Community Financial Services Group, LLC has disclosed 139 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $439.00 Mil. The turnover rate is 38%.
In Community Financial Services Group, LLC's current portfolio as of 2024-03-31, the top 5 holdings are
iShares 7-10 Year Treasury Bond ETF (IEF), Microsoft Corp (MSFT), Apple Inc (AAPL), Exxon Mobil Corp (XOM), Alphabet Inc (GOOG), not including call and put options.
Community Financial Services Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Community Financial Services Group, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Community Financial Services Group, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Community Financial Services Group, LLC.
