$209 Million is the total value of CWS Financial Advisors, LLC's 135 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 18.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | Sell | STRYKER CORPORATION | $56,596,000 | +1.5% | 279,432 | -0.3% | 27.09% | +6.3% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $25,372,000 | -4.4% | 199,606 | -1.4% | 12.14% | +0.0% |
| VOO | Sell | VANGUARD INDEX FDS | $8,680,000 | -6.7% | 26,438 | -1.4% | 4.16% | -2.3% |
| AAPL | Buy | APPLE INC | $8,549,000 | +1.4% | 61,863 | +0.4% | 4.09% | +6.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $6,823,000 | -8.7% | 149,067 | +3.0% | 3.27% | -4.4% |
| MSFT | Sell | MICROSOFT CORP | $5,001,000 | -9.6% | 21,473 | -0.3% | 2.39% | -5.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,936,000 | +41.6% | 29,122 | +50.4% | 1.88% | +48.2% |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $3,616,000 | -5.6% | 73,873 | -5.1% | 1.73% | -1.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,449,000 | +6.5% | 27,933 | +13.8% | 1.65% | +11.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,270,000 | +7.6% | 15,282 | +12.1% | 1.56% | +12.7% |
| PEP | Buy | PEPSICO INC | $3,043,000 | -1.3% | 18,638 | +0.7% | 1.46% | +3.3% |
| MCD | Sell | MCDONALDS CORP | $2,617,000 | -6.8% | 11,342 | -0.3% | 1.25% | -2.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,303,000 | +9.2% | 26,412 | +15.7% | 1.10% | +14.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,122,000 | -5.0% | 11,824 | -0.1% | 1.02% | -0.5% |
| XOM | Sell | EXXON MOBIL CORP | $2,097,000 | +0.6% | 24,014 | -1.3% | 1.00% | +5.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,987,000 | -12.8% | 15,741 | -0.7% | 0.95% | -8.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,877,000 | -5.5% | 5,232 | -0.1% | 0.90% | -1.1% |
| CVX | Sell | CHEVRON CORP NEW | $1,814,000 | -1.8% | 12,624 | -1.0% | 0.87% | +2.7% |
| IEFA | ISHARES TRcore msci eafe | $1,760,000 | -10.5% | 33,411 | 0.0% | 0.84% | -6.3% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,614,000 | +1.7% | 9,441 | +4.8% | 0.77% | +6.5% |
| SO | Buy | SOUTHERN CO | $1,604,000 | -4.6% | 23,585 | +0.1% | 0.77% | -0.1% |
| PFE | Buy | PFIZER INC | $1,406,000 | -16.4% | 32,128 | +0.2% | 0.67% | -12.5% |
| HD | Buy | HOME DEPOT INC | $1,384,000 | +0.7% | 5,015 | +0.1% | 0.66% | +5.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,258,000 | -9.6% | 3,256 | +0.6% | 0.60% | -5.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,231,000 | -7.1% | 23,758 | +0.0% | 0.59% | -2.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,179,000 | -7.9% | 7,215 | +0.0% | 0.56% | -3.6% |
| PAYX | Sell | PAYCHEX INC | $1,136,000 | -1.5% | 10,125 | -0.0% | 0.54% | +3.2% |
| Buy | CAPITAL GROUP GROWTH ETF | $1,082,000 | +30.8% | 55,470 | +33.9% | 0.52% | +37.0% | |
| LIN | Buy | LINDE PLC | $1,007,000 | -6.2% | 3,734 | +0.1% | 0.48% | -1.8% |
| WMT | Sell | WALMART INC | $991,000 | +4.4% | 7,639 | -2.1% | 0.47% | +9.2% |
| PGR | Sell | PROGRESSIVE CORP | $989,000 | -0.2% | 8,513 | -0.1% | 0.47% | +4.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $980,000 | -18.5% | 8,248 | -3.1% | 0.47% | -14.7% |
| IJH | ISHARES TRcore s&p mcp etf | $971,000 | -3.0% | 4,427 | 0.0% | 0.46% | +1.5% | |
| FAST | Sell | FASTENAL CO | $921,000 | -8.3% | 19,999 | -0.5% | 0.44% | -3.9% |
| AMZN | Buy | AMAZON COM INC | $878,000 | +11.6% | 7,766 | +4.8% | 0.42% | +16.7% |
| ABBV | Buy | ABBVIE INC | $844,000 | -7.4% | 6,288 | +5.7% | 0.40% | -3.1% |
| PM | Sell | PHILIP MORRIS INTL INC | $840,000 | -16.6% | 10,116 | -0.8% | 0.40% | -12.6% |
| SNA | Sell | SNAP ON INC | $829,000 | +2.1% | 4,117 | -0.1% | 0.40% | +7.0% |
