Cws Financial Advisors, LLC Top Holdings and 13F Report (2025) About Cws Financial Advisors, LLCInvestment ActivityCws Financial Advisors, LLC has $308.86 million in total holdings as of December 31, 2024.Cws Financial Advisors, LLC owns shares of 126 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 10.34% of the portfolio was purchased this quarter.About 1.07% of the portfolio was sold this quarter.This quarter, Cws Financial Advisors, LLC has purchased 121 new stocks and bought additional shares in 74 stocks.Cws Financial Advisors, LLC sold shares of 18 stocks and completely divested from 7 stocks this quarter.Largest Holdings Stryker $92,381,867Vanguard S&P 500 ETF $22,955,969iShares Core S&P Small-Cap ETF $19,256,716Apple $16,386,513Vanguard Total International Stock ETF $10,272,588 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $3,434,738 HoldingSPDR S&P MidCap 400 ETF Trust $1,890,436 HoldingCAPITAL GROUP CONSERVATIVE E $397,702 HoldingEntergy $303,240 HoldingDIMENSIONAL ETF TRUST $265,504 Holding Largest Purchases this Quarter Invesco QQQ 15,215 shares (about $7.78M)Vanguard Total Stock Market ETF 14,211 shares (about $4.12M)SPDR S&P 500 ETF Trust 5,861 shares (about $3.43M)Vanguard Mid-Cap ETF 9,008 shares (about $2.38M)SPDR S&P MidCap 400 ETF Trust 3,319 shares (about $1.89M) Largest Sales this Quarter Vanguard Extended Market ETF 3,440 shares (about $653.52K)Eli Lilly and Company 483 shares (about $372.97K)Stryker 713 shares (about $256.72K)Procter & Gamble 772 shares (about $129.43K)Duke Energy 650 shares (about $70.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCws Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSYKStryker$92,381,867$256,715 ▼-0.3%256,58129.9%MedicalVOOVanguard S&P 500 ETF$22,955,969$274,254 ▲1.2%42,6057.4%ETFIJRiShares Core S&P Small-Cap ETF$19,256,716$307,637 ▲1.6%167,1306.2%ETFAAPLApple$16,386,513$55,343 ▲0.3%65,4365.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$10,272,588$134,832 ▲1.3%174,3183.3%ETFQQQInvesco QQQ$9,725,128$7,778,364 ▲399.6%19,0233.1%FinanceVIGVanguard Dividend Appreciation ETF$9,432,505$537,159 ▲6.0%48,1673.1%ETFVUGVanguard Growth ETF$9,298,003$614,832 ▲7.1%22,6543.0%ETFVTVVanguard Value ETF$8,917,560$714,617 ▲8.7%52,6732.9%ETFVTIVanguard Total Stock Market ETF$8,735,837$4,118,534 ▲89.2%30,1432.8%ETFMSFTMicrosoft$7,387,561$217,492 ▲3.0%17,5272.4%Computer and TechnologyVXFVanguard Extended Market ETF$4,095,509$653,518 ▼-13.8%21,5581.3%ETFVBVanguard Small-Cap ETF$3,645,288$322,696 ▲9.7%15,1711.2%ETFSPYSPDR S&P 500 ETF Trust$3,434,738$3,434,738 ▲New Holding5,8611.1%FinanceIVViShares Core S&P 500 ETF$3,168,240$15,894 ▼-0.5%5,3821.0%ETFCGGRCapital Group Growth