 0.05
Ishares Tr Us Infrastruc (IFRA) 0.9 $209k NEW 90k 2.32
Ishares Tr Msci Eafe Etf (EFA) 0.9 $208k +6350% 3.0M 0.07
Global X Fds Renewable Energy (RNRG) 0.8 $181k NEW 42k 4.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $176k +6901% 5.1M 0.03
Etf Ser Solutions Nationwide Nasdq (NUSI) 0.7 $156k NEW 32k 4.81
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $143k NEW 362k 0.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $133k +45874% 1.7M 0.08
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $131k +6458% 13M 0.01
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $127k +4351% 2.9M 0.04
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.5 $125k +2421% 3.5M 0.04
Ishares Tr Core Msci Eafe (IEFA) 0.5 $120k +7304% 8.3M 0.01
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.5 $119k +3520% 4.5M 0.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $114k +7942% 5.4M 0.02
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $112k NEW 161k 0.70
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $110k NEW 3.0M 0.04
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.5 $108k NEW 141k 0.76
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $105k +18248% 8.1M 0.01
People's United Financial (PBCT) 0.5 $105k +1763% 2.1M 0.05
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $104k +11814% 9.8M 0.01
Ishares Tr U.s. Energy Etf (IYE) 0.4 $92k +2979% 3.8M 0.02
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $76k +3984% 3.7M 0.02
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $73k +7304% 4.4M 0.02
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $73k +6050% 4.2M 0.02
Ishares Tr Ibonds Dec2023 (IBML) 0.3 $72k +2356% 1.8M 0.04
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $72k +4206% 2.0M 0.04
Ishares Tr Ibonds Dec2022 (IBMK) 0.3 $69k +2415% 1.8M 0.04
Ishares Tr Ibonds Dec (IBMM) 0.3 $65k +2430% 1.7M 0.04
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $64k +1493% 3.2M 0.02
Select Sector Spdr Tr Energy (XLE) 0.3 $62k +5770% 4.7M 0.01
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $61k +3182% 1.3M 0.05
Ishares Tr Ibonds Dec 25 (IBMN) 0.2 $56k +2905% 1.5M 0.04
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $55k NEW 1.4M 0.04
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $52k +13239% 7.0M 0.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $52k NEW 53k 0.98
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $52k NEW 1.3M 0.04
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.2 $50k +2166% 1.2M 0.04
Ishares Tr Msci Usa Value (VLUE) 0.2 $49k +4268% 5.1M 0.01
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $47k +15867% 428k 0.11
Apple (AAPL) 0.2 $47k +18372% 7.5M 0.01
Coca-Cola Company (KO) 0.2 $46k +7426% 2.9M 0.02
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.2 $45k +2657% 1.6M 0.03
Ishares Tr Core Div Grwth (DGRO) 0.2 $45k +7614% 2.4M 0.02
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $42k +2612% 893k 0.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $41k +9277% 4.1M 0.01
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $41k +3576% 1.0M 0.04
Ishares Tr U.s. Tech Etf (IYW) 0.2 $39k +5880% 4.0M 0.01
Leggett & Platt (LEG) 0.2 $36k +3194% 1.3M 0.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $36k NEW 21k 1.74
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.2 $36k +2051% 909k 0.04
AFLAC Incorporated (AFL) 0.2 $36k +5944% 2.3M 0.02
Hormel Foods Corporation (HRL) 0.2 $35k +4810% 1.8M 0.02
Archer Daniels Midland Company (ADM) 0.1 $34k +8267% 3.1M 0.01
