0001863523-22-000003.txt : 20220811
0001863523-22-000003.hdr.sgml : 20220811
20220811113923
ACCESSION NUMBER: 0001863523-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220811
DATE AS OF CHANGE: 20220811
EFFECTIVENESS DATE: 20220811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CSM Advisors, LLC
CENTRAL INDEX KEY: 0001863523
IRS NUMBER: 843346426
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21264
FILM NUMBER: 221154458
BUSINESS ADDRESS:
STREET 1: 420 FORT DUQUESNE BLVD
STREET 2: SUITE 800
CITY: PITTSBURGH
STATE: PA
ZIP: 15222-1435
BUSINESS PHONE: 4125661234
MAIL ADDRESS:
STREET 1: 420 FORT DUQUESNE BLVD
STREET 2: SUITE 800
CITY: PITTSBURGH
STATE: PA
ZIP: 15222-1435
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001863523
XXXXXXXX
06-30-2022
06-30-2022
CSM Advisors, LLC
420 FORT DUQUESNE BLVD
SUITE 800
PITTSBURGH
PA
15222-1435
13F HOLDINGS REPORT
028-21264
N
Kurt Threlfall
Investment Performance Manager
412-566-1234
Kurt Threlfall
Pittsburgh
PA
08-11-2022
0
122
1094399
false
INFORMATION TABLE
2
Infotable20220630-CSM.xml
AFLAC INC
COMMON
001055102
478
8647
SH
SOLE
8647
0
0
AT&T INC
COMMON
00206R102
7752
369951
SH
SOLE
324254
0
45697
ABBOTT LABS
COMMON
002824100
12493
115009
SH
SOLE
100559
0
14450
AGILENT TECHN INC
COMMON
00846U101
1591
13401
SH
SOLE
11901
0
1500
ALLSTATE CORP
COMMON
020002101
1881
14849
SH
SOLE
13299
0
1550
ALLSTATE CORP
5.1% PFD 15/01/23
020002309
529
22000
SH
SOLE
22000
0
0
ALPHABET INC
CLASS C
02079K107
28394
12981
SH
SOLE
11053
0
1928
ALPHABET INC
CLASS A
02079K305
6985
3205
SH
SOLE
3080
0
125
AMAZON COM INC
COMMON
023135106
579
5460
SH
SOLE
5460
0
0
AMERICAN EXPRESS CO
COMMON
025816109
1671
12059
SH
SOLE
10859
0
1200
AMERN INTL GROUP INC
COMMON
026874784
5923
115839
SH
SOLE
100339
0
15500
AMERISOURCE-BERGEN
COMMON
03073E105
2274
16071
SH
SOLE
14271
0
1800
AMGEN INC
COMMON
031162100
1431
5878
SH
SOLE
5278
0
600
APPLE INC
COMMON
037833100
42101
307913
SH
SOLE
270293
0
37620
BANK OF NEW YORK MEL
COMMON
064058100
5802
139062
SH
SOLE
120812
0
18250
BIOGEN INC
COMMON
09062X103
7693
37719
SH
SOLE
33469
0
4250
BORG WARNER INC
COMMON
099724106
5500
164798
SH
SOLE
144398
0
20400
CARRIER GLOBAL CORP
COM USD0.01 WI
14448C104
1977
55390
SH
SOLE
48790
0
6600
CELANESE CORP
COMMON STOCK
150870103
7053
59980
SH
SOLE
51830
0
8150
CENTENE CORP DEL
COMMON
15135B101
10171
120258
SH
SOLE
105008
0
15250
CHARTER COMMUNICATIO
CL A
16119P108
975
2084
SH
SOLE
1855
0
229
CHEVRON CORP
COMMON
166764100
12513
86426
SH
SOLE
75626
0
10800
CISCO SYSTEMS INC
COMMON
17275R102
9756
228807
SH
SOLE
199237
0
29570
DEERE & CO
COMMON
244199105
14874
49652
SH
SOLE
43152
0
6500
DELL TECHNOLOGIES IN
COMMON CLASS C
24703L202
7300
157937
SH
SOLE
139105
0
18832
DICKS SPORTING GOODS
COMMON
253393102
11496
152547
SH
SOLE
132347
0
20200
WALT DISNEY CO
COM
254687106
8305
87983
SH
SOLE
76723
0
11260
DISCOVER FINL SVCS
COM
254709108
9087
96051
SH
SOLE
84101
0
11950
DOMINION ENERGY INC
COMMON
25746U109
1572
19699
SH
SOLE
19699
0
0
DOVER CORP
COMMON
260003108
7218
59492
SH
SOLE
51192
0
8300
EOG RESOURCES INC
COMMON
26875P101
8797
79628
SH
SOLE
69828
0
9800
ETF SER SOLUTIONS
AAM LW DUR PFD
26922A198
