Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 22, 2019

Total Value ($000): $293,683 (100.0% shares, 0.0% debt)

Holdings (87)

SPY SPDR S&P 500 6.5%
Value ($000) $19,148 Shares 67,787 Est. Cost $274.28 Unrealized
MSFT MICROSOFT CORP 5.1%
Value ($000) $14,911 Shares 126,433 Est. Cost $29.13 Unrealized +251.1%
VOT VANGUARD 5.0%
Value ($000) $14,617 Shares 102,383 Est. Cost $96.66 Unrealized
IJT ISHARES 4.6%
Value ($000) $13,556 Shares 75,961 Est. Cost $169.68 Unrealized
VTV VANGUARD 4.6%
Value ($000) $13,507 Shares 125,498 Est. Cost $105.35 Unrealized
CSCO CISCO SYSTEMS INC 4.4%
Value ($000) $12,833 Shares 237,688 Est. Cost $16.59 Unrealized +138.2%
PFE PFIZER INC 3.2%
Value ($000) $9,375 Shares 220,740 Est. Cost $17.40 Unrealized +68.0%
WHR WHIRLPOOL CORP 3.1%
Value ($000) $9,081 Shares 68,339 Est. Cost $134.24 Unrealized -1.6%
COST COSTCO WHOLESALE CORP 3.0%
Value ($000) $8,879 Shares 36,670 Est. Cost $100.55 Unrealized +97.3%
GLW CORNING INC 3.0%
Value ($000) $8,810 Shares 266,160 Est. Cost $12.38 Unrealized +118.4%
PG PROCTER & GAMBLE CO 2.9%
Value ($000) $8,451 Shares 81,219 Est. Cost $58.81 Unrealized +39.6%
BA BOEING CO 2.8%
Value ($000) $8,191 Shares 21,477 Est. Cost $92.62 Unrealized +305.1%
EMR EMERSON ELECTRIC CO 2.7%
Value ($000) $8,012 Shares 117,010 Est. Cost $44.24 Unrealized +26.7%
SCHW CHARLES SCHWAB CORP 2.6%
Value ($000) $7,764 Shares 181,556 Est. Cost $19.02 Unrealized +115.3%
VTR VENTAS INC. 2.6%
Value ($000) $7,697 Shares 120,627 Est. Cost $44.71 Unrealized +5.7%
IBB ISHARES 2.6%
Value ($000) $7,647 Shares 68,396 Est. Cost $132.48 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $6,925 Shares 36,456 Est. Cost $25.83 Unrealized +56.6%
ROYAL DUTCH SHELL PLC 2.4%
Value ($000) $6,915 Shares 110,472 Est. Cost $62.88 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.3%
Value ($000) $6,891 Shares 115,289 Est. Cost $22.50 Unrealized +123.3%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $6,726 Shares 113,739 Est. Cost $28.80 Unrealized +35.2%
VLO VALERO ENERGY CORP 2.3%
Value ($000) $6,614 Shares 77,978 Est. Cost $37.43 Unrealized +66.7%
EWBC EAST WEST BANCORP INC 2.1%
Value ($000) $6,268 Shares 130,666 Est. Cost $23.94 Unrealized +78.5%
DGS WISDOMTREE 2.1%
Value ($000) $6,131 Shares 130,130 Est. Cost $51.28 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.1%
Value ($000) $6,069 Shares 148,159 Est. Cost $20.75 Unrealized
GLAXOSMITHKLINE PLC 2.1%
Value ($000) $6,047 Shares 144,704 Est. Cost $46.34 Unrealized
WY WEYERHAEUSER COMPANY 1.9%
Value ($000) $5,713 Shares 216,881 Est. Cost $19.55 Unrealized -1.3%
DUK DUKE ENERGY CORP 1.5%
Value ($000) $4,293 Shares 47,691 Est. Cost $45.91 Unrealized +45.7%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $3,881 Shares 27,759 Est. Cost $75.35 Unrealized +46.4%
FTS FORTIS INC 1.2%
Value ($000) $3,528 Shares 95,378 Est. Cost $22.75 Unrealized +20.4%
INTC INTEL CORP 1.2%
Value ($000) $3,478 Shares 64,770 Est. Cost $21.43 Unrealized +104.5%
GOOG ALPHABET INC 1.0%
Value ($000) $3,083 Shares 2,628 Est. Cost $38.87 Unrealized +43.3%
THOMSON REUTERS CORP 1.0%
Value ($000) $2,877 Shares 48,598 Est. Cost $48.90 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $2,712 Shares 31,563 Est. Cost $38.68 Unrealized +78.6%
WMT WAL-MART INC 0.9%
Value ($000) $2,568 Shares 26,324 Est. Cost $21.51 Unrealized +35.9%
KO COCA COLA CO 0.8%
Value ($000) $2,447 Shares 52,231 Est. Cost $30.47 Unrealized +24.0%
TOTAL S A 0.8%
Value ($000) $2,289 Shares 41,135 Est. Cost $50.19 Unrealized
BGS B&G FOODS INC 0.6%
Value ($000) $1,900 Shares 77,815 Est. Cost $15.04 Unrealized -6.8%
ABBV ABBVIE INC 0.4%
Value ($000) $1,290 Shares 16,001 Est. Cost $67.77 Unrealized -10.0%
MMM 3M CO 0.4%
Value ($000) $1,279 Shares 6,156 Est. Cost $130.14 Unrealized +0.7%
ABT ABBOTT LABS 0.4%
Value ($000) $1,279 Shares 16,001 Est. Cost $53.15 Unrealized +24.4%
CVX CHEVRON CORP 0.4%
Value ($000) $1,113 Shares 9,032 Est. Cost $83.44 Unrealized +4.8%
NKE NIKE INC 0.4%
Value ($000) $1,083 Shares 12,860 Est. Cost $63.84 Unrealized +18.1%
