Cws Financial Advisors, LLC Purchases and Sells in Q1 2025

Cws Financial Advisors, LLC

$308 Million
Q1 2025

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYK	88 + 0.03%	$355.18 - $399.9 $31.3K - $35.2K	257K $95.5M
VTV	4.04K + 7.67%	$167.73 - $179.21 $677K - $724K	56.7K $9.8M
VGSH	10.3K + 26.17%	$58.07 - $58.69 $598K - $605K	49.7K $2.92M
HD	1.83K + 70.5%	$347.25 - $424.87 $634K - $776K	4.42K $1.62M
CGGR	23.6K + 28.77%	$33.98 - $39.84 $803K - $942K	106K $3.62M
SCHD	11.4K + 14.27%	$27.01 - $28.54 $309K - $326K	91.6K $2.56M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	9.72K New	$57.44 - $59.4 $558K - $577K	9.72K $577K
EPD	8.55K New	$31.75 - $34.14 $271K - $292K	8.55K $291K
RTX	1.88K New	$114.1 - $135.66 $214K - $254K	1.88K $248K
IP	4.58K New	$49.38 - $60.09 $226K - $275K	4.58K $244K
ESGD	2.62K New	$75.32 - $84.77 $197K - $222K	2.62K $214K
GILD	1.85K New	$89.14 - $117.41 $165K - $217K	1.85K $206K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXF	-1.42K - 6.57%	$170.36 - $201.04 $241K - $285K	20.1K $3.47M
PG	-1.83K - 13.36%	$158.56 - $176.26 $290K - $322K	11.8K $2.02M
AMZN	-263 - 3.68%	$190.26 - $242.06 $50K - $63.7K	6.89K $1.31M
IVV	-142 - 2.64%	$554.06 - $615.85 $78.7K - $87.5K	5.24K $2.94M
ITW	-403 - 21.53%	$244.9 - $274.48 $98.7K - $111K	1.47K $364K
GD	-399 - 20.59%	$241.94 - $272.58 $96.5K - $109K	1.54K $419K

Activity Summary All Purchases 80 New Holdings 7 Increased Positions 73 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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