CWS Financial Advisors
Latest statistics and disclosures from CWS Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SYK, VOO, IJR, AAPL, VXUS, and represent 47.93% of CWS Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VXUS, VUG, VGIT, VTV, DFUS, CGXU, VB, VCSH, VTI, PSX.
- Started 8 new stock positions in BDX, NET, VCSH, TJX, IWB, DFUS, PSX, VCRB.
- Reduced shares in these 10 stocks: ETN, VXF, VOO, PRU, , PYPL, PFE, MCD, LLY, SYK.
- Sold out of its positions in MGEE, PYPL, PRU, ETN.
- CWS Financial Advisors was a net buyer of stock by $5.7M.
- CWS Financial Advisors has $360M in assets under management (AUM), dropping by 4.82%.
- Central Index Key (CIK): 0001802459
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Portfolio Holdings for CWS Financial Advisors
CWS Financial Advisors holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stryker Corporation (SYK) | 26.1 | $94M | 254k | 369.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.7 | $28M | 45k | 612.39 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.7 | $21M | 174k | 118.83 |
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| Apple (AAPL) | 4.6 | $17M | 65k | 254.63 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.8 | $14M | +5% | 189k | 73.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.5 | $13M | +5% | 26k | 479.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.3 | $12M | 55k | 215.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $11M | +2% | 34k | 328.17 |
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| Vanguard Index Fds Value Etf (VTV) | 3.1 | $11M | +5% | 59k | 186.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $9.7M | 16k | 600.35 |
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| Microsoft Corporation (MSFT) | 2.6 | $9.3M | 18k | 517.94 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.5 | $5.4M | +2% | 122k | 43.92 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $4.4M | +8% | 17k | 254.28 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $3.9M | 5.9k | 666.13 |
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| Capital Group Core Balanced SHS (CGBL) | 1.0 | $3.4M | +5% | 99k | 34.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $3.4M | 5.0k | 669.25 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $3.3M | +4% | 57k | 58.85 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.9 | $3.2M | -12% | 15k | 209.35 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $3.2M | +4% | 36k | 87.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $3.1M | 11k | 293.74 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $2.8M | 102k | 27.30 |
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| Wal-Mart Stores (WMT) | 0.7 | $2.4M | 23k | 103.06 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $2.2M | 2.9k | 746.62 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.6 | $2.2M | +3% | 44k | 49.99 |
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| McDonald's Corporation (MCD) | 0.6 | $2.1M | -8% | 7.0k | 303.89 |
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| International Business Machines (IBM) | 0.6 | $2.1M | -2% | 7.4k | 282.17 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.6 | $2.0M | +30% | 67k | 29.62 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $2.0M | 3.3k | 596.07 |
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| Procter & Gamble Company (PG) | 0.5 | $1.8M | 12k | 153.65 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $1.7M | 19k | 89.57 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.5 | $1.6M | +9% | 48k | 34.65 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.4 | $1.6M | 41k | 39.54 |
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| Capital Group Conservative E SHS (CGCV) | 0.4 | $1.6M | +9% | 53k | 30.11 |
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| Amazon (AMZN) | 0.4 | $1.6M | 7.1k | 219.57 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $1.6M | +61% | 26k | 60.03 |
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| Pepsi (PEP) | 0.4 | $1.5M | -7% | 11k | 140.44 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | 4.6k | 315.43 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.4M | 22k | 65.26 |
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| Philip Morris International (PM) | 0.4 | $1.4M | 8.6k | 162.20 |
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| Southern Company (SO) | 0.4 | $1.4M | +6% | 14k | 94.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | 5.5k | 243.11 |
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| Home Depot (HD) | 0.3 | $1.3M | +6% | 3.1k | 405.13 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.3M | 11k | 112.75 |
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| Abbvie (ABBV) | 0.3 | $1.2M | -6% | 5.0k | 231.56 |
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| Chevron Corporation (CVX) | 0.3 | $1.1M | +13% | 7.3k | 155.29 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $1.1M | 25k | 42.03 |
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| Altria (MO) | 0.3 | $1.0M | 15k | 66.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | 2.0k | 502.74 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $973k | 2.2k | 435.48 |
