Cws Financial Advisors, LLC Incresed Positions 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
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
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
903
+ 4.11%
$77.02 - $85.06 $69.5K - $76.8K
22.9K $1.94M
SO
Southern CO

Utilities
871
+ 7.92%
$77.0 - $90.52 $67.1K - $78.8K
11.9K $1.07M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.12K
+ 3.14%
$30.71 - $34.79 $65K - $73.6K
69.4K $2.41M
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
ZTS
Zoetis Inc.

Healthcare
5
+ 0.17%
$172.58 - $196.48 $863 - $982
2.94K $574K
T
At&T Inc.

Communication Services
74
+ 0.35%
$18.21 - $22.28 $1.35K - $1.65K
21.1K $464K
GD
General Dynamics Corp

Industrials
119
+ 8.38%
$279.51 - $308.09 $33.3K - $36.7K
1.54K $465K
CL
Colgate Palmolive CO

Consumer Defensive
329
+ 11.48%
$95.54 - $108.77 $31.4K - $35.8K
3.2K $331K
LLY
Eli Lilly & CO

Healthcare
82
+ 7.33%
$772.14 - $960.02 $63.3K - $78.7K
1.2K $1.06M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.08%
$181.06 - $197.17 $362 - $394
2.65K $522K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$194.9 - $224.8 $195 - $225
4.55K $957K
PFE
Pfizer Inc

Healthcare
343
+ 1.26%
$27.7 - $31.39 $9.5K - $10.8K
27.5K $795K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.41%
$173.36 - $189.8 $1.21K - $1.33K
1.7K $323K
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.1%
$47.6 - $53.31 $381 - $426
8.24K $434K
BDX
Becton Dickinson & CO

Healthcare
79
+ 7.55%
$221.47 - $242.41 $17.5K - $19.2K
1.13K $271K
BND
Vanguard Bd Index Fd Inc Total

ETFs
117
+ 2.23%
$71.45 - $75.64 $8.36K - $8.85K
5.37K $403K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
15
+ 0.22%
$38.03 - $42.06 $570 - $631
6.78K $283K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.05%
$84.77 - $97.13 $254 - $291
5.71K $547K
NVDA
Nvidia Corp

Technology
157
+ 8.71%
$98.91 - $134.91 $15.5K - $21.2K
1.96K $238K
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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