Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 23, 2018

Total Value ($000): $254,925 (100.0% shares, 0.0% debt)

Holdings (72)

IUSG ISHARES 4.6%
Value ($000) $11,625 Shares 212,841 Est. Cost $52.69 Unrealized
MSFT MICROSOFT CORP 4.5%
Value ($000) $11,448 Shares 125,422 Est. Cost $27.18 Unrealized +210.2%
BA BOEING CO 4.2%
Value ($000) $10,745 Shares 32,771 Est. Cost $84.37 Unrealized +282.7%
IJT ISHARES 4.0%
Value ($000) $10,073 Shares 57,940 Est. Cost $164.50 Unrealized
CSCO CISCO SYSTEMS INC 3.9%
Value ($000) $9,976 Shares 232,585 Est. Cost $15.85 Unrealized +111.1%
VOT VANGUARD 3.6%
Value ($000) $9,294 Shares 71,707 Est. Cost $82.16 Unrealized
SCHW CHARLES SCHWAB CORP 3.5%
Value ($000) $8,925 Shares 170,916 Est. Cost $17.40 Unrealized +176.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.3%
Value ($000) $8,301 Shares 189,677 Est. Cost $19.00 Unrealized
EWBC EAST WEST BANCORP INC 3.1%
Value ($000) $7,790 Shares 124,564 Est. Cost $22.62 Unrealized +138.9%
PFE PFIZER INC 3.0%
Value ($000) $7,624 Shares 214,819 Est. Cost $17.06 Unrealized +42.1%
VLO VALERO ENERGY CORP 3.0%
Value ($000) $7,543 Shares 81,308 Est. Cost $27.79 Unrealized +145.3%
SPY SPDR S&P 500 2.9%
Value ($000) $7,498 Shares 28,493 Est. Cost $265.35 Unrealized
EMR EMERSON ELECTRIC CO 2.8%
Value ($000) $7,251 Shares 106,164 Est. Cost $42.66 Unrealized +38.3%
WY WEYERHAEUSER COMPANY 2.8%
Value ($000) $7,117 Shares 203,352 Est. Cost $19.55 Unrealized +32.6%
IBB ISHARES 2.7%
Value ($000) $6,851 Shares 64,188 Est. Cost $134.70 Unrealized
DGS WISDOMTREE 2.7%
Value ($000) $6,772 Shares 125,314 Est. Cost $51.49 Unrealized
ROYAL DUTCH SHELL PLC 2.6%
Value ($000) $6,755 Shares 105,862 Est. Cost $62.99 Unrealized
GLW CORNING INC 2.6%
Value ($000) $6,690 Shares 239,923 Est. Cost $10.83 Unrealized +129.1%
EMBJ EMBRAER S A 2.6%
Value ($000) $6,567 Shares 252,585 Est. Cost $18.46 Unrealized
COST COSTCO WHOLESALE CORP 2.5%
Value ($000) $6,499 Shares 34,489 Est. Cost $93.95 Unrealized +80.2%
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $6,139 Shares 77,440 Est. Cost $58.25 Unrealized +16.5%
CBU COMMUNITY BANK SYSTEM INC 2.4%
Value ($000) $6,137 Shares 114,577 Est. Cost $21.81 Unrealized +98.6%
VTR VENTAS INC. 2.2%
Value ($000) $5,563 Shares 112,327 Est. Cost $44.80 Unrealized -16.5%
AAPL APPLE INC 2.2%
Value ($000) $5,510 Shares 32,842 Est. Cost $23.70 Unrealized +70.5%
HANESBRANDS INC 2.0%
Value ($000) $5,216 Shares 283,152 Est. Cost $21.76 Unrealized
GLAXOSMITHKLINE PLC 2.0%
Value ($000) $5,118 Shares 130,987 Est. Cost $47.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $5,034 Shares 105,285 Est. Cost $28.06 Unrealized +17.7%
TUPPERWARE CORP 1.9%
Value ($000) $4,950 Shares 102,317 Est. Cost $56.41 Unrealized
WHR WHIRLPOOL CORP 1.6%
Value ($000) $3,984 Shares 26,021 Est. Cost $167.39 Unrealized -0.2%
DUK DUKE ENERGY CORP 1.4%
Value ($000) $3,484 Shares 44,969 Est. Cost $44.25 Unrealized +26.7%
STERICYCLE INC 1.2%
Value ($000) $3,128 Shares 53,445 Est. Cost $76.01 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $3,094 Shares 59,419 Est. Cost $18.48 Unrealized +116.8%
FTS FORTIS INC 1.2%
Value ($000) $2,956 Shares 87,552 Est. Cost $22.42 Unrealized +12.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,735 Shares 21,337 Est. Cost $65.82 Unrealized +64.6%
GOOG ALPHABET INC 0.9%