| CB | Sell | CHUBB LIMITED | $806,000 | -7.7% | 4,434 | -0.2% | 0.39% | -3.3% |
| PII | Sell | POLARIS INC | $786,000 | -3.7% | 8,219 | -0.1% | 0.38% | +0.8% |
| COP | Buy | CONOCOPHILLIPS | $783,000 | +14.0% | 7,655 | +0.0% | 0.38% | +19.4% |
| DEO | DIAGEO PLCspon adr new | $779,000 | -2.5% | 4,589 | 0.0% | 0.37% | +2.2% | |
| CSCO | Buy | CISCO SYS INC | $779,000 | -6.1% | 19,469 | +0.0% | 0.37% | -1.8% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $777,000 | +1.2% | 5,385 | 0.0% | 0.37% | +6.0% | |
| GGG | Sell | GRACO INC | $778,000 | -1.3% | 12,971 | -2.2% | 0.37% | +3.3% |
| CL | Sell | COLGATE PALMOLIVE CO | $776,000 | -12.5% | 11,048 | -0.1% | 0.37% | -8.6% |
| ADI | Buy | ANALOG DEVICES INC | $775,000 | -4.7% | 5,565 | +0.1% | 0.37% | -0.3% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $775,000 | +32.0% | 12,498 | +46.1% | 0.37% | +38.4% |
| NEE | Buy | NEXTERA ENERGY INC | $764,000 | +7.8% | 9,740 | +6.3% | 0.37% | +13.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $763,000 | -9.3% | 10,732 | -1.7% | 0.36% | -5.2% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $757,000 | -2.2% | 2,836 | 0.0% | 0.36% | +2.3% | |
| ABT | Buy | ABBOTT LABS | $727,000 | -8.7% | 7,509 | +2.4% | 0.35% | -4.4% |
| SBUX | Buy | STARBUCKS CORP | $702,000 | +10.4% | 8,334 | +0.1% | 0.34% | +15.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $685,000 | -17.3% | 6,553 | -10.9% | 0.33% | -13.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $681,000 | -24.8% | 17,929 | +0.4% | 0.33% | -21.3% |
| ZTS | Buy | ZOETIS INCcl a | $679,000 | -13.6% | 4,580 | +0.1% | 0.32% | -9.5% |
| MO | Buy | ALTRIA GROUP INC | $664,000 | +2.0% | 16,441 | +5.4% | 0.32% | +6.7% |
| NTRS | Buy | NORTHERN TR CORP | $640,000 | -11.2% | 7,482 | +0.1% | 0.31% | -7.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $637,000 | -9.6% | 2,242 | +0.4% | 0.30% | -5.3% |
| KO | Sell | COCA COLA CO | $619,000 | -15.1% | 11,050 | -4.7% | 0.30% | -11.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $603,000 | +12.9% | 3,337 | +13.9% | 0.29% | +18.4% |
| WY | WEYERHAEUSER CO MTN BE | $585,000 | -13.7% | 20,472 | 0.0% | 0.28% | -9.7% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $576,000 | -12.2% | 6,021 | +1900.3% | 0.28% | -8.0% |
| IEMG | ISHARES INCcore msci emkt | $568,000 | -12.3% | 13,206 | 0.0% | 0.27% | -8.1% | |
| CIVB | CIVISTA BANCSHARES INC | $555,000 | -2.3% | 26,716 | 0.0% | 0.27% | +2.3% | |
| LLY | Sell | LILLY ELI & CO | $544,000 | -4.1% | 1,683 | -3.8% | 0.26% | +0.4% |
| ETR | Buy | ENTERGY CORP NEW | $540,000 | -10.6% | 5,368 | +0.1% | 0.26% | -6.5% |
| DOW | Buy | DOW INC | $538,000 | -13.9% | 12,248 | +1.1% | 0.26% | -9.8% |
| DIS | Sell | DISNEY WALT CO | $537,000 | -12.7% | 5,692 | -12.7% | 0.26% | -8.5% |
| EW | EDWARDS LIFESCIENCES CORP | $534,000 | -13.0% | 6,462 | 0.0% | 0.26% | -8.9% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $528,000 | -4.3% | 12,977 | 0.0% | 0.25% | +0.4% | |
| GILD | Buy | GILEAD SCIENCES INC | $504,000 | +0.6% | 8,176 | +0.9% | 0.24% | +5.2% |
| GD | Sell | GENERAL DYNAMICS CORP | $498,000 | -4.4% | 2,349 | -0.3% | 0.24% | 0.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $496,000 | -14.9% | 6,054 | -0.2% | 0.24% | -11.2% |
| TROW | Sell | PRICE T ROWE GROUP INC | $492,000 | -7.7% | 4,690 | -0.0% | 0.24% | -3.3% |
| RYN | RAYONIER INC | $475,000 | -19.8% | 15,835 | 0.0% | 0.23% | -16.2% | |
| DUK | DUKE ENERGY CORP NEW | $465,000 | -13.2% | 4,997 | 0.0% | 0.22% | -9.0% | |
| BDX | Sell | BECTON DICKINSON & CO | $461,000 | -9.8% | 2,070 | -0.1% | 0.22% | -5.6% |
| FNF | FIDELITY NATIONAL FINANCIAL | $462,000 | -1.9% | 12,753 | 0.0% | 0.22% | +2.8% | |
