Cwc Advisors, Llc. Portfolio Holdings

Cwc Advisors, Llc.

  • $100 Billion
  • Q4 2024

Cwc Advisors, Llc. has filed its 13F form on March 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $100 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.91B, Broadcom Inc. with a value of $4.99B, Vanguard Bd Index Fds with a value of $4.22B, Vanguard with a value of $4.12B, and Vanguard Small Cap Value ETF with a value of $3.53B.

Examining the 13F form we can see an decrease of $965M in the current position value, from $101B to 100B.

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 $100 Billion
ETFs: $44.7 Billion
Technology: $17.7 Billion
Financial Services: $10.4 Billion
Industrials: $8.31 Billion
Consumer Cyclical: $3.57 Billion
Healthcare: $3.44 Billion
Communication Services: $1.56 Billion
Energy: $1.34 Billion
Other: $1.76 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181M
$469 Million 0.47% of portfolio
28,363
Q4 2024 Reduced 0.49%
$282M
$354 Million 0.35% of portfolio
8,155
Q4 2024 Reduced 0.39%
$245M
$338 Million 0.34% of portfolio
6,264
Q4 2024 New
$83.9M
$314 Million 0.31% of portfolio
177,466
Q4 2024 Reduced 0.22%
$185M
$215 Million 0.21% of portfolio
71,304
Q4 2024 Reduced 1.55%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $100 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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