Notify me when CWS Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 150 | $368,323,201 | +$13,800,159 | -$5,057,510 | +$8,742,649 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 06 Feb 2026, 11:59 |
| Q3 2025 | 140 | $360,267,799 | +$9,165,096 | -$3,460,385 | +$5,704,711 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 04 Nov 2025, 10:29 |
| Q2 2025 | 136 | $343,693,524 | +$13,854,373 | -$8,231,575 | +$5,622,798 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 08 Aug 2025, 15:06 |
| Q1 2025 | 128 | $316,665,013 | +$13,527,320 | -$2,389,231 | +$11,138,089 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 13 May 2025, 17:42 |
| Q4 2024 | 126 | $308,861,778 | +$31,925,501 | -$3,308,234 | +$28,617,267 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 04 Feb 2025, 14:16 |
| Q3 2024 | 121 | $282,261,977 | +$11,865,815 | -$925,024 | +$10,940,791 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 14 Nov 2024, 09:58 |
| Q2 2024 | 106 | $254,232,375 | +$13,851,476 | -$2,563,336 | +$11,288,140 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 31 Jul 2024, 17:21 |
| Q1 2024 | 106 | $244,136,247 | +$6,228,352 | -$53,309,268 | -$47,080,916 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 01 May 2024, 17:03 |
| Q4 2023 | 144 | $266,478,099 | +$9,696,840 | -$16,350,647 | -$6,653,807 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 08 Feb 2024, 14:19 |
| Q3 2023 | 173 | $249,423,478 | +$7,913,339 | -$5,540,785 | +$2,372,554 | SYK, VOO, IJR, AAPL, VXUS | 13F-HR | 14 Nov 2023, 11:55 |
| Q2 2023 | 150 | $263,686,479 | +$6,942,207 | -$8,966,474 | -$2,024,267 | SYK, VOO, IJR, AAPL, VXF | 13F-HR | 14 Aug 2023, 17:06 |
| Q1 2023 | 142 | $251,357,717 | +$37,300,611 | -$11,266,674 | +$26,033,937 | SYK, VOO, VXF, IJR, AAPL | 13F-HR | 09 May 2023, 12:30 |
| Q4 2022 | 141 | $155,024,000 | +$9,998,861 | -$20,833,293 | -$10,834,432 | SYK, VOO, AAPL, MSFT, MCD | 13F-HR | 10 Feb 2023, 09:02 |
| Q3 2022 | 135 | $208,915,000 | +$4,836,857 | -$6,412,921 | -$1,576,064 | SYK, VXF, VOO, AAPL, VXUS | 13F-HR | 09 Nov 2022, 15:41 |
| Q2 2022 | 163 | $218,700,000 | +$12,832,807 | -$12,509,498 | +$323,309 | SYK, VXF, VOO, AAPL, VXUS | 13F-HR | 08 Aug 2022, 15:20 |
| Q1 2022 | 153 | $264,766,000 | +$4,676,782 | -$13,805,903 | -$9,129,121 | SYK, VXF, VOO, AAPL, VXUS | 13F-HR | 03 May 2022, 12:54 |
| Q4 2021 | 151 | $283,655,000 | +$20,626,110 | -$2,002,060 | +$18,624,050 | SYK, VXF, VOO, AAPL, VXUS | 13F-HR | 15 Feb 2022, 09:01 |
| Q2 2021 | 145 | $250,799,000 | +$6,544,150 | -$2,364,162 | +$4,179,988 | SYK, VXF, VOO, VXUS, AAPL | 13F-HR | 06 Aug 2021, 13:57 |
| Q1 2021 | 141 | $231,977,000 | +$58,817,908 | -$3,536,704 | +$55,281,204 | SYK, VXF, VOO, VXUS, AAPL | 13F-HR | 13 May 2021, 11:14 |
| Q4 2020 | 136 | $172,004,000 | +$7,861,019 | -$4,885,705 | +$2,975,314 | SYK, AAPL, MSFT, PEP, MCD | 13F-HR | 12 Feb 2021, 15:55 |
| Q3 2020 | 124 | $150,307,000 | +$9,223,509 | -$6,101,448 | +$3,122,061 | SYK, AAPL, MSFT, PEP, MCD | 13F-HR | 10 Nov 2020, 09:28 |
| Q2 2020 | 119 | $138,699,000 | +$17,122,164 | -$3,731,932 | +$13,390,232 | SYK, AAPL, MSFT, PEP, MCD | 13F-HR | 11 Aug 2020, 17:28 |
| Q1 2020 | 124 | $51,718,000 | $0 | $0 | $0 | AAPL, MSFT, PEP, MCD, VTI | 13F-HR | 02 Apr 2020, 07:53 |
| Q4 2019 | 124 | $137,091,000 | $0 | $0 | $0 | SYK, AAPL, MSFT, PEP, CVX | 13F-HR | 13 Feb 2020, 21:21 |