Community Financial Services Group, LLC

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Joseph P Preddy - President
Location
Newport, VT
Holdings as of
30 Sep 2023
Value $
$396,467,143
Num holdings
120
Filing time
07 Nov 2023, 16:25:37 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IEF, XOM, AAPL, MSFT, and VCIT.
Previous filing
Q4 2021 - 10 Mar 2022
Next filing
Q1 2024 - 23 Apr 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Joseph P Preddy President Barre, Vermont 07 Nov 2023