CSM Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$1.53B
Notable people
Kurt Threlfall
Signature - Title
Kurt Threlfall - Investment Performance Manager
Location
Warrendale, PA
Summary
This page shows a list of all the recent 13F filings made by CSM Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CSM Advisors, LLC reported 122 stock holdings with total value $1.53B as of Q3 2024. Top holdings included QQQ, VUG, SPY, VTV, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 122 $1.53B +$187M -$128M +$58.8M QQQ, VUG, SPY, VTV, MSFT 13F-HR 11/14/2024, 02:29 PM
Q2 2024 126 $1.42B +$68.7M -$195M -$126M QQQ, SPY, VUG, VTV, MSFT 13F-HR 8/14/2024, 10:10 AM
Q1 2024 134 $1.52B +$137M -$120M +$16.7M QQQ, SPY, VUG, VTV, MSFT 13F-HR 5/15/2024, 10:16 AM
Q4 2023 142 $1.39B +$301M -$175M +$127M QQQ, SPY, VTV, VUG, AAPL 13F-HR 2/14/2024, 09:26 AM
Q3 2023 137 $1.14B +$19.5M -$155M -$136M VTV, VUG, QQQ, SPY, AAPL 13F-HR 11/13/2023, 10:43 AM
Q2 2023 146 $1.32B +$140M -$39.5M +$100M VTV, QQQ, VUG, SPY, AAPL 13F-HR 8/14/2023, 01:56 PM
Q1 2023 142 $1.15B +$132M -$82.8M +$48.8M VTV, VUG, QQQ, SPY, AAPL 13F-HR 5/15/2023, 11:46 AM
Q4 2022 130 $1.04B +$102M -$34.5M +$67.9M VTV, VUG, SPY, QQQ, AAPL 13F-HR 2/14/2023, 08:45 AM
Q3 2022 128 $902M +$63.4M -$165M -$101M VTV, VUG, SPY, QQQ, AAPL 13F-HR 11/14/2022, 12:02 PM
Q2 2022 121 $1.08B +$70.5M -$218M -$147M VTV, SPY, IVV, VUG, QQQ 13F-HR 8/11/2022, 11:39 AM
Q1 2022 125 $1.44B +$267M -$249M +$18.7M QQQ, VTV, VUG, SPY, AAPL 13F-HR 5/16/2022, 02:09 PM
Q4 2021 155 $1.49B +$131M -$66M +$65.3M QQQ, VUG, VTV, MSFT, AAPL 13F-HR 2/9/2022, 12:10 PM
Q3 2021 149 $1.34B +$29.7M -$176M -$146M QQQ, VUG, IWN, VTV, SPY 13F-HR 11/15/2021, 02:07 PM
Q2 2021 155 $1.49B +$767M -$38.5M +$729M QQQ, SPY, VUG, IWN, VTV 13F-HR 8/16/2021, 04:52 PM
Q1 2021 89 $711M $0 $0 MSFT, AAPL, GOOG, DE, INTC 13F-HR 5/21/2021, 11:46 AM