Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value ($000): $337,577 (100.0% shares, 0.0% debt)

Holdings (94)

IGSB ISHARES 9.9%
Value ($000) $33,385 Shares 610,557 Est. Cost $55.05 Unrealized
AAPL APPLE INC 4.2%
Value ($000) $14,147 Shares 115,815 Est. Cost $85.39 Unrealized +46.5%
MSFT MICROSOFT CORP 4.0%
Value ($000) $13,670 Shares 57,980 Est. Cost $32.83 Unrealized +579.0%
SCHW CHARLES SCHWAB CORPORATION 3.8%
Value ($000) $12,798 Shares 196,349 Est. Cost $21.45 Unrealized +165.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.7%
Value ($000) $12,454 Shares 105,292 Est. Cost $33.98 Unrealized
CSCO CISCO SYSTEMS INC 3.6%
Value ($000) $12,074 Shares 233,502 Est. Cost $19.40 Unrealized +109.4%
GLW CORNING INC 3.5%
Value ($000) $11,675 Shares 268,327 Est. Cost $16.48 Unrealized +103.8%
GOOG ALPHABET INC 3.4%
Value ($000) $11,317 Shares 5,471 Est. Cost $54.00 Unrealized +82.4%
ARKW ARK 3.2%
Value ($000) $10,740 Shares 72,842 Est. Cost $87.20 Unrealized
XOM EXXON MOBIL CORP 3.1%
Value ($000) $10,353 Shares 185,437 Est. Cost $41.84 Unrealized +3.5%
COST COSTCO WHOLESALE CORP 3.0%
Value ($000) $10,154 Shares 28,806 Est. Cost $118.39 Unrealized +178.6%
EMR EMERSON ELECTRIC CO 3.0%
Value ($000) $10,129 Shares 112,265 Est. Cost $46.06 Unrealized +68.9%
DIS DISNEY WALT CO 2.9%
Value ($000) $9,712 Shares 52,637 Est. Cost $123.80 Unrealized +45.5%
MDT MEDTRONIC PLC 2.7%
Value ($000) $9,076 Shares 76,838 Est. Cost $91.30 Unrealized +11.4%
IWF ISHARES 2.6%
Value ($000) $8,885 Shares 36,557 Est. Cost $198.66 Unrealized
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $7,525 Shares 55,563 Est. Cost $61.34 Unrealized +88.6%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $7,063 Shares 121,455 Est. Cost $30.25 Unrealized +39.7%
YUMC YUM CHINA HOLDINGS INC 2.1%
Value ($000) $7,017 Shares 118,498 Est. Cost $44.52 Unrealized +34.2%
PFE PFIZER INC 1.9%
Value ($000) $6,519 Shares 179,931 Est. Cost $19.15 Unrealized +46.4%
VLO VALERO ENERGY CORP 1.8%
Value ($000) $6,029 Shares 84,198 Est. Cost $43.17 Unrealized +32.5%
WY WEYERHAEUSER COMPANY 1.6%
Value ($000) $5,309 Shares 149,124 Est. Cost $19.77 Unrealized +41.1%
ROYAL DUTCH SHELL PLC 1.5%
Value ($000) $5,126 Shares 139,175 Est. Cost $28.77 Unrealized
V VISA INC 1.4%
Value ($000) $4,675 Shares 22,082 Est. Cost $180.83 Unrealized +12.4%
VOT VANGUARD 1.3%
Value ($000) $4,481 Shares 20,885 Est. Cost $98.24 Unrealized
FTS FORTIS INC 1.3%
Value ($000) $4,220 Shares 97,288 Est. Cost $24.33 Unrealized +39.7%
BA BOEING CO 1.2%
Value ($000) $4,195 Shares 16,470 Est. Cost $152.01 Unrealized +46.2%
VTR VENTAS INC. 1.2%
Value ($000) $4,151 Shares 77,818 Est. Cost $44.48 Unrealized -2.8%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,670 Shares 22,328 Est. Cost $79.64 Unrealized +76.8%
WHR WHIRLPOOL CORP 1.1%
Value ($000) $3,579 Shares 16,246 Est. Cost $134.16 Unrealized +47.9%
CBU COMMUNITY BANK SYSTEM INC 1.0%
Value ($000) $3,391 Shares 44,205 Est. Cost $24.58 Unrealized +151.0%
GLAXOSMITHKLINE PLC 1.0%
Value ($000) $3,346 Shares 93,762 Est. Cost $44.92 Unrealized
VIG VANGUARD 0.9%
Value ($000) $3,190 Shares 21,694 Est. Cost $147.05 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $2,824 Shares 27,387 Est. Cost $42.14 Unrealized +101.3%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $2,719 Shares 28,163 Est. Cost $49.78 Unrealized +51.6%
KO COCA COLA CO 0.8%
Value ($000) $2,708 Shares 51,381 Est. Cost $32.10 Unrealized +35.2%
SBUX STARBUCKS CORP 0.8%
Value ($000) $2,567 Shares 23,497 Est. Cost $90.05 Unrealized +4.4%
DGS WISDOMTREE 0.7%
Value ($000) $2,470 Shares 48,151 Est. Cost $50.44 Unrealized
VGSH VANGUARD 0.7%
Value ($000) $2,468 Shares 40,113 Est. Cost $62.10 Unrealized
VDC VANGUARD 0.7%
Value ($000) $2,436 Shares 13,669 Est. Cost $171.18 Unrealized
WMT WALMART INC 0.7%
Value ($000) $2,374 Shares 17,476 Est. Cost $22.58 Unrealized +91.8%
DGRO ISHARES 0.7%
Value ($000) $2,349 Shares 48,666 Est. Cost $48.27 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $2,165 Shares 9,975 Est. Cost $176.65 Unrealized 0.0%
QQQ INVESCO 0.6%
Value ($000) $2,152 Shares 6,743 Est. Cost $186.70 Unrealized
TD TORONTO DOMINION BANK ONT 0.6%
Value ($000) $2,098 Shares 32,184 Est. Cost $61.05 Unrealized 0.0%
SPY SPDR S&P 500 0.5%
Value ($000) $1,831 Shares 4,618 Est. Cost $275.39 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $1,770 Shares 7,808 Est. Cost $235.88 Unrealized
