$137 Million is the total value of CWS Financial Advisors, LLC's 124 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.