| DLR | Sell | DIGITAL RLTY TR INC | $454,000 | -25.8% | 4,577 | -3.0% | 0.22% | -22.5% |
| KMI | KINDER MORGAN INC DEL | $453,000 | -0.7% | 27,201 | 0.0% | 0.22% | +3.8% | |
| T | Sell | AT&T INC | $454,000 | -28.3% | 29,628 | -1.9% | 0.22% | -24.9% |
| MPC | MARATHON PETE CORP | $450,000 | +21.0% | 4,526 | 0.0% | 0.22% | +26.5% | |
| UNH | UNITEDHEALTH GROUP INC | $439,000 | -1.6% | 869 | 0.0% | 0.21% | +2.9% | |
| SPGI | Buy | S&P GLOBAL INC | $436,000 | -9.2% | 1,427 | +0.1% | 0.21% | -4.6% |
| USB | Buy | US BANCORP DEL | $427,000 | -11.6% | 10,594 | +0.9% | 0.20% | -7.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $421,000 | -9.3% | 4,380 | +1966.0% | 0.20% | -4.7% |
| TJX | Buy | TJX COS INC NEW | $406,000 | +11.5% | 6,528 | +0.3% | 0.19% | +16.9% |
| NDSN | Buy | NORDSON CORP | $395,000 | +5.3% | 1,859 | +0.3% | 0.19% | +10.5% |
| COST | COSTCO WHSL CORP NEW | $386,000 | -1.3% | 816 | 0.0% | 0.18% | +3.4% | |
| Sell | SL GREEN RLTY CORP | $379,000 | -13.1% | 9,442 | -0.0% | 0.18% | -9.0% | |
| ARCC | ARES CAPITAL CORP | $372,000 | -5.8% | 22,030 | 0.0% | 0.18% | -1.7% | |
| ORCL | Buy | ORACLE CORP | $369,000 | -12.4% | 6,037 | +0.3% | 0.18% | -8.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $367,000 | -3.2% | 1,579 | +0.3% | 0.18% | +1.7% |
| SUSA | ISHARES TRmsci usa esg slc | $367,000 | -5.9% | 4,835 | 0.0% | 0.18% | -1.1% | |
| WRB | Sell | BERKLEY W R CORP | $354,000 | -12.4% | 5,478 | -7.5% | 0.17% | -8.6% |
| VO | VANGUARD INDEX FDSmid cap etf | $354,000 | -4.6% | 1,885 | 0.0% | 0.17% | -0.6% | |
| AMGN | Buy | AMGEN INC | $348,000 | -7.0% | 1,545 | +0.5% | 0.17% | -2.3% |
| NXPI | NXP SEMICONDUCTORS N V | $348,000 | -0.3% | 2,361 | 0.0% | 0.17% | +4.4% | |
| IVW | ISHARES TRs&p 500 grwt etf | $346,000 | -4.2% | 5,987 | 0.0% | 0.17% | +0.6% | |
| HSY | HERSHEY CO | $347,000 | +2.7% | 1,572 | 0.0% | 0.17% | +7.1% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $340,000 | -4.5% | 4,763 | +0.8% | 0.16% | 0.0% |
| MUNI | PIMCO ETF TRinter mun bd act | $339,000 | -2.6% | 6,762 | 0.0% | 0.16% | +1.9% | |
| IVE | ISHARES TRs&p 500 val etf | $333,000 | -6.5% | 2,588 | 0.0% | 0.16% | -2.5% | |
| LOW | Buy | LOWES COS INC | $320,000 | +7.7% | 1,703 | +0.1% | 0.15% | +12.5% |
| BRO | Sell | BROWN & BROWN INC | $299,000 | +3.5% | 4,938 | -0.2% | 0.14% | +8.3% |
| MRK | Sell | MERCK & CO INC | $291,000 | -14.2% | 3,380 | -9.1% | 0.14% | -10.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $285,000 | +3.3% | 3,325 | +15.1% | 0.14% | +7.9% |
| CFR | Sell | CULLEN FROST BANKERS INC | $280,000 | +12.9% | 2,120 | -0.3% | 0.13% | +18.6% |
| BA | Buy | BOEING CO | $278,000 | -9.4% | 2,300 | +2.5% | 0.13% | -5.0% |
| K | Buy | KELLOGG CO | $278,000 | -1.8% | 3,989 | +0.7% | 0.13% | +3.1% |
| TGT | Buy | TARGET CORP | $257,000 | +21.8% | 1,729 | +16.0% | 0.12% | +28.1% |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $258,000 | +12.2% | 12,658 | +23.0% | 0.12% | +17.1% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $252,000 | +16.7% | 3,511 | +2.9% | 0.12% | +22.2% |
| NKE | Buy | NIKE INCcl b | $250,000 | -17.8% | 3,007 | +1.2% | 0.12% | -13.7% |
| ETN | EATON CORP PLC | $239,000 | +5.8% | 1,793 | 0.0% | 0.11% | +10.7% | |
| MLM | MARTIN MARIETTA MATLS INC | $234,000 | +7.8% | 725 | 0.0% | 0.11% | +13.1% | |
| UNP | UNION PAC CORP | $234,000 | -8.6% | 1,200 | 0.0% | 0.11% | -4.3% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $231,000 | -10.8% | 456 | -4.4% | 0.11% | -5.9% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $231,000 | +0.4% | 3,487 | -0.3% | 0.11% | +5.7% |
| PSX | PHILLIPS 66 | $232,000 | -1.7% | 2,875 | 0.0% | 0.11% | +2.8% | |
| PH | Buy | PARKER-HANNIFIN CORP | $230,000 | -1.7% | 951 | +0.1% | 0.11% | +2.8% |