XBI SPDR 0.5%
Value ($000) $1,562 Shares 11,515 Est. Cost $76.85 Unrealized
VGIT VANGUARD 0.4%
Value ($000) $1,416 Shares 21,064 Est. Cost $66.79 Unrealized
VO VANGUARD 0.4%
Value ($000) $1,415 Shares 6,391 Est. Cost $163.96 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $1,387 Shares 11,579 Est. Cost $80.64 Unrealized +34.7%
INTC INTEL CORP 0.4%
Value ($000) $1,285 Shares 20,083 Est. Cost $22.53 Unrealized +140.1%
VEA VANGUARD 0.4%
Value ($000) $1,216 Shares 24,760 Est. Cost $41.76 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $1,047 Shares 2,203 Est. Cost $421.19 Unrealized +11.0%
META FACEBOOK INC 0.3%
Value ($000) $1,006 Shares 3,417 Est. Cost $229.76 Unrealized +16.4%
DSI ISHARES 0.3%
Value ($000) $987 Shares 12,920 Est. Cost $86.22 Unrealized
MA MASTERCARD INC 0.3%
Value ($000) $900 Shares 2,528 Est. Cost $292.83 Unrealized +16.0%
DVY ISHARES 0.3%
Value ($000) $886 Shares 7,765 Est. Cost $91.54 Unrealized
XLV SPDR 0.2%
Value ($000) $808 Shares 6,922 Est. Cost $97.30 Unrealized
IBB ISHARES 0.2%
Value ($000) $770 Shares 5,112 Est. Cost $132.22 Unrealized
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $739 Shares 35,748 Est. Cost $11.61 Unrealized +38.1%
ADSK AUTODESK INC 0.2%
Value ($000) $710 Shares 2,563 Est. Cost $222.36 Unrealized +29.7%
ACN ACCENTURE PLC 0.2%
Value ($000) $705 Shares 2,549 Est. Cost $193.99 Unrealized +24.4%
SAP SAP SE 0.2%
Value ($000) $685 Shares 5,582 Est. Cost $143.87 Unrealized
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $617 Shares 2,540 Est. Cost $191.53 Unrealized +31.5%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $615 Shares 1,135 Est. Cost $327.43 Unrealized +68.8%
T AT&T INC 0.2%
Value ($000) $613 Shares 20,248 Est. Cost $13.78 Unrealized +17.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $604 Shares 7,984 Est. Cost $57.88 Unrealized +18.9%
IJT ISHARES 0.2%
Value ($000) $570 Shares 4,446 Est. Cost $158.91 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $561 Shares 3,562 Est. Cost $135.78 Unrealized +11.7%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $560 Shares 2,972 Est. Cost $127.82 Unrealized +22.6%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $534 Shares 1,000 Est. Cost $5.18 Unrealized +159.0%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $528 Shares 6,043 Est. Cost $48.53 Unrealized +89.0%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $525 Shares 7,110 Est. Cost $25.37 Unrealized +136.1%
HD HOME DEPOT INC 0.2%
Value ($000) $524 Shares 1,718 Est. Cost $180.66 Unrealized +35.3%
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $517 Shares 6,127 Est. Cost $56.59 Unrealized +26.3%
XILINX INC 0.1%
Value ($000) $496 Shares 4,000 Est. Cost $72.25 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $456 Shares 11,195 Est. Cost $29.97 Unrealized +15.2%
NKE NIKE INC 0.1%
Value ($000) $445 Shares 3,354 Est. Cost $101.47 Unrealized +27.7%
VTV VANGUARD 0.1%
Value ($000) $434 Shares 3,305 Est. Cost $105.87 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $413 Shares 3,817 Est. Cost $53.36 Unrealized +66.6%
EL LAUDER ESTEE INC 0.1%
Value ($000) $399 Shares 1,375 Est. Cost $206.89 Unrealized +23.3%
WU WESTERN UNION CO 0.1%
Value ($000) $392 Shares 15,905 Est. Cost $19.16 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $362 Shares 117 Est. Cost $125.78 Unrealized +26.0%
JPM JPMORGAN 0.1%
Value ($000) $341 Shares 2,243 Est. Cost $98.65 Unrealized +29.0%
TOTAL SE 0.1%
Value ($000) $323 Shares 6,945 Est. Cost $48.28 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $308 Shares 4,394 Est. Cost $46.95 Unrealized +29.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $289 Shares 634 Est. Cost $330.32 Unrealized +42.6%
IUSG ISHARES 0.1%
Value ($000) $264 Shares 2,905 Est. Cost $71.94 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $256 Shares 490 Est. Cost $49.77 Unrealized +6.6%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $246 Shares 1,638 Est. Cost $115.62 Unrealized +15.2%
PEP PEPSICO INC 0.1%
Value ($000) $233 Shares 1,644 Est. Cost $109.33 Unrealized +7.8%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $220 Shares 1,200 Est. Cost $149.06 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $214 Shares 1,662 Est. Cost $92.14 Unrealized +17.4%
GPC GENUINE PARTS CO 0.1%
Value ($000) $208 Shares 1,803 Est. Cost $93.07 Unrealized 0.0%