Cws Financial Advisors, LLC Portfolio Holdings

Cws Financial Advisors, LLC

  • $302 Million
  • Q4 2024

Cws Financial Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $302 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $92.4M, Vanguard Index Fds S&P 500 ETF with a value of $23M, Ishares Core S&P Sm Cap ETF with a value of $19.3M, Apple Inc. with a value of $16.4M, and Vanguard Star Fd Vanguard Tota with a value of $10.3M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $277M to 302M.

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 $302 Million
ETFs: $139 Million
Healthcare: $98.1 Million
Technology: $27.7 Million
Consumer Defensive: $9.53 Million
Industrials: $5.79 Million
Financial Services: $5.28 Million
Consumer Cyclical: $5.27 Million
Communication Services: $3.91 Million
Other: $6.45 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$128,000 0.04% of portfolio
11,955
Q3 2020 New

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $302 Million
  • Prior Value $277 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email