Community Financial Services Group, LLC Diversified Active

Location: Newport, VT

CIK: 0001537319 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 19, 2017

Total Value: $223M (100.0% shares, 0.0% debt)

Holdings (61)

BA BOEING CO 4.1%
Value $9.157M Shares 51,774 Est. Cost $84.37 Unrealized +88.2%
IUSG ISHARES 4.1%
Value $9.13M Shares 196,845 Est. Cost $52.82 Unrealized
MSFT MICROSOFT CORP 3.8%
Value $8.459M Shares 128,428 Est. Cost $27.18 Unrealized +112.8%
VOT VANGUARD 3.7%
Value $8.184M Shares 72,455 Est. Cost $82.16 Unrealized
CSCO CISCO SYSTEMS INC 3.5%
Value $7.786M Shares 230,375 Est. Cost $15.47 Unrealized +59.8%
SCHW SCHWAB CHARLES CORP 3.1%
Value $7.006M Shares 171,690 Est. Cost $17.11 Unrealized +115.1%
GENERAL ELECTRIC CO 3.1%
Value $6.988M Shares 234,509 Est. Cost $23.47 Unrealized
PFE PFIZER INC 3.1%
Value $6.917M Shares 202,208 Est. Cost $16.74 Unrealized +27.9%
VTR VENTAS INC. 3.1%
Value $6.84M Shares 105,162 Est. Cost $44.90 Unrealized -5.3%
PG PROCTER & GAMBLE CO 3.0%
Value $6.739M Shares 75,007 Est. Cost $57.79 Unrealized +21.2%
IBM INTERNATIONAL BUSINESS MACHINES 3.0%
Value $6.686M Shares 38,394 Est. Cost $94.77 Unrealized +20.7%
SPY SPDR S&P 500 3.0%
Value $6.584M Shares 27,927 Est. Cost $233.42 Unrealized
WY WEYERHAEUSER COMPANY 2.9%
Value $6.486M Shares 190,860 Est. Cost $19.23 Unrealized +19.7%
IBB ISHARES 2.9%
Value $6.442M Shares 21,968 Est. Cost $190.62 Unrealized
GLW CORNING INC 2.9%
Value $6.416M Shares 237,648 Est. Cost $10.83 Unrealized +93.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.8%
Value $6.314M Shares 192,268 Est. Cost $19.00 Unrealized
EWBC EAST WEST BANCORP INC 2.8%
Value $6.209M Shares 120,306 Est. Cost $22.05 Unrealized +93.5%
CBU COMMUNITY BANK SYSTEM INC 2.7%
Value $6.002M Shares 109,167 Est. Cost $20.62 Unrealized +119.7%
EMR EMERSON ELECTRIC CO 2.6%
Value $5.775M Shares 96,470 Est. Cost $41.99 Unrealized +14.2%
COST COSTCO WHOLESALE CORP 2.5%
Value $5.617M Shares 33,494 Est. Cost $92.57 Unrealized +54.3%
VLO VALERO ENERGY CORP 2.3%
Value $5.15M Shares 77,688 Est. Cost $26.85 Unrealized +75.0%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value $4.75M Shares 97,422 Est. Cost $27.88 Unrealized +12.7%
AAPL APPLE INC 2.0%
Value $4.531M Shares 31,543 Est. Cost $23.16 Unrealized +31.4%
ROYAL DUTCH SHELL PLC 2.0%
Value $4.528M Shares 85,889 Est. Cost $63.78 Unrealized
GLAXOSMITHKLINE PLC 2.0%
Value $4.387M Shares 104,045 Est. Cost $48.86 Unrealized
TUPPERWARE CORP 1.9%
Value $4.274M Shares 68,158 Est. Cost $58.83 Unrealized
HMC HONDA MOTOR LTD AMERN 1.9%
Value $4.259M Shares 140,758 Est. Cost $31.67 Unrealized
WHR WHIRLPOOL CORP 1.8%
Value $3.945M Shares 23,025 Est. Cost $166.26 Unrealized +6.8%
RDY DR REDDYS LABS LTD 1.7%
Value $3.884M Shares 96,757 Est. Cost $39.94 Unrealized
