CWS Financial Advisors, LLC
CIK 1802459 · Holdings on Jun 30, 2025 · First reported Aug 8, 2025
Top ten holdings
Q2 2025- SYK29.30%
- VOO7.57%
- IJR5.53%
- AAPL3.90%
- VXUS3.58%
- VIG3.21%
- VUG3.14%
- VTI2.95%
- VTV2.88%
- MSFT2.60%
Share classes counted separately64.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -0.97 pp4.87% → 3.90%Shares -4.06K (-5.85%)
- SYKWeight decreased · -0.87 pp30.17% → 29.30%Shares -2.16K (-0.84%)
- VOOWeight increased · +0.45 pp7.12% → 7.57%Shares +1.94K (+4.42%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SYKSTRYKER CORP View history and evidence | $100.69M | 29.30% | 254.51K shares | 30.17% → 29.30%-0.87 pp -2.16K (-0.84%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $26.02M | 7.57% | 45.80K shares | 7.12% → 7.57%+0.45 pp +1.94K (+4.42%) | Added | ↗▾ |
| 03 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $19.01M | 5.53% | 173.95K shares | 5.67% → 5.53%-0.14 pp +2.31K (+1.34%) | Added | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $13.41M | 3.90% | 65.36K shares | 4.87% → 3.90%-0.97 pp -4.06K (-5.85%) | Reduced | ↗▾ |
| 05 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $12.31M | 3.58% | 178.13K shares | 3.39% → 3.58%+0.19 pp +5.49K (+3.18%) | Added | ↗▾ |
| 06 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $11.05M | 3.21% | 53.97K shares | 3.02% → 3.21%+0.19 pp +4.66K (+9.45%) | Added | ↗▾ |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $10.79M | 3.14% | 24.62K shares | 2.84% → 3.14%+0.30 pp +396 (+1.64%) | Added | ↗▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $10.14M | 2.95% | 33.36K shares | 2.78% → 2.95%+0.17 pp +1.38K (+4.30%) | Added | ↗▾ |
| 09 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $9.91M | 2.88% | 56.06K shares | 3.09% → 2.88%-0.21 pp -655 (-1.15%) | Reduced | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $8.93M | 2.60% | 17.95K shares | 2.26% → 2.60%+0.34 pp -1.10K (-5.79%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MRK MERCK & CO. INC. | Non-derivative | -3,046 | -$273.39K | SEC filing ↗ | SEC filing ↗ |
| BDX BECTON DICKINSON AND CO | Non-derivative | -1,108 | -$253.91K | SEC filing ↗ | SEC filing ↗ |
| DE DEERE & CO | Non-derivative | -533 | -$250.06K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1802459 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 343693524
}Research all 136 reported holdings.
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