Cws Financial Advisors, LLC Purchases in Q3 2024

Cws Financial Advisors, LLC

  • $277 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
505
+ 0.2%
$315.94 - $371.96 $160K - $188K
257K $92.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.81K
New
$434.77 - $502.96 $1.66M - $1.92M
3.81K $1.86M
AAPL
Apple Inc.

Technology
52
+ 0.08%
$207.23 - $234.82 $10.8K - $12.2K
65.2K $15.2M
VTI
Vanguard Total Stock Market Et

ETFs
3.69K
+ 30.09%
$255.18 - $283.2 $940K - $1.04M
15.9K $4.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 0.18%
$475.2 - $527.7 $35.6K - $39.6K
42.1K $22.2M
VTV
Vanguard Value ETF

ETFs
2.7K
+ 5.91%
$159.75 - $174.57 $432K - $472K
48.5K $8.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.19K
+ 1.29%
$58.03 - $65.37 $127K - $143K
172K $11.1M
VIG
Vanguard Dividend Appreciation

ETFs
3.59K
+ 8.59%
$182.15 - $182.15 $654K - $654K
45.4K $8.27M
VUG
Vanguard Growth ETF

ETFs
980
+ 4.86%
$341.08 - $391.94 $334K - $384K
21.2K $8.12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.68K
New
$59.25 - $65.33 $455K - $502K
7.68K $498K
VB
Vanguard Small Cap ETF

ETFs
807
+ 6.2%
$214.77 - $237.72 $173K - $192K
13.8K $3.28M
MCD
Mcdonalds Corp

Consumer Cyclical
54
+ 0.7%
$245.82 - $304.51 $13.3K - $16.4K
7.73K $2.35M
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.03%
$66.91 - $81.4 $401 - $488
23.4K $1.89M
K
Kellogg CO

Consumer Defensive
3.19K
New
$56.19 - $80.81 $179K - $258K
3.19K $257K
MMM
3 M CO

Industrials
1.78K
New
$99.69 - $139.42 $177K - $248K
1.78K $242K
APD
Air Products & Chemicals, Inc.

Basic Materials
797
New
$247.34 - $300.11 $197K - $239K
797 $237K
GE
General Electric CO

Industrials
1.26K
New
$156.66 - $189.66 $197K - $239K
1.26K $237K
LNT
Alliant Energy Corp

Utilities
3.92K
New
$50.74 - $60.74 $199K - $238K
3.92K $237K
MGEE
Mge Energy Inc

Utilities
2.56K
New
$73.49 - $92.42 $188K - $237K
2.56K $233K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.95K
New
$57.22 - $80.08 $169K - $236K
2.95K $230K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
903
+ 4.11%
$77.02 - $85.06 $69.5K - $76.8K
22.9K $1.94M
NSC
Norfolk Southern Corp

Industrials
876
New
$213.75 - $259.69 $187K - $227K
876 $217K
SO
Southern CO

Utilities
871
+ 7.92%
$77.0 - $90.52 $67.1K - $78.8K
11.9K $1.07M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.27K
New
$84.81 - $93.54 $192K - $212K
2.27K $208K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.12K
+ 3.14%
$30.71 - $34.79 $65K - $73.6K
69.4K $2.41M
ADI
Analog Devices Inc

Technology
876
New
$200.56 - $243.33 $176K - $213K
876 $201K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.38K
New
$75.63 - $84.89 $180K - $202K
2.38K $200K
WEC
Wec Energy Group, Inc.

Utilities
2.08K
New
$77.68 - $96.19 $162K - $200K
2.08K $200K
LMT
Lockheed Martin Corp

Industrials
82
+ 7.0%
$460.3 - $584.56 $37.7K - $47.9K
1.25K $733K
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.15%
$101.25 - $127.45 $1.32K - $1.66K
8.6K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
85
+ 3.87%
$333.64 - $405.2 $28.4K - $34.4K
2.28K $925K
CGUS
Capital Group Core Equity ETF
3.25K
+ 12.23%
$31.19 - $34.33 $101K - $112K
29.9K $1.02M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.04%
$520.18 - $576.82 $1.04K - $1.15K
5.41K $3.12M
CGXU
Capital Group Intl Focus Equit

ETFs
4.74K
+ 18.37%
$24.27 - $27.46 $115K - $130K
30.5K $823K
GLD
Spdr Gold Trust

ETFs
400
+ 20.83%
$215.56 - $246.98 $86.2K - $98.8K
2.32K $563K
PG
Procter & Gamble CO

Consumer Defensive
162
+ 1.13%
$160.76 - $177.82 $26K - $28.8K
14.4K $2.5M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
192
+ 1.21%
$80.13 - $88.89 $15.4K - $17.1K
16K $1.41M
MA
Mastercard Inc

Financial Services
119
+ 11.11%
$429.6 - $500.99 $51.1K - $59.6K
1.19K $587K
NEE
Nextera Energy Inc

Utilities
4
+ 0.05%
$69.9 - $84.97 $280 - $340
7.99K $675K
KO
Coca Cola CO

Consumer Defensive
706
+ 10.1%
$62.69 - $73.01 $44.3K - $51.5K
7.69K $552K
VGSH
Vanguard

ETFs
1.2K
+ 3.79%
$57.74 - $59.13 $69.1K - $70.7K
32.8K $1.94M
GGG
Graco Inc

Industrials
627
+ 13.09%
$77.82 - $87.64 $48.8K - $55K
5.42K $474K
CGCP
Capital Group Core Plus Income

ETFs
3.26K
+ 16.52%
$22.12 - $23.31 $72.2K - $76.1K
23K $532K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
57
+ 0.26%
$57.32 - $62.65 $3.27K - $3.57K
22K $1.37M
MO
Altria Group, Inc.

Consumer Defensive
87
+ 0.58%
$45.95 - $54.71 $4K - $4.76K
15.1K $769K
ITW
Illinois Tool Works Inc

Industrials
181
+ 12.47%
$233.14 - $263.97 $42.2K - $47.8K
1.63K $427K
PAYX
Paychex Inc

Industrials
325
+ 15.0%
$116.17 - $135.19 $37.8K - $43.9K
2.49K $334K
CVX
Chevron Corp

Energy
790
+ 18.45%
$137.88 - $161.97 $109K - $128K
5.07K $746K
ABT
Abbott Laboratories

Healthcare
6
+ 0.09%
$100.07 - $118.13 $600 - $709
6.63K $756K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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