CWS Financial Advisors, LLC
CIK: 0001802459SEC EDGAR →
Portfolio Value
$368.3M
Holdings
150
As of
Q4 2025
New Positions
150
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STRYKER CORPORATION | 252,176 | $88.6M | 24.06% |
| 2 | VANGUARD INDEX FDS | 44,193 | $27.7M | 7.52% |
| 3 | ISHARES TR | 170,351 | $20.5M | 5.56% |
| 4 | APPLE INC | 63,058 | $17.1M | 4.65% |
| 5 | VANGUARD STAR FDS | 192,667 | $14.5M | 3.95% |
| 6 | VANGUARD INDEX FDS | 25,878 | $12.6M | 3.43% |
| 7 | VANGUARD SPECIALIZED FUNDS | 54,630 | $12.0M | 3.26% |
| 8 | VANGUARD INDEX FDS | 59,763 | $11.4M | 3.10% |
| 9 | VANGUARD INDEX FDS | 33,541 | $11.2M | 3.05% |
| 10 | INVESCO QQQ TR | 16,200 | $10.0M | 2.70% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (150)
$88.6M · 252K shares
$27.7M · 44K shares
$20.5M · 170K shares
$17.1M · 63K shares
$14.5M · 193K shares
$12.6M · 26K shares
$12.0M · 55K shares
$11.4M · 60K shares
$11.2M · 34K shares
$10.0M · 16K shares
$8.7M · 18K shares
$5.6M · 126K shares
$4.3M · 17K shares
$4.0M · 6K shares
$3.8M · 65K shares
$3.8M · 107K shares
$3.4M · 5K shares
$3.3M · 37K shares
$3.1M · 11K shares
$2.9M · 104K shares
$2.8M · 13K shares
$2.7M · 36K shares
$2.6M · 24K shares
$2.3M · 47K shares
$2.2M · 3K shares
$2.2M · 7K shares
$2.2M · 7K shares
$2.1M · 72K shares
$2.0M · 3K shares
$1.8M · 52K shares
$1.8M · 69K shares
$1.8M · 29K shares
$1.7M · 55K shares
$1.7M · 12K shares
$1.6M · 5K shares
$1.6M · 18K shares
$1.6M · 40K shares
$1.6M · 7K shares
$1.5M · 11K shares
$1.5M · 5K shares
$1.5M · 22K shares
$1.4M · 16K shares
$1.3M · 8K shares
$1.3M · 10K shares
$1.2M · 3K shares
$1.2M · 15K shares
$1.2M · 27K shares
$1.1M · 5K shares
$1.1M · 7K shares
$1.1M · 15K shares
$1.0M · 2K shares
$1.0M · 2K shares
$996K · 2K shares
$945K · 14K shares
$933K · 4K shares
$883K · 13K shares
$870K · 15K shares
$852K · 2K shares
$845K · 962 shares
$831K · 1K shares
$820K · 4K shares
$803K · 2K shares
$799K · 3K shares
$799K · 3K shares
$789K · 20K shares
$771K · 6K shares
$764K · 34K shares
$735K · 10K shares
$732K · 2K shares
$718K · 2K shares
$705K · 6K shares
$693K · 2K shares
$691K · 11K shares
$681K · 3K shares
$662K · 7K shares
$649K · 6K shares
$639K · 969 shares
$638K · 8K shares
$623K · 16K shares
$621K · 4K shares
$606K · 15K shares
$598K · 2K shares
$595K · 6K shares
$589K · 8K shares
$575K · 1K shares
$573K · 3K shares
$559K · 7K shares
$535K · 4K shares
$529K · 493 shares
$511K · 6K shares
$508K · 23K shares
$498K · 6K shares
$485K · 7K shares
$485K · 1K shares
$479K · 4K shares
$470K · 545 shares
$467K · 6K shares
$466K · 4K shares
$451K · 18K shares
$448K · 2K shares
$447K · 719 shares
$441K · 16K shares
$419K · 8K shares
$391K · 2K shares
$391K · 16K shares
$381K · 2K shares
$369K · 3K shares
$365K · 2K shares
$359K · 4K shares
$337K · 3K shares
$336K · 3K shares
$328K · 4K shares
$311K · 7K shares
$310K · 1K shares
$304K · 1K shares
$290K · 14K shares
$288K · 4K shares
$288K · 1K shares
$286K · 2K shares
$286K · 826 shares
$284K · 2K shares
$283K · 2K shares
$281K · 6K shares
$278K · 3K shares
$266K · 907 shares
$263K · 4K shares
$259K · 3K shares
$259K · 3K shares
$258K · 3K shares
$258K · 5K shares
$247K · 1K shares
$247K · 1K shares
$241K · 3K shares
$241K · 5K shares
$240K · 460 shares
$239K · 970 shares
$237K · 3K shares
$236K · 819 shares
$228K · 2K shares
$225K · 684 shares
$225K · 9K shares
$219K · 250 shares
$214K · 2K shares
$211K · 3K shares
$207K · 4K shares
$205K · 550 shares
$205K · 2K shares
$200K · 2K shares
$127K · 12K shares
$95K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $189.4M | 51.4% |
| Healthcare | 13 | $94.8M | 25.7% |
| Technology | 11 | $32.0M | 8.7% |
| Unknown | 8 | $17.0M | 4.6% |
| Consumer Defensive | 7 | $8.3M | 2.2% |
| Industrials | 16 | $8.1M | 2.2% |
| Consumer Cyclical | 5 | $5.7M | 1.6% |
| Communication Services | 6 | $4.3M | 1.2% |
| Utilities | 6 | $3.9M | 1.1% |
| Energy | 4 | $3.2M | 0.9% |
| Basic Materials | 3 | $1.5M | 0.4% |