Cws Financial Advisors, LLC Incresed Positions in Q3 2025

Cws Financial Advisors, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
44
+ 1.0%
$126.64 - $135.65 $5.57K - $5.97K
4.45K $604K
AVGO
Broadcom Inc.

Technology
1
+ 0.12%
$264.74 - $369.57 $265 - $370
826 $272K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 1.06%
$459.11 - $506.91 $9.64K - $10.6K
2K $1.01M
DFAU
Dimensional ETF Tr

ETFs
516
+ 9.27%
$42.42 - $45.96 $21.9K - $23.7K
6.08K $278K
KMI
Kinder Morgan, Inc.

Energy
1.82K
+ 15.33%
$26.23 - $28.5 $47.8K - $51.9K
13.7K $387K
DUK
Duke Energy Corp

Utilities
152
+ 4.98%
$116.31 - $125.93 $17.7K - $19.1K
3.2K $396K
LNT
Alliant Energy Corp

Utilities
10
+ 0.23%
$60.76 - $67.41 $608 - $674
4.44K $298K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.07%
$144.19 - $167.33 $144 - $167
1.43K $238K
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.07%
$194.44 - $206.51 $389 - $413
2.7K $557K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
41
+ 0.61%
$41.34 - $45.65 $1.69K - $1.87K
6.75K $304K
BAC
Bank Of America Corp

Financial Services
20
+ 0.43%
$44.92 - $52.42 $898 - $1.05K
4.68K $241K
IEMG
Ishares Inc

ETFs
380
+ 3.01%
N/A
13K $697K
ARCC
Ares Capital Corp

Financial Services
1.73K
+ 18.78%
$20.41 - $23.25 $35.3K - $40.2K
10.9K $223K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.39%
$192.76 - $203.86 $1.35K - $1.43K
1.8K $365K
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.24%
$91.03 - $98.69 $728 - $790
3.36K $320K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.23%
$87.05 - $93.19 $522 - $559
2.67K $248K
K
Kellogg CO

Consumer Defensive
8
+ 0.27%
$76.96 - $82.02 $616 - $656
2.99K $245K
IGRO
Ishares Tr International Divid

ETFs
52
+ 1.57%
$75.97 - $80.24 $3.95K - $4.17K
3.36K $267K
AMZN
Amazon Com Inc

Consumer Cyclical
21
+ 0.3%
$211.65 - $238.24 $4.44K - $5K
7.12K $1.56M
Linde PLC
199
+ 13.29%
N/A
1.7K $0
Capital Group Conservative E
4.75K
+ 9.88%
N/A
52.8K $0
Capital Group Core Balanced
5.45K
+ 5.83%
N/A
98.8K $0
Capital Group Dividend Growe
4.12K
+ 9.5%
N/A
47.5K $0
Capital Grp Fixed Incm ETF T
555
+ 1.84%
N/A
30.8K $0
VUSB
Vanguard Bd Index Fds
1.29K
+ 3.03%
N/A
44K $0
Dimensional ETF Trust
458
+ 7.47%
N/A
6.59K $0
ABT
Abbott Laboratories

Healthcare
66
+ 1.04%
$120.51 - $136.62 $7.95K - $9.02K
6.41K $858K
PAYX
Paychex Inc

Industrials
469
+ 11.28%
$126.69 - $147.99 $59.4K - $69.4K
4.63K $586K
PGR
Progressive Corp

Financial Services
211
+ 5.91%
$238.61 - $264.3 $50.3K - $55.8K
3.78K $933K
KO
Coca Cola CO

Consumer Defensive
126
+ 1.66%
$65.67 - $71.67 $8.27K - $9.03K
7.69K $510K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.07%
$157.77 - $183.27 $947 - $1.1K
8.59K $1.39M
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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