Cws Financial Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $277 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $92.9M, Vanguard Index Fds S&P 500 ETF with a value of $22.2M, Ishares Core S&P Sm Cap ETF with a value of $19.2M, Apple Inc. with a value of $15.2M, and Vanguard Star Fd Vanguard Tota with a value of $11.1M.
Examining the 13F form we can see an increase of $25.5M in the current position value, from $252M to 277M.
Cws Financial Advisors, LLC is based out at Kalamazoo, MI
Below you can find more details about Cws Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Million
ETFs: $116 Million
Healthcare: $99.6 Million
Technology: $26 Million
Consumer Defensive: $9.62 Million
Industrials: $5.47 Million
Consumer Cyclical: $5.07 Million
Financial Services: $4.23 Million
Communication Services: $3.62 Million
Other: $6.26 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
