| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| STRYKER CORPORATION | 18 | Q2 2024 | 44.3% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 16.2% |
| APPLE INC | 18 | Q2 2024 | 5.4% |
| MICROSOFT CORP | 18 | Q2 2024 | 3.7% |
| VANGUARD STAR FDS | 18 | Q2 2024 | 4.0% |
| PEPSICO INC | 18 | Q2 2024 | 2.1% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 3.0% |
| VANGUARD SPECIALIZED FUNDS | 18 | Q2 2024 | 3.0% |
| MCDONALDS CORP | 18 | Q2 2024 | 1.7% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 1.3% |
View CWS Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-14 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
View CWS Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.