Sponsored

The Analysis of CDM FINANCIAL COUNSELING SERVICES, INC.'s Holdings & P&L

Currently, CDM FINANCIAL COUNSELING SERVICES, INC. holds 77 types of securities in its portfolio with a total value $116.1M. In the most recent quarter, they have increased their positions in MGK (+37.2K shares, valued at $3.3M), VUG (+26.5K shares, valued at $2.3M), N/A (+980 shares, valued at $362.6K); decreased their positions in XLK (-2.4K shares, valued at $450.8K), N/A (-584 shares, valued at $436.1K), ASML (-204 shares, valued at $406.8K); initiated new positions in VOOG (+2.8K shares, valued at $229.7K), STRV (+4.3K shares, valued at $206.2K).

1M P&L

-1.6M-1.73%

3M P&L

+964.3K+1.09%

HY P&L

-13.2M-12.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A54.6M

64.6%

2Software - Infrastructure3.4M

4.0%

3Internet Content & Information3.0M

3.6%

Top Industries by Stock Count

1N/A30 stocks

46.2%

2Railroads3 stocks

4.6%

3Restaurants3 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T18.6K shares-3.05%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR64.1K shares-3.56%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS19.7K shares5.23%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS25.9K shares2.37%2026-06-302026-07-14

MGK VANGUARD WORLD FD47.1K shares376.14%2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS23.8K shares0.13%2026-06-302026-07-14

XLC SELECT SECTOR SPDR TR33.7K shares-6.49%2026-06-302026-07-14

MSFT MICROSOFT CORP9.1K shares-3.77%2026-06-302026-07-14

Sponsored

SOXX ISHARES TR5.2K shares-1.46%2026-06-302026-07-14

VUG VANGUARD INDEX FDS31.9K shares490.78%2026-06-302026-07-14

VOO VANGUARD INDEX FDS3.7K shares-5.09%2026-06-302026-07-14

ISHARES TR ISHARES TR3.2K shares0.00%2026-06-302026-07-14

XLY SELECT SECTOR SPDR TR20.1K shares-8.44%2026-06-302026-07-14

CAT CATERPILLAR INC2.1K shares-8.72%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION9.8K shares0.04%2026-06-302026-07-14

VISA INC VISA INC5.3K shares-1.45%2026-06-302026-07-14

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL3.6K shares10.35%2026-06-302026-07-14

GOOG ALPHABET INC5.1K shares-11.97%2026-06-302026-07-14

SMH VANECK ETF TRUST2.7K shares-0.92%2026-06-302026-07-14

QQQ INVESCO QQQ TR2.3K shares-1.50%2026-06-302026-07-14

AAPL APPLE INC5.7K shares-10.94%2026-06-302026-07-14

MAR MARRIOTT INTL INC NEW4.2K shares-13.75%2026-06-302026-07-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR33.7K shares2.78%2026-06-302026-07-14

AMZN AMAZON COM INC6.4K shares-4.32%2026-06-302026-07-14

Sponsored

PM PHILIP MORRIS INTL INC7.4K shares0.27%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II4.0K shares-13.53%2026-06-302026-07-14

GOOGL ALPHABET INC3.4K shares-7.60%2026-06-302026-07-14

UNP UNION PAC CORP3.5K shares1.46%2026-06-302026-07-14

HD HOME DEPOT INC2.4K shares-3.24%2026-06-302026-07-14

FDVV FIDELITY COVINGTON TRUST13.6K shares2.32%2026-06-302026-07-14

RSP INVESCO EXCHANGE TRADED FD T3.8K shares-8.49%2026-06-302026-07-14

MDY STATE STR SPDR S&P MIDCAP 401.1K shares-0.09%2026-06-302026-07-14

Sponsored

ASML ASML HLDG NV398 shares-33.89%2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR24.1K shares-2.79%2026-06-302026-07-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.5K shares-10.02%2026-06-302026-07-14

DGRW WISDOMTREE TR6.9K shares-0.72%2026-06-302026-07-14

MCD MCDONALDS CORP2.4K shares-15.15%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares0.00%2026-06-302026-07-14

NSC NORFOLK SOUTHN CORP2.0K shares0.00%2026-06-302026-07-14

Sponsored

XLV SELECT SECTOR SPDR TR3.9K shares0.03%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON2.4K shares-19.54%2026-06-302026-07-14

DE DEERE & CO924 shares11.19%2026-06-302026-07-14

LLY ELI LILLY & CO483 shares0.00%2026-06-302026-07-14

KO COCA COLA CO6.9K shares-5.21%2026-06-302026-07-14

NVDA NVIDIA CORPORATION2.8K shares-15.01%2026-06-302026-07-14

AXP AMERICAN EXPRESS CO1.6K shares-15.76%2026-06-302026-07-14

PLD PROLOGIS INC.4.0K shares3.05%2026-06-302026-07-14

Sponsored

SBUX STARBUCKS CORP5.2K shares2.31%2026-06-302026-07-14

TMO THERMO FISHER SCIENTIFIC INC1.1K shares1.64%2026-06-302026-07-14

YUM YUM BRANDS INC3.3K shares-7.98%2026-06-302026-07-14

CSX CSX CORP11.0K shares-29.03%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC911 shares-22.86%2026-06-302026-07-14

FDRR FIDELITY COVINGTON TRUST7.8K shares0.00%2026-06-302026-07-14

GRMN GARMIN LTD2.0K shares0.00%2026-06-302026-07-14

MS MORGAN STANLEY2.2K shares0.00%2026-06-302026-07-14

Sponsored

FHLC FIDELITY COVINGTON TRUST5.9K shares-14.14%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC434 shares0.00%2026-06-302026-07-14