Exxon Mobil Corporation (XOM) 0.1 $34k +10915% 1.6M 0.02
Pentair SHS (PNR) 0.1 $34k +4939% 1.8M 0.02
Ishares Tr Global Tech Etf (IXN) 0.1 $33k +5806% 1.9M 0.02
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $32k +2103% 806k 0.04
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $32k NEW 1.5M 0.02
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $29k +4819% 1.9M 0.02
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $29k NEW 73k 0.40
Ishares Core Msci Emkt (IEMG) 0.1 $29k +9113% 1.6M 0.02
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $28k +2187% 704k 0.04
Brown Forman Corp CL B (BF.B) 0.1 $27k +6446% 1.8M 0.02
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $27k +7252% 1.6M 0.02
Spdr Ser Tr Portfli Mortgage (SPMB) 0.1 $27k +1759% 165k 0.16
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $27k +20492% 3.6M 0.01
A. O. Smith Corporation (AOS) 0.1 $27k +5914% 1.7M 0.02
Cardinal Health (CAH) 0.1 $27k +5353% 1.5M 0.02
Nucor Corporation (NUE) 0.1 $27k +13422% 4.1M 0.01
Proshares Tr Msci Eafe Divd (EFAD) 0.1 $26k +2652% 1.0M 0.02
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $26k +7103% 2.5M 0.01
SYSCO Corporation (SYY) 0.1 $25k +7535% 2.0M 0.01
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $24k NEW 1.2M 0.02
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $24k NEW 188k 0.13
Johnson & Johnson (JNJ) 0.1 $23k +21344% 4.0M 0.01
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $23k NEW 567k 0.04
Emerson Electric (EMR) 0.1 $22k +8939% 2.2M 0.01
Sirius Xm Holdings (SIRI) 0.1 $22k +561% 143k 0.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $22k NEW 165k 0.13
Pfizer (PFE) 0.1 $22k +5229% 1.2M 0.02
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $22k +8276% 1.9M 0.01
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $21k +14415% 3.5M 0.01
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $21k +3321% 1.0M 0.02
V.F. Corporation (VFC) 0.1 $21k +5184% 1.2M 0.02
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $21k +3136% 1.2M 0.02
Mccormick & Co Com Non Vtg (MKC) 0.1 $20k +9300% 2.0M 0.01
Ishares Msci Emerg Mrkt (EEMV) 0.1 $20k +5114% 1.2M 0.02
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $20k NEW 55k 0.36
Amcor Ord (AMCR) 0.1 $20k NEW 230k 0.09
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $20k NEW 916k 0.02
Colgate-Palmolive Company (CL) 0.1 $20k +7149% 1.5M 0.01
Realty Income (O) 0.1 $20k +6535% 1.4M 0.01
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $19k NEW 574k 0.03
Cincinnati Financial Corporation (CINF) 0.1 $19k +12573% 2.5M 0.01
Abbott Laboratories (ABT) 0.1 $19k +11017% 2.2M 0.01
Abbvie (ABBV) 0.1 $19k +15592% 3.0M 0.01
Medtronic SHS (MDT) 0.1 $18k +11106% 1.9M 0.01
Wal-Mart Stores (WMT) 0.1 $18k +14250% 2.7M 0.01
Nextera Energy (NEE) 0.1 $18k +8519% 1.5M 0.01
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $18k +5445% 806k 0.02
Target Corporation (TGT) 0.1 $17k +19504% 2.9M 0.01
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $17k NEW 1.4M 0.01
Vanguard World Fds Health Car Etf (VHT) 0.1 $17k NEW 28k 0.61
Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $17k +3636% 136k 0.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $17k +16233% 1.3M 0.01
At&t (T) 0.1 $16k +4616% 375k 0.04
Albemarle Corporation (ALB) 0.1 $15k +19661% 3.3M 0.00
Genuine Parts Company (GPC) 0.1 $15k +11727% 1.9M 0.01
Ishares Esg Awr Msci Em (ESGE) 0.1 $15k +3332% 537k 0.03
Ishares Tr Mbs Etf (MBB) 0.1 $15k +1751% 1.5M 0.01
Dover Corporation (DOV) 0.1 $15k +14575% 2.4M 0.01
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $14k NEW 426k 0.03
