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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$113M
$718 Million 0.37% of portfolio
241,739
Q2 2025 Added 2.6%
$207M
$509 Million 0.26% of portfolio
49,455
Q2 2025 Added 2.9%
$185M
$384 Million 0.2% of portfolio
95,957
Q2 2025 Added 2.44%
$235M
$331 Million 0.17% of portfolio
8,552
Q2 2025 Added 2.53%

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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