Cws Financial Advisors, LLC Purchases in Q3 2025

Cws Financial Advisors, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.38K
+ 5.6%
$433.97 - $484.08 $598K - $667K
26K $12.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.4K
+ 5.82%
$68.24 - $73.73 $708K - $765K
189K $13.8M
VTV
Vanguard Value ETF

ETFs
3.04K
+ 5.42%
$175.51 - $186.57 $533K - $567K
59.1K $11M
VTI
Vanguard Total Stock Market Et

ETFs
824
+ 2.47%
$303.93 - $329.86 $250K - $272K
34.2K $11.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 0.19%
$546.99 - $602.2 $16.4K - $18.1K
16.2K $9.71M
VB
Vanguard Small Cap ETF

ETFs
1.39K
+ 8.79%
$237.58 - $259.17 $329K - $359K
17.1K $4.36M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.93K
+ 61.9%
$58.97 - $60.36 $585K - $599K
26K $1.56M
CGXU
Capital Group Intl Focus Equit

ETFs
15.6K
+ 30.37%
$26.49 - $29.62 $414K - $463K
67K $1.99M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.76K
New
$67.01 - $72.84 $520K - $565K
7.76K $561K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.29K
+ 2.76%
$40.2 - $44.58 $132K - $147K
122K $5.37M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.04%
$174.36 - $254.72 $349 - $509
5.51K $1.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 0.94%
$617.65 - $666.84 $34K - $36.7K
5.92K $3.94M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.81K
New
$78.96 - $80.04 $300K - $305K
3.81K $304K
IEFA
Ishares Tr

ETFs
1.72K
+ 4.96%
$81.7 - $87.53 $140K - $150K
36.3K $3.17M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.1%
$656.44 - $753.15 $1.97K - $2.26K
2.94K $2.2M
PSX
Phillips 66

Energy
1.62K
New
$118.37 - $139.46 $192K - $226K
1.62K $220K
TJX
Tjx Companies Inc

Consumer Cyclical
1.5K
New
$121.35 - $144.54 $181K - $216K
1.5K $216K
CVX
Chevron Corp

Energy
869
+ 13.52%
$145.57 - $161.83 $127K - $141K
7.3K $1.13M
BDX
Becton Dickinson & CO

Healthcare
1.11K
New
$172.41 - $199.66 $192K - $222K
1.11K $208K
NET
Cloudflare, Inc.

Technology
966
New
$181.39 - $228.28 $175K - $221K
966 $207K
IWB
Ishares Tr Russell 1000 ETF

ETFs
550
New
$339.37 - $366.46 $187K - $202K
550 $201K
HD
Home Depot, Inc.

Consumer Cyclical
184
+ 6.29%
$357.4 - $423.42 $65.8K - $77.9K
3.11K $1.26M
FAST
Fastenal CO

Industrials
1.36K
+ 8.33%
$42.47 - $50.39 $57.9K - $68.7K
17.7K $870K
VO
Vanguard Mid Cap ETF

ETFs
91
+ 0.87%
$279.83 - $293.74 $25.5K - $26.7K
10.5K $3.1M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$175.16 - $255.24 $175 - $255
2.55K $620K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.67K
+ 14.63%
$63.41 - $69.69 $106K - $116K
13.1K $893K
VGSH
Vanguard

ETFs
2.51K
+ 4.64%
$58.43 - $58.88 $147K - $148K
56.7K $3.34M
VIG
Vanguard Dividend Appreciation

ETFs
800
+ 1.48%
N/A
54.8K $9.98M
NVDA
Nvidia Corp

Technology
530
+ 34.91%
$153.3 - $186.58 $81.2K - $98.9K
2.05K $382K
ETR
Entergy Corp

Utilities
826
+ 15.04%
$80.93 - $93.55 $66.8K - $77.3K
6.32K $588K
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.05%
$94.4 - $104.27 $1.13K - $1.25K
23.4K $2.41M
SNA
Snap On Inc

Industrials
220
+ 17.25%
$313.01 - $346.53 $68.9K - $76.2K
1.5K $518K
SO
Southern CO

Utilities
860
+ 6.41%
$90.83 - $96.0 $78.1K - $82.6K
14.3K $1.35M
WEC
Wec Energy Group, Inc.

Utilities
743
+ 21.52%
$103.66 - $114.59 $77K - $85.1K
4.2K $480K
MO
Altria Group, Inc.

Consumer Defensive
78
+ 0.51%
$57.75 - $67.68 $4.5K - $5.28K
15.4K $1.02M
CGUS
Capital Group Core Equity ETF
294
+ 0.72%
$36.89 - $39.72 $10.8K - $11.7K
40.9K $1.62M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$282.78 - $316.06 $283 - $316
4.6K $1.45M
LMT
Lockheed Martin Corp

Industrials
87
+ 4.97%
$410.74 - $499.21 $35.7K - $43.4K
1.84K $917K
FNF
Fidelity National Financial, Inc.

Financial Services
1.31K
+ 28.99%
$51.22 - $61.07 $67.2K - $80.1K
5.84K $353K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
29
+ 1.31%
$393.18 - $439.39 $11.4K - $12.7K
2.24K $973K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
564
+ 0.56%
$26.38 - $27.95 $14.9K - $15.8K
102K $2.78M
NTRS
Northern Trust Corp

Financial Services
573
+ 25.73%
$123.6 - $134.6 $70.8K - $77.1K
2.8K $376K
ORCL
Oracle Corp

Technology
1
+ 0.07%
$218.96 - $328.33 $219 - $328
1.48K $416K
ADI
Analog Devices Inc

Technology
301
+ 15.16%
$220.68 - $255.63 $66.4K - $76.9K
2.29K $561K
CB
Chubb LTD

Financial Services
326
+ 22.5%
$265.99 - $289.59 $86.7K - $94.4K
1.78K $500K
BR
Broadridge Financial Solutions, Inc.

Technology
377
+ 15.99%
$233.75 - $266.89 $88.1K - $101K
2.74K $651K
VEA
Vanguard Ftse Developed Market

ETFs
757
+ 8.71%
$56.02 - $60.3 $42.4K - $45.6K
9.44K $565K
CGCP
Capital Group Core Plus Income

ETFs
2.74K
+ 8.98%
$22.27 - $22.95 $60.9K - $62.8K
33.2K $753K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.03%
$108.97 - $121.65 $218 - $243
5.72K $690K
Activity Summary
Buys All Purchases 90 New Holdings 8 Increased Positions 82 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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