Fund HoldingsCommunity Financial Services Group, LLC

Total Portfolio Value
$438.99M
Total Bought
$438.99M
Total Sold
$0
Net Transaction
+$438.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES0312,703+312,703029,6006.74%+29,600
MICROSOFT CORP(MSFT)069,871+69,871029,3966.70%+29,396
APPLE INC(AAPL)0120,379+120,379020,6434.70%+20,643
EXXON MOBIL CORP0133,354+133,354015,5013.53%+15,501
ALPHABET INC(GOOG)095,300+95,300014,5103.31%+14,510
AMAZON.COM INC(AMZN)069,789+69,789012,5892.87%+12,589
VISA INC(V)041,339+41,339011,5372.63%+11,537
COSTCO WHOLESALE CORPORATION(COST)015,546+15,546011,3892.59%+11,389
JPMORGAN(JPM)043,712+43,71208,7561.99%+8,756
ISHARES016,244+16,24408,5401.95%+8,540
EATON CORP PLC(ETN)023,283+23,28307,2801.66%+7,280
SERVICENOW INC(NOW)09,377+9,37707,1491.63%+7,149
BROADCOM INC(AVGO)05,392+5,39207,1471.63%+7,147
HONEYWELL INTERNATIONAL INC(HON)033,480+33,48006,8721.57%+6,872
PROCTER & GAMBLE CO(PG)039,907+39,90706,4751.47%+6,475
JOHNSON & JOHNSON(JNJ)039,379+39,37906,2291.42%+6,229
TAIWAN SEMICONDUCTOR MFG LTD(TSM)042,002+42,00205,7141.30%+5,714
NVIDIA CORPORATION(NVDA)06,165+6,16505,5701.27%+5,570
UNITEDHEALTH GROUP INC(UNH)011,093+11,09305,4881.25%+5,488
CHARLES SCHWAB CORPORATION(SCHW)075,479+75,47905,4601.24%+5,460
WALMART INC(WMT)090,357+90,35705,4371.24%+5,437
PALO ALTO NETWORKS INC(PANW)019,051+19,05105,4131.23%+5,413
LINDE PLC(LIN)011,585+11,58505,3791.23%+5,379
ADOBE INC(ADBE)010,519+10,51905,3081.21%+5,308
AMERICAN EXPRESS CO(AXP)022,513+22,51305,1261.17%+5,126
META PLATFORMS INC(META)09,981+9,98104,8471.10%+4,847
NOVARTIS A G(NVS)049,660+49,66004,8041.09%+4,804
VALERO ENERGY CORP(VLO)027,964+27,96404,7731.09%+4,773
NEXTERA ENERGY INC(NEE)070,851+70,85104,5281.03%+4,528
PROLOGIS INC(PLD)034,193+34,19304,4531.01%+4,453
VANGUARD023,184+23,18404,4491.01%+4,449
BANK OF AMERICA CORPORATION0112,718+112,71804,2740.97%+4,274
LOWES COS INC(LOW)016,596+16,59604,2270.96%+4,227
MCDONALDS CORP(MCD)014,636+14,63604,1270.94%+4,127
COCA COLA CO(KO)066,542+66,54204,0710.93%+4,071
BRISTOL MYERS SQUIBB CO(BMY)074,986+74,98604,0660.93%+4,066
WASTE MANAGEMENT INC(WM)019,039+19,03904,0580.92%+4,058
CISCO SYSTEMS INC(CSCO)078,090+78,09003,8970.89%+3,897
MERCK & CO INC(MRK)028,743+28,74303,7930.86%+3,793
EMERSON ELECTRIC CO(EMR)032,262+32,26203,6590.83%+3,659
BLACKROCK INC(BLK)04,387+4,38703,6570.83%+3,657
BERKSHIRE HATHAWAY INC08,489+8,48903,5700.81%+3,570
PIONEER NATURAL RESOURCES CO013,237+13,23703,4750.79%+3,475
JP MORGAN
EQUITY PREMIUM
059,891+59,89103,4650.79%+3,465
ECOLAB INC(ECL)014,509+14,50903,3500.76%+3,350
SCHWAB041,094+41,09403,3130.75%+3,313
SALESFORCE INC(CRM)010,055+10,05503,0280.69%+3,028
