0001863523-24-000001.txt : 20240214
0001863523-24-000001.hdr.sgml : 20240214
20240214092649
ACCESSION NUMBER: 0001863523-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240214
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CSM Advisors, LLC
CENTRAL INDEX KEY: 0001863523
ORGANIZATION NAME:
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: 24633088
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
12-31-2023
12-31-2023
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
02-14-2024
0
142
1388885
false
INFORMATION TABLE
2
Infotable20231231-CSM.xml
AFLAC INC
COMMON
001055102
466
5647
SH
SOLE
5647
0
0
AT&T INC
COMMON
00206R102
5944
353978
SH
SOLE
320493
0
33485
ABBOTT LABS
COMMON
002824100
12033
109332
SH
SOLE
99732
0
9600
ADV MICRO DEVICES
COMMON
007903107
14961
101478
SH
SOLE
91648
0
9830
AGILENT TECHN INC
COMMON
00846U101
2767
19907
SH
SOLE
18767
0
1140
ALPHABET INC
CLASS C
02079K107
29651
210390
SH
SOLE
186950
0
23440
ALPHABET INC
CLASS A
02079K305
7921
56704
SH
SOLE
54714
0
1990
AMAZON COM INC
COMMON
023135106
898
5900
SH
SOLE
5900
0
0
AMERICAN EXPRESS CO
COMMON
025816109
3472
18535
SH
SOLE
17465
0
1070
AMERN INTL GROUP INC
COMMON
026874784
7393
109110
SH
SOLE
99060
0
10050
CENCORA INC
COMMON
03073E105
5035
24514
SH
SOLE
23064
0
1450
AMGEN INC
COMMON
031162100
2584
8975
SH
SOLE
8455
0
520
APPLE INC
COMMON
037833100
41823
217245
SH
SOLE
196455
0
20790
BANK OF NEW YORK MEL
COMMON
064058100
6720
129043
SH
SOLE
117293
0
11750
BIOGEN INC
COMMON
09062X103
7282
28139
SH
SOLE
25589
0
2550
BORG WARNER INC
COMMON
099724106
5025
140099
SH
SOLE
127299
0
12800
BROADCOM INC
COMMON
11135F101
11319
10142
SH
SOLE
9125
0
1017
CATERPILLAR INC
COMMON
149123101
10257
34699
SH
SOLE
31484
0
3215
CELANESE CORP
COMMON STOCK
150870103
7351
47335
SH
SOLE
42435
0
4900
CENTENE CORP DEL
COMMON
15135B101
12347
166385
SH
SOLE
150895
0
15490
CHARTER COMMUNICATIO
CL A
16119P108
1284
3298
SH
SOLE
3069
0
229
CHEVRON CORP
COMMON
166764100
12301
82481
SH
SOLE
75111
0
7370
CISCO SYSTEMS INC
COMMON
17275R102
9202
182160
SH
SOLE
164670
0
17490
DBX ETF TR
XT MSCI EAFE HDIV YL
233051630
2296
93124
SH
SOLE
93124
0
0
DEERE & CO
COMMON
244199105
9844
24609
SH
SOLE
22249
0
2360
DELL TECHNOLOGIES IN
COMMON CLASS C
24703L202
10188
133165
SH
SOLE
120696
0
12469
DICKS SPORTING GOODS
COMMON
253393102
15087
102666
SH
SOLE
92786
0
9880
WALT DISNEY CO
COM
254687106
8006
88697
SH
SOLE
80937
0
7760
DISCOVER FINL SVCS
COM
254709108
10547
93826
SH
SOLE
85676
0
8150
DOMINION ENERGY INC
COMMON
25746U109
926
19699
SH
SOLE
19699
0
0
DOVER CORP
COMMON
260003108
8071
52470
SH
SOLE
