Csm Advisors, LLC
CIK Number: 0001863523
Main Sectors:
Top Industries:
Filing Date: Aug 7, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Tru... | 605.72 | +0.41% | 200.32K | -34.57% | 110.5M | 444.77 | 3.22% | Share |
| 2 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 170.63K | -34.09% | 105.42M | 507.71 | 3.08% | Share |
| 3 | VUG | Vanguard Growth... | 483.23 | +0.28% | 201.39K | -49.31% | 88.29M | 347.56 | 2.58% | Share |
| 4 | VTV | Vanguard Value ... | 186.55 | -0.17% | 366.98K | -49.32% | 64.86M | 154.05 | 1.89% | Share |
| 5 | JPM | JPMorgan Chase ... | 307.56 | -1.01% | 217.69K | +133.72% | 63.11M | 230.43 | 1.84% | Share |
| 6 | GS | The Goldman Sac... | 779.62 | -0.75% | 75.29K | +134.85% | 53.29M | 545.72 | 1.55% | Share |
| 7 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 275.04K | +553.59% | 48.48M | 167.68 | 1.41% | Share |
| 8 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 87.09K | +4.16% | 43.32M | 247.37 | 1.26% | Share |
| 9 | EZU | iShares MSCI Eu... | 62.98 | +0.56% | 720.6K | -50% | 42.84M | 48.88 | 1.25% | Share |
| 10 | CSCO | Cisco Systems, ... | 68.31 | -0.64% | 600.53K | +888.19% | 41.67M | 68.09 | 1.22% | Share |
| 11 | BK | The Bank of New... | 106.38 | -0.42% | 425.01K | +1.08K% | 38.72M | 87.38 | 1.13% | Share |
| 12 | DUK | Duke Energy Cor... | 121.58 | -0.66% | 327.63K | +100.00% | 38.66M | 118 | 1.13% | Share |
| 13 | VZ | Verizon Communi... | 43.40 | -0.98% | 885.57K | +100.00% | 38.32M | 43.27 | 1.12% | Share |
| 14 | AAPL | Apple Inc. | 257.13 | +0.66% | 180.96K | +4.22% | 37.12M | 126.61 | 1.08% | Share |
| 15 | C | Citigroup Inc. | 97.35 | -1.38% | 433.16K | +100.00% | 36.87M | 85.12 | 1.08% | Share |
| 16 | XLF | Financial Selec... | 53.35 | -0.07% | 688.9K | -50% | 36.08M | 42.96 | 1.05% | Share |
| 17 | HIG | The Hartford Fi... | 132.94 | +0.03% | 278.87K | +100.00% | 35.38M | 126.87 | 1.03% | Share |
| 18 | CAT | Caterpillar Inc... | 490.74 | +2.06% | 89.33K | +248.05% | 34.68M | 362.22 | 1.01% | Share |
| 19 | CMI | Cummins Inc. | 432.64 | +1.88% | 103.11K | +100.00% | 33.77M | 327.5 | 0.99% | Share |
| 20 | ORCL | Oracle Corporat... | 289.01 | 0.00% | 153.88K | +63.72% | 33.65M | 129.07 | 0.98% | Share |
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