CA

CW Advisors, LLC

13F
CW Advisors, LLC
Last update 2025-05-14 1064 Stocks (264 new)
Value $8.34 Bil Turnover 21 %
Countries:
Top Holdings: AAPL(4.68%)XLK(2.48%)MSFT(1.86%)XLF(1.71%)NVDA(1.46%)
Summary Stock Picks Current Portfolio
CW Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
1,760,497
390,415.8
+122.07%
4.680
+2.57%
0.010
+7.35%
-15.47%
3,154,147.7
Hardware
XLK
Technology Select Sector SPDR ETF
1,003,072
207,135.6
+0.91%
2.480
+0.02%
0.330
+35.50%
+12.58%
82,351.5
 
MSFT
Microsoft Corp
411,872
155,519.6
+38.26%
1.860
+0.51%
0.010
+38.94%
+21.47%
3,790,969.0
Software
XLF
Financial Select Sector SPDR
2,863,339
142,625.9
-0.10%
1.710
0%
0.290
+13.01%
+9.48%
51,226.3
 
NVDA
NVIDIA Corp
1,118,620
121,952.1
+28.16%
1.460
+0.32%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
RSP
Invesco S&P 500 Equal Weight ETF
679,526
117,726.5
+0.96%
1.410
+0.01%
0.170
+13.69%
+6.04%
74,012.7
 
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
2,552,755
115,384.6
+24.07%
1.380
+0.27%
2.140
+1.44%
+3.36%
5,863.1
 
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
1,002,268
96,671.6
-1.05%
1.160
-0.01%
0.470
+18.00%
+10.28%
23,547.6
 
JSI
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
1,611,023
84,337.1
+57.97%
1.010
+0.37%
12.160
+2.86%
+3.94%
897.6
 
KO
Coca-Cola Co
1,149,606
82,303.5
-10.72%
0.990
-0.12%
0.030
-3.63%
+13.82%
300,653.0
Beverages - Non-Alcoholic

CW Advisors, LLC's Historical Top Holdings Breakdowns

CW Advisors, LLC's Top Stock Picks View Full List
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
+2.57%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 122.07%
1,760,497
967,724
MBS
ANGEL OAK FDS TR
2025-03-31
New Buy
New Buy
+0.69%
●
8.44 ($8.59) 8.7
$8.59
0%
New holding
6,592,549
6,592,549
MBB
iShares MBS ETF
2025-03-31
Reduce
Reduce
-0.63%
●
90.37 ($92.49) 94.08
$92.80
0.34%
Reduce -90.62%
52,443
-506,359
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.51%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 38.26%
411,872
113,974
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.42%
●
442.66 ($486.15) 534.52
$473.80
-2.54%
Add 102.55%
129,323
65,477
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.41%
●
369.1 ($404.54) 427.61
$448.39
10.84%
Add 306.94%
119,836
90,388
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Reduce
Reduce
-0.40%
●
40.03 ($44.05) 46.81
$43.59
-1.04%
Reduce -36.74%
1,114,201
-647,185
TPL
Texas Pacific Land Corp
2025-03-31
New Buy
New Buy
+0.38%
●
1180.08 ($1337.43) 1431.01
$997.11
-25.45%
New holding
24,090
24,090
JSI
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
2025-03-31
Add
Add
+0.37%
●
51.63 ($52.09) 52.53
$52.34
0.48%
Add 57.97%
1,611,023
591,217
XLB
Materials Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.34%
●
83.19 ($87.39) 90.99
$90.22
3.24%
Reduce -99.03%
2,870
-293,752

CW Advisors, LLC Total Holding History ($B)

To

CW Advisors, LLC's Asset Allocation

To

CW Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CW Advisors, LLC's Hypothetical Growth since 2025-03-31

CW Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CW Advisors, LLC's Holdings Heat Map

Size field:

CW Advisors, LLC's Holdings Bubble Chart

CW Advisors, LLC News

  • 1

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