CSM Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Warrendale, PA
CIK
0001863523
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 122 1,534,640 QQQ, VUG, SPY, VTV 13F-HR 11/14/2024 000186352324000006
Q2 2024 127 1,418,229 QQQ, SPY, NORTH SQ INVSTMNTS T, VUG 13F-HR 8/14/2024 000186352324000005
Q1 2024 135 1,523,129 QQQ, NORTH SQ INVSTMNTS T, SPY, VUG 13F-HR 5/15/2024 000186352324000004
Q4 2023 141 1,388,885 NORTH SQ INVSTMNTS T, QQQ, SPY, VTV 13F-HR 2/14/2024 000186352324000001
Q3 2023 136 1,148,598 VTV, NORTH SQ INVSTMNTS T, VUG, SPY 13F-HR 11/13/2023 000186352323000004
Q2 2023 147 1,324,289 VTV, NORTH SQ INVSTMNTS T, QQQ, VUG 13F-HR 8/14/2023 000186352323000003
Q1 2023 141 1,158,097 VTV, NORTH SQ INVSTMNTS T, VUG, SPY 13F-HR 5/15/2023 000186352323000002
Q4 2022 131 1,050,408 VTV, NORTH SQ INVSTMNTS T, VUG, SPY 13F-HR 2/14/2023 000186352323000001
Q3 2022 129 914,933 NORTH SQ INVSTMNTS T, VTV, VUG, SPY 13F-HR 11/14/2022 000186352322000004
Q2 2022 122 1,094,399 NORTH SQ INVSTMNTS T, VTV, SPY, IVV 13F-HR 8/11/2022 000186352322000003
Q1 2022 126 1,461,059 NORTH SQ INVSTMNTS T, QQQ, VTV, VUG 13F-HR 5/16/2022 000186352322000002
Q4 2021 156 1,511,228 QQQ, VUG, VTV, MSFT 13F-HR 2/9/2022 000186352322000001
Q3 2021 150 1,354,508 QQQ, VUG, IWN, VTV 13F-HR 11/15/2021 000186352321000003
Q2 2021 156 1,513,886 QQQ, SPY, VUG, IWN 13F-HR 8/16/2021 000186352321000002
Q1 2021 89 710,956 MSFT, AAPL, GOOG, DE 13F-HR 5/21/2021 000186352321000001