Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
STRYKER CORPORATION | 15 | Q3 2023 | 44.3% |
VANGUARD INDEX FDS | 15 | Q3 2023 | 16.2% |
APPLE INC | 15 | Q3 2023 | 5.0% |
MICROSOFT CORP | 15 | Q3 2023 | 3.7% |
VANGUARD STAR FDS | 15 | Q3 2023 | 3.4% |
PEPSICO INC | 15 | Q3 2023 | 2.1% |
MCDONALDS CORP | 15 | Q3 2023 | 1.7% |
VANGUARD INDEX FDS | 15 | Q3 2023 | 1.8% |
VANGUARD INDEX FDS | 15 | Q3 2023 | 1.2% |
VANGUARD SPECIALIZED FUNDS | 15 | Q3 2023 | 2.2% |
View CWS Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-03 |
13F-HR | 2022-02-15 |
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.