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CIK: 0001904976
Total reported value
$10.3B
$10.3B
871 檔
7.9%
According to the latest 13F quarterly dataset, CW Advisors, LLC managed an equity portfolio of $10.3B at the end of Q4 2024, spanning 871 distinct U.S. exchange-listed positions.
During Q4 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 871 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 3.18% | — | -2.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.73% | — | +9.91% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 1.90% | — | -1.59% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | — | -6.94% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.62% | — | +0.82% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | — | -1.10% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.35% | — | -2.41% | |
| 8 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.25% | — | -34.21% | |
| 9 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.13% | — | -4.38% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.10% | — | +14.27% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.09% | — | -1.83% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.07% | — | -0.14% | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 0.95% | — | -2.91% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.94% | — | +134.97% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.90% | — | -0.70% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | — | -18.99% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.89% | — | +0.41% | |
| 18 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.88% | — | -1.37% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.80% | — | -1.84% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | — | -4.75% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | — | +40.58% | |
| 22 | CAFX | Congress Intermediate Bond | ETF-Other | 0.75% | — | +17.26% | |
| 23 | JSI | Jh Securitized Income ETF | ETF-Other | 0.73% | — | +8.14% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | — | +1.74% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | — | -4.43% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.70% | — | +838.64% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.69% | — | +0.35% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | — | -6.51% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | — | +0.80% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | — | +1.50% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.65% | — | -48.74% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | -0.41% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | — | +1.16% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | — | -1.34% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | — | +20.08% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.57% | — | -1.01% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.57% | — | +2.13% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | — | +2.07% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.57% | — | +2.16% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +6.89% | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.52% | — | -1.81% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | — | +1.88% | |
| 43 | CTAS | Cintas CORP | Stock-Industrials | 0.52% | — | +1.19% | |
| 44 | FJP | First Trust Japan | ETF-Other | 0.51% | — | +1.37% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | — | +5.35% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.50% | — | -3.02% | |
| 47 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.48% | — | -0.45% | |
| 48 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.45% | — | +1.49% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | — | -28.42% | |
| 50 | MLM | Martin Marietta Materials | Stock-Materials | 0.44% | — | +0.70% |
According to official SEC Form 13F filings, CW Advisors, LLC reported a total U.S. public equity portfolio value of $10.3B across 871 disclosed positions in Q4 2024.
During Q4 2024, CW Advisors, LLC's top holdings by market value included XLK (3.2%)、AAPL (2.7%)、XLF (1.9%). The largest single position, XLK, represented 3.2% 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 XLK, AAPL, XLF) accounted for 7.9% of total reported equity market value during Q4 2024.
In Q4 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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