Notify me when CSM Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 402 | $3,577,725,000 | +$604,395,284 | -$761,719,840 | -$157,324,556 | QQQ, SPY, VUG, VTV, GOOG | 13F-HR | 14 Nov 2025, 11:07 |
| Q2 2025 | 377 | $3,427,956,000 | +$1,988,557,118 | -$583,125,473 | +$1,405,431,645 | QQQ, SPY, VUG, VTV, JPM | 13F-HR | 07 Aug 2025, 09:56 |
| Q1 2025 | 124 | $1,833,238,000 | +$98,075,443 | -$317,673,553 | -$219,598,110 | VUG, SPY, QQQ, VTV, EZU | 13F-HR | 14 May 2025, 16:35 |
| Q4 2024 | 125 | $2,138,300,000 | $0 | $0 | $0 | VUG, QQQ, SPY, VTV, IWM | New Holdings | 14 Feb 2025, 15:31 |
| Q4 2024 | 125 | $2,138,300,000 | +$696,386,009 | -$114,980,319 | +$581,405,690 | VUG, QQQ, SPY, VTV, IWM | 13F-HR | 14 Feb 2025, 10:10 |
| Q3 2024 | 122 | $1,534,640,000 | +$186,963,703 | -$128,153,990 | +$58,809,713 | QQQ, VUG, SPY, VTV, MSFT | 13F-HR | 14 Nov 2024, 14:29 |
| Q2 2024 | 126 | $1,415,508,000 | +$68,687,464 | -$194,770,418 | -$126,082,954 | QQQ, SPY, VUG, VTV, MSFT | 13F-HR | 14 Aug 2024, 10:10 |
| Q1 2024 | 134 | $1,520,514,000 | +$136,780,592 | -$120,085,164 | +$16,695,428 | QQQ, SPY, VUG, VTV, MSFT | 13F-HR | 15 May 2024, 10:16 |
| Q4 2023 | 142 | $1,386,508,000 | +$301,486,528 | -$174,896,936 | +$126,589,592 | QQQ, SPY, VTV, VUG, AAPL | 13F-HR | 14 Feb 2024, 09:26 |
| Q3 2023 | 137 | $1,142,186,000 | +$19,490,291 | -$155,289,047 | -$135,798,756 | VTV, VUG, QQQ, SPY, AAPL | 13F-HR | 13 Nov 2023, 10:43 |
| Q2 2023 | 146 | $1,317,640,000 | +$139,826,445 | -$39,453,887 | +$100,372,558 | VTV, QQQ, VUG, SPY, AAPL | 13F-HR | 14 Aug 2023, 13:56 |
| Q1 2023 | 142 | $1,151,956,000 | +$131,594,412 | -$82,810,301 | +$48,784,111 | VTV, VUG, QQQ, SPY, AAPL | 13F-HR | 15 May 2023, 11:46 |
| Q4 2022 | 130 | $1,044,672,000 | +$102,343,356 | -$34,492,948 | +$67,850,408 | VTV, VUG, SPY, QQQ, AAPL | 13F-HR | 14 Feb 2023, 08:45 |
| Q3 2022 | 128 | $902,253,000 | +$63,379,802 | -$164,569,750 | -$101,189,948 | VTV, VUG, SPY, QQQ, AAPL | 13F-HR | 14 Nov 2022, 12:02 |
| Q2 2022 | 121 | $1,079,308,000 | +$70,474,756 | -$217,501,213 | -$147,026,457 | VTV, SPY, IVV, VUG, QQQ | 13F-HR | 11 Aug 2022, 11:39 |
| Q1 2022 | 125 | $1,442,995,000 | +$267,462,835 | -$248,744,422 | +$18,718,413 | QQQ, VTV, VUG, SPY, AAPL | 13F-HR | 16 May 2022, 14:09 |
| Q4 2021 | 155 | $1,492,228,000 | +$131,342,324 | -$66,048,882 | +$65,293,442 | QQQ, VUG, VTV, MSFT, AAPL | 13F-HR | 09 Feb 2022, 12:10 |
| Q3 2021 | 149 | $1,339,918,000 | +$29,663,780 | -$175,889,374 | -$146,225,594 | QQQ, VUG, IWN, VTV, SPY | 13F-HR | 15 Nov 2021, 14:07 |
| Q2 2021 | 155 | $1,490,343,000 | +$767,137,594 | -$38,513,168 | +$728,624,426 | QQQ, SPY, VUG, IWN, VTV | 13F-HR | 16 Aug 2021, 16:52 |
| Q1 2021 | 89 | $710,956,000 | $0 | $0 | $0 | MSFT, AAPL, GOOG, DE, INTC | 13F-HR | 21 May 2021, 11:46 |