Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 24, 2019

Total Value ($000): $292,630 (100.0% shares, 0.0% debt)

Holdings (68)

MSFT MICROSOFT CORP 5.7%
Value ($000) $16,578 Shares 123,751 Est. Cost $29.13 Unrealized +310.3%
SPY SPDR S&P 500 5.6%
Value ($000) $16,320 Shares 55,702 Est. Cost $274.28 Unrealized
VOT VANGUARD 5.3%
Value ($000) $15,417 Shares 103,254 Est. Cost $96.66 Unrealized
VTV VANGUARD 4.9%
Value ($000) $14,363 Shares 129,492 Est. Cost $105.52 Unrealized
IJT ISHARES 4.8%
Value ($000) $13,957 Shares 76,481 Est. Cost $169.68 Unrealized
CSCO CISCO SYSTEMS INC 4.4%
Value ($000) $12,806 Shares 233,999 Est. Cost $16.59 Unrealized +172.4%
WHR WHIRLPOOL CORP 3.4%
Value ($000) $10,038 Shares 70,509 Est. Cost $134.24 Unrealized -0.1%
COST COSTCO WHOLESALE CORP 3.3%
Value ($000) $9,756 Shares 36,917 Est. Cost $100.55 Unrealized +125.4%
PFE PFIZER INC 3.3%
Value ($000) $9,638 Shares 222,485 Est. Cost $17.40 Unrealized +67.9%
PG PROCTER & GAMBLE CO 3.1%
Value ($000) $8,966 Shares 81,774 Est. Cost $58.81 Unrealized +53.9%
GLW CORNING INC 2.9%
Value ($000) $8,570 Shares 257,910 Est. Cost $12.38 Unrealized +115.0%
VTR VENTAS INC. 2.9%
Value ($000) $8,408 Shares 123,007 Est. Cost $44.79 Unrealized +9.0%
BA BOEING CO 2.7%
Value ($000) $8,005 Shares 21,991 Est. Cost $98.81 Unrealized +261.5%
CBU COMMUNITY BANK SYSTEM INC 2.6%
Value ($000) $7,699 Shares 116,941 Est. Cost $22.92 Unrealized +129.0%
EMR EMERSON ELECTRIC CO 2.6%
Value ($000) $7,653 Shares 114,700 Est. Cost $44.24 Unrealized +29.9%
IBB ISHARES 2.6%
Value ($000) $7,547 Shares 69,176 Est. Cost $132.22 Unrealized
SCHW CHARLES SCHWAB CORP 2.5%
Value ($000) $7,395 Shares 183,996 Est. Cost $19.30 Unrealized +105.6%
ROYAL DUTCH SHELL PLC 2.5%
Value ($000) $7,353 Shares 112,994 Est. Cost $62.93 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $7,111 Shares 35,927 Est. Cost $25.83 Unrealized +80.5%
VLO VALERO ENERGY CORP 2.3%
Value ($000) $6,851 Shares 80,023 Est. Cost $38.08 Unrealized +65.4%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $6,400 Shares 112,011 Est. Cost $28.80 Unrealized +39.0%
DGS WISDOMTREE 2.1%
Value ($000) $6,211 Shares 132,010 Est. Cost $51.22 Unrealized
EWBC EAST WEST BANCORP INC 2.1%
Value ($000) $6,210 Shares 132,782 Est. Cost $24.20 Unrealized +66.4%
GLAXOSMITHKLINE PLC 2.1%
Value ($000) $6,021 Shares 150,442 Est. Cost $46.10 Unrealized
WY WEYERHAEUSER COMPANY 2.0%
Value ($000) $5,903 Shares 224,118 Est. Cost $19.55 Unrealized +0.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.8%
Value ($000) $5,326 Shares 135,981 Est. Cost $20.75 Unrealized
YUMC YUM CHINA HOLDINGS INC 1.7%
Value ($000) $5,062 Shares 109,585 Est. Cost $43.42 Unrealized 0.0%
DUK DUKE ENERGY CORP 1.5%
Value ($000) $4,340 Shares 49,181 Est. Cost $46.57 Unrealized +45.5%
FTS FORTIS INC 1.3%
Value ($000) $3,885 Shares 98,429 Est. Cost $22.95 Unrealized +28.3%
CINF CINCINNATI FINANCIAL CORP 1.1%
Value ($000) $3,286 Shares 31,693 Est. Cost $38.68 Unrealized +109.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,279 Shares 23,542 Est. Cost $75.35 Unrealized +52.3%
THOMSON REUTERS CORP 1.1%
