$628 Million is the total value of CFS Investment Advisory Services, LLC's 175 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 11 | Q3 2023 | 0.6% |
| PACER FDS TR | 10 | Q3 2023 | 16.7% |
| SPDR SER TR | 10 | Q3 2023 | 16.9% |
| ISHARES TR | 10 | Q3 2023 | 11.1% |
| ISHARES TR | 10 | Q3 2023 | 5.4% |
| ISHARES TR | 10 | Q3 2023 | 6.0% |
| ISHARES TR | 10 | Q3 2023 | 5.2% |
| PROSHARES TR | 10 | Q3 2023 | 2.4% |
| SPDR INDEX SHS FDS | 10 | Q3 2023 | 2.6% |
| ISHARES TR | 10 | Q3 2023 | 2.1% |
View CFS Investment Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-13 |
| 13F-HR/A | 2022-11-02 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-27 |
| 13F-HR | 2022-02-14 |
View CFS Investment Advisory Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.