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

Currently, CDM FINANCIAL COUNSELING SERVICES, INC. holds 80 types of securities in its portfolio with a total value $104.5M. In the most recent quarter, they have increased their positions in VUG (+556 shares, valued at $242.8K), CW (+350 shares, valued at $238.4K), N/A (+1.2K shares, valued at $230.3K); decreased their positions in SPY (-251 shares, valued at $163.2K), VYM (-918 shares, valued at $136.0K), SCHD (-2.5K shares, valued at $76.4K); initiated new positions in CW (+350 shares, valued at $238.4K).

1M P&L

+857.0K+0.79%

3M P&L

+5.0M+4.82%

HY P&L

-20.2M-15.58%

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/A63.8M

67.0%

2Software - Infrastructure3.5M

3.7%

3Credit Services3.0M

3.2%

Top Industries by Stock Count

1N/A30 stocks

41.7%

2Credit Services3 stocks

4.2%

3Beverages - Non-Alcoholic3 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T19.2K shares-1.29%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR66.5K shares-0.08%2026-03-312026-04-14

VTI VANGUARD INDEX FDS18.8K shares1.74%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS25.3K shares3.54%2026-03-312026-04-14

XLC SELECT SECTOR SPDR TR36.0K shares0.83%2026-03-312026-04-14

MGK VANGUARD WORLD FD9.9K shares2.50%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS23.7K shares-3.72%2026-03-312026-04-14

MSFT MICROSOFT CORP9.5K shares6.83%2026-03-312026-04-14

Sponsored

XLY SELECT SECTOR SPDR TR21.9K shares2.19%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares10.56%2026-03-312026-04-14

VUG VANGUARD INDEX FDS5.4K shares11.49%2026-03-312026-04-14

IVV ISHARES TR3.2K shares6.99%2026-03-312026-04-14

RTX RTX CORPORATION9.8K shares-1.40%2026-03-312026-04-14

SOXX ISHARES TR5.3K shares7.66%2026-03-312026-04-14

ALPHABET INC ALPHABET INC5.8K shares3.74%2026-03-312026-04-14

CAT CATERPILLAR INC2.4K shares0.64%2026-03-312026-04-14

Sponsored

V VISA INC5.4K shares3.36%2026-03-312026-04-14

AAPL APPLE INC6.4K shares2.52%2026-03-312026-04-14

MAR MARRIOTT INTL INC NEW4.9K shares3.78%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares0.68%2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR32.8K shares0.82%2026-03-312026-04-14

AMZN AMAZON COM INC6.6K shares9.18%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR2.3K shares-2.83%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC7.4K shares2.81%2026-03-312026-04-14

Sponsored

QQQM INVESCO EXCH TRADED FD TR II4.7K shares10.50%2026-03-312026-04-14

ALPHABET INC ALPHABET INC3.7K shares-2.49%2026-03-312026-04-14

SMH VANECK ETF TRUST2.7K shares6.89%2026-03-312026-04-14

UNP UNION PAC CORP3.4K shares2.12%2026-03-312026-04-14

MCD MCDONALDS CORP2.8K shares0.04%2026-03-312026-04-14

MA MASTERCARD INCORPORATED1.6K shares10.83%2026-03-312026-04-14

HD HOME DEPOT INC2.4K shares-0.37%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.2K shares40.57%2026-03-312026-04-14

Sponsored

ASML ASML HLDG NV602 shares-0.50%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR24.8K shares-9.13%2026-03-312026-04-14

FDVV FIDELITY COVINGTON TRUST13.3K shares-3.22%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON2.9K shares2.08%2026-03-312026-04-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 401.1K shares-2.56%2026-03-312026-04-14

META META PLATFORMS INC1.2K shares15.67%2026-03-312026-04-14

CSX CSX CORP15.5K shares0.00%2026-03-312026-04-14

Sponsored

DGRW WISDOMTREE TR7.0K shares0.00%2026-03-312026-04-14

NVDA NVIDIA CORPORATION3.3K shares12.25%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO1.9K shares1.98%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP2.0K shares-2.39%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR3.9K shares-11.38%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO1.9K shares3.42%2026-03-312026-04-14

KO COCA COLA CO7.3K shares-5.98%2026-03-312026-04-14

YUM YUM BRANDS INC3.6K shares0.00%2026-03-312026-04-14

Sponsored

PLD PROLOGIS INC.3.9K shares4.83%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC1.0K shares5.50%2026-03-312026-04-14

