CWS Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$309M
Signature - Title
Cory Wietfeldt - Chief Compliance Officer
Location
Kalamazoo, MI
Summary
This page shows a list of all the recent 13F filings made by CWS Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CWS Financial Advisors, LLC reported 126 stock holdings with total value $309M as of Q4 2024. Top holdings included SYK, VOO, IJR, AAPL, and VXUS.
Holdings Value