Cwc Advisors, LLC. Top Holdings and 13F Report (2024) About Cwc Advisors, LLC.Investment ActivityCwc Advisors, LLC. has $101.22 million in total holdings as of September 30, 2024.Cwc Advisors, LLC. owns shares of 121 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $5,756,793Vanguard Ultra-Short Bond ETF $4,135,282Vanguard Short-Term Treasury Index ETF $4,103,247Vanguard Intermediate-Term Treasury Index ETF $4,009,955Broadcom $3,961,980 Sector AllocationMap of 500 Largest Holdings ofCwc Advisors, LLC. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$5,756,79324,7075.7%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$4,135,28282,8054.1%ETFVGSHVanguard Short-Term Treasury Index ETF$4,103,24769,5234.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$4,009,95566,3684.0%ETFAVGOBroadcom$3,961,98022,9683.9%Computer and TechnologyVBRVanguard Small-Cap Value ETF$3,532,54817,5943.5%ETFXLEEnergy Select Sector SPDR Fund$2,457,78527,9932.4%ETFTLTiShares 20+ Year Treasury Bond ETF$2,400,80124,4732.4%ETFBXSLBlackstone Secured Lending Fund$2,208,23275,3922.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$2,123,13526,7332.1%ETFXLVHealth Care Select Sector SPDR Fund$1,926,17412,5061.9%ETFAMGAffiliated Managers Group$1,901,03810,6921.9%FinanceGSThe Goldman Sachs Group$1,773,9793,5831.8%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,723,7838,6031.7%FinanceMSFTMicrosoft$1,663,9813,8671.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,423,32031,4061.4%ETFQCOMQUALCOMM$1,387,2688,1581.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,382,37620,3741.4%ETFDISWalt Disney$1,360,31914,1421.3%Consumer DiscretionaryWABWestinghouse Air Brake Technologies$1,358,7317,4751.3%TransportationGEGeneral Electric$1,294,6756,8651.3%TransportationPSXPhillips 66$1,268,6249,6511.3%Oils/EnergyXLPConsumer Staples Select Sector SPDR Fund$1,244,00414,9881.2%ETFESGUiShares ESG Aware MSCI USA ETF$1,235,9339,7951.2%ManufacturingEDVVanguard Extended Duration Treasury ETF$1,120,77914,0661.1%ETFXLKTechnology Select Sector SPDR Fund$1,098,3224,8651.1%ETFIWMiShares Russell 2000 ETF$1,098,0444,9711.1%FinanceUNHUnitedHealth Group$1,077,5651,8431.1%MedicalVGLTVanguard Long-Term Treasury Index ETF$1,076,21217,4881.1%ETFTIPiShares TIPS Bond ETF$1,058,5249,5821.0%ETFACNAccenture$1,044,5332,9551.0%Computer and TechnologyGEHCGE HealthCare Technologies$945,82210,0780.9%MedicalWFCWells Fargo & Company$928,18716,4310.9%FinanceJCIJohnson Controls International$891,58411,4880.9%ConstructionXLUUtilities Select Sector SPDR Fund$874,84210,8300.9%ETFXLCCommunication Services Select Sector SPDR Fund$834,3929,2300.8%ETFLMTLockheed Martin$829,4911,4190.8%AerospaceGDGeneral Dynamics$771,2142,5520.8%AerospaceDALDelta Air Lines$760,17414,9670.8%IndustrialsQQQInvesco QQQ$754,5561,5460.7%FinanceSCHZSchwab U.S. Aggregate Bond ETF$752,76415,8410.7%ETFVPLVanguard FTSE Pacific ETF$722,2079,2130.7%ETFSCHCSchwab International Small-Cap Equity ETF$699,20418,1470.7%ETFXCEMColumbia EM Core ex-China ETF$698,87721,3920.7%ETFXLBMaterials Select Sector SPDR Fund$695,4787,2160.7%ETFNKENIKE$685,5427,7550.7%Consumer DiscretionaryTSLATesla$683,9012,6140.7%Auto/Tires/TrucksWMTWalmart$642,3667,9550.6%Retail/WholesaleTXNTexas Instruments$636,6493,0820.6%Computer and TechnologyCMECME Group$628,1912,8470.6%Financial ServicesMRKMerck & Co., Inc.