DUK DUKE ENERGY CORP 1.6%
Value $3.567M Shares 43,504 Est. Cost $43.55 Unrealized +27.0%
HANESBRANDS INC 1.3%
Value $2.971M Shares 143,120 Est. Cost $20.76 Unrealized
SLB SCHLUMBERGER 1.3%
Value $2.894M Shares 37,054 Est. Cost $54.77 Unrealized +15.7%
FTS FORTIS INC 1.2%
Value $2.694M Shares 81,245 Est. Cost $22.18 Unrealized +3.8%
JNJ JOHNSON & JOHNSON 1.0%
Value $2.302M Shares 18,485 Est. Cost $60.38 Unrealized +54.7%
INTC INTEL CORP 1.0%
Value $2.156M Shares 59,776 Est. Cost $17.58 Unrealized +68.9%
DVN DEVON ENERGY CORP 1.0%
Value $2.147M Shares 51,475 Est. Cost $37.15 Unrealized -16.4%
POTASH CORP SASK INC 0.9%
Value $2.057M Shares 120,430 Est. Cost $32.80 Unrealized
LNT ALLIANT ENERGY CORP 0.9%
Value $2.031M Shares 51,285 Est. Cost $23.60 Unrealized +23.2%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value $1.947M Shares 26,950 Est. Cost $33.53 Unrealized +70.2%
KHC KRAFT HEINZ 0.8%
Value $1.833M Shares 20,179 Est. Cost $48.16 Unrealized +24.4%
THOMSON REUTERS CORP 0.8%
Value $1.819M Shares 42,076 Est. Cost $33.43 Unrealized
GOOG ALPHABET INC 0.8%
Value $1.736M Shares 2,093 Est. Cost $35.79 Unrealized +13.8%
XOM EXXON MOBIL CORP 0.8%
Value $1.691M Shares 20,621 Est. Cost $54.63 Unrealized +2.7%
KO COCA COLA CO 0.8%
Value $1.69M Shares 39,833 Est. Cost $28.30 Unrealized +11.4%
TOTAL S A 0.7%
Value $1.617M Shares 32,084 Est. Cost $49.20 Unrealized
DGS WISDOMTREE 0.7%
Value $1.614M Shares 35,978 Est. Cost $46.11 Unrealized
WMT WAL-MART STORES INC 0.6%
Value $1.435M Shares 19,906 Est. Cost $19.78 Unrealized 0.0%
TEX TEREX CORP 0.3%
Value $729K Shares 23,227 Est. Cost $30.44 Unrealized +3.2%
T AT&T INC 0.3%
Value $604K Shares 14,534 Est. Cost $12.03 Unrealized +39.1%
CVX CHEVRON CORP 0.3%
Value $592K Shares 5,513 Est. Cost $70.45 Unrealized +9.0%
XEROX CORP 0.2%
Value $482K Shares 65,706 Est. Cost $9.24 Unrealized
AZO AUTOZONE INC 0.2%
Value $362K Shares 500 Est. Cost $770.40 Unrealized -3.9%
POWERSHARES 0.1%
Value $328K Shares 2,475 Est. Cost $94.37 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $312K Shares 2,588 Est. Cost $65.55 Unrealized +50.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $259K Shares 4,755 Est. Cost $39.63 Unrealized +0.8%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value $250K Shares 1 Est. Cost $214456.19 Unrealized +17.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value $250K Shares 4,815 Est. Cost $37.48 Unrealized +13.1%
UNITED TECHNOLOGIES CORP 0.1%
Value $218K Shares 1,940 Est. Cost $114.15 Unrealized
UNB UNION BANKSHARES INC 0.1%
Value $210K Shares 4,897 Est. Cost $38.93 Unrealized +7.7%
COP CONOCOPHILLIPS 0.1%
Value $203K Shares 4,081 Est. Cost $34.77 Unrealized +5.2%
CNDT CONDUENT INC 0.1%
Value $202K Shares 12,063 Est. Cost $15.22 Unrealized 0.0%