VCSH VANGUARD 0.3%
Value ($000) $1,017 Shares 12,755 Est. Cost $79.18 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $773 Shares 4,000 Est. Cost $31.57 Unrealized +22.3%
QQQ INVESCO 0.3%
Value ($000) $751 Shares 4,182 Est. Cost $172.13 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $710 Shares 8,785 Est. Cost $54.75 Unrealized +1.2%
T AT&T INC 0.2%
Value ($000) $676 Shares 21,566 Est. Cost $13.30 Unrealized +6.5%
DSI ISHARES 0.2%
Value ($000) $668 Shares 6,336 Est. Cost $99.90 Unrealized
BSV VANGUARD 0.2%
Value ($000) $599 Shares 7,529 Est. Cost $79.11 Unrealized
VO VANGUARD 0.2%
Value ($000) $594 Shares 3,695 Est. Cost $153.46 Unrealized
VEA VANGUARD 0.2%
Value ($000) $593 Shares 14,517 Est. Cost $43.39 Unrealized
IJR ISHARES 0.2%
Value ($000) $521 Shares 6,758 Est. Cost $78.84 Unrealized
XILINX INC 0.2%
Value ($000) $507 Shares 4,000 Est. Cost $72.25 Unrealized
CW CURTISS WRIGHT CORP 0.2%
Value ($000) $481 Shares 4,248 Est. Cost $121.07 Unrealized -8.9%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $479 Shares 3,335 Est. Cost $122.64 Unrealized -4.6%
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $465 Shares 5,717 Est. Cost $54.58 Unrealized +17.4%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $441 Shares 4,247 Est. Cost $72.68 Unrealized +19.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $438 Shares 3,106 Est. Cost $99.95 Unrealized -5.3%
VDC VANGUARD 0.1%
Value ($000) $422 Shares 2,903 Est. Cost $140.94 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $399 Shares 12,981 Est. Cost $22.51 Unrealized +10.1%
WRB BERKLEY W R CORP 0.1%
Value ($000) $398 Shares 4,700 Est. Cost $18.67 Unrealized +8.5%
XLV SPDR 0.1%
Value ($000) $377 Shares 4,107 Est. Cost $91.79 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $372 Shares 6,918 Est. Cost $43.04 Unrealized +7.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $352 Shares 6,173 Est. Cost $45.91 Unrealized -0.4%
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $337 Shares 9,440 Est. Cost $25.68 Unrealized +16.6%
AMGN AMGEN INC 0.1%
Value ($000) $323 Shares 1,700 Est. Cost $140.24 Unrealized +10.3%
BIP BROOKFIELD INFRAST PARTNERS LP 0.1%
Value ($000) $314 Shares 7,500 Est. Cost $38.40 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $301 Shares 3,310 Est. Cost $68.57 Unrealized +8.4%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $294 Shares 5,568 Est. Cost $44.70 Unrealized +12.6%
WU WESTERN UNION CO 0.1%
Value ($000) $279 Shares 15,115 Est. Cost $18.87 Unrealized
EEMV ISHARES 0.1%
Value ($000) $278 Shares 4,691 Est. Cost $57.87 Unrealized
FXI ISHARES 0.1%
Value ($000) $266 Shares 6,000 Est. Cost $43.00 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $263 Shares 5,250 Est. Cost $37.72 Unrealized +8.7%
RL RALPH LAUREN CORP 0.1%
Value ($000) $259 Shares 2,000 Est. Cost $104.41 Unrealized -0.4%
IFF INTL FLAVORS & FRAGRANCES INC 0.1%
Value ($000) $258 Shares 2,007 Est. Cost $107.03 Unrealized +3.1%
IUSG ISHARES 0.1%
Value ($000) $246 Shares 4,085 Est. Cost $52.87 Unrealized
JPM JPMORGAN 0.1%
Value ($000) $245 Shares 2,418 Est. Cost $89.02 Unrealized -4.1%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $244 Shares 7,635 Est. Cost $25.35 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $238 Shares 1,738 Est. Cost $65.55 Unrealized +68.2%
BWA BORG WARNER INC 0.1%
Value ($000) $228 Shares 5,946 Est. Cost $38.73 Unrealized -19.9%
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $225 Shares 3,000 Est. Cost $62.48 Unrealized +11.4%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $221 Shares 4,897 Est. Cost $38.93 Unrealized +20.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $221 Shares 1,714 Est. Cost $128.94 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $219 Shares 2,000 Est. Cost $95.83 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $205 Shares 1,200 Est. Cost $142.16 Unrealized 0.0%
SANDSTORM GOLD LTD 0.1%
Value ($000) $164 Shares 30,000 Est. Cost $4.50 Unrealized
INVESCO 0.0%
Value ($000) $144 Shares 10,000 Est. Cost $14.10 Unrealized