$624,3535,4980.6%MedicalMETMetLife$618,2707,4960.6%FinanceLHXL3Harris Technologies$604,9032,5430.6%AerospaceVTVVanguard Value ETF$580,4683,3250.6%ETFCSCOCisco Systems$558,27310,4900.6%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$510,5056,1440.5%ETFHRBH&R Block$506,0497,9630.5%Consumer DiscretionaryICOWPacer Developed Markets International Cash Cows 100 ETF$505,73215,9890.5%ETFSCHASchwab US Small-Cap ETF$504,1859,7900.5%ETFORCLOracle$497,0392,9170.5%Computer and TechnologyGE VERNOVA INC$467,6971,8340.5%COMEAGGiShares ESG Aware U.S. Aggregate Bond ETF$452,2769,3080.4%ETFCCSCentury Communities$445,6974,3280.4%ConstructionMTZMasTec$443,7763,6050.4%ConstructionJLLJones Lang LaSalle$443,2981,6430.4%FinanceSGCSuperior Group of Companies$441,52728,5040.4%Consumer DiscretionaryMGKVanguard Mega Cap Growth ETF$439,1401,3640.4%ETFBGCGeneral Cable$438,18047,7320.4%FinanceMMSIMerit Medical Systems$437,1254,4230.4%MedicalCMAComerica$423,9237,0760.4%FinanceSTRLSterling Infrastructure$411,5672,8380.4%ConstructionSCHFSchwab International Equity ETF$394,6299,5970.4%ETFNZACSPDR MSCI ACWI Climate Paris Aligned ETF$386,95810,3770.4%ETFLUVSouthwest Airlines$385,16012,9990.4%TransportationTGTXTG Therapeutics$377,74916,1500.4%MedicalSHESPDR MSCI USA Gender Diversity Index ETF$374,5063,2970.4%ETFINDAiShares MSCI India ETF$359,3166,1390.4%ETFVGKVanguard FTSE Europe ETF$348,8884,9070.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$342,6564,0710.3%ManufacturingLSCCLattice Semiconductor$338,5876,3800.3%Computer and TechnologyAMZNAmazon.com$338,3751,8160.3%Retail/WholesaleXBISPDR S&P Biotech ETF$334,0433,3810.3%ETFHCKTThe Hackett Group$327,63912,4720.3%Business ServicesDHXDHI Group$327,268177,8630.3%Computer and TechnologySCHPSchwab U.S. TIPS ETF$314,3255,8610.3%ETFFIRST TR EXCHNG TRADED FD VI$308,6698,5670.3%FT VEST US EQTBBSIBarrett Business Services$307,0948,1870.3%Business ServicesIEFiShares 7-10 Year Treasury Bond ETF$306,8213,1270.3%ETFTUASimplify Short Term Treasury Futures Strategy ETF$305,88213,3050.3%ETFNMRKNewmark Group$300,80119,3690.3%FinanceSYNASynaptics$296,8213,8260.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$276,5524820.3%FinancePFMTPerformant Financial$270,87072,4250.3%Business ServicesBRK.BBerkshire Hathaway$267,4115810.3%FinanceEWWiShares MSCI Mexico ETF$266,3484,9590.3%ETFLGNDLigand Pharmaceuticals$265,4392,6520.3%MedicalBMYBristol-Myers Squibb$263,3055,0890.3%MedicalAMNAMN Healthcare Services$253,6195,9830.3%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$253,3662,4320.3%ETFXOMExxon Mobil$250,8512,1400.2%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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