Cws Financial Advisors, LLC Sells in Q3 2025

Cws Financial Advisors, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-363
- 0.14%
$368.57 - $403.53 $134K - $146K
254K $94M
PFE
Pfizer Inc

Healthcare
-7.76K
- 32.83%
$23.29 - $25.88 $181K - $201K
15.9K $404K
VXF
Vanguard Extended Market ETF

ETFs
-2.15K
- 12.29%
$193.58 - $213.07 $416K - $457K
15.3K $3.21M
LLY
Eli Lilly & CO

Healthcare
-177
- 24.62%
$625.65 - $812.69 $111K - $144K
542 $413K
IBM
International Business Machines Corp

Technology
-159
- 2.1%
$234.77 - $292.47 $37.3K - $46.5K
7.4K $2.09M
CL
Colgate Palmolive CO

Consumer Defensive
-762
- 13.82%
$79.36 - $93.33 $60.5K - $71.1K
4.75K $379K
MCD
Mcdonalds Corp

Consumer Cyclical
-637
- 8.35%
$291.67 - $316.99 $186K - $202K
6.99K $2.12M
PG
Procter & Gamble CO

Consumer Defensive
-114
- 0.98%
$150.47 - $161.22 $17.2K - $18.4K
11.6K $1.78M
ZTS
Zoetis Inc.

Healthcare
-117
- 3.84%
$141.13 - $159.19 $16.5K - $18.6K
2.93K $428K
EPD
Enterprise Products Partners L.P.

Energy
-1.16K
- 13.19%
$30.74 - $32.14 $35.8K - $37.4K
7.66K $239K
VZ
Verizon Communications Inc

Communication Services
-656
- 4.29%
$40.84 - $45.06 $26.8K - $29.6K
14.6K $643K
T
At&T Inc.

Communication Services
-92
- 0.47%
$26.94 - $29.62 $2.48K - $2.73K
19.3K $546K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-180
- 2.28%
$72.57 - $74.72 $13.1K - $13.4K
7.71K $573K
AMGN
Amgen Inc

Healthcare
-22
- 1.46%
$271.18 - $309.22 $5.97K - $6.8K
1.48K $418K
COP
Conocophillips

Energy
-50
- 1.25%
$91.0 - $98.99 $4.55K - $4.95K
3.94K $372K
JNJ
Johnson & Johnson

Healthcare
-357
- 9.31%
$155.17 - $185.42 $55.4K - $66.2K
3.48K $644K
CGDV
Capital Group Divid Value ETF

ETFs
-58
- 0.23%
$39.59 - $42.21 $2.3K - $2.45K
25.4K $1.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-112
- 0.51%
$62.09 - $66.51 $6.95K - $7.45K
21.9K $1.43M
GLD
Spdr Gold Trust

ETFs
-141
- 5.59%
$300.96 - $355.47 $42.4K - $50.1K
2.38K $846K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-15
- 0.45%
$567.09 - $607.37 $8.51K - $9.11K
3.3K $1.97M
ABBV
Abb Vie Inc.

Healthcare
-327
- 6.15%
$184.85 - $231.54 $60.4K - $75.7K
4.99K $1.15M
IVV
Ishares Core S&P 500 ETF

ETFs
-78
- 1.53%
$620.67 - $670.08 $48.4K - $52.3K
5.02K $3.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-457
- 0.26%
$108.46 - $120.63 $49.6K - $55.1K
173K $20.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-572
- 1.25%
$567.77 - $614.76 $325K - $352K
45.2K $27.7M
AAPL
Apple Inc.

Technology
-370
- 0.57%
$202.38 - $256.87 $74.9K - $95K
65K $16.5M
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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