Cws Financial Advisors, LLC Reduced Holdings in Q2 2025

Cws Financial Advisors, LLC

  • $332 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.06K
- 5.85%
$172.42 - $223.89 $700K - $909K
65.4K $13.4M
HD
Home Depot, Inc.

Consumer Cyclical
-1.49K
- 33.72%
$335.24 - $380.78 $499K - $567K
2.93K $1.07M
XOM
Exxon Mobil Corp

Energy
-1.62K
- 12.73%
$99.93 - $119.04 $162K - $193K
11.1K $1.2M
ABBV
Abb Vie Inc.

Healthcare
-661
- 11.06%
$170.16 - $206.27 $112K - $136K
5.32K $986K
PEP
Pepsico Inc

Consumer Defensive
-122
- 1.03%
$128.02 - $151.37 $15.6K - $18.5K
11.7K $1.55M
COST
Costco Wholesale Corp

Consumer Defensive
-265
- 32.72%
$908.13 - $1056.85 $241K - $280K
545 $539K
MCD
Mcdonalds Corp

Consumer Cyclical
-108
- 1.4%
$285.55 - $321.23 $30.8K - $34.7K
7.63K $2.23M
PG
Procter & Gamble CO

Consumer Defensive
-165
- 1.39%
$157.66 - $172.39 $26K - $28.4K
11.7K $1.86M
PFE
Pfizer Inc

Healthcare
-4.54K
- 16.1%
$21.59 - $24.84 $97.9K - $113K
23.6K $572K
ZTS
Zoetis Inc.

Healthcare
-699
- 18.66%
$144.41 - $170.3 $101K - $119K
3.05K $475K
VXF
Vanguard Extended Market ETF

ETFs
-2.68K
- 13.29%
$150.43 - $192.71 $403K - $516K
17.5K $3.37M
MA
Mastercard Inc

Financial Services
-167
- 11.15%
$479.92 - $590.74 $80.1K - $98.7K
1.33K $747K
COP
Conocophillips

Energy
-23
- 0.57%
$82.66 - $106.1 $1.9K - $2.44K
3.99K $357K
K
Kellogg CO

Consumer Defensive
-521
- 14.88%
$77.85 - $82.88 $40.6K - $43.2K
2.98K $237K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.95K
- 15.47%
$416.06 - $551.64 $1.23M - $1.63M
16.1K $8.9M
DUK
Duke Energy Corp

Utilities
-258
- 7.8%
$112.46 - $124.05 $29K - $32K
3.05K $359K
PRU
Prudential Financial Inc

Financial Services
-318
- 12.87%
$95.12 - $112.71 $30.2K - $35.8K
2.15K $231K
VZ
Verizon Communications Inc

Communication Services
-222
- 1.43%
$41.67 - $45.62 $9.25K - $10.1K
15.3K $662K
CAT
Caterpillar Inc

Industrials
-300
- 23.01%
$273.94 - $388.21 $82.2K - $116K
1K $389K
RTX
Raytheon Technologies Corp

Industrials
-448
- 23.89%
$113.75 - $148.48 $51K - $66.5K
1.43K $208K
BA
Boeing CO

Industrials
-500
- 25.88%
$136.59 - $217.51 $68.3K - $109K
1.43K $300K
ABT
Abbott Laboratories

Healthcare
-362
- 5.4%
$123.95 - $138.08 $44.9K - $50K
6.34K $862K
KO
Coca Cola CO

Consumer Defensive
-171
- 2.21%
$68.37 - $73.9 $11.7K - $12.6K
7.57K $535K
APD
Air Products & Chemicals, Inc.

Basic Materials
-6
- 0.75%
$248.61 - $294.96 $1.49K - $1.77K
791 $223K
T
At&T Inc.

Communication Services
-560
- 2.8%
$26.33 - $28.94 $14.7K - $16.2K
19.4K $562K
VUSB
Vanguard Bd Index Fds
-1.2K
- 2.74%
N/A
42.7K $0
Dimensional ETF Trust
-124
- 1.98%
N/A
6.13K $0
EW
Edwards Lifesciences Corp

Healthcare
-312
- 4.94%
$67.07 - $78.22 $20.9K - $24.4K
6K $469K
MLM
Martin Marietta Materials Inc

Basic Materials
-71
- 8.99%
$452.51 - $568.19 $32.1K - $40.3K
719 $394K
CSCO
Cisco Systems, Inc.

Technology
-435
- 3.36%
$53.19 - $69.38 $23.1K - $30.2K
12.5K $867K
ORCL
Oracle Corp

Technology
-227
- 13.31%
$122.82 - $218.63 $27.9K - $49.6K
1.48K $323K
VTV
Vanguard Value ETF

ETFs
-655
- 1.15%
$153.67 - $176.74 $101K - $116K
56.1K $9.91M
VO
Vanguard Mid Cap ETF

ETFs
-411
- 3.78%
$228.54 - $279.83 $93.9K - $115K
10.5K $2.93M
GOOGL
Alphabet Inc.

Communication Services
-12
- 0.22%
$144.7 - $178.6 $1.74K - $2.14K
5.51K $970K
JPM
Jpmorgan Chase & CO

Financial Services
-266
- 5.47%
$210.28 - $289.91 $55.9K - $77.1K
4.6K $1.33M
PM
Philip Morris International Inc.

Consumer Defensive
-39
- 0.45%
$149.23 - $184.95 $5.82K - $7.21K
8.59K $1.56M
IVV
Ishares Core S&P 500 ETF

ETFs
-142
- 2.71%
$498.8 - $620.9 $70.8K - $88.2K
5.1K $3.17M
MSFT
Microsoft Corp

Technology
-1.1K
- 5.79%
$354.56 - $497.45 $391K - $549K
17.9K $8.93M
SYK
Stryker Corp

Healthcare
-2.16K
- 0.84%
$337.37 - $395.63 $727K - $853K
255K $101M
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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