| NJR | Sell | NEW JERSEY RES CORP | $222,000 | -14.0% | 5,738 | -0.8% | 0.11% | -10.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $221,000 | -25.3% | 1,369 | -15.4% | 0.11% | -21.5% |
| MTB | Sell | M & T BK CORP | $222,000 | +10.4% | 1,257 | -0.6% | 0.11% | +15.2% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $219,000 | -12.0% | 1,682 | +0.4% | 0.10% | -7.9% |
| MDT | Sell | MEDTRONIC PLC | $217,000 | -32.0% | 2,682 | -24.6% | 0.10% | -28.8% |
| O | Sell | REALTY INCOME CORP | $215,000 | -20.4% | 3,702 | -6.4% | 0.10% | -16.3% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $207,000 | -8.8% | 2,342 | +0.6% | 0.10% | -4.8% |
| LNT | Buy | ALLIANT ENERGY CORP | $203,000 | -9.4% | 3,837 | +0.2% | 0.10% | -4.9% |
| ESML | ISHARES TResg aware msci | $203,000 | -2.4% | 6,614 | 0.0% | 0.10% | +2.1% | |
| DE | New | DEERE & CO | $200,000 | – | 598 | +100.0% | 0.10% | – |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $106,000 | -9.4% | 11,955 | 0.0% | 0.05% | -3.8% | |
| CLVT | Sell | CLARIVATE PLC | $105,000 | -32.3% | 11,132 | -0.6% | 0.05% | -29.6% |
| VRAY | VIEWRAY INC | $63,000 | +37.0% | 17,329 | 0.0% | 0.03% | +42.9% | |
| CGEN | Exit | COMPUGEN LTDord | $0 | – | -10,000 | -100.0% | -0.01% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -538 | -100.0% | -0.05% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -2,226 | -100.0% | -0.06% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -851 | -100.0% | -0.06% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -70 | -100.0% | -0.06% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -264 | -100.0% | -0.06% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -1,617 | -100.0% | -0.06% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $0 | – | -3,154 | -100.0% | -0.06% | – |
| CODI | Exit | COMPASS DIVERSIFIEDsh ben int | $0 | – | -6,015 | -100.0% | -0.06% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -4,885 | -100.0% | -0.06% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -2,489 | -100.0% | -0.06% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,362 | -100.0% | -0.06% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -2,276 | -100.0% | -0.06% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -1,516 | -100.0% | -0.07% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -2,262 | -100.0% | -0.07% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,055 | -100.0% | -0.07% | – |
| DNB | Exit | DUN & BRADSTREET HLDGS INC | $0 | – | -9,640 | -100.0% | -0.07% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -3,435 | -100.0% | -0.07% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -546 | -100.0% | -0.07% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -4,536 | -100.0% | -0.09% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,456 | -100.0% | -0.09% | – |
| MGEE | Exit | MGE ENERGY INC | $0 | – | -2,636 | -100.0% | -0.09% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,906 | -100.0% | -0.10% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -2,294 | -100.0% | -0.10% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -920 | -100.0% | -0.10% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -2,048 | -100.0% | -0.10% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,611 | -100.0% | -0.11% | – |
| FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -5,213 | -100.0% | -0.14% | – |
| MMM | Exit | 3M CO | $0 | – | -3,295 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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 | 2024-02-08 |
| 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 |
| 13F-HR | 2021-08-06 |
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.