Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 4, 2019

Total Value ($000): $263,816 (100.0% shares, 0.0% debt)

Holdings (88)

MSFT MICROSOFT CORP 4.9%
Value ($000) $12,908 Shares 127,080 Est. Cost $29.13 Unrealized +243.3%
IJT ISHARES 4.7%
Value ($000) $12,268 Shares 76,043 Est. Cost $169.68 Unrealized
SPY SPDR S&P 500 4.6%
Value ($000) $12,215 Shares 48,877 Est. Cost $271.11 Unrealized
VOT VANGUARD 4.6%
Value ($000) $12,181 Shares 101,764 Est. Cost $96.66 Unrealized
BA BOEING CO 4.0%
Value ($000) $10,674 Shares 33,095 Est. Cost $92.62 Unrealized +261.6%
CSCO CISCO SYSTEMS INC 3.9%
Value ($000) $10,274 Shares 237,106 Est. Cost $16.59 Unrealized +122.6%
PFE PFIZER INC 3.6%
Value ($000) $9,558 Shares 218,966 Est. Cost $17.40 Unrealized +72.6%
IUSG ISHARES 3.5%
Value ($000) $9,341 Shares 177,244 Est. Cost $52.87 Unrealized
GLW CORNING INC 3.0%
Value ($000) $7,956 Shares 263,345 Est. Cost $12.22 Unrealized +114.0%
SCHW CHARLES SCHWAB CORP 2.8%
Value ($000) $7,518 Shares 181,009 Est. Cost $19.02 Unrealized +115.0%
PG PROCTER & GAMBLE CO 2.8%
Value ($000) $7,395 Shares 80,454 Est. Cost $58.81 Unrealized +27.1%
COST COSTCO WHOLESALE CORP 2.8%
Value ($000) $7,367 Shares 36,163 Est. Cost $99.18 Unrealized +103.7%
WHR WHIRLPOOL CORP 2.7%
Value ($000) $7,177 Shares 67,154 Est. Cost $134.28 Unrealized -15.5%
VTR VENTAS INC. 2.6%
Value ($000) $6,888 Shares 117,564 Est. Cost $44.64 Unrealized -1.5%
EMR EMERSON ELECTRIC CO 2.6%
Value ($000) $6,805 Shares 113,893 Est. Cost $43.91 Unrealized +29.8%
CBU COMMUNITY BANK SYSTEM INC 2.5%
Value ($000) $6,682 Shares 114,595 Est. Cost $22.50 Unrealized +117.3%
IBB ISHARES 2.5%
Value ($000) $6,583 Shares 68,272 Est. Cost $132.48 Unrealized
ROYAL DUTCH SHELL PLC 2.4%
Value ($000) $6,323 Shares 108,520 Est. Cost $62.89 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $6,243 Shares 111,046 Est. Cost $28.56 Unrealized +35.2%
EMBJ EMBRAER S A 2.3%
Value ($000) $6,007 Shares 271,470 Est. Cost $18.74 Unrealized
EWBC EAST WEST BANCORP INC 2.2%
Value ($000) $5,735 Shares 131,752 Est. Cost $23.94 Unrealized +80.3%
AAPL APPLE INC 2.1%
Value ($000) $5,546 Shares 35,164 Est. Cost $25.29 Unrealized +81.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.1%
Value ($000) $5,427 Shares 147,046 Est. Cost $20.75 Unrealized
GLAXOSMITHKLINE PLC 2.0%
Value ($000) $5,337 Shares 139,650 Est. Cost $46.51 Unrealized
DGS WISDOMTREE 2.0%
Value ($000) $5,333 Shares 127,315 Est. Cost $51.37 Unrealized
WY WEYERHAEUSER COMPANY 1.7%
Value ($000) $4,557 Shares 208,461 Est. Cost $19.56 Unrealized +2.8%
VLO VALERO ENERGY CORP 1.7%
Value ($000) $4,501 Shares 60,042 Est. Cost $29.97 Unrealized +118.7%
DUK DUKE ENERGY CORP 1.5%
Value ($000) $3,950 Shares 45,769 Est. Cost $45.03 Unrealized +41.9%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $3,371 Shares 26,120 Est. Cost $73.16 Unrealized +56.0%
FTS FORTIS INC 1.2%
Value ($000) $3,062 Shares 91,791 Est. Cost $22.56 Unrealized +13.9%
INTC INTEL CORP 1.1%
Value ($000) $2,923 Shares 62,293 Est. Cost $20.54 Unrealized +95.7%
VTV VANGUARD 1.1%
Value ($000) $2,898 Shares 29,585 Est. Cost $97.96 Unrealized
GOOG ALPHABET INC 1.0%
Value ($000) $2,523 Shares 2,436 Est. Cost $37.54 Unrealized +41.5%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $2,358 Shares 30,453 Est. Cost $37.57 Unrealized +72.1%
KO COCA COLA CO 0.9%
Value ($000) $2,264 Shares 47,811 Est. Cost $29.79 Unrealized +28.9%
THOMSON REUTERS CORP 0.8%
Value ($000) $2,220 Shares 45,958 Est. Cost $48.30 Unrealized
WMT WAL-MART INC 0.8%
Value ($000) $2,202 Shares 23,634 Est. Cost $20.63 Unrealized +39.4%
BGS B&G FOODS INC 0.8%
Value ($000) $2,054 Shares 71,050 Est. Cost $15.13 Unrealized -0.4%
TOTAL S A 0.8%
Value ($000) $2,017 Shares 38,660 Est. Cost $49.84 Unrealized
HMC HONDA MOTOR LTD AMERN 0.6%
Value ($000) $1,566 Shares 59,210 Est. Cost $30.98 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,475 Shares 16,001 Est. Cost $67.77 Unrealized -4.4%
MELI MERCADOLIBRE INC 0.5%
Value ($000) $1,318 Shares 4,500 Est. Cost $324.05 Unrealized 0.0%
MMM 3M CO 0.4%
