Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 10, 2020

Total Value ($000): $293,486 (100.0% shares, 0.0% debt)

Holdings (68)

VGIT VANGUARD 7.3%
Value ($000) $21,322 Shares 302,226 Est. Cost $66.57 Unrealized
MSFT MICROSOFT CORP 5.3%
Value ($000) $15,552 Shares 98,611 Est. Cost $32.83 Unrealized +376.3%
VOT VANGUARD 4.7%
Value ($000) $13,696 Shares 108,107 Est. Cost $98.24 Unrealized
VTV VANGUARD 4.3%
Value ($000) $12,550 Shares 140,915 Est. Cost $105.87 Unrealized
IJT ISHARES 3.9%
Value ($000) $11,362 Shares 82,418 Est. Cost $169.27 Unrealized
COST COSTCO WHOLESALE CORP 3.7%
Value ($000) $10,856 Shares 38,076 Est. Cost $109.72 Unrealized +153.2%
CSCO CISCO SYSTEMS INC 3.5%
Value ($000) $10,130 Shares 257,691 Est. Cost $18.61 Unrealized +97.0%
AAPL APPLE INC 3.3%
Value ($000) $9,817 Shares 38,603 Est. Cost $27.66 Unrealized +157.0%
PG PROCTER & GAMBLE CO 3.2%
Value ($000) $9,536 Shares 86,695 Est. Cost $61.34 Unrealized +69.3%
SPY SPDR S&P 500 3.1%
Value ($000) $9,022 Shares 35,002 Est. Cost $275.39 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.5%
Value ($000) $7,262 Shares 123,509 Est. Cost $24.58 Unrealized +120.3%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $7,033 Shares 185,231 Est. Cost $42.62 Unrealized -1.2%
MDT MEDTRONIC PLC 2.4%
Value ($000) $6,929 Shares 76,833 Est. Cost $91.25 Unrealized -1.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.3%
Value ($000) $6,881 Shares 143,972 Est. Cost $22.41 Unrealized
SCHW CHARLES SCHWAB CORPORATION 2.3%
Value ($000) $6,735 Shares 200,325 Est. Cost $20.89 Unrealized +85.2%
XBI SPDR 2.3%
Value ($000) $6,697 Shares 86,484 Est. Cost $76.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $6,577 Shares 122,402 Est. Cost $29.86 Unrealized +37.4%
PFE PFIZER INC 2.2%
Value ($000) $6,512 Shares 199,504 Est. Cost $18.57 Unrealized +39.1%
EMR EMERSON ELECTRIC CO 2.1%
Value ($000) $6,290 Shares 132,001 Est. Cost $46.06 Unrealized +25.4%
GLW CORNING INC 2.0%
Value ($000) $5,855 Shares 285,044 Est. Cost $13.44 Unrealized +64.4%
GLAXOSMITHKLINE PLC 2.0%
Value ($000) $5,786 Shares 152,689 Est. Cost $45.14 Unrealized
WHR WHIRLPOOL CORP 1.9%
Value ($000) $5,657 Shares 65,931 Est. Cost $134.16 Unrealized -2.1%
DIS DISNEY WALT CO 1.9%
Value ($000) $5,551 Shares 57,458 Est. Cost $123.52 Unrealized 0.0%
YUMC YUM CHINA HOLDINGS INC 1.7%
Value ($000) $5,071 Shares 118,970 Est. Cost $43.51 Unrealized +2.5%
DGS WISDOMTREE 1.6%
Value ($000) $4,786 Shares 144,890 Est. Cost $50.43 Unrealized
ROYAL DUTCH SHELL PLC 1.6%
Value ($000) $4,710 Shares 135,005 Est. Cost $59.28 Unrealized
BA BOEING CO 1.5%
Value ($000) $4,547 Shares 30,488 Est. Cost $152.01 Unrealized +79.5%
VLO VALERO ENERGY CORP 1.5%
Value ($000) $4,544 Shares 100,161 Est. Cost $42.37 Unrealized +35.0%
WY WEYERHAEUSER COMPANY 1.5%
Value ($000) $4,312 Shares 254,405 Est. Cost $19.77 Unrealized +7.1%
DUK DUKE ENERGY CORP 1.4%
Value ($000) $4,237 Shares 52,387 Est. Cost $47.92 Unrealized +51.7%
FTS FORTIS INC 1.4%
Value ($000) $4,167 Shares 108,090 Est. Cost $23.80 Unrealized +37.6%
VTR VENTAS INC. 1.3%
Value ($000) $3,885 Shares 144,940 Est. Cost $44.48 Unrealized -11.4%
EWBC EAST WEST BANCORP INC 1.3%