47350
0
5120
EOG RESOURCES INC
COMMON
26875P101
8797
72738
SH
SOLE
65638
0
7100
ETF SER SOLUTIONS
AAM LW DUR PFD
26922A198
523
25000
SH
SOLE
25000
0
0
EUROPACIFIC GROWTHF
SHS CLF-2
29875E100
804
14734
SH
SOLE
14734
0
0
EXPEDIA GROUP INC
COMMON
30212P303
15616
102874
SH
SOLE
92679
0
10195
META PLATFORMS INC
COM USD0.000006 CL A
30303M102
15402
43515
SH
SOLE
39165
0
4350
FEDERATED HERMES INC
CLASS B
314211103
1873
55303
SH
SOLE
51803
0
3500
F5 INC
COMMON
315616102
5685
31777
SH
SOLE
28527
0
3250
FIDELITYCOVINGTON TR
MSCI INDL INDX
316092709
1035
16900
SH
SOLE
16900
0
0
FIDELITY COVINGTON
MSCI COMMNTN SVC
316092873
793
17800
SH
SOLE
17800
0
0
FREEPORT-MCMORAN INC
COMMON
35671D857
6024
141490
SH
SOLE
132890
0
8600
GAMING&LEISURE PPTYS
COMMON
36467J108
11203
227070
SH
SOLE
206205
0
20865
GILEAD SCIENCES INC
COMMON
375558103
5640
69625
SH
SOLE
62575
0
7050
GLOBAL X FDS
US PFD ETF
37954Y657
507
26100
SH
SOLE
26100
0
0
GOLDMAN SACHS GROUP
COMMON
38141G104
13731
35581
SH
SOLE
32271
0
3310
GOLDMAN SACHS TR
STRU INTLSC IN
38144N593
586
48161
SH
SOLE
48161
0
0
GOLDMAN SACHS TR
STRU EMKEQT IR
38145C596
303
14250
SH
SOLE
14250
0
0
GRAINGER W W INC
COMMON
384802104
378
456
SH
SOLE
456
0
0
HARRIS ASSOC INVT TR
OAKMK GLBSEL I
413838822
338
15801
SH
SOLE
15801
0
0
HOME DEPOT INC
COMMON
437076102
286
825
SH
SOLE
825
0
0
HONEYWELL INTL INC
COMMON
438516106
10977
52344
SH
SOLE
49394
0
2950
HUMANA INC
COMMON
444859102
8594
18776
SH
SOLE
17046
0
1730
ILLINOIS TOOL WORKS
COMMON
452308109
218
833
SH
SOLE
833
0
0
INTERNATIONAL GRW &
CL F-1 SHS
45956T402
365
10165
SH
SOLE
10165
0
0
INVESCO QQQ TR
QQQ TRUST SERIES 1
46090E103
95994
234401
SH
SOLE
205475
0
28926
INVESCO EXCHANGETRAD
S&P 500 GARP ETF
46137V431
1569
16000
SH
SOLE
16000
0
0
INVESCO ETF FD TR II
PFD ETF
46138E511
708
61700
SH
SOLE
61700
0
0
ISHARES INC
MSCI EUROZONE
464286608
25214
531500
SH
SOLE
531500
0
0
ISHARES
MSCI GERMANY ETF
464286806
1606
54076
SH
SOLE
54076
0
0
ISHARES TRUST
CORE S&P 500 ETF
464287200
4805
10060
SH
SOLE
10060
0
0
ISHARES
RUS MD CP GR ETF
464287481
26011
249000
SH
SOLE
249000
0
0
ISHARES
RUS 2000 GRW ETF
464287648
26231
104000
SH
SOLE
104000
0
0
ISHARES
RUSSELL 2000 ETF
464287655
2208
11000
SH
SOLE
11000
0
0
ISHARES
RUSSELL 3000 ETF
464287689
25567
93400
SH
SOLE
93400
0
0
ISHARES TR
NATL AMT FREE MUNI B
464288414
24880
229500
SH
SOLE
229500
0
0
ISHARES TR
MBS FIXED BDFD
464288588
2004
21300
SH
SOLE
21300
0
0
ISHARES
EAFE VALUE ETF
464288877
5063
97151
SH
SOLE
97151
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
3058
43474
SH
SOLE
43474
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