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $14k +7144% 655k 0.02
Ishares Tr Broad Usd High (USHY) 0.1 $14k NEW 533k 0.03
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $14k NEW 17k 0.82
Valley National Ban (VLY) 0.1 $14k +1209% 181k 0.08
T. Rowe Price (TROW) 0.1 $14k +14261% 2.1M 0.01
Ishares Tr Core S&p500 Etf (IVV) 0.1 $14k +65407% 6.3M 0.00
Lowe's Companies (LOW) 0.1 $13k +18707% 2.6M 0.01
PPG Industries (PPG) 0.1 $13k +12105% 1.7M 0.01
Vanguard Index Fds Value Etf (VTV) 0.1 $13k +7234% 774k 0.02
Public Service Enterprise (PEG) 0.1 $12k +6070% 807k 0.01
Pepsi (PEP) 0.1 $12k +15969% 2.1M 0.01
Chubb (CB) 0.0 $11k +19840% 2.4M 0.00
Stanley Black & Decker (SWK) 0.0 $11k +13232% 1.5M 0.01
Kimberly-Clark Corporation (KMB) 0.0 $11k +11798% 1.4M 0.01
Wipro Spon Adr 1 Sh (WIT) 0.0 $11k +681% 83k 0.13
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $11k NEW 283k 0.04
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $11k +10230% 1.4M 0.01
Automatic Data Processing (ADP) 0.0 $11k +21562% 2.6M 0.00
Illinois Tool Works (ITW) 0.0 $10k +20027% 2.1M 0.00
Ishares U S Etf Tr Blackrock Short (MEAR) 0.0 $10k +2039% 489k 0.02
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $10k NEW 980k 0.01
Proshares Tr S&p Tech Dividen (TDV) 0.0 $10k +6023% 605k 0.02
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $9.0k +5378% 1.1M 0.01
Ishares Tr Tips Bd Etf (TIP) 0.0 $9.0k +6040% 1.1M 0.01
Merck & Co (MRK) 0.0 $9.0k +14604% 772k 0.01
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.0 $9.0k NEW 533k 0.02
3M Company (MMM) 0.0 $9.0k +13674% 1.3M 0.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $9.0k NEW 57k 0.16
Sherwin-Williams Company (SHW) 0.0 $9.0k +23399% 2.2M 0.00
Clorox Company (CLX) 0.0 $9.0k +12896% 1.2M 0.01
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $9.0k +7856% 665k 0.01
General Dynamics Corporation (GD) 0.0 $9.0k +22628% 2.1M 0.00
Linde SHS (LIN) 0.0 $8.1k +29919% 2.4M 0.00
Ecolab (ECL) 0.0 $8.1k +16150% 1.5M 0.01
McDonald's Corporation (MCD) 0.0 $8.0k +23508% 2.1M 0.00
Bristol Myers Squibb (BMY) 0.0 $8.0k +15647% 553k 0.01
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $8.0k +1422% 214k 0.04
Ishares Tr Ishares Biotech (IBB) 0.0 $8.0k NEW 12k 0.68
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $8.0k +5643% 439k 0.02
Wisdomtree Tr Us Esg Fund (RESP) 0.0 $8.0k +4581% 381k 0.02
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $8.0k NEW 311k 0.03
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $8.0k +11210% 915k 0.01
S&p Global (SPGI) 0.0 $8.0k +49425% 3.2M 0.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $7.9k +32926% 2.9M 0.00
Air Products & Chemicals (APD) 0.0 $7.1k +24410% 1.8M 0.00
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $7.0k NEW 313k 0.02
Investors Ban (ISBC) 0.0 $7.0k NEW 105k 0.07
Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.0 $7.0k +2871% 199k 0.04
Ishares Tr Core Msci Total (IXUS) 0.0 $7.0k +8502% 446k 0.02
Verizon Communications (VZ) 0.0 $7.0k +5485% 298k 0.02
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $7.0k +5415% 384k 0.02
Cintas Corporation (CTAS) 0.0 $6.9k +40993% 2.9M 0.00
Becton, Dickinson and (BDX) 0.0 $6.1k +25220% 1.7M 0.00
Microsoft Corporation (MSFT) 0.0 $6.0k +30469% 1.2M 0.00
Franklin Resources (BEN) 0.0 $6.0k NEW 173k 0.03
Ipsidy Com New (AUID) 0.0 $6.0k NEW 22k 0.27
Rockley Photonics Holdings L Ordinary Shares (RKLY) 0.0 $6.0k NEW 22k 0.27
Ishares Tr Global Finls Etf (IXG) 0.0 $6.0k +267% 454k 0.01
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $6.0k NEW 264k 0.02