Value ($000) $3,135 Shares 48,636 Est. Cost $48.90 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $2,948 Shares 61,583 Est. Cost $21.43 Unrealized +101.1%
WMT WAL-MART INC 1.0%
Value ($000) $2,941 Shares 26,624 Est. Cost $21.62 Unrealized +44.8%
GOOG ALPHABET INC 1.0%
Value ($000) $2,921 Shares 2,702 Est. Cost $39.37 Unrealized +45.4%
KO COCA COLA CO 0.9%
Value ($000) $2,613 Shares 51,307 Est. Cost $30.47 Unrealized +31.0%
TOTAL S A 0.8%
Value ($000) $2,405 Shares 43,100 Est. Cost $50.45 Unrealized
BGS B&G FOODS INC 0.6%
Value ($000) $1,765 Shares 84,830 Est. Cost $14.83 Unrealized -15.2%
VCSH VANGUARD 0.4%
Value ($000) $1,090 Shares 13,513 Est. Cost $79.26 Unrealized
QQQ INVESCO 0.3%
Value ($000) $893 Shares 4,782 Est. Cost $173.97 Unrealized
VO VANGUARD 0.3%
Value ($000) $766 Shares 4,585 Est. Cost $156.10 Unrealized
VEA VANGUARD 0.3%
Value ($000) $761 Shares 18,260 Est. Cost $43.04 Unrealized
T AT&T INC 0.2%
Value ($000) $724 Shares 21,616 Est. Cost $13.30 Unrealized +13.4%
DSI ISHARES 0.2%
Value ($000) $693 Shares 6,336 Est. Cost $99.90 Unrealized
BSV VANGUARD 0.2%
Value ($000) $650 Shares 8,074 Est. Cost $79.20 Unrealized
IJR ISHARES 0.2%
Value ($000) $646 Shares 8,250 Est. Cost $78.75 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $626 Shares 8,166 Est. Cost $54.75 Unrealized +3.9%
VDC VANGUARD 0.2%
Value ($000) $547 Shares 3,677 Est. Cost $142.58 Unrealized
XLV SPDR 0.2%
Value ($000) $476 Shares 5,134 Est. Cost $91.98 Unrealized
XILINX INC 0.2%
Value ($000) $472 Shares 4,000 Est. Cost $72.25 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $458 Shares 5,587 Est. Cost $54.58 Unrealized +25.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $410 Shares 2,000 Est. Cost $31.57 Unrealized +32.4%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $371 Shares 12,951 Est. Cost $22.51 Unrealized +9.7%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $359 Shares 5,473 Est. Cost $44.70 Unrealized +34.6%
EEMV ISHARES 0.1%
Value ($000) $334 Shares 5,677 Est. Cost $58.03 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $322 Shares 3,310 Est. Cost $68.57 Unrealized +11.1%
WU WESTERN UNION CO 0.1%
Value ($000) $300 Shares 15,105 Est. Cost $18.87 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $271 Shares 4,755 Est. Cost $43.04 Unrealized +14.2%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $260 Shares 7,500 Est. Cost $25.35 Unrealized +13.4%
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $260 Shares 9,440 Est. Cost $25.68 Unrealized +6.5%
IUSG ISHARES 0.1%
Value ($000) $256 Shares 4,085 Est. Cost $52.87 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $255 Shares 1,708 Est. Cost $65.55 Unrealized +90.7%
BWA BORG WARNER INC 0.1%
Value ($000) $249 Shares 5,921 Est. Cost $38.73 Unrealized -17.5%
ABT ABBOTT LABS 0.1%
Value ($000) $238 Shares 2,825 Est. Cost $53.15 Unrealized +32.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $227 Shares 1,743 Est. Cost $128.96 Unrealized
KMPR KEMPER CORP 0.1%
Value ($000) $216 Shares 2,500 Est. Cost $85.42 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $210 Shares 1,648 Est. Cost $121.07 Unrealized -7.7%
HD HOME DEPOT INC 0.1%
Value ($000) $208 Shares 1,000 Est. Cost $169.54 Unrealized 0.0%