981
18220
SH
SOLE
18220
0
0
ISHARES TR
MSCI UK ETF
46435G334
2193
66378
SH
SOLE
66378
0
0
ISHARES TR
BROAD USD HIGH
46435U853
500
13750
SH
SOLE
13750
0
0
JPMORGAN CHASE & CO
COMMON
46625H100
16967
99771
SH
SOLE
91096
0
8675
JACOBS SOLUTIONS INC
COMMON
46982L108
11522
88765
SH
SOLE
79820
0
8945
JOHNSON & JOHNSON
COMMON
478160104
203
1297
SH
SOLE
1297
0
0
L3HARRIS TECHNOLOGIE
USD1
502431109
213
1010
SH
SOLE
1010
0
0
LILLY ELI & CO
COMMON
532457108
909
1562
SH
SOLE
1562
0
0
MARATHON PETROLEUM
COMMON
56585A102
21501
144921
SH
SOLE
131771
0
13150
MARRIOTT INTL INC
CLASS A
571903202
9036
40065
SH
SOLE
35885
0
4180
MCDONALDS CORP
COMMON
580135101
431
1453
SH
SOLE
1453
0
0
MERCK & CO INC
COMMON
58933Y105
9139
83798
SH
SOLE
76058
0
7740
MICROSOFT CORP
COMMON
594918104
41808
111177
SH
SOLE
100467
0
10710
NEXTERA ENERGY INC
COMMON
65339F101
2883
47452
SH
SOLE
44592
0
2860
NORTH SQ INVSTMNTS T
OAK RIDGE DICP I
66263L601
9754
835865
SH
SOLE
835865
0
0
NORTH SQ INVSTMNTS T
ADVSY RSCH ACP I
66263L775
18298
1605053
SH
SOLE
1605053
0
0
NORTH SQ INVSTMNTS T
DYNAMIC SMCP I
66263L825
67770
4893185
SH
SOLE
4893185
0
0
NORTH SQ INVSTMNTS T
OAK RIDGE DIVD I
66263L882
6324
323488
SH
SOLE
323488
0
0
NVIDIA CORP
COMMON
67066G104
498
1005
SH
SOLE
1005
0
0
ORACLE CORP
COMMON
68389X105
10848
102914
SH
SOLE
93594
0
9320
PHILIP MORRIS INTL
COMMON
718172109
8512
90491
SH
SOLE
79271
0
11220
PRICE T ROWE GROUP
COM
74144T108
6568
60982
SH
SOLE
55447
0
5535
PROCTER AND GAMBLE
COM
742718109
307
2098
SH
SOLE
2098
0
0
PRUDENTIAL WORLD FD
JNSON GL OPT Z
743969685
2227
56791
SH
SOLE
56791
0
0
PUBLIC SVC ENTERPR
COMMON
744573106
5599
91549
SH
SOLE
82949
0
8600
RTX CORPORATION
COM USD1
75513E101
5790
68794
SH
SOLE
61494
0
7300
ROWE T PRICE INTL FD
EMERG MKTS STK
77956H864
537
15496
SH
SOLE
15496
0
0
SCE TR III
FXD/FLT RT PFD
78409B207
1404
56450
SH
SOLE
56450
0
0
SPDR S&P 500 ETF TR
UNITS SER 1 S&P
78462F103
88901
187039
SH
SOLE
161240
0
25799
SPDR S&P 500 ETF TR
UNITS SER 1 S&P
78462F103
2377
50
SH
SOLE
50
0
0
ETF S&P EMRG MKTS
PRTFLIO EMER MARKETS
78463X509
3013
85101
SH
SOLE
84000
0
1101
S&P WRLD EX US
DVLP WORLD EX-US ETF
78463X889
9072
266750
SH
SOLE
263300
0
3450
SPDR SERIES TRUST
PORTFOLIO LONG TERM
78464A367
997
41900
SH
SOLE
41900
0
0
SPDR SERIES TRUST
PORTFOLIO INTERMEDIA
78464A375
3500
106600
SH
SOLE
106600
0
0
SPDR SERIES TRUST
PORTFOLIO SHORT TERM
78464A474
2028
68100
SH
SOLE
68100
0
0
SPDR SERIES TRUST
SPDR PRT S&P 500 ETF
78464A854
19213
343719
SH
SOLE
340560
0
3159
SPDR S&P BIOTECH
SPDR SERIES TRUST
78464A870
28242
316300
SH
SOLE
316300
0
0
