Cws Financial Advisors, LLC Incresed Positions 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
VO
Vanguard Mid Cap ETF

ETFs
9.01K
+ 665.29%
$261.5 - $284.63 $2.36M - $2.56M
10.4K $2.74M
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
VTV
Vanguard Value ETF

ETFs
4.22K
+ 8.71%
$168.32 - $181.87 $710K - $768K
52.7K $8.92M
VB
Vanguard Small Cap ETF

ETFs
1.34K
+ 9.71%
$233.76 - $261.58 $314K - $351K
15.2K $3.65M
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
CGUS
Capital Group Core Equity ETF
6.33K
+ 21.21%
$33.96 - $36.24 $215K - $230K
36.2K $1.27M
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
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$205.18 - $250.29 $205 - $250
4.55K $1.09M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2K
+ 26.04%
$63.58 - $71.15 $127K - $142K
9.68K $630K
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
GLD
Spdr Gold Trust

ETFs
100
+ 4.31%
$236.59 - $257.5 $23.7K - $25.8K
2.42K $585K
NSC
Norfolk Southern Corp

Industrials
143
+ 16.32%
$230.6 - $277.0 $33K - $39.6K
1.02K $239K
MLM
Martin Marietta Materials Inc

Basic Materials
71
+ 9.87%
$516.5 - $619.58 $36.7K - $44K
790 $408K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.67K
+ 1.62%
$113.92 - $127.38 $304K - $340K
167K $19.3M
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
Linde PLC
286
+ 30.89%
N/A
1.21K $0
Capital Group Core Balanced
14.9K
+ 51.3%
N/A
43.9K $0
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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