Cws Financial Advisors, LLC Purchases in Q2 2025

Cws Financial Advisors, LLC

  • $332 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.94K
+ 4.42%
$456.74 - $568.03 $886K - $1.1M
45.8K $26M
VGT
Vanguard Information Technolog

ETFs
2.94K
New
$470.37 - $663.28 $1.38M - $1.95M
2.94K $1.95M
VUG
Vanguard Growth ETF

ETFs
396
+ 1.64%
$329.49 - $438.4 $130K - $174K
24.6K $10.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.49K
+ 3.18%
$55.54 - $69.09 $305K - $379K
178K $12.3M
VTI
Vanguard Total Stock Market Et

ETFs
1.38K
+ 4.3%
$243.75 - $303.93 $335K - $418K
33.4K $10.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
13.2K
+ 12.5%
$30.53 - $40.65 $404K - $538K
119K $4.84M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.31K
+ 1.34%
$90.56 - $109.49 $209K - $252K
174K $19M
VIG
Vanguard Dividend Appreciation

ETFs
4.66K
+ 9.45%
N/A
54K $9.83M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.32K
+ 65.0%
$58.63 - $59.9 $370K - $379K
16K $959K
IBM
International Business Machines Corp

Technology
51
+ 0.68%
$221.03 - $294.78 $11.3K - $15K
7.56K $2.23M
IEFA
Ishares Tr

ETFs
390
+ 1.14%
$67.83 - $84.09 $26.5K - $32.8K
34.6K $2.89M
MS
Morgan Stanley

Financial Services
2.08K
New
$99.83 - $140.86 $208K - $293K
2.08K $293K
NTRS
Northern Trust Corp

Financial Services
2.23K
New
$84.45 - $126.79 $188K - $282K
2.23K $282K
VGSH
Vanguard

ETFs
4.52K
+ 9.09%
$58.32 - $58.95 $263K - $266K
54.2K $3.19M
VB
Vanguard Small Cap ETF

ETFs
112
+ 0.72%
$193.73 - $237.37 $21.7K - $26.6K
15.8K $3.74M
IGRO
Ishares Tr International Divid

ETFs
3.3K
New
$66.32 - $80.17 $219K - $265K
3.3K $260K
FNF
Fidelity National Financial, Inc.

Financial Services
4.53K
New
$53.62 - $66.59 $243K - $301K
4.53K $253K
AMZN
Amazon Com Inc

Consumer Cyclical
210
+ 3.05%
$167.32 - $223.3 $35.1K - $46.9K
7.1K $1.56M
NVDA
Nvidia Corp

Technology
1.52K
New
$94.31 - $157.99 $143K - $240K
1.52K $239K
WMT
Walmart Inc.

Consumer Defensive
25
+ 0.11%
$81.79 - $99.98 $2.04K - $2.5K
23.4K $2.29M
DFAU
Dimensional ETF Tr

ETFs
5.57K
New
$34.04 - $42.36 $189K - $236K
5.57K $235K
CGUS
Capital Group Core Equity ETF
2.53K
+ 6.66%
$29.93 - $36.93 $75.8K - $93.6K
40.6K $1.5M
AVGO
Broadcom Inc.

Technology
825
New
$146.29 - $275.65 $121K - $227K
825 $227K
LHX
L3 Harris Technologies, Inc.

Industrials
907
New
$200.21 - $256.99 $182K - $233K
907 $227K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.09K
+ 6.36%
$75.29 - $91.16 $81.7K - $98.9K
18.1K $1.64M
BAC
Bank Of America Corp

Financial Services
4.66K
New
$34.39 - $47.46 $160K - $221K
4.66K $220K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.58K
New
$19.1 - $23.83 $164K - $204K
8.58K $204K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.76K
New
$57.41 - $74.81 $158K - $206K
2.76K $204K
ARCC
Ares Capital Corp

Financial Services
9.2K
New
$18.91 - $22.43 $174K - $206K
9.2K $202K
ADI
Analog Devices Inc

Technology
566
+ 39.89%
$164.6 - $238.02 $93.2K - $135K
1.99K $472K
SNA
Snap On Inc

Industrials
592
+ 86.68%
$292.36 - $342.2 $173K - $203K
1.28K $396K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
40
+ 1.85%
$299.15 - $396.54 $12K - $15.9K
2.21K $874K
CB
Chubb LTD

Financial Services
548
+ 60.82%
$274.32 - $302.46 $150K - $166K
1.45K $419K
LMT
Lockheed Martin Corp

Industrials
256
+ 17.12%
$430.82 - $486.45 $110K - $125K
1.75K $810K
CGXU
Capital Group Intl Focus Equit

ETFs
199
+ 0.39%
$21.44 - $27.35 $4.27K - $5.44K
51.4K $1.39M
CGCP
Capital Group Core Plus Income

ETFs
6.21K
+ 25.61%
$21.92 - $22.56 $136K - $140K
30.4K $684K
FAST
Fastenal CO

Industrials
9.32K
+ 132.14%
$40.65 - $83.16 $379K - $775K
16.4K $687K
SO
Southern CO

Utilities
1.46K
+ 12.2%
$84.91 - $92.56 $124K - $135K
13.4K $1.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.74K
+ 10.64%
$24.32 - $27.87 $237K - $272K
101K $2.68M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.26K
+ 12.49%
$52.31 - $63.72 $66.1K - $80.5K
11.4K $725K
PH
Parker Hannifin Corp

Industrials
50
+ 5.49%
$517.23 - $700.54 $25.9K - $35K
961 $671K
ETR
Entergy Corp

Utilities
1.48K
+ 36.98%
$79.01 - $86.61 $117K - $128K
5.49K $456K
CGDV
Capital Group Divid Value ETF

ETFs
442
+ 1.77%
$31.93 - $39.49 $14.1K - $17.5K
25.5K $1.01M
KMI
Kinder Morgan, Inc.

Energy
3.6K
+ 43.45%
$25.21 - $29.4 $90.7K - $106K
11.9K $349K
BR
Broadridge Financial Solutions, Inc.

Technology
447
+ 23.39%
$217.22 - $246.25 $97.1K - $110K
2.36K $573K
PAYX
Paychex Inc

Industrials
884
+ 27.0%
$137.01 - $159.78 $121K - $141K
4.16K $604K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.05%
$82.96 - $110.1 $249 - $330
5.72K $629K
GILD
Gilead Sciences, Inc.

Healthcare
855
+ 46.29%
$96.91 - $113.0 $82.9K - $96.6K
2.7K $299K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
47
+ 0.21%
$51.16 - $62.02 $2.4K - $2.91K
22K $1.37M
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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