Cws Financial Advisors, LLC Top Holdings and 13F Report (2025) About Cws Financial Advisors, LLCInvestment ActivityCws Financial Advisors, LLC has $343.69 million in total holdings as of June 30, 2025.Cws Financial Advisors, LLC owns shares of 136 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.03% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Cws Financial Advisors, LLC has purchased 128 new stocks and bought additional shares in 65 stocks.Cws Financial Advisors, LLC sold shares of 40 stocks and completely divested from 5 stocks this quarter.Largest Holdings Stryker $100,693,166Vanguard S&P 500 ETF $26,016,199iShares Core S&P Small-Cap ETF $19,011,126Apple $13,410,594Vanguard Total International Stock ETF $12,307,128 Largest New Holdings this Quarter 92204A702 - Vanguard Information Technology ETF $1,949,947 Holding617446448 - Morgan Stanley $293,284 Holding665859104 - Northern Trust $282,361 Holding46435G524 - iShares International Dividend Growth ETF $260,653 Holding31620R303 - Fidelity National Financial $253,672 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 2,940 shares (about $1.95M)Vanguard S&P 500 ETF 1,939 shares (about $1.10M)Vanguard Dividend Appreciation ETF 4,660 shares (about $953.76K)CAPITAL GROUP CORE BALANCED 22,768 shares (about $761.36K)CAPITAL GROUP DIVIDEND GROWE 17,638 shares (about $593.16K) Largest Sales this Quarter Invesco QQQ 2,953 shares (about $1.63M)Stryker 2,156 shares (about $852.98K)Apple 4,061 shares (about $833.20K)Microsoft 1,103 shares (about $548.65K)Home Depot 1,489 shares (about $545.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCws Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSYKStryker$100,693,166$852,980 ▼-0.8%254,51329.3%MedicalVOOVanguard S&P 500 ETF$26,016,199$1,101,404 ▲4.4%45,8017.6%ETFIJRiShares Core S&P Small-Cap ETF$19,011,126$251,914 ▲1.3%173,9515.5%ETFAAPLApple$13,410,594$833,200 ▼-5.8%65,3633.9%Computer and TechnologyVXUSVanguard Total International Stock ETF$12,307,128$379,096 ▲3.2%178,1323.6%ETFVIGVanguard Dividend Appreciation ETF$11,046,812$953,758 ▲9.4%53,9743.2%ETFVUGVanguard Growth ETF$10,791,638$173,606 ▲1.6%24,6163.1%ETFVTIVanguard Total Stock Market ETF$10,137,911$418,209 ▲4.3%33,3562.9%ETFVTVVanguard Value ETF$9,907,436$115,764 ▼-1.2%56,0572.9%ETFMSFTMicrosoft$8,927,682$548,654 ▼-5.8%17,9482.6%Computer and TechnologyQQQInvesco QQQ$8,904,021$1,628,993 ▼-15.5%16,1412.6%FinanceCGGRCapital Group Growth ETF$4,839,430$537,638 ▲12.5%119,0511.4%ETFVBVanguard Small-Cap ETF$3,735,376$26,542 ▲0.7%15,7621.1%ETFSPYSPDR S&P 500 ETF Trust$3,623,425$618 ▲0.0%5,8651.1%FinanceVXFVanguard Extended Market ETF$3,365,602$515,680 ▼-13.3%17,4651.0%ETFVGSHVanguard Short-Term