Cws Financial Advisors, LLC Purchases and Sells in Q3 2025

Cws Financial Advisors, LLC

$347 Million
Q3 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.38K + 5.6%	$433.97 - $484.08 $598K - $667K	26K $12.5M
VXUS	10.4K + 5.82%	$68.24 - $73.73 $708K - $765K	189K $13.8M
VTV	3.04K + 5.42%	$175.51 - $186.57 $533K - $567K	59.1K $11M
VTI	824 + 2.47%	$303.93 - $329.86 $250K - $272K	34.2K $11.2M
QQQ	30 + 0.19%	$546.99 - $602.2 $16.4K - $18.1K	16.2K $9.71M
VB	1.39K + 8.79%	$237.58 - $259.17 $329K - $359K	17.1K $4.36M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	7.76K New	$67.01 - $72.84 $520K - $565K	7.76K $561K
VCSH	3.81K New	$78.96 - $80.04 $300K - $305K	3.81K $304K
PSX	1.62K New	$118.37 - $139.46 $192K - $226K	1.62K $220K
TJX	1.5K New	$121.35 - $144.54 $181K - $216K	1.5K $216K
BDX	1.11K New	$172.41 - $199.66 $192K - $222K	1.11K $208K
NET	966 New	$181.39 - $228.28 $175K - $221K	966 $207K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYK	-363 - 0.14%	$368.57 - $403.53 $134K - $146K	254K $94M
PFE	-7.76K - 32.83%	$23.29 - $25.88 $181K - $201K	15.9K $404K
VXF	-2.15K - 12.29%	$193.58 - $213.07 $416K - $457K	15.3K $3.21M
LLY	-177 - 24.62%	$625.65 - $812.69 $111K - $144K	542 $413K
IBM	-159 - 2.1%	$234.77 - $292.47 $37.3K - $46.5K	7.4K $2.09M
CL	-762 - 13.82%	$79.36 - $93.33 $60.5K - $71.1K	4.75K $379K

Activity Summary All Purchases 90 New Holdings 8 Increased Positions 82 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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