0001863523-23-000001.txt : 20230214
0001863523-23-000001.hdr.sgml : 20230214
20230214084546
ACCESSION NUMBER: 0001863523-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
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: 23623001
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
X0202
13F-HR
LIVE
false
false
false
0001863523
XXXXXXXX
12-31-2022
12-31-2022
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
02-14-2023
0
131
1050408
false
INFORMATION TABLE
2
Infotable20221231-CSM.xml
AFLAC INC
COMMON
001055102
622
8647
SH
SOLE
8647
0
0
AT&T INC
COMMON
00206R102
6128
332686
SH
SOLE
296301
0
36385
ABBOTT LABS
COMMON
002824100
11955
108879
SH
SOLE
97129
0
11750
AGILENT TECHN INC
COMMON
00846U101
2191
14641
SH
SOLE
13141
0
1500
ALLSTATE CORP
COMMON
020002101
2155
15904
SH
SOLE
14354
0
1550
ALLSTATE CORP
5.1% PFD 15/01/23
020002309
546
22000
SH
SOLE
22000
0
0
ALPHABET INC
CLASS C
02079K107
20648
232705
SH
SOLE
203265
0
29440
ALPHABET INC
CLASS A
02079K305
4405
49940
SH
SOLE
47440
0
2500
AMAZON COM INC
COMMON
023135106
514
6130
SH
SOLE
6130
0
0
AMERICAN EXPRESS CO
COMMON
025816109
1927
13039
SH
SOLE
11839
0
1200
AMERN INTL GROUP INC
COMMON
026874784
6657
105314
SH
SOLE
93914
0
11400
AMERISOURCE-BERGEN
COMMON
03073E105
2940
17741
SH
SOLE
15941
0
1800
AMGEN INC
COMMON
031162100
1666
6343
SH
SOLE
5743
0
600
APPLE INC
COMMON
037833100
35357
272098
SH
SOLE
243478
0
28620
BANK OF NEW YORK MEL
COMMON
064058100
5523
121342
SH
SOLE
107992
0
13350
BIOGEN INC
COMMON
09062X103
7686
27759
SH
SOLE
24509
0
3250
BORG WARNER INC
COMMON
099724106
5906
146728
SH
SOLE
129928
0
16800
CELANESE CORP
COMMON STOCK
150870103
5587
54650
SH
SOLE
48500
0
6150
CENTENE CORP DEL
COMMON
15135B101
9223
112508
SH
SOLE
100358
0
12150
CHARTER COMMUNICATIO
CL A
16119P108
778
2294
SH
SOLE
2065
0
229
CHEVRON CORP
COMMON
166764100
14461
80591
SH
SOLE
71611
0
8980
CISCO SYSTEMS INC
COMMON
17275R102
8886
186528
SH
SOLE
164158
0
22370
DBX ETF TR
XT MSCI EAFE HDIV YL
233051630
1982
90949
SH
SOLE
90949
0
0
DEERE & CO
COMMON
244199105
19107
44567
SH
SOLE
39487
0
5080
DELL TECHNOLOGIES IN
COMMON CLASS C
24703L202
5860
145689
SH
SOLE
129420
0
16269
DICKS SPORTING GOODS
COMMON
253393102
16513
137292
SH
SOLE
121592
0
15700
WALT DISNEY CO
COM
254687106
7389
85084
SH
SOLE
76044
0
9040
DISCOVER FINL SVCS
COM
254709108
8872
90681
SH
SOLE
80731
0
9950
DOMINION ENERGY INC
COMMON
25746U109
1208
19699
SH
SOLE
19699
0
0
DOVER CORP
COMMON
260003108
7385
54532
SH
SOLE
47832
0
6700
EOG RESOURCES INC
COMMON
26875P101
9439
72868
SH
SOLE
64768
0
8100
ETF SER SOLUTIONS
AAM LW DUR PFD
26922A198
518
25000
SH
SOLE
25000
0
0
EVERSOURCE ENERGY
COMMON
30040W108
268
3195
SH
SOLE
3195
0
0
EXPEDIA GROUP INC
COMMON
30212P303
5313
60702
SH
SOLE
53702
0
7000
META PLATFORMS INC
COM USD0.000006 CL A
30303M102
5827
48445
SH
SOLE
42695
0
5750
FEDERATED HERMES INC
CLASS B
314211103
1407
38735
SH
SOLE
35235
0
3500
FEDEX CORP
COMMON
31428X106
1384
7980
SH
SOLE
7180
0
800
F5 INC
COMMON
315616102
5114
35630
SH
SOLE
31380
0
4250
FIDELITYCOVINGTON TR
MSCI INDL INDX
316092709
857
16900
SH
SOLE
16900
0
0
FIDELITY COVINGTON
MSCI COMMNTN SVC
316092873
553
17800
SH
SOLE
