Cwc Advisors, Llc. Portfolio Holdings

Cwc Advisors, Llc.

  • $194 Billion
  • Q2 2025

Cwc Advisors, Llc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $7.13B, Vaneck ETF Tr with a value of $6.68B, Vaneck ETF Tr Investment Grade with a value of $6.66B, Valued Advisers Tr with a value of $6.63B, and Broadcom Inc. with a value of $6.16B.

Examining the 13F form we can see an increase of $17.9B in the current position value, from $176B to 194B.

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 $194 Billion
ETFs: $96.4 Billion
Technology: $28.3 Billion
Financial Services: $18.3 Billion
Industrials: $13.4 Billion
Consumer Cyclical: $5.79 Billion
Healthcare: $4.36 Billion
Communication Services: $2.59 Billion
Energy: $2.25 Billion
Other: $2.78 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.13 Billion 3.68% of portfolio
119,157
Q2 2025 Added 3.21%
$0
$6.68 Billion 3.45% of portfolio
126,171
Q2 2025 Added 1.21%
$0
$6.66 Billion 3.44% of portfolio
261,366
Q2 2025 Added 0.84%
$0
$5.67 Billion 2.93% of portfolio
51,455
Q2 2025 Added 15.56%
$0
$5.65 Billion 2.92% of portfolio
64,003
Q2 2025 Added 2.04%
$0
$5.54 Billion 2.86% of portfolio
82,346
Q2 2025 Added 2.31%
$0
$4.81 Billion 2.49% of portfolio
81,869
Q2 2025 Added 2.93%
$0
$4.62 Billion 2.39% of portfolio
58,060
Q2 2025 Added 3.22%
$0
$4.34 Billion 2.24% of portfolio
132,748
Q2 2025 Added 5.78%
$0
$3.78 Billion 1.95% of portfolio
6,857
Q2 2025 Added 15.61%
$0
$3.5 Billion 1.81% of portfolio
41,227
Q2 2025 Added 1.66%
$0
$3.46 Billion 1.79% of portfolio
17,755
Q2 2025 Added 1.58%
$0
$2.79 Billion 1.44% of portfolio
20,735
Q2 2025 Added 3.32%
$0
$2.62 Billion 1.35% of portfolio
50,017
Q2 2025 Added 2.85%
$0
$2 Billion 1.03% of portfolio
24,666
Q2 2025 Added 2.93%
$0
$1.65 Billion 0.85% of portfolio
15,229
Q2 2025 Added 2.79%
$0
$1.28 Billion 0.66% of portfolio
9,489
Q2 2025 Reduced 0.22%
$0
$1.25 Billion 0.65% of portfolio
5,795
Q2 2025 Added 1.36%
$1.21B
$1.17 Billion 0.6% of portfolio
36,540
Q2 2025 Added 0.68%
$0
$1.13 Billion 0.59% of portfolio
11,289
Q2 2025 New
$0
$1.11 Billion 0.57% of portfolio
26,143
Q2 2025 Added 13.24%
$0
$1.04 Billion 0.54% of portfolio
9,462
Q2 2025 Added 5.58%
$0
$1.05 Billion 0.54% of portfolio
11,922
Q2 2025 Added 3.0%
$0
$1.02 Billion 0.53% of portfolio
12,457
Q2 2025 Reduced 15.66%
$0
$988 Million 0.51% of portfolio
28,898
Q2 2025 Added 8.05%
$0
$914 Million 0.47% of portfolio
16,414
Q2 2025 Added 8.27%
$0
$852 Million 0.44% of portfolio
13,108
Q2 2025 Reduced 41.17%
$0
$730 Million 0.38% of portfolio
31,402
Q2 2025 Added 3.89%
$0
$723 Million 0.37% of portfolio
4,088
Q2 2025 Added 6.07%
$4.75B
$611 Million 0.32% of portfolio
19,363
Q1 2025 New
$0
$557 Million 0.29% of portfolio
9,192
Q2 2025 Added 3.95%
$0
$518 Million 0.27% of portfolio
18,471
Q2 2025 Reduced 0.3%
$0
$497 Million 0.26% of portfolio
19,626
Q2 2025 Reduced 0.25%
$0
$472 Million 0.24% of portfolio
1,288
Q4 2024 Reduced 5.57%
$0
$462 Million 0.24% of portfolio
9,715
Q2 2025 Reduced 0.05%
$0
$460 Million 0.24% of portfolio
5,550
Q2 2025 Added 3.41%
$0
$425 Million 0.22% of portfolio
19,236
Q2 2025 Reduced 0.47%
$0
$422 Million 0.22% of portfolio
4,402
Q2 2025 Added 10.24%
$0
$423 Million 0.22% of portfolio
8,126
Q2 2025 Reduced 6.22%
$0
$412 Million 0.21% of portfolio
9,858
Q2 2025 Added 25.71%
$0
$407 Million 0.21% of portfolio
3,257
Q2 2025 Reduced 0.25%
$0
$368 Million 0.19% of portfolio
8,633
Q2 2025 Added 2.55%
$1.83B
$374 Million 0.19% of portfolio
10,883
Q2 2025 Added 10.12%
$0
$365 Million 0.19% of portfolio
4,087
Q2 2025 Reduced 0.1%
$0
$325 Million 0.17% of portfolio
526
Q2 2025 Added 9.13%
$0
$311 Million 0.16% of portfolio
11,653
Q2 2025 Added 3.41%
$0
$295 Million 0.15% of portfolio
5,826
Q2 2025 Reduced 7.3%
$0
$284 Million 0.15% of portfolio
9,728
Q4 2024 Added 300.0%
$0
$277 Million 0.14% of portfolio
5,468
Q2 2025 Added 5.05%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $194 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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