Cws Financial Advisors, LLC Purchases in Q4 2024

Cws Financial Advisors, LLC

  • $302 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
15.2K
+ 399.55%
$481.22 - $538.17 $7.32M - $8.19M
19K $9.73M
VTI
Vanguard Total Stock Market Et

ETFs
14.2K
+ 89.2%
$280.04 - $302.45 $3.98M - $4.3M
30.1K $8.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.86K
New
$567.81 - $607.81 $3.33M - $3.56M
5.86K $3.44M
VO
Vanguard Mid Cap ETF

ETFs
9.01K
+ 665.29%
$261.5 - $284.63 $2.36M - $2.56M
10.4K $2.74M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.32K
New
$563.99 - $620.12 $1.87M - $2.06M
3.32K $1.89M
AAPL
Apple Inc.

Technology
221
+ 0.34%
$221.69 - $259.02 $49K - $57.2K
65.4K $16.4M
VUG
Vanguard Growth ETF

ETFs
1.5K
+ 7.08%
$378.79 - $428.11 $567K - $641K
22.7K $9.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
509
+ 1.21%
$521.84 - $558.82 $266K - $284K
42.6K $23M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.8K
+ 18.44%
$34.49 - $39.24 $441K - $502K
82.2K $3.05M
VIG
Vanguard Dividend Appreciation

ETFs
2.74K
+ 6.04%
N/A
48.2K $8.77M
VB
Vanguard Small Cap ETF

ETFs
1.34K
+ 9.71%
$233.76 - $261.58 $314K - $351K
15.2K $3.65M
VGSH
Vanguard

ETFs
6.58K
+ 20.07%
$58.02 - $58.88 $382K - $387K
39.4K $2.29M
ETR
Entergy Corp

Utilities
4K
New
$73.19 - $156.4 $293K - $625K
4K $303K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57.2K
+ 249.92%
$26.93 - $84.95 $1.54M - $4.86M
80.1K $2.19M
CGXU
Capital Group Intl Focus Equit

ETFs
13K
+ 42.65%
$24.67 - $26.94 $321K - $351K
43.5K $1.07M
CB
Chubb LTD

Financial Services
901
New
$271.57 - $301.89 $245K - $272K
901 $248K
CGUS
Capital Group Core Equity ETF
6.33K
+ 21.21%
$33.96 - $36.24 $215K - $230K
36.2K $1.27M
SNA
Snap On Inc

Industrials
683
New
$285.44 - $371.35 $195K - $254K
683 $231K
KMI
Kinder Morgan, Inc.

Energy
8.28K
New
$22.59 - $28.54 $187K - $236K
8.28K $226K
DE
Deere & CO

Industrials
533
New
$389.45 - $466.0 $208K - $248K
533 $225K
BAC
Bank Of America Corp

Financial Services
4.63K
New
$39.22 - $47.77 $182K - $221K
4.63K $203K
IWB
Ishares Tr Russell 1000 ETF

ETFs
628
New
$311.11 - $335.64 $195K - $211K
628 $202K
ORCL
Oracle Corp

Technology
1.21K
New
$165.41 - $192.43 $199K - $232K
1.21K $200K
BR
Broadridge Financial Solutions, Inc.

Technology
675
+ 54.61%
$209.64 - $236.44 $142K - $160K
1.91K $432K
CSCO
Cisco Systems, Inc.

Technology
1.59K
+ 14.92%
$52.45 - $60.02 $83.2K - $95.3K
12.2K $723K
CVX
Chevron Corp

Energy
1.09K
+ 21.55%
$141.15 - $162.53 $154K - $178K
6.16K $892K
PGR
Progressive Corp

Financial Services
752
+ 30.06%
$239.6 - $268.88 $180K - $202K
3.25K $779K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.21K
+ 41.11%
$71.75 - $75.11 $158K - $166K
7.58K $544K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2K
+ 26.04%
$63.58 - $71.15 $127K - $142K
9.68K $630K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$205.18 - $250.29 $205 - $250
4.55K $1.09M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$161.86 - $196.66 $162 - $197
5.51K $1.04M
PAYX
Paychex Inc

Industrials
783
+ 31.43%
$135.86 - $148.73 $106K - $116K
3.27K $459K
FAST
Fastenal CO

Industrials
1.66K
+ 29.61%
$69.99 - $84.35 $116K - $140K
7.28K $523K
WEC
Wec Energy Group, Inc.

Utilities
1.21K
+ 58.24%
$92.94 - $101.82 $113K - $123K
3.29K $309K
ADI
Analog Devices Inc

Technology
543
+ 61.99%
$206.35 - $236.48 $112K - $128K
1.42K $301K
GOOG
Alphabet Inc.

Communication Services
229
+ 9.89%
$163.08 - $198.16 $37.3K - $45.4K
2.55K $484K
MA
Mastercard Inc

Financial Services
107
+ 8.99%
$491.3 - $536.15 $52.6K - $57.4K
1.3K $682K
HD
Home Depot, Inc.

Consumer Cyclical
306
+ 13.4%
$385.02 - $431.37 $118K - $132K
2.59K $1.01M
PRU
Prudential Financial Inc

Financial Services
649
+ 35.43%
$114.59 - $129.52 $74.4K - $84.1K
2.48K $294K
MSFT
Microsoft Corp

Technology
516
+ 3.03%
$406.35 - $454.46 $210K - $235K
17.5K $7.39M
CL
Colgate Palmolive CO

Consumer Defensive
994
+ 31.11%
$90.22 - $102.31 $89.7K - $102K
4.19K $380K
ITW
Illinois Tool Works Inc

Industrials
239
+ 14.64%
$253.56 - $278.5 $60.6K - $66.6K
1.87K $474K
GD
General Dynamics Corp

Industrials
399
+ 25.93%
$260.28 - $314.03 $104K - $125K
1.94K $510K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 6.16%
$442.29 - $483.08 $49.5K - $54.1K
1.93K $875K
ABBV
Abb Vie Inc.

Healthcare
739
+ 15.33%
$164.99 - $203.87 $122K - $151K
5.56K $988K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.05%
$94.43 - $105.47 $283 - $316
5.72K $580K
MO
Altria Group, Inc.

Consumer Defensive
86
+ 0.57%
$49.06 - $57.74 $4.22K - $4.97K
15.2K $793K
NSC
Norfolk Southern Corp

Industrials
143
+ 16.32%
$230.6 - $277.0 $33K - $39.6K
1.02K $239K
GLD
Spdr Gold Trust

ETFs
100
+ 4.31%
$236.59 - $257.5 $23.7K - $25.8K
2.42K $585K
Activity Summary
Buys All Purchases 86 New Holdings 12 Increased Positions 74 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email