17800
0
0
FREEPORT-MCMORAN INC
COMMON
35671D857
3909
102854
SH
SOLE
92154
0
10700
GAMING&LEISURE PPTYS
COMMON
36467J108
11643
223520
SH
SOLE
200120
0
23400
GENERAL MILLS INC
COMMON
370334104
314
3744
SH
SOLE
3744
0
0
GILEAD SCIENCES INC
COMMON
375558103
6419
74765
SH
SOLE
66365
0
8400
GLOBAL X FDS
US PFD ETF
37954Y657
506
26100
SH
SOLE
26100
0
0
GOLDMAN SACHS GROUP
COMMON
38141G104
12559
36579
SH
SOLE
32529
0
4050
GRAINGER W W INC
COMMON
384802104
421
756
SH
SOLE
756
0
0
HOME DEPOT INC
COMMON
437076102
324
1025
SH
SOLE
1025
0
0
HONEYWELL INTL INC
COMMON
438516106
11092
51755
SH
SOLE
48095
0
3660
HUMANA INC
COMMON
444859102
9965
19462
SH
SOLE
17292
0
2170
ILLINOIS TOOL WORKS
COMMON
452308109
206
933
SH
SOLE
933
0
0
INCYTE CORPORATION
COMMON
45337C102
12535
156065
SH
SOLE
138515
0
17550
INTEL CORP
COMMON
458140100
7094
268320
SH
SOLE
237770
0
30550
INVESCO QQQ TR
QQQ TRUST SERIES 1
46090E103
44888
168575
SH
SOLE
168575
0
0
INVESCO EXCHANGETRAD
S&P 500 GARP ETF
46137V431
710
8600
SH
SOLE
8600
0
0
INVESCO ETF FD TR II
PFD ETF
46138E511
689
61700
SH
SOLE
61700
0
0
ISHARES INC
MSCI CDA INDEX
464286509
1217
37188
SH
SOLE
37188
0
0
ISHARES INC
MSCI MEXICO CAPPED E
464286822
1928
39023
SH
SOLE
39023
0
0
ISHARES TRUST
CORE S&P 500 ETF
464287200
6685
17400
SH
SOLE
17400
0
0
ISHARES
RUSSELL 2000 ETF
464287655
23661
135700
SH
SOLE
135700
0
0
ISHARES TR
CORE S&P SMALL-CAP
464287804
2290
24200
SH
SOLE
24200
0
0
ISHARES TR
MBS FIXED BDFD
464288588
2449
26400
SH
SOLE
26400
0
0
ISHARES
U.S. AER&DEF ETF
464288760
24083
215300
SH
SOLE
215300
0
0
ISHARES
EAFE VALUE ETF
464288877
4069
88770
SH
SOLE
88770
0
0
ISHARES MSCI
INDIA INDEX FUND
46429B598
1197
28616
SH
SOLE
28616
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
1519
24650
SH
SOLE
24650
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
1126
22520
SH
SOLE
22520
0
0
ISHARES TR
MSCI UK ETF
46435G334
1988
64854
SH
SOLE
64854
0
0
ISHARES TR
BROAD USD HIGH
46435U853
609
17650
SH
SOLE
17650
0
0
JPMORGAN CHASE & CO
COMMON
46625H100
13354
99590
SH
SOLE
88495
0
11095
JACOBS SOLUTIONS INC
COMMON
46982L108
10910
90899
SH
SOLE
80484
0
10415
JOHNSON & JOHNSON
COMMON
478160104
370
2097
SH
SOLE
2097
0
0
L3HARRIS TECHNOLOGIE
USD1
502431109
398
1910
SH
SOLE
1910
0
0
LIBERTY ALL STAR EQU
SH BEN INT
530158104
115
20130
SH
SOLE
20130
0
0
LILLY ELI & CO
COMMON
532457108
1267
3462
SH
SOLE
3462
0
0
MARATHON PETROLEUM
COMMON
56585A102
16478
141594
SH
SOLE
125544
0
16050
MARRIOTT INTL INC
CLASS A
571903202
6796
45640
SH
SOLE
40440
0
5200
MCDONALDS CORP
COMMON
580135101
633
2403
SH
SOLE
2403
0
0
MERCK & CO INC
COMMON
58933Y105
620
5588
SH
SOLE
5288
0
300
MICROSOFT CORP
COMMON
594918104
30101
125512
SH
SOLE
112302
0
13210
NEXTERA ENERGY INC
COMMON
65339F101
2862
34234
SH
SOLE
30834
0
3400
NORFOLK SOUTHERN
COMMON
655844108
8055
32690
SH
SOLE
28890
0
3800
NORTH SQ INVSTMNTS T
OAK RIDGE DICP I
66263L601
8420
851519
SH
SOLE
851519
0
0
NORTH SQ INVSTMNTS T
ADVSY RSCH ACP I
66263L775
16562
1742106
SH
SOLE
1742106
0
0
NORTH SQ INVSTMNTS T
STRATEGIC INC I
66263L791
775
87761
SH
SOLE
87761
0
0
NORTH SQ INVSTMNTS T
DYNAMIC SMCP I
66263L825
62197
5792136
SH
SOLE
5792136
0
0
