CA

CSM Advisors, LLC

13F
CSM Advisors, LLC
Last update 2025-05-15 114 Stocks (8 new)
Value $1.68 Bil Turnover 4 %
Countries:
Top Holdings: VUG(8.75%)SPY(8.60%)QQQ(8.52%)VTV(7.43%)EZU(4.56%)
Summary Stock Picks Current Portfolio
CSM Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
397,274
147,320.0
-37.28%
8.750
-2.31%
0.110
+27.48%
+9.52%
167,127.0
 
SPY
SPDR S&P 500 ETF Trust
258,880
144,820.0
-33.33%
8.600
-1.79%
0.030
+19.57%
+7.72%
643,289.7
 
QQQ
INVESCO QQQ Trust
306,150
143,560.0
-39.46%
8.520
-2.40%
0.050
+26.52%
+10.07%
357,775.2
 
VTV
Vanguard Value ETF
724,081
125,080.0
-34.09%
7.430
-1.52%
0.090
+10.43%
+6.13%
132,881.1
 
EZU
iShares MSCI EMU ETF
1,441,200
76,740.0
-9.61%
4.560
-0.17%
1.050
+13.11%
+27.85%
8,067.5
 
XLF
Financial Select Sector SPDR
1,377,800
68,620.0
-33.33%
4.070
-0.78%
0.140
+13.01%
+9.48%
51,226.3
 
HDV
iShares Core High Dividend ETF
461,800
55,940.0
-33.33%
3.320
-0.61%
0.480
+5.69%
+7.44%
11,140.4
 
IEI
iShares 3-7 Year Treasury Bond ETF
453,400
53,560.0
-33.33%
3.180
-0.62%
0.330
+0.87%
+3.99%
15,676.4
 
AAPL
Apple Inc
173,630
38,570.0
-50.62%
2.290
-1.57%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
GDX
VanEck Gold Miners ETF
797,400
36,660.0
New Holding
2.180
+2.18%
0.260
+0.41%
+50.78%
15,155.2
 

CSM Advisors, LLC's Historical Top Holdings Breakdowns

CSM Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-3.45%
●
198.1 ($216.92) 229.79
$222.33
2.49%
Reduce -98.11%
12,800
-663,100
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-2.40%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Reduce -39.46%
306,150
-199,575
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-2.31%
●
369.1 ($404.54) 427.61
$448.39
10.84%
Reduce -37.28%
397,274
-236,087
IWV
iShares Russell 3000 ETF
2025-03-31
Sold Out
Sold Out
-2.21%
●
313.1 ($335.28) 349.83
$357.07
6.50%
Sold Out
0
-280,200
GDX
VanEck Gold Miners ETF
2025-03-31
New Buy
New Buy
+2.18%
●
34.58 ($40.44) 45.97
$51.13
26.43%
New holding
797,400
797,400
IVV
iShares Core S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-1.81%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Sold Out
0
-108,818
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-1.79%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Reduce -33.33%
258,880
-129,440
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Sold Out
Sold Out
-1.66%
●
408.78 ($432.49) 448.82
$443.26
2.49%
Sold Out
0
-140,500
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-1.60%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Reduce -56.31%
83,611
-107,771
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-1.57%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -50.62%
173,630
-177,966

CSM Advisors, LLC Total Holding History ($B)

To

CSM Advisors, LLC's Asset Allocation

To

CSM Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CSM Advisors, LLC's Hypothetical Growth since 2025-03-31

CSM Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CSM Advisors, LLC's Holdings Heat Map

Size field:

CSM Advisors, LLC's Holdings Bubble Chart

CSM Advisors, LLC News

  • 1

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