Cws Financial Advisors, LLC Portfolio Holdings

Cws Financial Advisors, LLC

  • $277 Million
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$135,000 0.05% of portfolio
11,955
Q3 2020 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $277 Million
  • Prior Value $252 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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