FHLC FIDELITY COVINGTON TRUST6.9K shares-1.42%2026-03-312026-04-14

ICE INTERCONTINENTAL EXCHANGE IN3.0K shares3.89%2026-03-312026-04-14

GRMN GARMIN LTD2.0K shares0.00%2026-03-312026-04-14

DE DEERE & CO831 shares0.61%2026-03-312026-04-14

FDRR FIDELITY COVINGTON TRUST7.8K shares-3.09%2026-03-312026-04-14

SBUX STARBUCKS CORP5.1K shares-4.35%2026-03-312026-04-14

Sponsored

LLY ELI LILLY & CO483 shares2.33%2026-03-312026-04-14

WMT WALMART INC3.3K shares-7.61%2026-03-312026-04-14

MNST MONSTER BEVERAGE CORP NEW5.5K shares0.00%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION396 shares5.88%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC434 shares0.00%2026-03-312026-04-14

MS MORGAN STANLEY2.2K shares3.63%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR14.3K shares0.00%2026-03-312026-04-14

XLG INVESCO EXCHANGE TRADED FD T6.5K shares0.00%2026-03-312026-04-14

Sponsored

LMT LOCKHEED MARTIN CORP585 shares0.00%2026-03-312026-04-14

PEP PEPSICO INC2.2K shares-6.65%2026-03-312026-04-14

NEE NEXTERA ENERGY INC3.3K shares-2.82%2026-03-312026-04-14

VBK VANGUARD INDEX FDS1.0K shares0.10%2026-03-312026-04-14

VXF VANGUARD INDEX FDS1.5K shares1.39%2026-03-312026-04-14

EFA ISHARES TR3.1K shares0.00%2026-03-312026-04-14

VOT VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP746 shares0.00%2026-03-312026-04-14

Sponsored

ALPS ETF TR ALPS ETF TR4.8K shares-5.85%2026-03-312026-04-14

HON HONEYWELL INTL INC1.1K shares5.44%2026-03-312026-04-14

CW CURTISS WRIGHT CORP350 sharesnew addition2026-03-312026-04-14

XLI SELECT SECTOR SPDR TR1.3K shares-0.22%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.00%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC1.0K shares1.49%2026-03-312026-04-14

PG PROCTER & GAMBLE CO1.4K shares-8.33%2026-03-312026-04-14

Sponsored

SPY

STATE STR SPDR S&P 500 ETF T

-1.29%

Shares19.2K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

-0.08%

Shares66.5K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

1.74%

Shares18.8K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

3.54%

Shares25.3K

Event2026-03-31

Filed2026-04-14

XLC

SELECT SECTOR SPDR TR

0.83%

Shares36.0K

Event2026-03-31

Filed2026-04-14

MGK

VANGUARD WORLD FD

2.50%

Shares9.9K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

-3.72%

Shares23.7K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

6.83%

Shares9.5K

Event2026-03-31

Filed2026-04-14

XLY

SELECT SECTOR SPDR TR

2.19%

Shares21.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

10.56%

Shares3.9K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

11.49%

Shares5.4K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

6.99%

Shares3.2K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

-1.40%

Shares9.8K

Event2026-03-31

Filed2026-04-14

SOXX

ISHARES TR

7.66%

Shares5.3K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

3.74%

Shares5.8K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

0.64%

Shares2.4K

Event2026-03-31

Filed2026-04-14

VISA INC

3.36%

Shares5.4K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

2.52%

Shares6.4K

Event2026-03-31

Filed2026-04-14

MAR

MARRIOTT INTL INC NEW

3.78%

Shares4.9K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

0.68%

Shares3.3K

Event2026-03-31

Filed2026-04-14

XLU

SELECT SECTOR SPDR TR

0.82%

Shares32.8K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

9.18%

Shares6.6K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

-2.83%

Shares2.3K

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

2.81%

Shares7.4K

Event2026-03-31

Filed2026-04-14

QQQM

INVESCO EXCH TRADED FD TR II

10.50%

Shares4.7K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-2.49%

Shares3.7K

Event2026-03-31

Filed2026-04-14

SMH

VANECK ETF TRUST

6.89%

Shares2.7K

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP

2.12%

Shares3.4K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-14

MASTERCARD INCORPORATED

10.83%

Shares1.6K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

-0.37%

Shares2.4K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

40.57%

Shares4.2K

Event2026-03-31

Filed2026-04-14

ASML

ASML HLDG NV

-0.50%

Shares602

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-9.13%

Shares24.8K

Event2026-03-31

Filed2026-04-14

FDVV

FIDELITY COVINGTON TRUST

-3.22%

Shares13.3K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

2.08%

Shares2.9K

Event2026-03-31

Filed2026-04-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-14

MDY

STATE STR SPDR S&P MIDCAP 40

-2.56%

Shares1.1K

Event2026-03-31

Filed2026-04-14