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CIK: 0001904976
Total reported value
$10.3B
$10.3B
709 檔
8.3%
According to the latest 13F quarterly dataset, CW Advisors, LLC managed an equity portfolio of $10.3B at the end of Q2 2024, spanning 709 distinct U.S. exchange-listed positions.
During Q2 2024, CW Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 709 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.02% | — | -14.33% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 3.65% | — | -1.19% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.25% | — | -3.96% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 1.92% | — | +2.14% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.82% | — | +3.66% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | — | +979.35% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | — | +39.26% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.65% | — | -0.72% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | — | -0.01% | |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.54% | — | -1.51% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.43% | — | -6.84% | |
| 12 | PAVE | Global X US Infrastructure | ETF-Other | 1.39% | — | -2.08% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.28% | — | +15.77% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.21% | — | -1.53% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.07% | — | +1.41% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.02% | — | -8.35% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.00% | — | -5.90% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.89% | — | +0.31% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | — | +0.49% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | — | +69.27% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.79% | — | -1.71% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.78% | — | +3.51% | |
| 23 | JSI | Jh Securitized Income ETF | ETF-Other | 0.78% | — | +23.71% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | — | +1.82% | |
| 25 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.75% | — | -2.71% | |
| 26 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.74% | — | -2.63% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | — | +24.41% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | — | +13.32% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | — | +12.96% | |
| 30 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.60% | — | +230.84% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | — | +2.19% | |
| 32 | FJP | First Trust Japan | ETF-Other | 0.58% | — | -0.40% | |
| 33 | CTAS | Cintas CORP | Stock-Industrials | 0.56% | — | +2.33% | |
| 34 | FMB | First Trust Managed Municipa | ETF-Other | 0.56% | — | -0.62% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | — | +3.27% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | +5.03% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | — | +1.53% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | — | +0.23% | |
| 39 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.52% | — | -0.27% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | — | +11.72% | |
| 41 | MLM | Martin Marietta Materials | Stock-Materials | 0.51% | — | +2.58% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.48% | — | -31.54% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | — | +201.99% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | — | -3.38% | |
| 45 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.47% | — | -0.12% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | — | +16.15% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | — | +45.43% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.45% | — | +1.17% | |
| 49 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.43% | — | -1.16% | |
| 50 | SPSC | Sps Commerce Inc | Stock-Tech | 0.42% | — | +0.39% |
According to official SEC Form 13F filings, CW Advisors, LLC reported a total U.S. public equity portfolio value of $10.3B across 709 disclosed positions in Q2 2024.
During Q2 2024, CW Advisors, LLC's top holdings by market value included GS (4.0%)、XLK (3.6%)、JMBS (2.3%). The largest single position, GS, represented 4.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GS, XLK, JMBS) accounted for 8.3% of total reported equity market value during Q2 2024.
In Q2 2024, CW Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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