Value ($000) $3,781 Shares 146,878 Est. Cost $25.37 Unrealized +40.4%
GOOG ALPHABET INC 1.2%
Value ($000) $3,582 Shares 3,081 Est. Cost $42.48 Unrealized +58.5%
INTC INTEL CORP 1.2%
Value ($000) $3,515 Shares 64,954 Est. Cost $22.53 Unrealized +132.3%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $3,472 Shares 26,476 Est. Cost $79.64 Unrealized +50.9%
SYF SYNCHRONY FINANCIAL 1.1%
Value ($000) $3,319 Shares 206,322 Est. Cost $29.97 Unrealized -16.0%
WMT WAL-MART INC 1.1%
Value ($000) $3,115 Shares 27,414 Est. Cost $22.58 Unrealized +56.6%
DVY ISHARES 1.0%
Value ($000) $2,868 Shares 39,005 Est. Cost $100.98 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $2,468 Shares 55,776 Est. Cost $31.61 Unrealized +42.3%
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $2,391 Shares 31,688 Est. Cost $41.56 Unrealized +105.3%
SABR SABRE CORP 0.8%
Value ($000) $2,232 Shares 376,373 Est. Cost $22.60 Unrealized -26.0%
TOTAL S A 0.7%
Value ($000) $2,055 Shares 55,170 Est. Cost $48.28 Unrealized
VCSH VANGUARD 0.5%
Value ($000) $1,531 Shares 19,351 Est. Cost $79.60 Unrealized
QQQ INVESCO 0.5%
Value ($000) $1,364 Shares 7,161 Est. Cost $180.24 Unrealized
VEA VANGUARD 0.3%
Value ($000) $946 Shares 28,373 Est. Cost $40.57 Unrealized
VO VANGUARD 0.3%
Value ($000) $736 Shares 5,591 Est. Cost $156.96 Unrealized
T AT&T INC 0.2%
Value ($000) $701 Shares 24,058 Est. Cost $13.75 Unrealized +32.2%
IBB ISHARES 0.2%
Value ($000) $610 Shares 5,663 Est. Cost $132.22 Unrealized
DSI ISHARES 0.2%
Value ($000) $606 Shares 6,216 Est. Cost $99.76 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $582 Shares 2,420 Est. Cost $34.62 Unrealized +56.9%
VDC VANGUARD 0.2%
Value ($000) $542 Shares 3,936 Est. Cost $143.94 Unrealized
IJR ISHARES 0.2%
Value ($000) $509 Shares 9,065 Est. Cost $78.80 Unrealized
XLV SPDR 0.2%
Value ($000) $495 Shares 5,590 Est. Cost $92.16 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $479 Shares 5,902 Est. Cost $56.01 Unrealized +37.0%
HD HOME DEPOT INC 0.1%
Value ($000) $388 Shares 2,079 Est. Cost $180.66 Unrealized +5.2%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $348 Shares 38,748 Est. Cost $11.61 Unrealized -5.5%
ABT ABBOTT LABS 0.1%
Value ($000) $344 Shares 4,354 Est. Cost $61.25 Unrealized +23.0%
JPM JPMORGAN 0.1%
Value ($000) $318 Shares 3,527 Est. Cost $98.65 Unrealized +5.0%
XILINX INC 0.1%
Value ($000) $312 Shares 4,000 Est. Cost $72.25 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $285 Shares 3,738 Est. Cost $52.81 Unrealized +27.2%
WU WESTERN UNION CO 0.1%
Value ($000) $269 Shares 14,855 Est. Cost $18.87 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $268 Shares 17,356 Est. Cost $21.97 Unrealized -10.8%
NVDA NVIDIA CORP 0.1%
Value ($000) $264 Shares 1,000 Est. Cost $5.18 Unrealized +21.4%
PEP PEPSICO INC 0.1%
Value ($000) $263 Shares 2,189 Est. Cost $109.33 Unrealized +3.1%
ORCL ORACLE CORP 0.1%
Value ($000) $239 Shares 4,944 Est. Cost $43.53 Unrealized +9.1%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $214 Shares 5,933 Est. Cost $45.88 Unrealized +3.6%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $208 Shares 2,207 Est. Cost $131.36 Unrealized