NORTH SQ INVSTMNTS T
OAK RIDGE DIVD I
66263L882
6950
385563
SH
SOLE
385563
0
0
ORACLE CORP
COMMON
68389X105
8882
108694
SH
SOLE
96544
0
12150
PFIZER INC
COMMON
717081103
531
10369
SH
SOLE
10369
0
0
PHILIP MORRIS INTL
COMMON
718172109
8630
85280
SH
SOLE
73830
0
11450
PRICE T ROWE GROUP
COM
74144T108
6363
58368
SH
SOLE
51693
0
6675
PROCTER AND GAMBLE
COM
742718109
348
2298
SH
SOLE
2298
0
0
PUBLIC SVC ENTERPR
COMMON
744573106
5487
89523
SH
SOLE
77923
0
11600
RAYTHEON TECHNOLOGIE
COM USD1
75513E101
6551
64963
SH
SOLE
56513
0
8450
SCE TR III
FXD/FLT RT PFD
78409B207
1047
56450
SH
SOLE
56450
0
0
SPDR S&P 500 ETF TR
UNITS SER 1 S&P
78462F103
49502
129440
SH
SOLE
129440
0
0
SPDR S&P 500 ETF TR
UNITS SER 1 S&P
78462F103
5736
150
SH
Put
SOLE
150
0
0
SPDR SERIES TRUST
PORTFOLIO LONG TERM
78464A367
1217
54200
SH
SOLE
54200
0
0
SPDR SERIES TRUST
PORTFOLIO INTERMEDIA
78464A375
4291
134800
SH
SOLE
134800
0
0
SPDR SERIES TRUST
PORTFOLIO SHORT TERM
78464A474
2453
83500
SH
SOLE
83500
0
0
SPDR SERIES TRUST
SPDR PRT S&P 500 ETF
78464A854
4843
107670
SH
SOLE
107670
0
0
SPDR S&P BIOTECH
SPDR SERIES TRUST
78464A870
24410
294100
SH
SOLE
294100
0
0
SCHWAB STRATEGIC T
US DIVIDEND EQUTY ET
808524797
1117
14782
SH
SOLE
14782
0
0
SEMPRA
COMMON
816851109
1342
8679
SH
SOLE
8679
0
0
SOUTHERN CO
COMMON
842587107
609
8526
SH
SOLE
8526
0
0
STARBUCKS CORP
COMMON
855244109
8518
85845
SH
SOLE
75495
0
10350
STATE STREET CORP
DEP SHS 1/4000TH INT
857477855
472
20100
SH
SOLE
20100
0
0
SYSCO CORP
COMMON
871829107
346
4523
SH
SOLE
4523
0
0
TARGET CORPORATION
COMMON
87612E106
9523
63890
SH
SOLE
54090
0
9800
TRUIST FINANCIAL COR
COM USD5
89832Q109
464
10791
SH
SOLE
10791
0
0
US BANCORP DEL
COMMON
902973304
888
20387
SH
SOLE
18057
0
2330
UNITEDHEALTH GRP INC
COMMON
91324P102
282
533
SH
SOLE
533
0
0
VANECK ETF TR
FALLEN ANGEL HIGH YL
92189F437
1229
45500
SH
SOLE
45500
0
0
VANGUARD SPECIALIZED
DIV APPRECIATION
921908844
2982
19634
SH
SOLE
19634
0
0
VANGUARD STAR FUND
TOT INTL STK IDX FD
921909768
5697
110122
SH
SOLE
110122
0
0
VANGUARD TAX MANAGED
FTSE DEV MKT ETF
921943858
5045
120175
SH
SOLE
120175
0
0
VANGUARD INTL EQUITY
ETF ALL-WORLD EX-US
922042775
2173
43350
SH
SOLE
43350
0
0
VANGUARD SCOTTSDAL
FDS VNG RUS2000IDX
92206C664
21512
305720
SH
SOLE
305720
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
9696
27595
SH
SOLE
27595
0
0
VANGUARD INDEX TR
SMALL CAP VALUE
922908611
3193
20104
SH
SOLE
20104
0
0
VANGUARD INDEX TR
GROWTH
922908736
61096
286687
SH
SOLE
286687
0
0
VANGUARD INDEX TR
VALUE
922908744
98341
700583
SH
SOLE
700583
0
0
VANGUARD INDEX TR
SMALL CAP
922908751
7081
38578
SH
SOLE
38578
0
0
VMWARE INC
CLASS A
928563402
13681
111451
SH
SOLE
98940
0
12511
WALMART INC
COMMON
931142103
11543
81401
SH
SOLE
79801
0
1600
WALGREENS BOOTS ALNC
COMMON
931427108
4489
120105
SH
SOLE
104455
0
15650
WASTE MANAGEMENT INC
COMMON
94106L109
646
4119
SH
SOLE
4119
0
0
WELLS FARGO & CO
COMMON
949746101
5842
141525
SH
SOLE
125975
0
15550
WELLS FARGO & CO
7.5% PFD CLA SER L
949746804
2075
1750
SH
SOLE
1750
0
0
WISDOMTREE TR
JAPAN HEDGE EQT
97717W851
1220
18988
SH
SOLE
18988
0
0
WISDOMTREE TR
ETF INTL HEDGE EQT
97717X701
1300
18621
SH
SOLE
18621
0
0