13F Filings History of CW Advisors, LLC

Latest 13F report
Q2 2024 - 13 Aug 2024
Signature - Title
Candace Cavalier - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by CW Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CW Advisors, LLC reported 1179 stock holdings with total value $10,319,609,458 as of Q2 2025. Top holdings included VTI, AAPL, MSFT, NVDA, and XLF. OSAIC WEALTH, INC. is reporting for CW Advisors, LLC.

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Holdings Value

OSAIC WEALTH, INC. is reporting for CW Advisors, LLC:

Name Holdings Value Location File Number
OSAIC WEALTH, INC. Scottsdale, AZ 028-14431
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 $0 13F-NT 13 Nov 2025, 16:22
Q2 2025 1,179 $10,319,609,458 +$2,292,440,826 -$931,726,387 +$1,360,714,439 VTI, AAPL, MSFT, NVDA, XLF 13F-HR 13 Aug 2025, 14:26
Q1 2025 1,064 $8,340,393,133 +$1,763,662,584 -$514,783,649 +$1,248,878,935 AAPL, XLK, MSFT, XLF, NVDA 13F-HR 14 May 2025, 12:02
Q4 2024 871 $7,273,823,731 +$695,247,299 -$758,571,472 -$63,324,173 XLK, AAPL, XLF, MSFT, RSP 13F-HR 11 Feb 2025, 15:09
Q3 2024 837 $7,501,815,436 +$1,714,516,167 -$806,360,377 +$908,155,790 XLK, AAPL, JMBS, MSFT, XLF 13F-HR 12 Nov 2024, 12:45
Q2 2024 709 $6,290,346,005 +$948,647,838 -$419,337,569 +$529,310,269 GS, XLK, JMBS, XLF, AAPL 13F-HR 13 Aug 2024, 17:49
Q1 2024 577 $5,790,255,796 +$432,184,287 -$489,325,321 -$57,141,034 GS, XLK, JMBS, XLF, SPTL 13F-HR 18 Apr 2024, 11:50
Q4 2023 606 $5,445,106,491 +$609,450,314 -$475,106,766 +$134,343,548 GS, XLK, JMBS, AAPL, SPTL 13F-HR 09 Feb 2024, 17:01
Q3 2023 599 $4,840,009,132 +$859,619,183 -$172,285,853 +$687,333,330 GS, XLK, JMBS, TLH, SPTI 13F-HR 30 Oct 2023, 09:08
Q2 2023 553 $4,313,552,783 +$268,599,884 -$302,184,978 -$33,585,094 XLK, JMBS, TLH, SPTI, AAPL 13F-HR 13 Jul 2023, 16:01
Q1 2023 553 $4,147,706,475 +$519,355,569 -$480,456,989 +$38,898,580 XLK, JMBS, TLH, SPTI, XLV 13F-HR 14 Apr 2023, 14:31
Q4 2022 555 $3,888,804,635 +$477,384,591 -$570,873,295 -$93,488,704 XLK, SPTI, TLH, XLV, XLE 13F-HR 02 Feb 2023, 14:00
Q3 2022 545 $3,708,092,000 +$215,344,966 -$193,800,361 +$21,544,605 XLK, IEF, XLV, JMBS, XLE 13F-HR 08 Nov 2022, 18:04
Q2 2022 551 $3,914,746,000 +$398,377,718 -$409,086,989 -$10,709,271 XLK, IEF, XLV, JMBS, SPTI 13F-HR 11 Aug 2022, 16:28
Q1 2022 592 $4,575,822,000 +$560,067,436 -$664,726,171 -$104,658,735 XLK, IEF, XLE, JMBS, XLF 13F-HR 16 May 2022, 13:41
Q4 2021 602 $5,003,409,000 $0 $0 $0 XLK, XLY, JMBS, XLF, AAPL 13F-HR 03 Feb 2022, 21:52