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CIK: 0001904976
Total reported value
$10.3B
$10.3B
837 檔
7.9%
In Q3 2024, CW Advisors, LLC's U.S. equity holdings reached a combined market value of $10.3B, distributed across 837 disclosed stock positions.
During Q3 2024, CW Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including XLK, AAPL, JMBS) accounted for 7.9% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 837 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 3.06% | — | +0.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.24% | — | +32.74% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.94% | — | -1.27% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | — | +32.38% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 1.76% | — | -1.00% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.59% | — | +15904.41% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | — | -2.08% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 1.37% | — | -2.80% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.25% | — | -1.10% | |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.19% | — | -10.96% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.14% | — | -0.01% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.09% | — | -2.11% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.08% | — | +6.71% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | — | +29.79% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.98% | — | -33.93% | |
| 16 | PAVE | Global X US Infrastructure | ETF-Other | 0.96% | — | -25.60% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | — | +11102.83% | |
| 18 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.80% | — | -18.01% | |
| 19 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.77% | — | +39.55% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | — | +3.74% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | — | +22.44% | |
| 22 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.67% | — | -1.07% | |
| 23 | JSI | Jh Securitized Income ETF | ETF-Other | 0.67% | — | -0.04% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | — | -1.64% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | — | +418.43% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | — | +6189.24% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | — | -8.38% | |
| 28 | CAFX | Congress Intermediate Bond | ETF-Other | 0.64% | — | — | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.62% | — | -19.32% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | — | +15.33% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | — | +236.24% | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.58% | — | -28.50% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | — | +9.14% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | — | +7.72% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.56% | — | +11461.79% | |
| 36 | CTAS | Cintas CORP | Stock-Industrials | 0.56% | — | +300.35% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.55% | — | +19319.23% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | — | +17.38% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | — | +2.22% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | — | +47.25% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | — | +86.25% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | — | +83.74% | |
| 43 | FJP | First Trust Japan | ETF-Other | 0.52% | — | -0.01% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | — | +14.53% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.49% | — | +5.14% | |
| 46 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.48% | — | -30.58% | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.47% | — | +24.55% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | — | +12.62% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | — | +14.07% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | +55.50% |
According to official SEC Form 13F filings, CW Advisors, LLC reported a total U.S. public equity portfolio value of $10.3B across 837 disclosed positions in Q3 2024.
During Q3 2024, CW Advisors, LLC's top holdings by market value included XLK (3.1%)、AAPL (2.2%)、JMBS (1.9%). The largest single position, XLK, represented 3.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q3 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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