Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 6, 2017

Total Value ($000): $227,553 (100.0% shares, 0.0% debt)

Holdings (54)

BA BOEING CO 4.5%
Value ($000) $10,279 Shares 51,980 Est. Cost $84.37 Unrealized +107.3%
IUSG ISHARES 4.2%
Value ($000) $9,610 Shares 199,385 Est. Cost $52.76 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $8,760 Shares 127,088 Est. Cost $27.18 Unrealized +129.3%
VOT VANGUARD 3.7%
Value ($000) $8,307 Shares 70,584 Est. Cost $82.16 Unrealized
VTR VENTAS INC. 3.3%
Value ($000) $7,424 Shares 106,845 Est. Cost $44.91 Unrealized +2.4%
SCHW SCHWAB CHARLES CORP 3.3%
Value ($000) $7,401 Shares 172,280 Est. Cost $17.11 Unrealized +109.0%
CSCO CISCO SYSTEMS INC 3.2%
Value ($000) $7,392 Shares 236,149 Est. Cost $15.71 Unrealized +59.5%
EWBC EAST WEST BANCORP INC 3.2%
Value ($000) $7,230 Shares 123,421 Est. Cost $22.62 Unrealized +98.5%
GLW CORNING INC 3.2%
Value ($000) $7,210 Shares 239,918 Est. Cost $10.83 Unrealized +110.2%
PFE PFIZER INC 3.1%
Value ($000) $7,009 Shares 208,662 Est. Cost $16.89 Unrealized +27.9%
IBB ISHARES 3.0%
Value ($000) $6,802 Shares 21,938 Est. Cost $190.62 Unrealized
SPY SPDR S&P 500 3.0%
Value ($000) $6,782 Shares 28,047 Est. Cost $233.42 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.0%
Value ($000) $6,731 Shares 192,526 Est. Cost $19.00 Unrealized
WY WEYERHAEUSER COMPANY 2.9%
Value ($000) $6,556 Shares 195,696 Est. Cost $19.35 Unrealized +24.2%
PG PROCTER & GAMBLE CO 2.9%
Value ($000) $6,507 Shares 74,675 Est. Cost $57.79 Unrealized +21.4%
GENERAL ELECTRIC CO 2.8%
Value ($000) $6,386 Shares 236,405 Est. Cost $23.47 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.8%
Value ($000) $6,300 Shares 112,952 Est. Cost $21.38 Unrealized +102.1%
EMR EMERSON ELECTRIC CO 2.6%
Value ($000) $5,937 Shares 99,579 Est. Cost $42.18 Unrealized +13.8%
HANESBRANDS INC 2.6%
Value ($000) $5,935 Shares 256,260 Est. Cost $21.82 Unrealized
COST COSTCO WHOLESALE CORP 2.4%
Value ($000) $5,486 Shares 34,304 Est. Cost $93.95 Unrealized +60.7%
VLO VALERO ENERGY CORP 2.4%
Value ($000) $5,356 Shares 79,393 Est. Cost $27.26 Unrealized +68.8%
TUPPERWARE CORP 2.2%
Value ($000) $4,990 Shares 71,053 Est. Cost $59.29 Unrealized
GLAXOSMITHKLINE PLC 2.1%
Value ($000) $4,829 Shares 111,974 Est. Cost $48.46 Unrealized
ROYAL DUTCH SHELL PLC 2.1%
Value ($000) $4,740 Shares 89,112 Est. Cost $63.39 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $4,713 Shares 32,728 Est. Cost $23.56 Unrealized +45.6%
WHR WHIRLPOOL CORP 2.0%
Value ($000) $4,568 Shares 23,835 Est. Cost $166.82 Unrealized +9.7%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $4,516 Shares 101,131 Est. Cost $27.94 Unrealized +5.7%
EMBJ EMBRAER S A 1.9%
Value ($000) $4,434 Shares 243,240 Est. Cost $18.23 Unrealized
RDY DR REDDYS LABS LTD 1.8%
Value ($000) $4,166 Shares 98,872 Est. Cost $39.99 Unrealized
SLB SCHLUMBERGER 1.8%
Value ($000) $4,079 Shares 61,954 Est. Cost $55.19 Unrealized +1.1%
STERICYCLE INC 1.7%
Value ($000) $3,894 Shares 51,020 Est. Cost $76.32 Unrealized
DUK DUKE ENERGY CORP 1.6%
Value ($000) $3,596 Shares 43,015 Est. Cost $43.55 Unrealized +35.7%
FTS FORTIS INC 1.3%
Value ($000) $2,917 Shares 82,990 Est. Cost $22.23 Unrealized +8.5%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,481 Shares 18,752 Est. Cost $60.95 Unrealized +64.7%
LNT ALLIANT ENERGY CORP 0.9%
Value ($000) $2,114 Shares 52,631 Est. Cost $23.79 Unrealized +30.0%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $2,062 Shares 28,468 Est. Cost $34.74 Unrealized +61.8%
THOMSON REUTERS CORP 0.9%
Value ($000) $2,001 Shares 43,225 Est. Cost $33.77 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $1,977 Shares 2,176 Est. Cost $36.16 Unrealized +25.7%
INTC INTEL CORP 0.8%
Value ($000) $1,910 Shares 56,626 Est. Cost $17.58 Unrealized +68.2%
KO COCA COLA CO 0.8%
Value ($000) $1,851 Shares 41,277 Est. Cost $28.49 Unrealized +18.2%
WMT WAL-MART STORES INC 0.8%
Value ($000) $1,780 Shares 23,509 Est. Cost $20.12 Unrealized +9.4%
DVN DEVON ENERGY CORP 0.8%
Value ($000) $1,709 Shares 53,450 Est. Cost $36.73 Unrealized -29.6%
DGS WISDOMTREE 0.7%
Value ($000) $1,705 Shares 37,278 Est. Cost $46.10 Unrealized
TOTAL S A 0.7%
Value ($000) $1,651 Shares 33,292 Est. Cost $49.21 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,642 Shares 20,341 Est. Cost $54.63 Unrealized +1.5%
HMC HONDA MOTOR LTD AMERN 0.6%
Value ($000) $1,270 Shares 46,390 Est. Cost $31.67 Unrealized
T AT&T INC 0.2%
Value ($000) $468 Shares 12,394 Est. Cost $12.03 Unrealized +32.4%
CVX CHEVRON CORP 0.2%
Value ($000) $424 Shares 4,058 Est. Cost $70.45 Unrealized +3.9%
POWERSHARES 0.2%
Value ($000) $346 Shares 2,514 Est. Cost $95.04 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $327 Shares 2,124 Est. Cost $94.77 Unrealized +9.5%
AZO AUTOZONE INC 0.1%
Value ($000) $285 Shares 500 Est. Cost $770.40 Unrealized -15.5%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $255 Shares 1 Est. Cost $214456.19 Unrealized +16.4%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $233 Shares 4,897 Est. Cost $38.93 Unrealized +10.1%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $220 Shares 1,738 Est. Cost $65.55 Unrealized +55.4%