Treasury ETF$3,185,403$265,391 ▲9.1%54,1920.9%ETFIVViShares Core S&P 500 ETF$3,165,419$88,170 ▼-2.7%5,0980.9%ETFCAPITAL GROUP CORE BALANCED$3,122,936$761,364 ▲32.2%93,3890.9%SHSVOVanguard Mid-Cap ETF$2,924,933$115,005 ▼-3.8%10,4530.9%ETFIEFAiShares Core MSCI EAFE ETF$2,887,849$32,557 ▲1.1%34,5930.8%ETFSCHDSchwab US Dividend Equity ETF$2,684,346$258,163 ▲10.6%101,2960.8%ETFWMTWalmart$2,286,607$2,445 ▲0.1%23,3850.7%Retail/WholesaleMCDMcDonald's$2,228,469$31,556 ▼-1.4%7,6270.6%Retail/WholesaleIBMInternational Business Machines$2,228,343$15,034 ▲0.7%7,5590.6%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$2,127,184$59,838 ▼-2.7%42,6590.6%ETFVGTVanguard Information Technology ETF$1,949,947$1,949,947 ▲New Holding2,9400.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,880,1470.0%3,3190.5%ETFPGProcter & Gamble$1,860,278$26,289 ▼-1.4%11,6760.5%Consumer StaplesVIGIVanguard International Dividend Appreciation ETF$1,635,592$97,780 ▲6.4%18,1490.5%ETFPMPhilip Morris International$1,563,822$7,103 ▼-0.5%8,5860.5%Consumer StaplesAMZNAmazon.com$1,557,011$46,072 ▲3.0%7,0970.5%Retail/WholesalePEPPepsiCo$1,549,797$16,109 ▼-1.0%11,7370.5%Consumer StaplesCGUSCapital Group Core Equity ETF$1,498,669$93,581 ▲6.7%40,5810.4%ETFCAPITAL GROUP DIVIDEND GROWE$1,459,696$593,160 ▲68.5%43,4050.4%SHS ETFCGXUCapital Group International Focus Equity ETF$1,394,844$5,399 ▲0.4%51,4130.4%ETFCAPITAL GROUP CONSERVATIVE E$1,375,074$177,719 ▲14.8%48,0800.4%SHSIJHiShares Core S&P Mid-Cap ETF$1,366,652$2,915 ▲0.2%22,0360.4%ETFJPMJPMorgan Chase & Co.$1,332,145$77,117 ▼-5.5%4,5950.4%FinanceSOSouthern$1,231,742$133,891 ▲12.2%13,4130.4%UtilitiesXOMExxon Mobil$1,197,657$174,636 ▼-12.7%11,1100.3%EnergyHDHome Depot$1,073,280$545,990 ▼-33.7%2,9270.3%Retail/WholesaleCGDVCapital Group Dividend Value ETF$1,006,188$17,454 ▲1.8%25,4800.3%ETFABBVAbbVie$986,498$122,686 ▼-11.1%5,3150.3%MedicalGOOGLAlphabet$970,333$2,115 ▼-0.2%5,5060.3%Computer and TechnologyBRK.BBerkshire Hathaway$962,796$33,032 ▼-3.3%1,9820.3%FinanceVGITVanguard Intermediate-Term Treasury ETF$959,342$377,935 ▲65.0%16,0400.3%ETFPGRProgressive$952,690$84,328 ▲9.7%3,5700.3%FinanceCVXChevron$920,092$1,718 ▲0.2%6,4260.3%EnergyMOAltria Group$899,338$4,104 ▲0.5%15,3390.3%Consumer StaplesVOOGVanguard S&P 500 Growth ETF$874,794$15,862 ▲1.8%2,2060.3%ETFCSCOCisco Systems$867,858$30,180 ▼-3.4%12,5090.3%Computer and TechnologyABTAbbott Laboratories$862,587$49,236 ▼-5.4%6,3420.3%MedicalLMTLockheed Martin$810,745$118,533 ▲17.1%1,7510.2%AerospaceCAPITAL GRP FIXED INCM ETF T$794,360$58,991 ▲8.0%30,2040.2%CORE BOND ETFGLDSPDR Gold Shares$769,086$31,397 ▲4.3%2,5230.