Cws Financial Advisors, LLC Purchases and Sells in Q4 2024

Cws Financial Advisors, LLC

$302 Million
Q4 2024

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	15.2K + 399.55%	$481.22 - $538.17 $7.32M - $8.19M	19K $9.73M
VTI	14.2K + 89.2%	$280.04 - $302.45 $3.98M - $4.3M	30.1K $8.74M
VO	9.01K + 665.29%	$261.5 - $284.63 $2.36M - $2.56M	10.4K $2.74M
AAPL	221 + 0.34%	$221.69 - $259.02 $49K - $57.2K	65.4K $16.4M
VUG	1.5K + 7.08%	$378.79 - $428.11 $567K - $641K	22.7K $9.3M
VOO	509 + 1.21%	$521.84 - $558.82 $266K - $284K	42.6K $23M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	5.86K New	$567.81 - $607.81 $3.33M - $3.56M	5.86K $3.44M
MDY	3.32K New	$563.99 - $620.12 $1.87M - $2.06M	3.32K $1.89M
ETR	4K New	$73.19 - $156.4 $293K - $625K	4K $303K
CB	901 New	$271.57 - $301.89 $245K - $272K	901 $248K
SNA	683 New	$285.44 - $371.35 $195K - $254K	683 $231K
KMI	8.28K New	$22.59 - $28.54 $187K - $236K	8.28K $226K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYK	-713 - 0.28%	$345.14 - $392.15 $246K - $280K	257K $92.4M
LLY	-483 - 40.25%	$727.2 - $932.06 $351K - $450K	717 $553K
VXF	-3.44K - 13.76%	$179.17 - $207.15 $616K - $713K	21.6K $4.1M
PG	-772 - 5.35%	$161.05 - $179.7 $124K - $139K	13.7K $2.29M
PFE	-1.87K - 6.8%	$24.8 - $30.19 $46.4K - $56.4K	25.6K $680K
DUK	-650 - 16.42%	$105.76 - $120.76 $68.7K - $78.5K	3.31K $356K

Activity Summary All Purchases 86 New Holdings 12 Increased Positions 74 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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