Cws Financial Advisors, LLC Incresed Positions 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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$496.48 - $617.85 $496 - $618
5.87K $3.62M
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
AMZN
Amazon Com Inc

Consumer Cyclical
210
+ 3.05%
$167.32 - $223.3 $35.1K - $46.9K
7.1K $1.56M
WMT
Walmart Inc.

Consumer Defensive
25
+ 0.11%
$81.79 - $99.98 $2.04K - $2.5K
23.4K $2.29M
CGUS
Capital Group Core Equity ETF
2.53K
+ 6.66%
$29.93 - $36.93 $75.8K - $93.6K
40.6K $1.5M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.09K
+ 6.36%
$75.29 - $91.16 $81.7K - $98.9K
18.1K $1.64M
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
FAST
Fastenal CO

Industrials
9.32K
+ 132.14%
$40.65 - $83.16 $379K - $775K
16.4K $687K
CGCP
Capital Group Core Plus Income

ETFs
6.21K
+ 25.61%
$21.92 - $22.56 $136K - $140K
30.4K $684K
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
CGDV
Capital Group Divid Value ETF

ETFs
442
+ 1.77%
$31.93 - $39.49 $14.1K - $17.5K
25.5K $1.01M
ETR
Entergy Corp

Utilities
1.48K
+ 36.98%
$79.01 - $86.61 $117K - $128K
5.49K $456K
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
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.05%
$82.96 - $110.1 $249 - $330
5.72K $629K
PAYX
Paychex Inc

Industrials
884
+ 27.0%
$137.01 - $159.78 $121K - $141K
4.16K $604K
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
CL
Colgate Palmolive CO

Consumer Defensive
926
+ 20.18%
$87.57 - $96.0 $81.1K - $88.9K
5.52K $501K
GLD
Spdr Gold Trust

ETFs
103
+ 4.26%
$273.71 - $316.29 $28.2K - $32.6K
2.52K $769K
VEA
Vanguard Ftse Developed Market

ETFs
15
+ 0.17%
$45.65 - $57.01 $685 - $855
8.69K $495K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.16%
$101.97 - $126.75 $714 - $887
4.41K $558K
GD
General Dynamics Corp

Industrials
52
+ 3.38%
$247.68 - $291.66 $12.9K - $15.2K
1.59K $464K
BND
Vanguard Bd Index Fd Inc Total

ETFs
449
+ 6.03%
$72.02 - $73.82 $32.3K - $33.1K
7.89K $580K
PGR
Progressive Corp

Financial Services
316
+ 9.71%
$255.27 - $288.74 $80.7K - $91.2K
3.57K $952K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
46
+ 1.76%
$73.02 - $90.22 $3.36K - $4.15K
2.67K $237K
GGG
Graco Inc

Industrials
83
+ 1.53%
$74.02 - $87.26 $6.14K - $7.24K
5.5K $472K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
14
+ 0.21%
$33.46 - $41.33 $468 - $579
6.71K $277K
ITW
Illinois Tool Works Inc

Industrials
61
+ 4.15%
$218.41 - $252.43 $13.3K - $15.4K
1.53K $378K
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.07%
$168.34 - $195.42 $337 - $391
2.7K $527K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.34%
$166.82 - $194.23 $1K - $1.17K
1.79K $347K
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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