Cws Financial Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $302 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $92.4M, Vanguard Index Fds S&P 500 ETF with a value of $23M, Ishares Core S&P Sm Cap ETF with a value of $19.3M, Apple Inc. with a value of $16.4M, and Vanguard Star Fd Vanguard Tota with a value of $10.3M.
Examining the 13F form we can see an increase of $25.1M in the current position value, from $277M to 302M.
Cws Financial Advisors, LLC is based out at Kalamazoo, MI
Below you can find more details about Cws Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$302 Million
ETFs: $139 Million
Healthcare: $98.1 Million
Technology: $27.7 Million
Consumer Defensive: $9.53 Million
Industrials: $5.79 Million
Financial Services: $5.28 Million
Consumer Cyclical: $5.27 Million
Communication Services: $3.91 Million
Other: $6.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
