Cwc Advisors, Llc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $6.86B, Vaneck ETF Tr Investment Grade with a value of $6.62B, Vaneck ETF Tr with a value of $6.59B, Valued Advisers Tr with a value of $6.54B, and Apple Inc. with a value of $6.22B.
Examining the 13F form we can see an increase of $75.4B in the current position value, from $100B to 176B.
Cwc Advisors, Llc. is based out at Lake Oswego, OR
Below you can find more details about Cwc Advisors, Llc. portfolio as well as his latest detailed transactions.