Cws Financial Advisors, LLC Purchases and Sells in Q2 2025

Cws Financial Advisors, LLC

$332 Million
Q2 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.94K + 4.42%	$456.74 - $568.03 $886K - $1.1M	45.8K $26M
VUG	396 + 1.64%	$329.49 - $438.4 $130K - $174K	24.6K $10.8M
VXUS	5.49K + 3.18%	$55.54 - $69.09 $305K - $379K	178K $12.3M
VTI	1.38K + 4.3%	$243.75 - $303.93 $335K - $418K	33.4K $10.1M
CGGR	13.2K + 12.5%	$30.53 - $40.65 $404K - $538K	119K $4.84M
IJR	2.31K + 1.34%	$90.56 - $109.49 $209K - $252K	174K $19M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	2.94K New	$470.37 - $663.28 $1.38M - $1.95M	2.94K $1.95M
MS	2.08K New	$99.83 - $140.86 $208K - $293K	2.08K $293K
NTRS	2.23K New	$84.45 - $126.79 $188K - $282K	2.23K $282K
IGRO	3.3K New	$66.32 - $80.17 $219K - $265K	3.3K $260K
FNF	4.53K New	$53.62 - $66.59 $243K - $301K	4.53K $253K
NVDA	1.52K New	$94.31 - $157.99 $143K - $240K	1.52K $239K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.06K - 5.85%	$172.42 - $223.89 $700K - $909K	65.4K $13.4M
HD	-1.49K - 33.72%	$335.24 - $380.78 $499K - $567K	2.93K $1.07M
XOM	-1.62K - 12.73%	$99.93 - $119.04 $162K - $193K	11.1K $1.2M
ABBV	-661 - 11.06%	$170.16 - $206.27 $112K - $136K	5.32K $986K
PEP	-122 - 1.03%	$128.02 - $151.37 $15.6K - $18.5K	11.7K $1.55M
COST	-265 - 32.72%	$908.13 - $1056.85 $241K - $280K	545 $539K

Activity Summary All Purchases 78 New Holdings 13 Increased Positions 65 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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