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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$6.16 Billion 3.19% of portfolio
22,362
Q2 2025 Reduced 3.47%
$3.69T
$5.55 Billion 2.87% of portfolio
27,044
Q2 2025 Reduced 3.46%
$4.98B
$4.92 Billion 2.54% of portfolio
160,104
Q2 2025 Added 2.75%
-
$4.86 Billion 2.51% of portfolio
-
Q2 2025 Added 2.54%
$456B
$4.61 Billion 2.38% of portfolio
29,148
Q2 2025 Added 152.15%
$254B
$3.79 Billion 1.96% of portfolio
5,349
Q2 2025 Added 1.96%
$3.95T
$3.32 Billion 1.72% of portfolio
6,678
Q2 2025 Added 3.1%
$8.37B
$3.24 Billion 1.67% of portfolio
16,469
Q2 2025 Added 2.78%
$306B
$2.88 Billion 1.49% of portfolio
11,173
Q2 2025 Added 2.82%
$35.1B
$2.5 Billion 1.29% of portfolio
11,932
Q2 2025 Added 2.72%
$302B
$2.07 Billion 1.07% of portfolio
25,886
Q2 2025 Added 2.75%
$173B
$1.85 Billion 0.95% of portfolio
11,598
Q2 2025 Added 0.35%
$207B
$1.69 Billion 0.87% of portfolio
13,598
Q2 2025 Reduced 4.32%
$94.4B
$1.62 Billion 0.84% of portfolio
22,859
Q2 2025 Added 3.89%
$57.7B
$1.58 Billion 0.82% of portfolio
13,271
Q2 2025 Reduced 1.25%
$245B
$1.36 Billion 0.7% of portfolio
4,370
Q2 2025 Added 46.79%
$150B
$1.3 Billion 0.67% of portfolio
4,339
Q2 2025 Added 0.42%
$37.5B
$1.17 Billion 0.6% of portfolio
23,715
Q2 2025 Added 2.8%
$73.5B
$1.12 Billion 0.58% of portfolio
10,566
Q2 2025 Reduced 4.7%
$51.7B
$1.07 Billion 0.55% of portfolio
4,250
Q2 2025 Added 3.36%
$177B
$1.05 Billion 0.54% of portfolio
5,041
Q2 2025 Added 3.02%
$2.26T
$927 Million 0.48% of portfolio
4,225
Q2 2025 Added 7.84%
$1.78T
$903 Million 0.47% of portfolio
1,223
Q2 2025 Added 9.98%
$1.08T
$820 Million 0.42% of portfolio
2,582
Q2 2025 Reduced 0.04%
$293B
$807 Million 0.42% of portfolio
11,626
Q2 2025 Reduced 3.36%
$14.4B
$809 Million 0.42% of portfolio
4,749
Q2 2025 Added 2.57%
$281B
$730 Million 0.38% of portfolio
7,463
Q2 2025 Reduced 0.89%
$2.72B
$743 Million 0.38% of portfolio
10,874
Q2 2025 Added 3.78%
$113M
$718 Million 0.37% of portfolio
241,739
Q2 2025 Added 2.6%
$684B
$701 Million 0.36% of portfolio
3,206
Q2 2025 Added 23.07%
$442B
$669 Million 0.35% of portfolio
6,208
Q2 2025 Added 7.05%
$18.2B
$680 Million 0.35% of portfolio
20,970
Q2 2025 Added 3.32%
$86.2B
$640 Million 0.33% of portfolio
2,196
Q2 2025 Reduced 4.85%
$61.1B
$589 Million 0.3% of portfolio
7,327
Q2 2025 Reduced 5.37%
$8.16B
$582 Million 0.3% of portfolio
10,610
Q2 2025 Added 2.42%
$13.6B
$561 Million 0.29% of portfolio
2,195
Q2 2025 Added 2.86%
$4.82B
$551 Million 0.28% of portfolio
5,892
Q2 2025 Added 2.7%
$139B
$549 Million 0.28% of portfolio
4,455
Q2 2025 Added 23.13%
$113B
$549 Million 0.28% of portfolio
1,185
Q2 2025 Reduced 11.37%
$207M
$509 Million 0.26% of portfolio
49,455
Q2 2025 Added 2.9%
$3.94B
$493 Million 0.25% of portfolio
13,700
Q4 2024 Reduced 15.17%
$210B
$488 Million 0.25% of portfolio
1,655
Q2 2025 Added 13.43%
$335M
$459 Million 0.24% of portfolio
11,021
Q2 2025 Added 2.49%
$859B
$464 Million 0.24% of portfolio
1,599
Q1 2025 New
$9.34B
$429 Million 0.22% of portfolio
1,858
Q2 2025 Added 2.37%
$664M
$422 Million 0.22% of portfolio
16,600
Q2 2025 Added 2.65%
$8.68B
$432 Million 0.22% of portfolio
8,815
Q2 2025 Added 2.75%
$203B
$415 Million 0.21% of portfolio
5,248
Q2 2025 Reduced 5.48%
$16B
$413 Million 0.21% of portfolio
5,402
Q2 2025 Added 16.02%

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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