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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.67K
+ 1.62%
$113.92 - $127.38 $304K - $340K
167K $19.3M
MLM
Martin Marietta Materials Inc

Basic Materials
71
+ 9.87%
$516.5 - $619.58 $36.7K - $44K
790 $408K
IEMG
Ishares Inc

ETFs
306
+ 2.48%
N/A
12.7K $678K
MGEE
Mge Energy Inc

Utilities
7
+ 0.27%
$88.55 - $108.16 $620 - $757
2.57K $241K
IWD
Ishares Russell 1000 Val ETF

ETFs
76
+ 4.47%
$183.23 - $199.79 $13.9K - $15.2K
1.78K $329K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
63
+ 0.29%
$61.68 - $67.87 $3.89K - $4.28K
22K $1.37M
SBUX
Starbucks Corp

Consumer Cyclical
367
+ 7.88%
$87.44 - $102.5 $32.1K - $37.6K
5.02K $457K
ABT
Abbott Laboratories

Healthcare
66
+ 1.0%
$111.93 - $119.39 $7.39K - $7.88K
6.7K $757K
CGCP
Capital Group Core Plus Income

ETFs
974
+ 4.23%
$22.13 - $23.17 $21.6K - $22.6K
24K $532K
Capital Group Dividend Growe
5.12K
+ 44.22%
N/A
16.7K $0
Capital Group Core Balanced
14.9K
+ 51.3%
N/A
43.9K $0
Capital Group Conservative E
15K
New
N/A
15K $0
VUSB
Vanguard Bd Index Fds
2.95K
+ 6.86%
N/A
46K $0
Linde PLC
286
+ 30.89%
N/A
1.21K $0
Capital Grp Fixed Incm ETF T
6.36K
+ 59.21%
N/A
17.1K $0
LNT
Alliant Energy Corp

Utilities
9
+ 0.23%
$56.24 - $63.63 $506 - $573
3.93K $232K
NXPI
Nxp Semiconductors N.V.

Technology
169
+ 13.71%
$207.27 - $255.58 $35K - $43.2K
1.4K $291K
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.13%
$118.38 - $133.06 $1.3K - $1.46K
8.61K $1.04M
COP
Conocophillips

Energy
154
+ 4.0%
$95.12 - $114.72 $14.6K - $17.7K
4.01K $397K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4
+ 0.16%
$96.64 - $101.23 $387 - $405
2.49K $241K
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.11%
$189.5 - $206.17 $569 - $619
2.65K $506K
VEA
Vanguard Ftse Developed Market

ETFs
429
+ 5.21%
$47.57 - $52.44 $20.4K - $22.5K
8.66K $414K
CGDV
Capital Group Divid Value ETF

ETFs
41
+ 0.17%
$35.16 - $37.12 $1.44K - $1.52K
23.6K $833K
LMT
Lockheed Martin Corp

Industrials
198
+ 15.79%
$479.66 - $614.62 $95K - $122K
1.45K $705K
VZ
Verizon Communications Inc

Communication Services
524
+ 3.72%
$39.6 - $45.21 $20.8K - $23.7K
14.6K $584K
KO
Coca Cola CO

Consumer Defensive
45
+ 0.58%
$61.74 - $71.71 $2.78K - $3.23K
7.74K $481K
SO
Southern CO

Utilities
61
+ 0.51%
$81.5 - $94.15 $4.97K - $5.74K
11.9K $981K
PEP
Pepsico Inc

Consumer Defensive
631
+ 6.0%
$151.29 - $176.1 $95.5K - $111K
11.1K $1.69M
ZTS
Zoetis Inc.

Healthcare
7
+ 0.24%
$162.24 - $194.42 $1.14K - $1.36K
2.95K $480K
NEE
Nextera Energy Inc

Utilities
4
+ 0.05%
$69.77 - $85.43 $279 - $342
8K $573K
XOM
Exxon Mobil Corp

Energy
79
+ 0.66%
$105.51 - $125.37 $8.34K - $9.9K
12.1K $1.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
259
+ 1.62%
$79.93 - $88.06 $20.7K - $22.8K
16.3K $1.3M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.03%
$288.47 - $316.54 $577 - $633
7.73K $2.24M
IEFA
Ishares Tr

ETFs
506
+ 1.5%
$70.06 - $77.43 $35.5K - $39.2K
34.2K $2.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.29K
+ 1.33%
$58.88 - $64.8 $135K - $148K
174K $10.3M
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
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