CWS Financial Advisors, LLC
CIK: 0001802459SEC EDGAR →
Portfolio Value
$368.3B
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 | $88.6B | 24.06% |
| 2 | VANGUARD INDEX FDS | 44,193 | $27.7B | 7.52% |
| 3 | ISHARES TR | 170,351 | $20.5B | 5.56% |
| 4 | APPLE INC | 63,058 | $17.1B | 4.65% |
| 5 | VANGUARD STAR FDS | 192,667 | $14.5B | 3.95% |
| 6 | VANGUARD INDEX FDS | 25,878 | $12.6B | 3.43% |
| 7 | VANGUARD SPECIALIZED FUNDS | 54,630 | $12.0B | 3.26% |
| 8 | VANGUARD INDEX FDS | 59,763 | $11.4B | 3.10% |
| 9 | VANGUARD INDEX FDS | 33,541 | $11.2B | 3.05% |
| 10 | INVESCO QQQ TR | 16,200 | $10.0B | 2.70% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (150)
$88.6B · 252K shares
$27.7B · 44K shares
$20.5B · 170K shares
$17.1B · 63K shares
$14.5B · 193K shares
$12.6B · 26K shares
$12.0B · 55K shares
$11.4B · 60K shares
$11.2B · 34K shares
$10.0B · 16K shares
$8.7B · 18K shares
$5.6B · 126K shares
$4.3B · 17K shares
$4.0B · 6K shares
$3.8B · 65K shares
$3.8B · 107K shares
$3.4B · 5K shares
$3.3B · 37K shares
$3.1B · 11K shares
$2.9B · 104K shares
$2.8B · 13K shares
$2.7B · 36K shares
$2.6B · 24K shares
$2.3B · 47K shares
$2.2B · 3K shares
$2.2B · 7K shares
$2.2B · 7K shares
$2.1B · 72K shares
$2.0B · 3K shares
$1.8B · 52K shares
$1.8B · 69K shares
$1.8B · 29K shares
$1.7B · 55K shares
$1.7B · 12K shares
$1.6B · 5K shares
$1.6B · 18K shares
$1.6B · 40K shares
$1.6B · 7K shares
$1.5B · 11K shares
$1.5B · 5K shares
$1.5B · 22K shares
$1.4B · 16K shares
$1.3B · 8K shares
$1.3B · 10K shares
$1.2B · 3K shares
$1.2B · 15K shares
$1.2B · 27K shares
$1.1B · 5K shares
$1.1B · 7K shares
$1.1B · 15K shares
$1.0B · 2K shares
$1.0B · 2K shares
$996.0M · 2K shares
$945.0M · 14K shares
$933.0M · 4K shares
$883.0M · 13K shares
$870.0M · 15K shares
$852.0M · 2K shares
$845.0M · 962 shares
$831.0M · 1K shares
$820.0M · 4K shares
$803.0M · 2K shares
$799.0M · 3K shares
$799.0M · 3K shares
$789.0M · 20K shares
$771.0M · 6K shares
$764.0M · 34K shares
$735.0M · 10K shares
$732.0M · 2K shares
$718.0M · 2K shares
$705.0M · 6K shares
$693.0M · 2K shares
$691.0M · 11K shares
$681.0M · 3K shares
$662.0M · 7K shares
$649.0M · 6K shares
$639.0M · 969 shares
$638.0M · 8K shares
$623.0M · 16K shares
$621.0M · 4K shares
$606.0M · 15K shares
$598.0M · 2K shares
$595.0M · 6K shares
$589.0M · 8K shares
$575.0M · 1K shares
$573.0M · 3K shares
$559.0M · 7K shares
$535.0M · 4K shares
$529.0M · 493 shares
$511.0M · 6K shares
$508.0M · 23K shares
$498.0M · 6K shares
$485.0M · 7K shares
$485.0M · 1K shares
$479.0M · 4K shares
$470.0M · 545 shares
$467.0M · 6K shares
$466.0M · 4K shares
$451.0M · 18K shares
$448.0M · 2K shares
$447.0M · 719 shares
$441.0M · 16K shares
$419.0M · 8K shares
$391.0M · 2K shares
$391.0M · 16K shares
$381.0M · 2K shares
$369.0M · 3K shares
$365.0M · 2K shares
$359.0M · 4K shares
$337.0M · 3K shares
$336.0M · 3K shares
$328.0M · 4K shares
$311.0M · 7K shares
$310.0M · 1K shares
$304.0M · 1K shares
$290.0M · 14K shares
$288.0M · 4K shares
$288.0M · 1K shares
$286.0M · 2K shares
$286.0M · 826 shares
$284.0M · 2K shares
$283.0M · 2K shares
$281.0M · 6K shares
$278.0M · 3K shares
$266.0M · 907 shares
$263.0M · 4K shares
$259.0M · 3K shares
$259.0M · 3K shares
$258.0M · 3K shares
$258.0M · 5K shares
$247.0M · 1K shares
$247.0M · 1K shares
$241.0M · 3K shares
$241.0M · 5K shares
$240.0M · 460 shares
$239.0M · 970 shares
$237.0M · 3K shares
$236.0M · 819 shares
$228.0M · 2K shares
$225.0M · 684 shares
$225.0M · 9K shares
$219.0M · 250 shares
$214.0M · 2K shares
$211.0M · 3K shares
$207.0M · 4K shares
$205.0M · 550 shares
$205.0M · 2K shares
$200.0M · 2K shares
$127.0M · 12K shares
$95.0M · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $189.4B | 51.4% |
| Healthcare | 13 | $94.8B | 25.7% |
| Technology | 11 | $32.0B | 8.7% |
| Unknown | 8 | $17.0B | 4.6% |
| Consumer Defensive | 7 | $8.3B | 2.2% |
| Industrials | 16 | $8.1B | 2.2% |
| Consumer Cyclical | 5 | $5.7B | 1.6% |
| Communication Services | 6 | $4.3B | 1.2% |
| Utilities | 6 | $3.9B | 1.1% |
| Energy | 4 | $3.2B | 0.9% |
| Basic Materials | 3 | $1.5B | 0.4% |