Value ($000) $1,173 Shares 6,156 Est. Cost $130.14 Unrealized -1.5%
ABT ABBOTT LABS 0.4%
Value ($000) $1,157 Shares 16,001 Est. Cost $53.15 Unrealized +16.9%
CVX CHEVRON CORP 0.4%
Value ($000) $990 Shares 9,098 Est. Cost $83.44 Unrealized +1.6%
NKE NIKE INC 0.4%
Value ($000) $953 Shares 12,860 Est. Cost $63.84 Unrealized +6.8%
VCSH VANGUARD 0.3%
Value ($000) $912 Shares 11,704 Est. Cost $79.13 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $695 Shares 4,000 Est. Cost $31.57 Unrealized +16.1%
QQQ INVESCO 0.2%
Value ($000) $642 Shares 4,164 Est. Cost $172.13 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $591 Shares 8,671 Est. Cost $54.74 Unrealized +3.0%
T AT&T INC 0.2%
Value ($000) $585 Shares 20,481 Est. Cost $13.25 Unrealized +5.8%
BSV VANGUARD 0.2%
Value ($000) $550 Shares 7,001 Est. Cost $79.07 Unrealized
VEA VANGUARD 0.2%
Value ($000) $503 Shares 13,552 Est. Cost $43.57 Unrealized
VO VANGUARD 0.2%
Value ($000) $485 Shares 3,509 Est. Cost $153.07 Unrealized
IJR ISHARES 0.2%
Value ($000) $438 Shares 6,321 Est. Cost $78.96 Unrealized
CW CURTISS WRIGHT CORP 0.2%
Value ($000) $434 Shares 4,248 Est. Cost $121.07 Unrealized -10.7%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $423 Shares 3,335 Est. Cost $122.64 Unrealized -9.9%
DSI ISHARES 0.1%
Value ($000) $389 Shares 4,179 Est. Cost $97.05 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $378 Shares 4,247 Est. Cost $72.68 Unrealized +9.6%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $376 Shares 5,705 Est. Cost $54.58 Unrealized +8.0%
VDC VANGUARD 0.1%
Value ($000) $366 Shares 2,788 Est. Cost $140.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $353 Shares 3,106 Est. Cost $99.95 Unrealized -12.0%
ORCL ORACLE CORP 0.1%
Value ($000) $352 Shares 7,805 Est. Cost $43.04 Unrealized +0.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $351 Shares 6,173 Est. Cost $45.91 Unrealized +10.8%
WRB BERKLEY W R CORP 0.1%
Value ($000) $347 Shares 4,700 Est. Cost $18.67 Unrealized +2.9%
XILINX INC 0.1%
Value ($000) $341 Shares 4,000 Est. Cost $72.25 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $331 Shares 1,700 Est. Cost $140.24 Unrealized +11.8%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $329 Shares 11,639 Est. Cost $22.25 Unrealized +1.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $299 Shares 3,290 Est. Cost $68.57 Unrealized +12.5%
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $276 Shares 8,665 Est. Cost $25.30 Unrealized +15.1%
IFF INTL FLAVORS & FRAGRANCES INC 0.1%
Value ($000) $269 Shares 2,007 Est. Cost $107.03 Unrealized +7.0%
EEMV ISHARES 0.1%
Value ($000) $267 Shares 4,775 Est. Cost $57.87 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP 0.1%
Value ($000) $259 Shares 7,500 Est. Cost $38.40 Unrealized
JPM JPMORGAN 0.1%
Value ($000) $236 Shares 2,418 Est. Cost $89.02 Unrealized -1.7%
XLF SPDR 0.1%
Value ($000) $235 Shares 9,854 Est. Cost $26.69 Unrealized
FXI ISHARES 0.1%
Value ($000) $234 Shares 6,000 Est. Cost $43.00 Unrealized
UNB UNION BANKSHARES INC 0.1%
Value ($000) $234 Shares 4,897 Est. Cost $38.93 Unrealized +20.9%
WU WESTERN UNION CO 0.1%
Value ($000) $228 Shares 13,340 Est. Cost $18.93 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $228 Shares 5,000 Est. Cost $37.56 Unrealized +0.1%
BIIB BIOGEN INC 0.1%
Value ($000) $214 Shares 710 Est. Cost $281.15 Unrealized +13.5%
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $211 Shares 3,000 Est. Cost $62.48 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $208 Shares 1,738 Est. Cost $65.55 Unrealized +63.5%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $207 Shares 4,875 Est. Cost $43.90 Unrealized 0.0%
RL RALPH LAUREN CORP 0.1%
Value ($000) $207 Shares 2,000 Est. Cost $104.41 Unrealized -1.9%
BWA BORG WARNER INC 0.1%
Value ($000) $204 Shares 5,870 Est. Cost $38.83 Unrealized -22.9%
SANDSTORM GOLD LTD 0.1%
Value ($000) $138 Shares 30,000 Est. Cost $4.50 Unrealized
INVESCO 0.1%
Value ($000) $135 Shares 10,000 Est. Cost $14.10 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $83 Shares 10,915 Est. Cost $15.97 Unrealized