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CIK: 0001802459
Total reported value
$454.1M
$454.1M
140 檔
38.0%
As reported in its official Q3 2025 Form 13F filing, CWS Financial Advisors, LLC's tracked investment portfolio stood at $454.1M with 140 total positions.
In Q3 2025, CWS Financial Advisors, LLC displayed an active expansion posture, initiating 19 new positions and adding to 66 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 26.08% | -2.34% | -0.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.69% | -0.31% | -1.25% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.72% | -0.74% | -0.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.59% | +0.53% | -0.57% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.84% | -0.19% | +5.82% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.46% | +0.09% | +5.60% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.28% | -0.03% | +1.48% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.11% | +0.02% | +2.47% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.06% | -0.07% | +5.42% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.69% | -0.01% | +0.19% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | +0.54% | +0.41% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.49% | +0.05% | +2.76% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.21% | -0.10% | +8.79% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.02% | +0.94% | |
| 15 | CGBL | Cap Group Core Balanced | ETF-Other | 0.95% | -0.01% | +5.83% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.01% | -1.53% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.93% | +0.13% | +4.64% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.89% | -0.06% | -12.29% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | -0.01% | +4.96% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | -0.02% | +0.87% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | +0.04% | +0.56% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.05% | +0.05% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.61% | +0.03% | +0.10% | |
| 24 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.61% | +0.12% | +3.03% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.08% | -8.35% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | -0.10% | -2.10% | |
| 27 | CGXU | Cap Group Intl Focus | ETF-Other | 0.55% | — | +30.37% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | -0.04% | -0.45% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.01% | -0.98% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.46% | -0.01% | +1.91% | |
| 31 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.46% | -0.02% | +9.50% | |
| 32 | CGUS | Cap Group Core Equity | ETF-Other | 0.45% | — | +0.72% | |
| 33 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.44% | -0.01% | +9.88% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.02% | +0.30% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.43% | +0.04% | +61.90% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | -0.04% | -7.76% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | +0.02% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | -0.03% | -0.51% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | +0.06% | +0.07% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.38% | -0.09% | +6.41% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | -0.02% | +0.04% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.05% | +6.29% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.30% | EXIT | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.02% | -6.15% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.31% | +0.06% | +13.52% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-Other | 0.30% | +0.12% | -0.23% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.28% | -0.02% | +0.51% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | +0.01% | +1.06% | |
| 49 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | +1.31% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.26% | -0.01% | +5.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.6% | +5.60% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | -1.25% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.5% | +5.82% | Add |
| 4 | CGGR | Cap Group Growth Equity | +0.4% | +2.76% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +2.47% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.41% | Trim |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +1.48% | Add |
| 8 | CGBL | Cap Group Core Balanced | +0.3% | +5.83% | Add |
| 9 | VGIT | Vanguard Intermediate-term T | +0.3% | +61.90% | Add |
| 10 | CGDG | Cap Group Dividend Growers | +0.2% | +9.50% | Add |
| 11 | CGXU | Cap Group Intl Focus | +0.2% | +30.37% | Add |
| 12 | VB | Vanguard Small-cap ETF | +0.1% | +8.79% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.04% | Trim |
| 14 | CGCV | Cap Group Conservative Eq | +0.1% | +9.88% | Add |
| 15 | FAST | Fastenal Co | +0.1% | +8.33% | Add |
| 16 | SNA | Snap-on Inc | +0.1% | +17.25% | Add |
| 17 | ADI | Analog Devices Inc | +0.1% | +15.16% | Add |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.96% | Add |
| 19 | DFAS | Dimensional US Small Cap ETF | +0.1% | +14.63% | Add |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.26% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.94% | Add |
| 22 | CGUS | Cap Group Core Equity | +0.1% | +0.72% | Add |
| 23 | ETR | Entergy CORP | +0.1% | +15.04% | Add |
| 24 | CB | Chubb Limited | +0.1% | +22.50% | Add |
| 25 | LMT | Lockheed Martin CORP | 0% | +4.97% | Add |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +1.31% | Add |
| 27 | LIN | Linde plc | 0% | +13.29% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +0.04% | Add |
| 29 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 30 | CGCP | Cap Group Core Plus Income | 0% | +8.98% | Add |
| 31 | ORCL | Oracle CORP | 0% | +0.07% | Trim |
| 32 | KMI | Kinder Morgan, Inc. | 0% | +15.33% | Add |
| 33 | SO | Southern Co/the | 0% | +6.41% | Add |
| 34 | BR | Broadridge Financial Solutio | 0% | +15.99% | Add |
| 35 | IEMG | Ishares Core Msci Emerging | 0% | +3.01% | Add |
| 36 | PH | Parker Hannifin CORP | 0% | +0.10% | Add |
| 37 | GILD | Gilead Sciences Inc | 0% | +18.06% | Add |
| 38 | WMT | Walmart Inc | 0% | +0.05% | Add |
| 39 | JPM | Jpmorgan Chase & Co | 0% | +0.02% | Trim |
| 40 | AMZN | Amazon.com Inc | 0% | +0.30% | Add |
| 41 | CGDV | Cap Group Dividend Value | 0% | -0.23% | Add |
| 42 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.04% | Add |
| 43 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 44 | GLD | Spdr Gold Shares | 0% | -5.59% | Trim |
| 45 | VEA | Vanguard Ftse Developed ETF | 0% | +8.71% | Add |
| 46 | GD | General Dynamics CORP | 0% | — | Add |
| 47 | WEC | Wec Energy Group Inc | 0% | +21.52% | Add |
| 48 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 49 | VGSH | Vanguard Short-term Treasury | 0% | +4.64% | Add |
| 50 | VIGI | Vanguard Int Div App Indx Fd | 0% | +1.91% | Add |
According to official SEC Form 13F filings, CWS Financial Advisors, LLC reported a total U.S. public equity portfolio value of $454.1M across 140 disclosed positions in Q3 2025.
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 SYK, VOO, IJR) accounted for 38.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
VGT
市值: $2.2M
Top Position Liquidated / Trimmed
ETN
前期市值: $429.5K
During Q3 2025, CWS Financial Advisors, LLC's top holdings by market value included SYK (26.1%)、VOO (7.7%)、IJR (5.7%). The largest single position, SYK, represented 26.1% of total portfolio value.
In Q3 2025, CWS Financial Advisors, LLC made 135 total portfolio adjustments, initiating 19 new buys, adding to 66 positions, trimming 43 holdings, and fully liquidating 7 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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