557
25000
SH
SOLE
25000
0
0
EVERSOURCE ENERGY
COMMON
30040W108
270
3195
SH
SOLE
3195
0
0
EXPEDIA GROUP INC
COMMON
30212P303
6166
65067
SH
SOLE
56667
0
8400
META PLATFORMS INC
COM USD0.000006 CL A
30303M102
9040
56040
SH
SOLE
48690
0
7350
FEDERATED HERMES INC
CLASS B
314211103
1128
35475
SH
SOLE
31975
0
3500
F5 INC
COMMON
315616102
6217
40620
SH
SOLE
34970
0
5650
FIDELITYCOVINGTON TR
MSCI INDL INDX
316092709
945
20900
SH
SOLE
20900
0
0
FIDELITY COVINGTON
MSCI COMMNTN SVC
316092873
780
21900
SH
SOLE
21900
0
0
FIFTH THIRD BANCORP
COMMON
316773100
665
19787
SH
SOLE
19787
0
0
FREEPORT-MCMORAN INC
COMMON
35671D857
2739
93614
SH
SOLE
82914
0
10700
GAMING&LEISURE PPTYS
COMMON
36467J108
11351
247590
SH
SOLE
217640
0
29950
GENERAL MILLS INC
COMMON
370334104
282
3744
SH
SOLE
3744
0
0
GILEAD SCIENCES INC
COMMON
375558103
5995
96980
SH
SOLE
84880
0
12100
GLOBAL X FDS
US PFD ETF
37954Y657
554
26100
SH
SOLE
26100
0
0
GOLDMAN SACHS GROUP
COMMON
38141G104
11770
39634
SH
SOLE
34834
0
4800
GRAINGER W W INC
COMMON
384802104
344
756
SH
SOLE
756
0
0
HOME DEPOT INC
COMMON
437076102
281
1025
SH
SOLE
1025
0
0
HONEYWELL INTL INC
COMMON
438516106
9694
55775
SH
SOLE
51015
0
4760
HUMANA INC
COMMON
444859102
10055
21482
SH
SOLE
18612
0
2870
INCYTE CORPORATION
COMMON
45337C102
13443
176955
SH
SOLE
154705
0
22250
INTEL CORP
COMMON
458140100
11448
306015
SH
SOLE
269465
0
36550
INVESCO QQQ TR
QQQ TRUST SERIES 1
46090E103
47248
168575
SH
SOLE
168575
0
0
INVESCO ETF FD TR II
PFD ETF
46138E511
762
61700
SH
SOLE
61700
0
0
ISHARES TRUST
CORE S&P 500 ETF
464287200
71242
187900
SH
SOLE
187900
0
0
ISHARES TR
MBS FIXED BDFD
464288588
3753
38500
SH
SOLE
38500
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
5802
98582
SH
SOLE
98582
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
1254
26320
SH
SOLE
26320
0
0
ISHARES TR
BROAD USD HIGH
46435U853
874
25250
SH
SOLE
25250
0
0
JPMORGAN CHASE & CO
COMMON
46625H100
12302
109220
SH
SOLE
95525
0
13695
JACOBS ENGR GROUP
COMMON
469814107
13164
103574
SH
SOLE
91014
0
12560
JOHNSON & JOHNSON
COMMON
478160104
372
2097
SH
SOLE
2097
0
0
L3HARRIS TECHNOLOGIE
USD1
502431109
462
1910
SH
SOLE
1910
0
0
LIBERTY ALL STAR EQU
SH BEN INT
530158104
122
19477
SH
SOLE
19477
0
0
LILLY ELI & CO
COMMON
532457108
1271
3922
SH
SOLE
3922
0
0
MARATHON PETROLEUM
COMMON
56585A102
13657
166139
SH
SOLE
144789
0
21350
MARRIOTT INTL INC
CLASS A
571903202
6820
50130
SH
SOLE
43280
0
6850
MCDONALDS CORP
COMMON
580135101
593
2403
SH
SOLE
2403
0
0
MERCK & CO INC
COMMON
58933Y105
509
5588
SH
SOLE
5288
0
300
MICROSOFT CORP
COMMON
594918104
42745
166437
SH
SOLE
145837
0
20600
NEXTERA ENERGY INC
COMMON
65339F101
2404
31049
SH
SOLE
27649
0
3400
NORFOLK SOUTHERN
COMMON
655844108
8900
39160
SH
SOLE
33810
0
5350
NORTH SQ INVSTMNTS T
OAK RIDGE DICP I
66263L601
11581
988448
SH
SOLE
988448
0
0
NORTH SQ INVSTMNTS T
ADVSY RSCH ACP I
66263L775
17829
1854707
SH
SOLE
1854707
0
0
NORTH SQ INVSTMNTS T
STRATEGIC INC I
66263L791
1047
117979
SH
SOLE
117979
0
0
NORTH SQ INVSTMNTS T
DYNAMIC SMCP I
66263L825
67438
6688030
SH
SOLE
6688030
0
0
NORTH SQ INVSTMNTS T
OAK RIDGE DIVD I
66263L882
8574
431963
SH
SOLE
431963
0
0
ORACLE CORP
COMMON
