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CIK: 0001802459
Total reported value
$450.6M
$450.6M
128 檔
36.0%
At the close of Q1 2025, CWS Financial Advisors, LLC disclosed equity holdings valued at approximately $450.6M, spread across 128 reported holdings.
In Q1 2025, CWS Financial Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 30.17% | -3.47% | +0.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.12% | -0.57% | +2.95% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.67% | -0.73% | +2.70% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.87% | +0.16% | +6.09% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.39% | -0.30% | -0.96% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.09% | -0.16% | +7.67% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.02% | -0.22% | +2.38% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.84% | +0.05% | +6.91% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.83% | +0.25% | +0.37% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.78% | -0.02% | +6.09% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | -0.21% | +8.70% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.14% | +0.10% | +28.77% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.10% | -0.02% | +3.16% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.10% | -0.06% | -6.57% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | -0.01% | +0.05% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.01% | -2.64% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.92% | -0.04% | +26.17% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.89% | -0.02% | +4.84% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.04% | — | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.81% | -0.01% | +14.27% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.15% | +0.03% | |
| 22 | CGBL | Cap Group Core Balanced | ETF-Other | 0.69% | +0.09% | +60.86% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.69% | +0.04% | -4.67% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.16% | +0.15% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.06% | -13.36% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | — | -2.80% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.10% | +6.45% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.56% | -0.01% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.03% | +70.50% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.12% | +5.62% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.45% | -0.03% | +4.93% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.02% | +0.13% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | — | -3.68% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | — | -0.16% | |
| 35 | CGUS | Cap Group Core Equity | ETF-Other | 0.40% | — | +5.10% | |
| 36 | CGXU | Cap Group Intl Focus | ETF-Other | 0.40% | +0.01% | +17.64% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | -0.04% | +7.48% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | +6.93% | |
| 39 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.36% | -0.03% | +179.39% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.35% | -0.04% | +0.23% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | +6.16% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.10% | +4.06% | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.29% | — | — | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.29% | -0.01% | +0.65% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-Other | 0.28% | +0.03% | +5.96% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.06% | +0.09% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.03% | +0.18% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | +0.01% | +15.50% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.10% | +5.86% | |
| 50 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.25% | -0.05% | +54.35% |
According to official SEC Form 13F filings, CWS Financial Advisors, LLC reported a total U.S. public equity portfolio value of $450.6M across 128 disclosed positions in Q1 2025.
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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 SYK, VOO, IJR) accounted for 36.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SYK
市值: $95.5M
During Q1 2025, CWS Financial Advisors, LLC's top holdings by market value included SYK (30.2%)、VOO (7.1%)、IJR (5.7%). The largest single position, SYK, represented 30.2% of total portfolio value.
In Q1 2025, CWS Financial Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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