PROGRESSIVE CORP(PGR)014,400+14,40002,9780.68%+2,978
O'REILLY AUTOMOTIVE INC(ORLY)02,566+2,56602,8970.66%+2,897
HOME DEPOT INC(HD)07,533+7,53302,8900.66%+2,890
DANAHER CORP(DHR)011,381+11,38102,8420.65%+2,842
VANGUARD
INT-TERM CORP
034,905+34,90502,8100.64%+2,810
VERISK ANALYTICS INC(VRSK)011,874+11,87402,7990.64%+2,799
BECTON DICKINSON & COMPANY(BDX)011,028+11,02802,7290.62%+2,729
MONDELEZ INTERNATIONAL INC(MDLZ)038,187+38,18702,6730.61%+2,673
VANGUARD050,515+50,51502,5340.58%+2,534
SPDR S&P 500(SPY)04,798+4,79802,5100.57%+2,510
CORNING INC(GLW)075,624+75,62402,4930.57%+2,493
LULULEMON ATHLETICA INC(LULU)06,142+6,14202,3990.55%+2,399
XYLEM INC(XYL)018,447+18,44702,3840.54%+2,384
ARISTA NETWORKS INC08,137+8,13702,3600.54%+2,360
INTERCONTINENTAL EXCHANGE INC(ICE)017,155+17,15502,3580.54%+2,358
RIO TINTO PLC(RIO)034,943+34,94302,2270.51%+2,227
ISHARES019,525+19,52502,0300.46%+2,030
CHEVRON CORPORATION(CVX)012,852+12,85202,0270.46%+2,027
PAYPAL HOLDINGS INC(PYPL)027,816+27,81601,8630.42%+1,863
ISHARES029,725+29,72501,8060.41%+1,806
VANGUARD07,640+7,64001,8010.41%+1,801
VANGUARD
SHORT TERM TREAS
029,592+29,59201,7180.39%+1,718
ELI LILLY & CO(LLY)02,152+2,15201,6740.38%+1,674
ACCENTURE PLC
SHS CLASS A
04,811+4,81101,6680.38%+1,668
PFIZER INC(PFE)054,464+54,46401,5110.34%+1,511
AMERICAN TOWER CORP(AMT)07,347+7,34701,4520.33%+1,452
DISNEY WALT CO(DIS)011,736+11,73601,4360.33%+1,436
AUTOMATIC DATA PROCESSING INC05,489+5,48901,3710.31%+1,371
WEYERHAEUSER COMPANY(WY)037,126+37,12601,3330.30%+1,333
INVESCO0108,804+108,80401,2930.29%+1,293
ISHARES033,351+33,35101,2770.29%+1,277
MEDTRONIC PLC(MDT)013,823+13,82301,2050.27%+1,205
INVESCO02,470+2,47001,0970.25%+1,097
ZOETIS INC(ZTS)06,469+6,46901,0950.25%+1,095
VERALTO CORP(VLTO)011,214+11,21409940.23%+994
DONALDSON INC(DCI)012,953+12,95309670.22%+967
WEC ENERGY GROUP INC(WEC)011,238+11,23809230.21%+923
STARBUCKS CORP(SBUX)09,898+9,89809050.21%+905
BLACKSTONE INC(BX)06,817+6,81708960.20%+896
CHART INDUSTRIES INC05,323+5,32308770.20%+877
ISHARES060,796+60,79608500.19%+850
VENTAS INC.(VTR)019,161+19,16108340.19%+834
ALPHABET INC(GOOG)05,476+5,47608260.19%+826
PNC FINANCIAL SERVICES GROUP INC(PNC)05,076+5,07608200.19%+820
FORTIS INC(FTS)020,736+20,73608190.19%+819
VANGUARD018,625+18,62507780.18%+778
ATMOS ENERGY CORP(ATO)06,393+6,39307600.17%+760
AGILENT TECHNOLOGIES INC(A)05,095+5,09507410.17%+741
DUKE ENERGY CORP(DUK)07,063+7,06306830.16%+683
ABBOTT LABORATORIES05,556+5,55606310.14%+631
CINCINNATI FINANCIAL CORP(CINF)05,046+5,04606270.14%+627
APTIV PLC(APTV)07,810+7,81006220.14%+622
VANGUARD03,316+3,31606060.14%+606
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