ETF$3,054,600$475,517 ▲18.4%82,1791.0%ETFVOVanguard Mid-Cap ETF$2,737,004$2,379,360 ▲665.3%10,3620.9%ETFIEFAiShares Core MSCI EAFE ETF$2,403,766$35,561 ▲1.5%34,2030.8%ETFPGProcter & Gamble$2,291,351$129,430 ▼-5.3%13,6670.7%Consumer StaplesVGSHVanguard Short-Term Treasury Index ETF$2,290,714$382,881 ▲20.1%39,3730.7%ETFVUSBVanguard Ultra-Short Bond ETF$2,282,926$146,578 ▲6.9%46,0080.7%ETFMCDMcDonald's$2,241,666$580 ▲0.0%7,7330.7%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$2,188,895$1,563,352 ▲249.9%80,1210.7%ETFWMTWalmart$2,107,330$5,963 ▼-0.3%23,3240.7%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$1,890,436$1,890,436 ▲New Holding3,3190.6%ETFIBMInternational Business Machines$1,697,9980.0%7,7240.5%Computer and TechnologyPEPPepsiCo$1,693,902$95,947 ▲6.0%11,1400.5%Consumer StaplesAMZNAmazon.com$1,568,639$1,097 ▼-0.1%7,1500.5%Retail/WholesaleCAPITAL GROUP CORE BALANCED$1,372,854$465,488 ▲51.3%43,9030.4%SHSIJHiShares Core S&P Mid-Cap ETF$1,372,381$3,926 ▲0.3%22,0250.4%ETFVIGIVanguard International Dividend Appreciation ETF$1,300,792$20,717 ▲1.6%16,2620.4%ETFXOMExxon Mobil$1,296,517$8,498 ▲0.7%12,0530.4%Oils/EnergyCGUSCapital Group Core Equity ETF$1,265,993$221,502 ▲21.2%36,2020.4%ETFJPMJPMorgan Chase & Co.$1,089,604$240 ▲0.0%4,5460.4%FinanceCGXUCapital Group International Focus Equity ETF$1,073,992$321,132 ▲42.7%43,5340.3%ETFGOOGLAlphabet$1,042,749$189 ▲0.0%5,5080.3%Computer and TechnologyPMPhilip Morris International$1,036,667$1,324 ▲0.1%8,6140.3%Consumer StaplesHDHome Depot$1,007,427$119,024 ▲13.4%2,5900.3%Retail/WholesaleABBVAbbVie$988,078$131,329 ▲15.3%5,5600.3%MedicalSOSouthern$981,867$5,022 ▲0.5%11,9270.3%UtilitiesCVXChevron$892,788$158,309 ▲21.6%6,1640.3%Oils/EnergyBRK.BBerkshire Hathaway$875,284$50,767 ▲6.2%1,9310.3%FinanceCGDVCapital Group Dividend Value ETF$833,202$1,446 ▲0.2%23,6300.3%ETFMOAltria Group$793,248$4,497 ▲0.6%15,1700.3%Consumer StaplesPGRProgressive$779,691$180,187 ▲30.1%3,2540.3%FinanceVOOGVanguard S&P 500 Growth ETF$776,4130.0%2,1210.3%ETFABTAbbott Laboratories$757,643$7,466 ▲1.0%6,6980.2%MedicalCSCOCisco Systems$723,812$93,947 ▲14.9%12,2270.2%Computer and TechnologyLMTLockheed Martin$705,463$96,200 ▲15.8%1,4520.2%AerospaceMAMastercard$683,195$56,362 ▲9.0%1,2970.2%Business ServicesPFEPfizer$680,021$49,585 ▼-6.8%25,6320.2%MedicalIEMGiShares Core MSCI Emerging Markets ETF$660,859$15,980 ▲2.5%12,6550.2%ETFDFASDimensional U.S. Small Cap ETF$630,024$130,157 ▲26.0%9,6810.2%ETFPHParker-Hannifin$607,6490.0%9550.2%Industrial ProductsGLDSPDR Gold Shares$585,955$24,213 ▲4.3%2,4200.2%FinanceVZVerizon Communications$584,488$20,955 ▲3.7%14,6160.