SPDR SER TR
SPDR S&P 600 SMLCAP
78468R853
1799
42652
SH
SOLE
42100
0
552
SALESFORCE INC
COMMON
79466L302
9166
34840
SH
SOLE
31720
0
3120
SCHWAB STRATEGIC T
US DIVIDEND EQUTY ET
808524797
927
12182
SH
SOLE
12182
0
0
SELECT SECTOR SPDR
AMEX FINANCIAL INDEX
81369Y605
25903
688900
SH
SOLE
688900
0
0
SEMPRA
COMMON
816851109
1297
17358
SH
SOLE
17358
0
0
SOUTHERN CO
COMMON
842587107
402
5726
SH
SOLE
5726
0
0
STARBUCKS CORP
COMMON
855244109
7650
79710
SH
SOLE
71460
0
8250
STATE STREET CORP
DEP SHS 1/4000TH INT
857477855
477
20100
SH
SOLE
20100
0
0
SYSCO CORP
COMMON
871829107
206
2823
SH
SOLE
2823
0
0
TARGET CORPORATION
COMMON
87612E106
9920
69631
SH
SOLE
60131
0
9500
TRUIST FINANCIAL COR
COM USD5
89832Q109
210
5691
SH
SOLE
5691
0
0
US BANCORP DEL
COMMON
902973304
1873
43270
SH
SOLE
40350
0
2920
UNITED PARCEL SERVIC
CLASS B
911312106
7579
48200
SH
SOLE
43130
0
5070
UNITEDHEALTH GRP INC
COMMON
91324P102
262
498
SH
SOLE
498
0
0
VANECK ETF TR
FALLEN ANGEL HIGH YL
92189F437
999
34700
SH
SOLE
34700
0
0
VANGUARD SPECIALIZED
DIV APPRECIATION
921908844
4249
24934
SH
SOLE
24934
0
0
VANGUARD STAR FUND
TOT INTL STK IDX FD
921909768
7555
130374
SH
SOLE
130374
0
0
VANGUARD TAX MANAGED
FTSE DEV MKT ETF
921943858
11752
245328
SH
SOLE
245328
0
0
VANGUARD INTL EQUITY
INDEX FD FTSE SMCAP
922042718
270
2350
SH
SOLE
2350
0
0
VANGUARD INTL EQUITY
ETF ALL-WORLD EX-US
922042775
2435
43350
SH
SOLE
43350
0
0
VANGUARD SCOTTSDAL
FDS VNG RUS2000IDX
92206C664
21976
270991
SH
SOLE
270991
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
11122
25465
SH
SOLE
25465
0
0
VANGUARD INDEX TR
SMALL CAP VALUE
922908611
3140
17434
SH
SOLE
17434
0
0
VANGUARD INDEX TR
GROWTH
922908736
65778
211587
SH
SOLE
211587
0
0
VANGUARD INDEX TR
VALUE
922908744
80219
536583
SH
SOLE
536583
0
0
VANGUARD INDEX TR
SMALL CAP
922908751
7337
34380
SH
SOLE
34380
0
0
VISA INC
CLASS A
92826C839
233
895
SH
SOLE
895
0
0
VIRTUS OPPORTUNITIES
KAR INTLSMLMDCP CL I
92828W825
514
28106
SH
SOLE
28106
0
0
WALMART INC
COMMON
931142103
11800
74831
SH
SOLE
73481
0
1350
WALGREENS BOOTS ALNC
COMMON
931427108
3131
119935
SH
SOLE
104285
0
15650
WASTE MANAGEMENT INC
COMMON
94106L109
469
2619
SH
SOLE
2619
0
0
WELLS FARGO & CO
COMMON
949746101
7763
157722
SH
SOLE
143382
0
14340
WELLS FARGO & CO
7.5% PFD CLA SER L
949746804
2092
1750
SH
SOLE
1750
0
0
WISDOMTREE TR
JAPAN HEDGE EQT
97717W851
1723
19602
SH
SOLE
19602
0
0
WISDOMTREE TR
ETF INTL HEDGE EQT
97717X701
1623
37894
SH
SOLE
37894
0
0
SENSATA TECH HLD PLC
COM EUR0.01
G8060N102
7553
200977
SH
SOLE
182397
0
18580
CHUBB LIMITED
COMMON
H1467J104
9819
43464
SH
SOLE
39519
0
3945