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CWS Financial Advisors, LLC
CIK:0001802459
Investment Adviser
$1B AUM
136 holdings
Kalamazoo, MI, USA
A boutique provider of wealth management services to affluent households and families.
Investment Strategy
Discretionary and non-discretionary investment management, with a focus on wealth management services.
Latest 13F Filing Activity
CWS Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 136 equity positions with a total 13F market value of $344M. The fund increased holdings in Stryker Corporation, Vanguard Index FDS, Vanguard World FD among other positions. CWS Financial Advisors, LLC reduced exposure to Apple Inc., Home Depot Inc., Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SYK | STRYKER CORPORATION | 29.30% | $100.7M | 254,513 | $269.36 | $395.63 | +$5.1M |
V VOO | VANGUARD INDEX FDS | 7.57% | $26.0M | 45,801 | $434.67 | $568.03 | +$3.5M |
I IJR | ISHARES TR | 5.53% | $19.0M | 173,951 | $99.23 | $109.29 | +$1.1M |
A AAPL | APPLE INC | 3.90% | $13.4M | 65,363 | $183.35 | $205.17 | -$2.0M |
V VXUS | VANGUARD STAR FDS | 3.58% | $12.3M | 178,132 | $53.53 | $69.09 | +$1.6M |
Industry Allocation
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+26.2%
ELECTRONIC COMPUTERS
+4.6%
SERVICES-PREPACKAGED SOFTWARE
+2.8%
PHARMACEUTICAL PREPARATIONS
+1.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.9%
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