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CIK: 0001904976
Total reported value
$10.3B
$10.3B
1064 檔
9.9%
As reported in its official Q1 2025 Form 13F filing, CW Advisors, LLC's tracked investment portfolio stood at $10.3B with 1064 total positions.
During Q1 2025, 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 AAPL, XLK, MSFT) accounted for 9.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1064 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.68% | — | +122.07% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 2.48% | — | +0.91% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | — | +38.26% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 1.71% | — | -0.10% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | — | +28.16% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.41% | — | +0.96% | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.38% | — | +24.07% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.16% | — | -1.05% | |
| 9 | JSI | Jh Securitized Income ETF | ETF-Other | 1.01% | — | +57.97% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.99% | — | -10.72% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | — | +24.39% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.94% | — | -1.20% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.88% | — | -12.67% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 0.87% | — | +45.30% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | — | +102.55% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | — | +35.69% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.81% | — | -2.50% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.81% | — | -1.55% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | — | +1.62% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | +18.50% | |
| 21 | CAFX | Congress Intermediate Bond | ETF-Other | 0.74% | — | +11.29% | |
| 22 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.72% | — | -2.07% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | — | +25.64% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | — | +11.05% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | — | +43.36% | |
| 26 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 0.69% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | — | +22.27% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | — | +11.07% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.61% | — | +68.16% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.57% | — | +4.58% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | — | +2.13% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | — | +10.01% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.54% | — | -36.74% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | — | +306.94% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | — | -2.51% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.54% | — | -3.74% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.53% | — | -0.47% | |
| 38 | PAVE | Global X US Infrastructure | ETF-Other | 0.53% | — | -31.08% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.52% | — | +1.74% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.51% | — | -29.33% | |
| 41 | CTAS | Cintas CORP | Stock-Industrials | 0.51% | — | +1.06% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | — | +9.14% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | — | +2.76% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | — | +93.21% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | — | +51.96% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | — | +45.40% | |
| 47 | FJP | First Trust Japan | ETF-Other | 0.47% | — | -0.74% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.47% | — | +1.66% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | +9.20% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | — | +6.95% |
According to official SEC Form 13F filings, CW Advisors, LLC reported a total U.S. public equity portfolio value of $10.3B across 1064 disclosed positions in Q1 2025.
During Q1 2025, CW Advisors, LLC's top holdings by market value included AAPL (4.7%)、XLK (2.5%)、MSFT (1.9%). The largest single position, AAPL, represented 4.7% of total portfolio value.
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In Q1 2025, 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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