68389X105
8409
120334
SH
SOLE
104584
0
15750
PNC FINL SVCS GROUP
DEPOSITARY SHARES
693475857
254
10000
SH
SOLE
10000
0
0
PFIZER INC
COMMON
717081103
544
10369
SH
SOLE
10369
0
0
PHILIP MORRIS INTL
COMMON
718172109
9503
96255
SH
SOLE
82605
0
13650
PLAINS GP HLDINGS LP
CL A SHS LPI
72651A207
444
42900
SH
SOLE
37800
0
5100
PRICE T ROWE GROUP
COM
74144T108
7616
67038
SH
SOLE
58963
0
8075
PROCTER AND GAMBLE
COM
742718109
330
2298
SH
SOLE
2298
0
0
PUBLIC SVC ENTERPR
COMMON
744573106
6380
100783
SH
SOLE
86983
0
13800
RAYTHEON TECHNOLOGIE
COM USD1
75513E101
6860
71403
SH
SOLE
61353
0
10050
SCE TR III
FXD/FLT RT PFD
78409B207
1205
56450
SH
SOLE
56450
0
0
SPDR S&P 500 ETF TR
UNITS SER 1 S&P
78462F103
78374
207751
SH
SOLE
175140
0
32611
SPDR S&P 500 ETF TR
UNITS SER 1 S&P
78462F103
15091
400
SH
Put
SOLE
400
0
0
SPDR SERIES TRUST
PORTFOLIO LONG TERM
78464A367
1588
65900
SH
SOLE
65900
0
0
SPDR SERIES TRUST
PORTFOLIO INTERMEDIA
78464A375
6555
200900
SH
SOLE
200900
0
0
SPDR SERIES TRUST
PORTFOLIO SHORT TERM
78464A474
3975
133700
SH
SOLE
133700
0
0
SPDR SERIES TRUST
SPDR PRT S&P 500 ETF
78464A854
9658
217820
SH
SOLE
217820
0
0
SCHWAB STRATEGIC T
US DIVIDEND EQUTY ET
808524797
1245
17382
SH
SOLE
17382
0
0
SEMPRA
COMMON
816851109
1305
8679
SH
SOLE
8679
0
0
SOUTHERN CO
COMMON
842587107
608
8526
SH
SOLE
8526
0
0
STARBUCKS CORP
COMMON
855244109
8051
105390
SH
SOLE
91940
0
13450
STATE STREET CORP
DEP SHS 1/4000TH INT
857477855
500
20100
SH
SOLE
20100
0
0
SYSCO CORP
COMMON
871829107
383
4523
SH
SOLE
4523
0
0
TARGET CORPORATION
COMMON
87612E106
9520
67405
SH
SOLE
56405
0
11000
TRUIST FINANCIAL COR
COM USD5
89832Q109
512
10791
SH
SOLE
10791
0
0
US BANCORP DEL
COMMON
902973304
865
18787
SH
SOLE
16457
0
2330
UNITEDHEALTH GRP INC
COMMON
91324P102
229
446
SH
SOLE
446
0
0
VANECK ETF TR
FALLEN ANGEL HIGH YL
92189F437
1759
65100
SH
SOLE
65100
0
0
VANGUARD SPECIALIZED
DIV APPRECIATION
921908844
3003
20934
SH
SOLE
20934
0
0
VANGUARD TAX MANAGED
FTSE DEV MKT ETF
921943858
1014
24860
SH
SOLE
24860
0
0
VANGUARD INTL EQUITY
ETF ALL-WORLD EX-US
922042775
2570
51450
SH
SOLE
51450
0
0
VANGUARD SCOTTSDAL
FDS VNG RUS2000IDX
92206C664
17304
253092
SH
SOLE
237928
0
15164
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
9659
27845
SH
SOLE
27845
0
0
VANGUARD INDEX TR
SMALL CAP VALUE
922908611
2500
16688
SH
SOLE
15656
0
1032
VANGUARD INDEX TR
GROWTH
922908736
63900
286687
SH
SOLE
286687
0
0
VANGUARD INDEX TR
VALUE
922908744
80445
609983
SH
SOLE
609983
0
0
VANGUARD INDEX TR
SMALL CAP
922908751
5687
32279
SH
SOLE
30526
0
1753
PARAMOUNT GLOBAL
CLASS B COMMON STOCK
92556H206
3665
148488
SH
SOLE
131388
0
17100
VMWARE INC
CLASS A
928563402
8031
70480
SH
SOLE
61773
0
8707
WALMART INC
COMMON
931142103
10718
88156
SH
SOLE
84356
0
3800
WALGREENS BOOTS ALNC
COMMON
931427108
5084
134180
SH
SOLE
117380
0
16800
WARNER BROS DISCVERY
SERIES A COM
934423104
1210
90098
SH
SOLE
79045
0
11053
WASTE MANAGEMENT INC
COMMON
94106L109
722
4719
SH
SOLE
4719
0
0
WELLS FARGO & CO
COMMON
949746101
6063
154770
SH
SOLE
136420
0
18350
WELLS FARGO & CO
7.5% PFD CLA SER L
949746804
2127
1750
SH
SOLE
1750
0
0
GARMIN LTD
COMMON
H2906T109
314
3195
SH
SOLE
3195
0
0