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$580,330$305 ▲0.1%5,7160.2%ETFNEENextEra Energy$573,239$287 ▲0.1%7,9960.2%UtilitiesLLYEli Lilly and Company$553,657$372,966 ▼-40.3%7170.2%MedicalJNJJohnson & Johnson$553,241$579 ▼-0.1%3,8250.2%MedicalBNDVanguard Total Bond Market ETF$544,697$158,699 ▲41.1%7,5750.2%ETFMETAMeta Platforms$544,5240.0%9300.2%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$534,492$65,170 ▼-10.9%4,3960.2%ETFCGCPCapital Group Core Plus Income ETF$532,803$21,623 ▲4.2%24,0000.2%ETFETNEaton$524,3550.0%1,5800.2%Industrial ProductsFASTFastenal$523,721$119,658 ▲29.6%7,2830.2%Retail/WholesaleCOSTCostco Wholesale$512,8740.0%5600.2%Retail/WholesaleGDGeneral Dynamics$510,644$105,133 ▲25.9%1,9380.2%AerospaceLINDE PLC$507,428$119,740 ▲30.9%1,2120.2%SHSIVEiShares S&P 500 Value ETF$506,628$573 ▲0.1%2,6540.2%ETFCAPITAL GROUP DIVIDEND GROWE$494,808$151,726 ▲44.2%16,6940.2%SHS ETFGOOGAlphabet$484,748$43,618 ▲9.9%2,5450.2%Computer and TechnologyKOCoca-Cola$481,853$2,802 ▲0.6%7,7390.2%Consumer StaplesCIVBCivista Bancshares$481,3320.0%22,8770.2%FinanceZTSZoetis$480,405$1,140 ▲0.2%2,9490.2%MedicalTAT&T$479,064$1,571 ▼-0.3%21,0390.2%Computer and TechnologyITWIllinois Tool Works$474,664$60,601 ▲14.6%1,8720.2%Industrial ProductsEWEdwards Lifesciences$467,2770.0%6,3120.2%MedicalDISWalt Disney$465,185$44,537 ▼-8.7%4,1780.2%Consumer DiscretionarySMHVanEck Semiconductor ETF$464,9660.0%1,9200.2%ManufacturingPAYXPaychex$459,080$109,792 ▲31.4%3,2740.1%Business ServicesSBUXStarbucks$458,227$33,487 ▲7.9%5,0220.1%Retail/WholesaleGGGGraco$456,5990.0%5,4170.1%Industrial ProductsCAPITAL GRP FIXED INCM ETF T$441,233$164,099 ▲59.2%17,1090.1%CORE BOND ETFBRBroadridge Financial Solutions$432,058$152,611 ▲54.6%1,9110.1%Business ServicesVEAVanguard FTSE Developed Markets ETF$414,293$20,514 ▲5.2%8,6640.1%ETFMLMMartin Marietta Materials$408,035$36,672 ▲9.9%7900.1%ConstructionCAPITAL GROUP CONSERVATIVE E$397,702$397,702 ▲New Holding14,9850.1%SHSCOPConocoPhillips$397,517$15,274 ▲4.0%4,0080.1%Oils/EnergyAMGNAmgen$392,5740.0%1,5060.1%MedicalCLColgate-Palmolive$380,822$90,365 ▲31.1%4,1890.1%Consumer StaplesCATCaterpillar$364,2110.0%1,0040.1%Industrial ProductsDUKDuke Energy$356,390$70,028 ▼-16.4%3,3080.1%UtilitiesUNHUnitedHealth Group$346,0080.0%6840.1%MedicalQUALiShares MSCI USA Quality Factor ETF$341,9140.0%1,9200.1%ETFIWDiShares Russell 1000 Value ETF$329,154$14,070 ▲4.5%1,7780.1%ETFNFLXNetflix$311,9620.0%3500.1%Consumer DiscretionaryWECWEC Energy Group$309,646$113,966 ▲58.2%3,2930.1%UtilitiesETREntergy$303,240$303,240 ▲New Holding3,9990.1%UtilitiesADIAnalog Devices$301,481$115,366 ▲62.0%1,4190.1%Computer and TechnologyShowing 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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