Cws Financial Advisors, LLC Purchases and Sells in Q3 2024

Cws Financial Advisors, LLC

$277 Million
Q3 2024

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYK	505 + 0.2%	$315.94 - $371.96 $160K - $188K	257K $92.9M
AAPL	52 + 0.08%	$207.23 - $234.82 $10.8K - $12.2K	65.2K $15.2M
VTI	3.69K + 30.09%	$255.18 - $283.2 $940K - $1.04M	15.9K $4.51M
VOO	75 + 0.18%	$475.2 - $527.7 $35.6K - $39.6K	42.1K $22.2M
VTV	2.7K + 5.91%	$159.75 - $174.57 $432K - $472K	48.5K $8.46M
VXUS	2.19K + 1.29%	$58.03 - $65.37 $127K - $143K	172K $11.1M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	3.81K New	$434.77 - $502.96 $1.66M - $1.92M	3.81K $1.86M
DFAS	7.68K New	$59.25 - $65.33 $455K - $502K	7.68K $498K
SMH	1.92K New	$211.47 - $281.27 $406K - $540K	1.92K $471K
K	3.19K New	$56.19 - $80.81 $179K - $258K	3.19K $257K
MMM	1.78K New	$99.69 - $139.42 $177K - $248K	1.78K $242K
APD	797 New	$247.34 - $300.11 $197K - $239K	797 $237K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-5 - 0.03%	$395.15 - $467.56 $1.98K - $2.34K	17K $7.32M
DIS	-529 - 10.36%	$85.6 - $98.61 $45.3K - $52.2K	4.58K $440K
SCHP	-1.11K - 17.37%	$51.58 - $53.79 $57.3K - $59.7K	5.28K $283K
COP	-89 - 2.26%	$102.3 - $116.61 $9.1K - $10.4K	3.85K $405K
COST	-60 - 9.68%	$801.83 - $917.05 $48.1K - $55K	560 $496K
MRK	-15 - 0.59%	$111.15 - $128.97 $1.67K - $1.93K	2.52K $285K

Activity Summary All Purchases 76 New Holdings 16 Increased Positions 60 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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