Community Financial Services Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Newport, VT
CIK
0001537319
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 120 396,467 IEF, XOM, AAPL, MSFT 13F-HR 11/7/2023 000153731923000004
Q4 2021 105 398,922 IGSB, AAPL, MSFT, COST 13F-HR 3/10/2022 000153731922000002
Q3 2021 104 367,382 IGSB, AAPL, MSFT, GOOG 13F-HR 11/9/2021 000153731921000008
Q2 2021 101 358,275 IGSB, AAPL, MSFT, SCHW 13F-HR 7/23/2021 000153731921000006
Q1 2021 94 337,577 IGSB, AAPL, MSFT, SCHW 13F-HR 5/14/2021 000153731921000004
Q4 2020 89 317,668 IGSB, AAPL, MSFT, ARKW 13F-HR 2/4/2021 000153731921000002
Q3 2020 87 270,808 VGIT, AAPL, MSFT, COST 13F-HR 10/29/2020 000153731920000008
Q2 2020 85 263,073 VGIT, MSFT, AAPL, CSCO 13F-HR 7/24/2020 000153731920000006
Q1 2020 68 293,486 VGIT, MSFT, VOT, VTV 13F-HR 4/10/2020 000153731920000004
Q4 2019 78 385,069 VGIT, IEF, VOT, VTV 13F-HR 2/6/2020 000153731920000002
Q3 2019 79 345,671 VGIT, IEF, SPY, VOT 13F-HR 10/24/2019 000153731919000008
Q2 2019 68 292,630 MSFT, SPY, VOT, VTV 13F-HR 7/24/2019 000153731919000006
Q1 2019 87 293,683 SPY, MSFT, VOT, IJT 13F-HR 4/22/2019 000153731919000004
Q4 2018 88 263,816 MSFT, IJT, SPY, VOT 13F-HR 2/4/2019 000153731919000002
Q3 2018 96 293,112 IJT, SPY, MSFT, VOT 13F-HR 10/11/2018 000153731918000009
Q2 2018 92 279,553 IJT, VOT, IUSG, MSFT 13F-HR 7/27/2018 000153731918000007
Q1 2018 72 254,925 IUSG, MSFT, BA, IJT 13F-HR 4/23/2018 000153731918000005
Q4 2017 67 257,749 SPY, IUSG, BA, MSFT 13F-HR 1/18/2018 000153731918000003
Q3 2017 66 244,121 IUSG, BA, IJT, MSFT 13F-HR 10/24/2017 000153731917000008
Q2 2017 54 227,553 BA, IUSG, MSFT, VOT 13F-HR 7/6/2017 000153731917000006
Q1 2017 61 222,647 BA, IUSG, MSFT, VOT 13F-HR 5/19/2017 000153731917000004
Q4 2016 60 212,123 SCHW, CBU, IUSG, MSFT 13F-HR 1/10/2017 000153731917000002
Q3 2016 59 211,683 IUSG, VOT, MSFT, CSCO 13F-HR 10/25/2016 000153731916000019
Q2 2016 66 202,668 IUSG, VTR, VOT, GE 13F-HR 8/2/2016 000153731916000017
Q1 2016 59 204,138 IUSG, GE, MSFT, VOT 13F-HR 4/27/2016 000153731916000015
Q4 2015 65 204,162 IBB, MSFT, IUSG, GE 13F-HR 2/8/2016 000153731916000013
Q3 2015 282 201,395 IBB, IUSG, VOT, BA 13F-HR 10/26/2015 000153731915000010
Q2 2015 293 209,890 IBB, IUSG, VOT, SCHW 13F-HR 7/23/2015 000153731915000008
Q1 2015 336 212,938 IBB, BA, IUSG, VOT 13F-HR 5/1/2015 000153731915000006
Q4 2014 307 217,216 STX, IBB, XRX, IUSG 13F-HR 1/27/2015 000153731915000003
Q3 2014 235 202,220 STX, IBB, MSFT, XRX 13F-HR 10/16/2014 000153731914000015
Q2 2014 228 201,769 IUSG, IBB, VOT, GE 13F-HR 7/29/2014 000153731914000010
Q1 2014 232 202,998 STX, GE, IUSG, PFE 13F-HR 4/17/2014 000153731914000005
Q4 2013 65 184,724 IGSB, BA, GE, IUSG 13F-HR 1/22/2014 000153731914000002