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| Progressive Corporation (PGR) | 0.3 | $934k | +5% | 3.8k | 246.95 |
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| Cisco Systems (CSCO) | 0.3 | $918k | +7% | 13k | 68.42 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $918k | +4% | 1.8k | 499.24 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $894k | +14% | 13k | 68.46 |
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| Fastenal Company (FAST) | 0.2 | $870k | +8% | 18k | 49.04 |
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| Abbott Laboratories (ABT) | 0.2 | $858k | 6.4k | 133.95 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $857k | +3% | 13k | 65.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $847k | -5% | 2.4k | 355.47 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.2 | $818k | 31k | 26.58 |
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| Linde SHS (LIN) | 0.2 | $806k | +13% | 1.7k | 475.01 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $757k | 1.3k | 568.66 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.2 | $754k | +8% | 33k | 22.72 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $729k | 962.00 | 758.00 |
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| Meta Platforms Cl A (META) | 0.2 | $712k | 969.00 | 734.38 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $691k | 5.7k | 120.72 |
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| Broadridge Financial Solutions (BR) | 0.2 | $651k | +15% | 2.7k | 238.17 |
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| Johnson & Johnson (JNJ) | 0.2 | $645k | -9% | 3.5k | 185.44 |
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| Verizon Communications (VZ) | 0.2 | $644k | -4% | 15k | 43.95 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $627k | 1.9k | 326.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $620k | 2.5k | 243.55 |
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| Nextera Energy (NEE) | 0.2 | $605k | 8.0k | 75.49 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $604k | 4.5k | 135.64 |
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| Entergy Corporation (ETR) | 0.2 | $589k | +15% | 6.3k | 93.19 |
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| Paychex (PAYX) | 0.2 | $587k | +11% | 4.6k | 126.77 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $573k | -2% | 7.7k | 74.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $566k | +8% | 9.4k | 59.92 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $562k | NEW | 7.8k | 72.44 |
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| Analog Devices (ADI) | 0.2 | $562k | +15% | 2.3k | 245.72 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $558k | 2.7k | 206.54 |
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| At&t (T) | 0.2 | $546k | 19k | 28.24 |
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| General Dynamics Corporation (GD) | 0.2 | $543k | 1.6k | 341.03 |
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| Snap-on Incorporated (SNA) | 0.1 | $518k | +17% | 1.5k | 346.57 |
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| Coca-Cola Company (KO) | 0.1 | $510k | 7.7k | 66.32 |
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| Costco Wholesale Corporation (COST) | 0.1 | $505k | 545.00 | 925.86 |
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| Chubb (CB) | 0.1 | $501k | +22% | 1.8k | 282.27 |
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| Wec Energy Group (WEC) | 0.1 | $481k | +21% | 4.2k | 114.60 |
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| Caterpillar (CAT) | 0.1 | $479k | 1.0k | 477.15 |
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| Walt Disney Company (DIS) | 0.1 | $479k | 4.2k | 114.51 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.1 | $474k | +7% | 6.6k | 71.94 |
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| Gra (GGG) | 0.1 | $467k | 5.5k | 84.96 |
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| Edwards Lifesciences (EW) | 0.1 | $467k | 6.0k | 77.77 |
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| Civista Bancshares Com No Par (CIVB) | 0.1 | $465k | 23k | 20.31 |
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| Martin Marietta Materials (MLM) | 0.1 | $453k | 719.00 | 630.28 |
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| Illinois Tool Works (ITW) | 0.1 | $431k | +8% | 1.7k | 260.77 |
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| Zoetis Cl A (ZTS) | 0.1 | $429k | -3% | 2.9k | 146.34 |
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| Starbucks Corporation (SBUX) | 0.1 | $425k | 5.0k | 84.59 |
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| Netflix (NFLX) | 0.1 | $420k | 350.00 | 1198.92 |
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| Amgen (AMGN) | 0.1 | $419k | 1.5k | 282.27 |
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| Oracle Corporation (ORCL) | 0.1 | $416k | 1.5k | 281.16 |
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| Eli Lilly & Co. (LLY) | 0.1 | $414k | -24% | 542.00 | 763.36 |
