Cwc Advisors, Llc. Portfolio Holdings

Cwc Advisors, Llc.

  • $204 Billion
  • Q3 2025

Cwc Advisors, Llc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $204 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $7.38B, Vanguard Intermediate Term Tre with a value of $7.21B, Apple Inc. with a value of $6.9B, Vaneck ETF Tr with a value of $6.71B, and Nvidia Corp with a value of $5.81B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $194B to 204B.

Cwc Advisors, Llc. is based out at Lake Oswego, OR

Below you can find more details about Cwc Advisors, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion
ETFs: $95.3 Billion
Technology: $35.3 Billion
Financial Services: $19.9 Billion
Industrials: $14.1 Billion
Consumer Cyclical: $6.61 Billion
Healthcare: $5.68 Billion
Communication Services: $3.46 Billion
Energy: $2.53 Billion
Other: $3.35 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.21 Billion 3.53% of portfolio
120,176
Q3 2025 Added 0.86%
$0
$6.71 Billion 3.29% of portfolio
126,442
Q3 2025 Added 0.21%
$0
$5.76 Billion 2.82% of portfolio
64,494
Q3 2025 Added 0.77%
$0
$5.73 Billion 2.81% of portfolio
83,712
Q3 2025 Added 1.66%
$0
$4.89 Billion 2.39% of portfolio
191,175
Q3 2025 Reduced 26.86%
$0
$4.84 Billion 2.37% of portfolio
82,170
Q3 2025 Added 0.37%
$0
$4.73 Billion 2.32% of portfolio
135,415
Q3 2025 Added 2.01%
$0
$4.67 Billion 2.29% of portfolio
58,482
Q3 2025 Added 0.73%
$0
$4.16 Billion 2.04% of portfolio
34,440
Q3 2025 Reduced 33.07%
$0
$3.68 Billion 1.8% of portfolio
17,615
Q3 2025 Reduced 0.79%
$0
$3.66 Billion 1.79% of portfolio
40,925
Q3 2025 Reduced 0.73%
$0
$3.17 Billion 1.55% of portfolio
5,282
Q3 2025 Reduced 22.97%
$0
$3 Billion 1.47% of portfolio
21,542
Q3 2025 Added 3.89%
$0
$2.66 Billion 1.3% of portfolio
49,298
Q3 2025 Reduced 1.44%
$0
$1.99 Billion 0.98% of portfolio
25,415
Q3 2025 Added 3.04%
$0
$1.86 Billion 0.91% of portfolio
15,721
Q3 2025 Added 3.23%
$0
$1.41 Billion 0.69% of portfolio
5,816
Q3 2025 Added 0.36%
$0
$1.38 Billion 0.67% of portfolio
9,445
Q3 2025 Reduced 0.46%
$1.41B
$1.23 Billion 0.6% of portfolio
33,075
Q3 2025 Reduced 9.48%
$0
$1.15 Billion 0.56% of portfolio
10,343
Q3 2025 Added 9.31%
$0
$1.12 Billion 0.55% of portfolio
12,863
Q3 2025 Added 3.26%
$0
$1.12 Billion 0.55% of portfolio
25,202
Q3 2025 Reduced 3.6%
$0
$1.11 Billion 0.54% of portfolio
12,338
Q3 2025 Added 3.49%
$0
$1.07 Billion 0.52% of portfolio
29,374
Q3 2025 Added 1.65%
$0
$1.05 Billion 0.51% of portfolio
10,435
Q3 2025 Reduced 7.56%
$0
$922 Million 0.45% of portfolio
17,717
Q3 2025 Added 7.94%
$0
$824 Million 0.4% of portfolio
4,418
Q3 2025 Added 8.07%
$0
$737 Million 0.36% of portfolio
31,402
Q2 2025 Added 3.89%
$0
$644 Million 0.32% of portfolio
9,435
Q3 2025 Added 2.64%
$0
$615 Million 0.3% of portfolio
8,045
Q3 2025 Reduced 1.0%
$0
$572 Million 0.28% of portfolio
5,707
Q3 2025 Added 2.83%
$0
$547 Million 0.27% of portfolio
18,471
Q2 2025 Reduced 0.3%
$0
$548 Million 0.27% of portfolio
19,626
Q2 2025 Reduced 0.25%
$5.54B
$554 Million 0.27% of portfolio
15,062
Q3 2025 Reduced 22.21%
$0
$518 Million 0.25% of portfolio
1,288
Q4 2024 Reduced 5.57%
$0
$475 Million 0.23% of portfolio
4,929
Q3 2025 Added 11.97%
$0
$465 Million 0.23% of portfolio
9,681
Q3 2025 Reduced 0.35%
$0
$459 Million 0.22% of portfolio
19,699
Q3 2025 Added 2.41%
$2.33B
$401 Million 0.2% of portfolio
9,018
Q3 2025 Reduced 17.14%
$0
$415 Million 0.2% of portfolio
3,258
Q3 2025 Added 0.03%
$0
$380 Million 0.19% of portfolio
4,087
Q2 2025 Reduced 0.1%
$0
$393 Million 0.19% of portfolio
8,633
Q2 2025 Added 2.55%
$0
$386 Million 0.19% of portfolio
579
Q3 2025 Added 10.08%
$0
$354 Million 0.17% of portfolio
11,089
Q3 2025 Added 13.99%
$0
$322 Million 0.16% of portfolio
7,351
Q3 2025 Reduced 25.43%
$0
$299 Million 0.15% of portfolio
7,095
Q3 2025 Added 13.32%
$0
$314 Million 0.15% of portfolio
11,653
Q2 2025 Added 3.41%
$0
$304 Million 0.15% of portfolio
2,898
Q3 2025 Added 5.61%
$0
$282 Million 0.14% of portfolio
9,677
Q3 2025 Added 18.03%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $204 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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