Cws Financial Advisors, LLC Incresed Positions in Q1 2025

Cws Financial Advisors, LLC

  • $308 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
88
+ 0.03%
$355.18 - $399.9 $31.3K - $35.2K
257K $95.5M
VTV
Vanguard Value ETF

ETFs
4.04K
+ 7.67%
$167.73 - $179.21 $677K - $724K
56.7K $9.8M
VGSH
Vanguard

ETFs
10.3K
+ 26.17%
$58.07 - $58.69 $598K - $605K
49.7K $2.92M
HD
Home Depot, Inc.

Consumer Cyclical
1.83K
+ 70.5%
$347.25 - $424.87 $634K - $776K
4.42K $1.62M
CGGR
Capital Group Growth ETF Shs C

ETFs
23.6K
+ 28.77%
$33.98 - $39.84 $803K - $942K
106K $3.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 14.27%
$27.01 - $28.54 $309K - $326K
91.6K $2.56M
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.13%
$117.15 - $158.79 $1.29K - $1.75K
8.63K $1.37M
ABBV
Abb Vie Inc.

Healthcare
416
+ 7.48%
$169.2 - $216.66 $70.4K - $90.1K
5.98K $1.25M
COST
Costco Wholesale Corp

Consumer Defensive
250
+ 44.64%
$890.62 - $1076.86 $223K - $269K
810 $766K
XOM
Exxon Mobil Corp

Energy
677
+ 5.62%
$105.44 - $118.93 $71.4K - $80.5K
12.7K $1.51M
VIG
Vanguard Dividend Appreciation

ETFs
1.15K
+ 2.38%
N/A
49.3K $8.98M
CVX
Chevron Corp

Energy
250
+ 4.06%
$146.71 - $167.97 $36.7K - $42K
6.41K $1.07M
CGXU
Capital Group Intl Focus Equit

ETFs
7.68K
+ 17.64%
$24.48 - $26.59 $188K - $204K
51.2K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.03%
$279.74 - $321.29 $559 - $643
7.74K $2.42M
MA
Mastercard Inc

Financial Services
201
+ 15.5%
$504.67 - $576.31 $101K - $116K
1.5K $821K
ZTS
Zoetis Inc.

Healthcare
797
+ 27.03%
$156.48 - $175.67 $125K - $140K
3.75K $616K
ABT
Abbott Laboratories

Healthcare
6
+ 0.09%
$111.1 - $140.22 $667 - $841
6.7K $889K
MO
Altria Group, Inc.

Consumer Defensive
99
+ 0.65%
$50.81 - $60.02 $5.03K - $5.94K
15.3K $916K
VZ
Verizon Communications Inc

Communication Services
907
+ 6.21%
$37.81 - $46.49 $34.3K - $42.2K
15.5K $704K
SO
Southern CO

Utilities
28
+ 0.23%
$80.96 - $92.96 $2.27K - $2.6K
12K $1.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
802
+ 4.93%
$78.97 - $85.82 $63.3K - $68.8K
17.1K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
315
+ 6.93%
$225.19 - $279.95 $70.9K - $88.2K
4.86K $1.19M
PEP
Pepsico Inc

Consumer Defensive
719
+ 6.45%
$142.64 - $156.42 $103K - $112K
11.9K $1.78M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.1%
$142.06 - $167.7 $568 - $671
3.83K $635K
BA
Boeing CO

Industrials
530
+ 37.8%
$148.15 - $186.25 $78.5K - $98.7K
1.93K $329K
CSCO
Cisco Systems, Inc.

Technology
717
+ 5.86%
$58.74 - $64.87 $42.1K - $46.5K
12.9K $798K
VO
Vanguard Mid Cap ETF

ETFs
502
+ 4.84%
$251.87 - $277.95 $126K - $140K
10.9K $2.81M
CAT
Caterpillar Inc

Industrials
300
+ 29.88%
$326.75 - $407.63 $98K - $122K
1.3K $430K
CGDV
Capital Group Divid Value ETF

ETFs
1.41K
+ 5.96%
$34.95 - $37.36 $49.2K - $52.6K
25K $892K
VTI
Vanguard Total Stock Market Et

ETFs
1.84K
+ 6.09%
$271.18 - $303.12 $498K - $557K
32K $8.79M
LNT
Alliant Energy Corp

Utilities
488
+ 12.43%
$56.66 - $66.04 $27.7K - $32.2K
4.42K $284K
WEC
Wec Energy Group, Inc.

Utilities
11
+ 0.33%
$92.12 - $108.98 $1.01K - $1.2K
3.3K $360K
CL
Colgate Palmolive CO

Consumer Defensive
400
+ 9.55%
$85.68 - $97.5 $34.3K - $39K
4.59K $429K
K
Kellogg CO

Consumer Defensive
534
+ 17.99%
$81.06 - $82.9 $43.3K - $44.3K
3.5K $288K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.28%
$725.72 - $929.72 $1.45K - $1.86K
719 $593K
ETR
Entergy Corp

Utilities
11
+ 0.28%
$75.26 - $87.89 $828 - $967
4.01K $342K
ORCL
Oracle Corp

Technology
500
+ 41.46%
$139.81 - $186.47 $69.9K - $93.2K
1.71K $238K
PFE
Pfizer Inc

Healthcare
2.54K
+ 9.91%
$25.01 - $27.13 $63.5K - $68.9K
28.2K $713K
MRK
Merck & Co., Inc.

Healthcare
578
+ 23.42%
$83.01 - $101.02 $48K - $58.4K
3.05K $273K
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.09%
$47.4 - $52.99 $379 - $424
8.67K $440K
COP
Conocophillips

Energy
3
+ 0.07%
$88.6 - $105.85 $266 - $318
4.01K $421K
CGCP
Capital Group Core Plus Income

ETFs
237
+ 0.99%
$21.94 - $22.64 $5.2K - $5.37K
24.2K $544K
META
Meta Platforms, Inc.

Communication Services
39
+ 4.19%
$576.36 - $736.67 $22.5K - $28.7K
969 $558K
IVE
Ishares S&P 500 Value ETF

ETFs
42
+ 1.58%
$185.78 - $198.58 $7.8K - $8.34K
2.7K $513K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.34%
$182.82 - $196.21 $1.1K - $1.18K
1.78K $335K
CGUS
Capital Group Core Equity ETF
1.85K
+ 5.1%
$33.08 - $36.62 $61K - $67.6K
38K $1.27M
BDX
Becton Dickinson & CO

Healthcare
2
+ 0.18%
$222.79 - $249.08 $446 - $498
1.11K $253K
Capital Grp Fixed Incm ETF T
10.9K
+ 63.43%
N/A
28K $0
Capital Group Core Balanced
26.7K
+ 60.86%
N/A
70.6K $0
Activity Summary
Buys All Purchases 80 New Holdings 7 Increased Positions 73 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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