Comcast Corp Cl A (CMCSA) 0.0 $6.0k NEW 295k 0.02
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $6.0k +12811% 365k 0.02
Ishares Tr S&p 100 Etf (OEF) 0.0 $5.0k NEW 989k 0.01
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $5.0k NEW 290k 0.02
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $5.0k +6586% 432k 0.01
Shell Spon Ads (SHEL) 0.0 $5.0k NEW 269k 0.02
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $5.0k +5068% 236k 0.02
Gold Fields Sponsored Adr (GFI) 0.0 $5.0k NEW 82k 0.06
Bny Mellon Alcentra Global Cr (DCF) 0.0 $5.0k NEW 43k 0.12
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.0 $5.0k +112% 249k 0.02
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $5.0k NEW 58k 0.09
Nuveen Cr Opportunities 2022 (JCO) 0.0 $5.0k NEW 40k 0.13
Capital Group Gbl Growth Eqt Shs Creation Uni 0.0 $5.0k NEW 114k 0.04
Ares Capital Corporation (ARCC) 0.0 $5.0k NEW 105k 0.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $5.0k +2443% 267k 0.02
Bank of America Corporation (BAC) 0.0 $5.0k +4064% 201k 0.02
Invesco Currencyshares Cdn D CDN DLR SHS (FXC) 0.0 $5.0k +7726% 383k 0.01
Ishares Tr Expanded Tech (IGV) 0.0 $5.0k +25820% 1.6M 0.00
Amgen (AMGN) 0.0 $5.0k +100850% 1.3M 0.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $4.9k +44124% 1.6M 0.00
W.W. Grainger (GWW) 0.0 $4.9k +47824% 2.5M 0.00
West Pharmaceutical Services (WST) 0.0 $4.0k +42100% 1.5M 0.00
International Business Machines (IBM) 0.0 $4.0k +20018% 516k 0.01
Church & Dwight (CHD) 0.0 $4.0k NEW 413k 0.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $4.0k NEW 348k 0.01
Walgreen Boots Alliance (WBA) 0.0 $4.0k NEW 180k 0.02
Gentex Corporation (GNTX) 0.0 $4.0k NEW 106k 0.04
Ally Financial (ALLY) 0.0 $4.0k NEW 174k 0.02
Altria (MO) 0.0 $4.0k NEW 195k 0.02
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.0 $4.0k NEW 115k 0.03
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $4.0k NEW 123k 0.03
Intel Corporation (INTC) 0.0 $4.0k NEW 186k 0.02
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $4.0k NEW 218k 0.02
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $4.0k +13486% 453k 0.01
Roper Industries (ROP) 0.0 $3.9k +44236% 2.0M 0.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $3.0k NEW 444k 0.01
Walt Disney Company (DIS) 0.0 $3.0k +13927% 402k 0.01
Consolidated Edison (ED) 0.0 $3.0k NEW 274k 0.01
Expeditors International of Washington (EXPD) 0.0 $3.0k NEW 264k 0.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $3.0k +15670% 470k 0.01
Ishares Tr Conv Bd Etf (ICVT) 0.0 $3.0k NEW 289k 0.01
Fastenal Company (FAST) 0.0 $3.0k NEW 166k 0.02
Infosys Sponsored Adr (INFY) 0.0 $3.0k NEW 84k 0.04
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $3.0k NEW 86k 0.03
Chevron Corporation (CVX) 0.0 $3.0k NEW 455k 0.01
Palantir Technologies Cl A (PLTR) 0.0 $3.0k NEW 47k 0.06
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $3.0k NEW 221k 0.01
Mainstay Cbre Global (MEGI) 0.0 $3.0k NEW 47k 0.06
Viatris (VTRS) 0.0 $3.0k NEW 30k 0.10
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $3.0k NEW 17k 0.18
Columbia Finl (CLBK) 0.0 $3.0k NEW 57k 0.05
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $3.0k NEW 120k 0.03
Neuberger Berman Next Genera Common Stock (NBXG) 0.0 $3.0k NEW 35k 0.09
Kinder Morgan (KMI) 0.0 $3.0k NEW 58k 0.05
Kearny Finl Corp Md (KRNY) 0.0 $3.0k NEW 37k 0.08
Cohen & Steers Tax Advan P (PTA) 0.0 $3.0k NEW 66k 0.05

Past Filings by CFS Investment Advisory Services

SEC 13F filings are viewable for CFS Investment Advisory Services going back to 2020