CF
| |
CWS Financial Advisors, LLC13F | |
| CWS Financial Advisors, LLC | |
| Last update 2025-05-14 | 128 Stocks (7 new) |
| Value $317.00 Mil | Turnover 4 % |
CWS Financial Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYK | Stryker Corp | 256,669 | 95,545.2 | +0.03% | 30.170 | +0.01% | 0.070 | +10.10% | +10.66% | 151,589.5 | Medical Devices & Instruments | |
VOO | Vanguard S&P 500 ETF | 43,862 | 22,541.2 | +2.95% | 7.120 | +0.20% | 0.000 | +16.45% | +8.96% | 664,077.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 171,646 | 17,949.0 | +2.70% | 5.670 | +0.15% | 0.020 | +12.45% | -2.52% | 81,849.8 | ||
AAPL | Apple Inc | 69,424 | 15,421.1 | +6.09% | 4.870 | +0.28% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
VXUS | Vanguard Total International Stock | 172,645 | 10,721.3 | -0.96% | 3.390 | -0.03% | 0.010 | +12.30% | +21.01% | 93,859.7 | ||
VTV | Vanguard Value ETF | 56,712 | 9,796.5 | +7.67% | 3.090 | +0.22% | 0.010 | +9.57% | +7.46% | 135,011.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 49,314 | 9,566.4 | +2.38% | 3.020 | +0.07% | 0.010 | +10.96% | +7.24% | 90,207.5 | ||
VUG | Vanguard Growth ETF | 24,220 | 8,981.3 | +6.91% | 2.840 | +0.18% | 0.010 | +22.07% | +10.46% | 166,080.2 | ||
QQQ | INVESCO QQQ Trust | 19,094 | 8,953.6 | +0.37% | 2.830 | +0.01% | 0.000 | +21.03% | +10.81% | 360,250.4 | ||
VTI | Vanguard Total Stock Market ETF | 31,980 | 8,789.4 | +6.09% | 2.780 | +0.16% | 0.000 | +16.45% | +8.47% | 478,263.0 |
CWS Financial Advisors, LLC's Historical Top Holdings Breakdowns
CWS Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.28% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Add 6.09% | 69,424 | 3,988 | |
CGBL | Capital Group Core Balanced ETF | 2025-03-31 | Add Add | +0.26% | 30.81 ($31.74) 32.56 | $33.89 | 6.77% | Add 60.86% | 70,621 | 26,718 | |
CGGR | Capital Group Growth ETF | 2025-03-31 | Add Add | +0.25% | 33.98 ($37.42) 39.84 | $41.47 | 10.82% | Add 28.77% | 105,825 | 23,646 | |
CGCV |
Capital Group Conservative Equity ETF
Capital Group Conservative Equity ETF
| 2025-03-31 | Add Add | +0.23% | 26.29 ($27.4) 28.25 | $29.35 | 7.12% | Add 179.39% | 41,866 | 26,881 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.22% | 167.73 ($174.39) 179.21 | $179.89 | 3.15% | Add 7.67% | 56,712 | 4,039 | |
HD | The Home Depot Inc | 2025-03-31 | Add Add | +0.21% | 347.25 ($389.72) 424.87 | $373.09 | -4.27% | Add 70.5% | 4,416 | 1,826 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.20% | 507.05 ($540.58) 563.67 | $583.26 | 7.90% | Add 2.95% | 43,862 | 1,257 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.19% | 58.07 ($58.36) 58.69 | $58.54 | 0.31% | Add 26.17% | 49,677 | 10,304 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.18% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Add 8.7% | 19,051 | 1,524 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.18% | 369.1 ($404.54) 427.61 | $452.27 | 11.80% | Add 6.91% | 24,220 | 1,566 |
CWS Financial Advisors, LLC Total Holding History ($B)
CWS Financial Advisors, LLC's Asset Allocation
CWS Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CWS Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
CWS Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CWS Financial Advisors, LLC's Holdings Heat Map
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CWS Financial Advisors, LLC's Holdings Bubble Chart
CWS Financial Advisors, LLC News
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