SCHB SCHWAB STRATEGIC TR14.3K shares0.00%2026-06-302026-07-14

XLG INVESCO EXCHANGE TRADED FD T6.5K shares0.00%2026-06-302026-07-14

WMT WALMART INC3.3K shares0.00%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION396 shares0.00%2026-06-302026-07-14

VBK VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-14

VXF VANGUARD INDEX FDS1.5K shares0.00%2026-06-302026-07-14

Sponsored

VOT VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-14

MNST MONSTER BEVERAGE CORP NEW3.5K shares-36.36%2026-06-302026-07-14

EFA ISHARES TR3.0K shares-2.65%2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP585 shares0.00%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC3.4K shares0.42%2026-06-302026-07-14

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares-28.30%2026-06-302026-07-14

GD GENERAL DYNAMICS CORP743 shares-0.40%2026-06-302026-07-14

ALPS ETF TR ALPS ETF TR4.7K shares-1.68%2026-06-302026-07-14

Sponsored

SCHF SCHWAB STRATEGIC TR8.5K shares0.00%2026-06-302026-07-14

VOOG VANGUARD ADMIRAL FDS INC2.8K sharesnew addition2026-06-302026-07-14

ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.00%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC370 shares-63.73%2026-06-302026-07-14

STRV EA SERIES TRUST4.3K sharesnew addition2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T

-3.05%

Shares18.6K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

-3.56%

Shares64.1K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

5.23%

Shares19.7K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

2.37%

Shares25.9K

Event2026-06-30

Filed2026-07-14

MGK

VANGUARD WORLD FD

376.14%

Shares47.1K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

0.13%

Shares23.8K

Event2026-06-30

Filed2026-07-14

XLC

SELECT SECTOR SPDR TR

-6.49%

Shares33.7K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-3.77%

Shares9.1K

Event2026-06-30

Filed2026-07-14

SOXX

ISHARES TR

-1.46%

Shares5.2K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

490.78%

Shares31.9K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-5.09%

Shares3.7K

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-14

XLY

SELECT SECTOR SPDR TR

-8.44%

Shares20.1K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-8.72%

Shares2.1K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

0.04%

Shares9.8K

Event2026-06-30

Filed2026-07-14

VISA INC

-1.45%

Shares5.3K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

10.35%

Shares3.6K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-11.97%

Shares5.1K

Event2026-06-30

Filed2026-07-14

SMH

VANECK ETF TRUST

-0.92%

Shares2.7K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

-1.50%

Shares2.3K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-10.94%

Shares5.7K

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

-13.75%

Shares4.2K

Event2026-06-30

Filed2026-07-14

SELECT SECTOR SPDR TR

2.78%

Shares33.7K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-4.32%

Shares6.4K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

0.27%

Shares7.4K

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

-13.53%

Shares4.0K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-7.60%

Shares3.4K

Event2026-06-30

Filed2026-07-14

UNP

UNION PAC CORP

1.46%

Shares3.5K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-3.24%

Shares2.4K

Event2026-06-30

Filed2026-07-14

FDVV

FIDELITY COVINGTON TRUST

2.32%

Shares13.6K

Event2026-06-30

Filed2026-07-14

RSP

INVESCO EXCHANGE TRADED FD T

-8.49%

Shares3.8K

Event2026-06-30

Filed2026-07-14

MDY

STATE STR SPDR S&P MIDCAP 40

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

-33.89%

Shares398

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

-2.79%

Shares24.1K

Event2026-06-30

Filed2026-07-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

-10.02%

Shares1.5K

Event2026-06-30

Filed2026-07-14

DGRW

WISDOMTREE TR

-0.72%

Shares6.9K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

-15.15%

Shares2.4K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

XLV

SELECT SECTOR SPDR TR

0.03%

Shares3.9K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-19.54%

Shares2.4K

Event2026-06-30

Filed2026-07-14

DEERE & CO

11.19%

Shares924

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

0.00%

Shares483

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-5.21%

Shares6.9K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-15.01%

Shares2.8K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

-15.76%

Shares1.6K

Event2026-06-30

Filed2026-07-14

PLD

PROLOGIS INC.

3.05%

Shares4.0K

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

2.31%

Shares5.2K

Event2026-06-30

Filed2026-07-14

TMO

THERMO FISHER SCIENTIFIC INC

1.64%

Shares1.1K

Event2026-06-30

Filed2026-07-14

YUM

YUM BRANDS INC

-7.98%

Shares3.3K

Event2026-06-30

Filed2026-07-14

CSX

CSX CORP

-29.03%

Shares11.0K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-22.86%

Shares911

Event2026-06-30

Filed2026-07-14

FDRR

FIDELITY COVINGTON TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-14

GRMN

GARMIN LTD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

FHLC

FIDELITY COVINGTON TRUST

-14.14%

Shares5.9K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

0.00%

Shares434

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-14

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

0.00%

Shares396

Event2026-06-30

Filed2026-07-14

VBK

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

VXF

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

VOT

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

MNST

MONSTER BEVERAGE CORP NEW

-36.36%

Shares3.5K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

-2.65%

Shares3.0K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

0.00%

Shares585

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

0.42%

Shares3.4K

Event2026-06-30

Filed2026-07-14

ICE

INTERCONTINENTAL EXCHANGE IN

-28.30%

Shares2.2K

Event2026-06-30

Filed2026-07-14

GENERAL DYNAMICS CORP

-0.40%

Shares743

Event2026-06-30

Filed2026-07-14

ALPS ETF TR

-1.68%

Shares4.7K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-14

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-14

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-63.73%

Shares370

Event2026-06-30

Filed2026-07-14

STRV

EA SERIES TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available