Value ($000) $2,409 Shares 2,335 Est. Cost $37.03 Unrealized +48.0%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $2,297 Shares 30,933 Est. Cost $36.79 Unrealized +65.4%
TOTAL S A 0.9%
Value ($000) $2,171 Shares 37,625 Est. Cost $49.73 Unrealized
WMT WAL-MART INC 0.8%
Value ($000) $2,116 Shares 23,789 Est. Cost $20.22 Unrealized +40.2%
KO COCA COLA CO 0.8%
Value ($000) $2,107 Shares 48,534 Est. Cost $29.47 Unrealized +19.0%
THOMSON REUTERS CORP 0.7%
Value ($000) $1,883 Shares 48,717 Est. Cost $34.93 Unrealized
HMC HONDA MOTOR LTD AMERN 0.7%
Value ($000) $1,711 Shares 49,250 Est. Cost $31.60 Unrealized
BGS B&G FOODS INC 0.6%
Value ($000) $1,434 Shares 60,515 Est. Cost $15.34 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,432 Shares 19,194 Est. Cost $54.74 Unrealized +1.8%
T AT&T INC 0.2%
Value ($000) $618 Shares 17,339 Est. Cost $13.05 Unrealized +21.2%
VCSH VANGUARD 0.2%
Value ($000) $551 Shares 7,030 Est. Cost $79.81 Unrealized
POWERSHARES 0.2%
Value ($000) $551 Shares 3,442 Est. Cost $109.72 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $441 Shares 3,868 Est. Cost $72.79 Unrealized +16.8%
DSI ISHARES 0.2%
Value ($000) $404 Shares 4,130 Est. Cost $95.20 Unrealized
VEA VANGUARD 0.1%
Value ($000) $378 Shares 8,542 Est. Cost $43.93 Unrealized
BSV VANGUARD 0.1%
Value ($000) $357 Shares 4,554 Est. Cost $79.57 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $334 Shares 5,140 Est. Cost $54.13 Unrealized +8.8%
VO VANGUARD 0.1%
Value ($000) $331 Shares 2,145 Est. Cost $149.39 Unrealized
IJR ISHARES 0.1%
Value ($000) $328 Shares 4,254 Est. Cost $76.79 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $327 Shares 2,000 Est. Cost $29.73 Unrealized +6.6%
AZO AUTOZONE INC 0.1%
Value ($000) $324 Shares 500 Est. Cost $770.40 Unrealized -7.1%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $299 Shares 1 Est. Cost $214456.19 Unrealized +43.7%
XILINX INC 0.1%
Value ($000) $289 Shares 4,000 Est. Cost $72.25 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $272 Shares 9,939 Est. Cost $22.26 Unrealized -3.6%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $267 Shares 3,765 Est. Cost $59.21 Unrealized +14.9%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $249 Shares 4,897 Est. Cost $38.93 Unrealized +33.9%
ABBV ABBVIE INC 0.1%
Value ($000) $246 Shares 2,600 Est. Cost $53.65 Unrealized +46.4%
ORCL ORACLE CORP 0.1%
Value ($000) $243 Shares 5,305 Est. Cost $43.94 Unrealized +0.7%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $241 Shares 1,738 Est. Cost $65.55 Unrealized +79.4%
NVDA NVIDIA CORP 0.1%
Value ($000) $232 Shares 1,000 Est. Cost $5.81 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $227 Shares 2,825 Est. Cost $67.32 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $223 Shares 1,648 Est. Cost $113.58 Unrealized +10.8%
VDC VANGUARD 0.1%
Value ($000) $221 Shares 1,620 Est. Cost $144.68 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $212 Shares 11,035 Est. Cost $19.21 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $211 Shares 7,290 Est. Cost $24.61 Unrealized +6.3%
BWA BORG WARNER INC 0.1%
Value ($000) $207 Shares 4,115 Est. Cost $41.05 Unrealized 0.0%
VOD VODAFONE GROUP PLC 0.1%
Value ($000) $206 Shares 7,397 Est. Cost $27.85 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $184 Shares 13,628 Est. Cost $23.56 Unrealized