CWS Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$254M
Signature - Title
Cory Wietfeldt - Chief Compliance Officer
Location
405 West Michigan Avenue, Suite 110, Kalamazoo, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 106 $254M +$13.9M -$2.56M +$11.3M SYK, VOO, IJR, AAPL, VXUS 13F-HR 7/31/2024, 05:21 PM
Q1 2024 106 $244M +$6.23M -$53.3M -$47.1M SYK, VOO, IJR, AAPL, VXUS 13F-HR 5/1/2024, 05:03 PM
Q4 2023 144 $266M +$9.7M -$16.4M -$6.65M SYK, VOO, IJR, AAPL, VXUS 13F-HR 2/8/2024, 02:19 PM
Q3 2023 173 $249M +$7.91M -$5.54M +$2.37M SYK, VOO, IJR, AAPL, VXUS 13F-HR 11/14/2023, 11:55 AM
Q2 2023 150 $264M +$6.94M -$8.97M -$2.02M SYK, VOO, IJR, AAPL, VXF 13F-HR 8/14/2023, 05:06 PM
Q1 2023 142 $251M +$40.7M -$12.3M +$28.4M SYK, VOO, VXF, IJR, AAPL 13F-HR 5/9/2023, 12:30 PM
Q4 2022 141 $176M +$10.8M -$24.7M -$13.9M SYK, VOO, VXUS, AAPL, MSFT 13F-HR 2/10/2023, 09:02 AM
Q3 2022 135 $209M +$4.84M -$6.41M -$1.58M SYK, VXF, VOO, AAPL, VXUS 13F-HR 11/9/2022, 03:41 PM
Q2 2022 163 $219M +$12.8M -$12.5M +$323K SYK, VXF, VOO, AAPL, VXUS 13F-HR 8/8/2022, 03:20 PM
Q1 2022 153 $265M +$4.68M -$13.8M -$9.13M SYK, VXF, VOO, AAPL, VXUS 13F-HR 5/3/2022, 12:54 PM
Q4 2021 151 $284M +$20.6M -$2M +$18.6M SYK, VXF, VOO, AAPL, VXUS 13F-HR 2/15/2022, 09:01 AM
Q2 2021 145 $251M +$6.54M -$2.36M +$4.18M SYK, VXF, VOO, VXUS, AAPL 13F-HR 8/6/2021, 01:57 PM
Q1 2021 141 $232M +$58.8M -$3.54M +$55.3M SYK, VXF, VOO, VXUS, AAPL 13F-HR 5/13/2021, 11:14 AM
Q4 2020 136 $172M +$7.86M -$4.89M +$2.98M SYK, AAPL, MSFT, PEP, MCD 13F-HR 2/12/2021, 03:55 PM
Q3 2020 124 $150M +$9.22M -$6.1M +$3.12M SYK, AAPL, MSFT, PEP, MCD 13F-HR 11/10/2020, 09:28 AM
Q2 2020 119 $139M +$20.5M -$1.7M +$18.8M SYK, AAPL, MSFT, PEP, MCD 13F-HR 8/11/2020, 05:28 PM
Q1 2020 74 $108M $0 $0 SYK, AAPL, MSFT, PEP, MCD 13F-HR 4/2/2020, 07:53 AM
Q4 2019 124 $137M $0 $0 SYK, AAPL, MSFT, PEP, CVX 13F-HR 2/13/2020, 09:21 PM