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| Pfizer (PFE) | 0.1 | $405k | -32% | 16k | 25.48 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $396k | +4% | 3.2k | 123.74 |
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| Kinder Morgan (KMI) | 0.1 | $388k | +15% | 14k | 28.31 |
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| NVIDIA Corporation (NVDA) | 0.1 | $382k | +34% | 2.0k | 186.58 |
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| Colgate-Palmolive Company (CL) | 0.1 | $380k | -13% | 4.8k | 79.95 |
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| Northern Trust Corporation (NTRS) | 0.1 | $377k | +25% | 2.8k | 134.60 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $373k | 1.9k | 194.50 |
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| ConocoPhillips (COP) | 0.1 | $373k | 3.9k | 94.58 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $366k | 1.8k | 203.59 |
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| Gilead Sciences (GILD) | 0.1 | $354k | +18% | 3.2k | 111.00 |
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| Fidelity National Financial Com Shs (FNF) | 0.1 | $353k | +28% | 5.8k | 60.49 |
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| Morgan Stanley Com New (MS) | 0.1 | $347k | +4% | 2.2k | 158.94 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $321k | 3.4k | 95.46 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $319k | 1.4k | 227.73 |
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| Boeing Company (BA) | 0.1 | $309k | 1.4k | 215.83 |
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| Norfolk Southern (NSC) | 0.1 | $306k | 1.0k | 300.41 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $304k | 6.8k | 45.08 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $304k | NEW | 3.8k | 79.93 |
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| Alliant Energy Corporation (LNT) | 0.1 | $299k | 4.4k | 67.40 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $278k | +9% | 6.1k | 45.76 |
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| L3harris Technologies (LHX) | 0.1 | $277k | 907.00 | 305.41 |
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| 3M Company (MMM) | 0.1 | $276k | 1.8k | 155.17 |
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| Broadcom (AVGO) | 0.1 | $272k | 826.00 | 329.77 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $267k | 3.4k | 79.68 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $249k | 2.7k | 92.99 |
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| Kellogg Company (K) | 0.1 | $245k | 3.0k | 82.02 |
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| Bank of America Corporation (BAC) | 0.1 | $241k | 4.7k | 51.59 |
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| Enterprise Products Partners (EPD) | 0.1 | $239k | -13% | 7.7k | 31.27 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $239k | 1.4k | 167.32 |
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| UnitedHealth (UNH) | 0.1 | $236k | 684.00 | 345.30 |
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| Ares Capital Corporation (ARCC) | 0.1 | $223k | +18% | 11k | 20.41 |
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| Phillips 66 (PSX) | 0.1 | $221k | NEW | 1.6k | 136.02 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $221k | 8.6k | 25.71 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.1 | $221k | NEW | 2.8k | 78.40 |
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| TJX Companies (TJX) | 0.1 | $216k | NEW | 1.5k | 144.56 |
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| Air Products & Chemicals (APD) | 0.1 | $216k | 791.00 | 272.78 |
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| Becton, Dickinson and (BDX) | 0.1 | $209k | NEW | 1.1k | 187.13 |
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| Cloudflare Cl A Com (NET) | 0.1 | $207k | NEW | 966.00 | 214.59 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $201k | NEW | 550.00 | 365.48 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $134k | 12k | 11.21 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $105k | 15k | 6.91 |
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Past Filings by CWS Financial Advisors
SEC 13F filings are viewable for CWS Financial Advisors going back to 2019
- CWS Financial Advisors 2025 Q3 filed Nov. 4, 2025
- CWS Financial Advisors 2025 Q2 filed Aug. 8, 2025
- CWS Financial Advisors 2025 Q1 filed May 14, 2025
- CWS Financial Advisors 2024 Q4 filed Feb. 4, 2025
- CWS Financial Advisors 2024 Q3 filed Nov. 14, 2024
- CWS Financial Advisors 2024 Q2 filed July 31, 2024
- CWS Financial Advisors 2024 Q1 filed May 1, 2024
- CWS Financial Advisors 2023 Q4 filed Feb. 8, 2024
- CWS Financial Advisors 2023 Q3 filed Nov. 14, 2023
- CWS Financial Advisors 2023 Q2 filed Aug. 14, 2023
- CWS Financial Advisors 2023 Q1 filed May 9, 2023
- CWS Financial Advisors 2022 Q4 filed Feb. 10, 2023
- CWS Financial Advisors 2022 Q3 filed Nov. 9, 2022
- CWS Financial Advisors 2022 Q2 filed Aug. 8, 2022
- CWS Financial Advisors 2022 Q1 filed May 3, 2022
- CWS Financial Advisors 2021 Q4 filed Feb. 15, 2022