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$757,533$5,883 ▲0.8%12,6190.2%ETFMAMastercard$747,698$93,813 ▼-11.1%1,3310.2%Business ServicesDFASDimensional U.S. Small Cap ETF$725,372$80,526 ▲12.5%11,3860.2%ETFMETAMeta Platforms$715,2090.0%9690.2%Computer and TechnologyLINDE PLC$702,362$133,716 ▲23.5%1,4970.2%SHSFASTFastenal$687,960$391,608 ▲132.1%16,3800.2%Retail/WholesaleCGCPCapital Group Core Plus Income ETF$684,962$139,634 ▲25.6%30,4430.2%ETFPHParker-Hannifin$671,460$34,935 ▲5.5%9610.2%IndustrialsVZVerizon Communications$662,058$9,606 ▼-1.4%15,3010.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$629,828$330 ▲0.1%5,7210.2%ETFPAYXPaychex$604,823$128,587 ▲27.0%4,1580.2%Computer and TechnologyJNJJohnson & Johnson$585,516$611 ▲0.1%3,8330.2%MedicalBNDVanguard Total Bond Market ETF$580,854$33,059 ▲6.0%7,8890.2%ETFBRBroadridge Financial Solutions$573,065$108,634 ▲23.4%2,3580.2%Computer and TechnologyPFEPfizer$572,936$109,928 ▼-16.1%23,6360.2%MedicalETNEaton$564,0440.0%1,5800.2%IndustrialsTAT&T$562,348$16,207 ▼-2.8%19,4310.2%Computer and TechnologyLLYEli Lilly and Company$560,7750.0%7190.2%MedicalSUSAiShares MSCI USA ESG Select ETF$558,974$887 ▲0.2%4,4100.2%ETFNEENextEra Energy$555,772$347 ▲0.1%8,0060.2%UtilitiesCOSTCostco Wholesale$539,498$262,325 ▼-32.7%5450.2%Retail/WholesaleSMHVanEck Semiconductor ETF$535,4500.0%1,9200.2%ManufacturingKOCocaCola$535,426$12,098 ▼-2.2%7,5680.2%Consumer StaplesCIVBCivista Bancshares$530,7460.0%22,8770.2%FinanceIVEiShares S&P 500 Value ETF$527,296$391 ▲0.1%2,6980.2%ETFDISWalt Disney$518,1890.0%4,1790.2%Consumer DiscretionaryCLColgate-Palmolive$501,314$84,173 ▲20.2%5,5150.1%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$495,241$855 ▲0.2%8,6870.1%ETFZTSZoetis$475,189$109,011 ▼-18.7%3,0470.1%MedicalGGGGraco$472,835$7,136 ▲1.5%5,5000.1%IndustrialsADIAnalog Devices$472,470$134,719 ▲39.9%1,9850.1%Computer and TechnologyEWEdwards Lifesciences$469,260$24,402 ▼-4.9%6,0000.1%MedicalNFLXNetflix$468,6960.0%3500.1%Consumer DiscretionaryGDGeneral Dynamics$464,031$15,166 ▲3.4%1,5910.1%AerospaceSBUXStarbucks$460,1350.0%5,0220.1%Retail/WholesaleETREntergy$456,580$123,267 ▲37.0%5,4930.1%UtilitiesGOOGAlphabet$451,6230.0%2,5460.1%Computer and TechnologyAMGNAmgen$420,5440.0%1,5060.1%MedicalCBChubb$419,804$158,766 ▲60.8%1,4490.1%FinanceDIMENSIONAL ETF TRUST$410,084$8,290 ▼-2.0%6,1340.1%US CORE EQUITY 1SNASnap-On$396,755$184,219 ▲86.7%1,2750.1%Consumer DiscretionaryMLMMartin Marietta Materials$394,702$38,976 ▼-9.0%7190.1%ConstructionCATCaterpillar$389,763$116,463 ▼-23.0%1,0040.1%IndustrialsITWIllinois Tool Works$378,407$15,087 ▲4.2%1,5300.1%IndustrialsDUKDuke Energy$359,955$30,449 ▼-7.8%3,0500.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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