Cws Financial Advisors, LLC Reduced Holdings in Q3 2024

Cws Financial Advisors, LLC

  • $277 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-5
- 0.03%
$395.15 - $467.56 $1.98K - $2.34K
17K $7.32M
DIS
Walt Disney CO

Communication Services
-529
- 10.36%
$85.6 - $98.61 $45.3K - $52.2K
4.58K $440K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.11K
- 17.37%
$51.58 - $53.79 $57.3K - $59.7K
5.28K $283K
COP
Conocophillips

Energy
-89
- 2.26%
$102.3 - $116.61 $9.1K - $10.4K
3.85K $405K
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 9.68%
$801.83 - $917.05 $48.1K - $55K
560 $496K
MRK
Merck & Co., Inc.

Healthcare
-15
- 0.59%
$111.15 - $128.97 $1.67K - $1.93K
2.52K $285K
XOM
Exxon Mobil Corp

Energy
-13
- 0.11%
$109.72 - $119.0 $1.43K - $1.55K
12K $1.4M
CSCO
Cisco Systems, Inc.

Technology
-581
- 5.18%
$44.74 - $53.22 $26K - $30.9K
10.6K $566K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-57
- 1.14%
$108.44 - $120.37 $6.18K - $6.86K
4.93K $593K
VZ
Verizon Communications Inc

Communication Services
-315
- 2.19%
$38.89 - $45.0 $12.3K - $14.2K
14.1K $632K
PEP
Pepsico Inc

Consumer Defensive
-22
- 0.21%
$161.9 - $179.3 $3.56K - $3.94K
10.5K $1.79M
DUK
Duke Energy Corp

Utilities
-21
- 0.53%
$99.35 - $117.71 $2.09K - $2.47K
3.96K $456K
JNJ
Johnson & Johnson

Healthcare
-14
- 0.36%
$145.48 - $167.38 $2.04K - $2.34K
3.83K $620K
CGDV
Capital Group Divid Value ETF

ETFs
-9
- 0.04%
$32.96 - $36.48 $297 - $328
23.6K $859K
SBUX
Starbucks Corp

Consumer Cyclical
-33
- 0.7%
$72.51 - $98.6 $2.39K - $3.25K
4.66K $453K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 1.03%
$405.19 - $478.57 $7.7K - $9.09K
1.82K $837K
VXF
Vanguard Extended Market ETF

ETFs
-1.28K
- 4.88%
$163.98 - $182.92 $210K - $235K
25K $4.55M
IBM
International Business Machines Corp

Technology
-588
- 7.07%
$175.1 - $223.38 $103K - $131K
7.72K $1.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-589
- 0.36%
$105.53 - $118.34 $62.2K - $69.7K
164K $19.2M
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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