Cwc Advisors, Llc. Portfolio Holdings
Cwc Advisors, Llc.
- $101 Billion
- Q3 2024
Cwc Advisors, Llc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.76B, Vanguard Bd Index Fds with a value of $4.14B, Vanguard with a value of $4.1B, Vanguard Intermediate Term Tre with a value of $4.01B, and Broadcom Inc. with a value of $3.96B.
Examining the 13F form we can see an increase of $101B in the current position value.
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.
Portfolio value
$101 Billion
ETFs: $48 Billion
Technology: $16.7 Billion
Financial Services: $9.22 Billion
Industrials: $8.66 Billion
Healthcare: $3.53 Billion
Consumer Cyclical: $3.1 Billion
Energy: $1.52 Billion
Communication Services: $1.36 Billion
Other: $1.99 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 121
- Current Value $101 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 121 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks