$251 Million is the total value of CWS Financial Advisors, LLC's 142 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 30.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | Sell | STRYKER CORPORATION | $81,843,591 | +13.9% | 286,698 | -2.8% | 32.56% | +5.1% |
| VOO | Buy | VANGUARD INDEX FDS | $12,692,245 | +28.9% | 33,750 | +24.9% | 5.05% | +19.0% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $11,748,658 | -68.8% | 83,799 | -60.6% | 4.67% | -71.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $10,900,022 | +900.0% | 112,720 | +1022.8% | 4.34% | +822.6% |
| AAPL | Sell | APPLE INC | $10,167,420 | +34.8% | 61,658 | -0.1% | 4.04% | +24.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $7,927,145 | +3.1% | 143,582 | +17.1% | 3.15% | -4.8% |
| MSFT | Sell | MICROSOFT CORP | $6,273,806 | +13.8% | 21,761 | -6.9% | 2.50% | +5.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,126,987 | +272.9% | 33,290 | +256.1% | 2.04% | +244.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,587,863 | +283.0% | 33,219 | +264.4% | 1.82% | +253.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,773,275 | +101.7% | 15,127 | +107.8% | 1.50% | +86.0% |
| PEP | Buy | PEPSICO INC | $3,482,955 | +30.2% | 19,106 | +1.0% | 1.39% | +20.1% |
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $3,067,188 | – | 62,291 | +100.0% | 1.22% | – |
| XOM | Sell | EXXON MOBIL CORP | $2,698,918 | +58.0% | 24,612 | -19.6% | 1.07% | +45.9% |
| HD | Buy | HOME DEPOT INC | $2,341,599 | +50.4% | 7,934 | +55.6% | 0.93% | +38.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,319,142 | -1.9% | 11,363 | -0.6% | 0.92% | -9.4% |
| MCD | Sell | MCDONALDS CORP | $2,274,605 | -12.6% | 8,135 | -30.0% | 0.90% | -19.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,177,934 | +91.6% | 5,298 | +85.4% | 0.87% | +76.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,152,883 | +5.2% | 32,205 | +13.3% | 0.86% | -2.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,119,005 | +4.6% | 14,251 | -4.7% | 0.84% | -3.4% |
| CVX | Sell | CHEVRON CORP NEW | $2,075,314 | +14.7% | 12,720 | -26.4% | 0.83% | +5.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,969,224 | +124.0% | 10,388 | +152.9% | 0.78% | +106.6% |
| SO | Sell | SOUTHERN CO | $1,554,055 | +9.6% | 22,335 | -2.1% | 0.62% | +1.1% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,506,266 | +22.6% | 3,186 | -4.2% | 0.60% | +13.0% |
| PFE | Sell | PFIZER INC | $1,455,885 | -11.4% | 35,683 | -21.3% | 0.58% | -18.2% |
| New | CAPITAL GROUP GROWTH ETF | $1,437,081 | – | 63,984 | +100.0% | 0.57% | – | |
| New | LINDE PLC | $1,289,892 | – | 3,629 | +100.0% | 0.51% | – | |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $1,237,747 | – | 23,088 | +100.0% | 0.49% | – |
| PGR | Sell | PROGRESSIVE CORP | $1,199,129 | +36.3% | 8,382 | -9.0% | 0.48% | +25.9% |
| PAYX | Sell | PAYCHEX INC | $1,129,743 | -3.1% | 9,859 | -17.1% | 0.45% | -10.7% |
| ADI | Sell | ANALOG DEVICES INC | $1,107,193 | +21.7% | 5,614 | -4.3% | 0.44% | +12.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,087,683 | -10.8% | 7,017 | -5.5% | 0.43% | -17.7% |
| CSCO | Buy | CISCO SYS INC | $1,086,556 | +2.8% | 20,785 | +1.7% | 0.43% | -5.3% |
| FAST | Sell | FASTENAL CO | $1,065,693 | -2.1% | 19,757 | -8.7% | 0.42% | -9.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,059,358 | +33.6% | 4,235 | +39.0% | 0.42% | +23.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,023,098 | -15.0% | 7,805 | -13.6% | 0.41% | -21.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $985,258 | +2.2% | 10,131 | -6.8% | 0.39% | -5.8% |
| SNA | Sell | SNAP ON INC | $978,178 | -6.4% | 3,962 | -12.5% | 0.39% | -13.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $940,142 | +11.9% | 2,587 | +9.6% | 0.37% | +3.3% |
| ABBV | Buy | ABBVIE INC | $936,553 | +58.5% | 5,877 | +7.7% | 0.37% | +46.3% |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $914,811 | – | 12,416 | +100.0% | 0.36% | – |
| PII | Sell | POLARIS INC | $887,806 | -21.9% | 8,025 | -5.8% | 0.35% | -28.0% |
| SBUX | Sell | STARBUCKS CORP | $879,341 | -9.5% | 8,445 | -5.0% | 0.35% | -16.5% |
| GGG | Sell | GRACO INC | $868,235 | -12.8% | 11,892 | -14.4% | 0.34% | -19.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $863,630 | +21.1% | 2,797 | +0.2% | 0.34% | +12.1% |
| CL | Sell | COLGATE PALMOLIVE CO | $848,368 | -7.6% | 11,289 | -3.0% | 0.34% | -14.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $843,335 | -9.6% | 6,472 | +5.6% | 0.34% | -16.4% |
| CB | Sell | CHUBB LIMITED | $831,285 | +10.8% | 4,281 | -9.9% | 0.33% | +2.5% |
| AMZN | Buy | AMAZON COM INC | $828,799 | -10.7% | 8,024 | +2574.7% | 0.33% | -17.5% |
| DEO | Sell | DIAGEO PLCspon adr new | $830,503 | -2.5% | 4,584 | -11.7% | 0.33% | -10.1% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $825,355 | – | 11,282 | +100.0% | 0.33% | – |
| ITW | Sell | ILLINOIS TOOL WKS INC | $806,550 | +9.9% | 3,313 | -0.0% | 0.32% | +1.6% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $788,253 | -12.1% | 5,378 | -8.2% | 0.31% | -18.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $786,414 | +18.1% | 11,346 | +7.5% | 0.31% | +9.1% |
| COP | Sell | CONOCOPHILLIPS | $783,237 | +78.8% | 7,895 | -4.4% | 0.31% | +65.1% |
| NEE | Sell | NEXTERA ENERGY INC | $767,846 | -17.5% | 9,962 | -19.1% | 0.30% | -23.9% |
| MO | Sell | ALTRIA GROUP INC | $760,000 | -22.0% | 17,033 | -10.5% | 0.30% | -28.1% |
| DOW | Buy | DOW INC | $733,618 | +0.4% | 13,382 | +17.1% | 0.29% | -7.3% |
| LLY | Buy | LILLY ELI & CO | $712,856 | +126.3% | 2,076 | +23.0% | 0.28% | +108.8% |
| TROW | Buy | PRICE T ROWE GROUP INC | $696,141 | +152.2% | 6,166 | +283.0% | 0.28% | +132.8% |
| KO | Buy | COCA COLA CO | $686,514 | +24.8% | 11,067 | +6.1% | 0.27% | +15.2% |
| ZTS | Sell | ZOETIS INCcl a | $682,719 | +5.5% | 4,102 | -0.1% | 0.27% | -2.5% |
| ABT | Sell | ABBOTT LABS | $679,159 | -23.3% | 6,707 | -9.1% | 0.27% | -29.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $668,649 | -32.0% | 17,193 | +1.6% | 0.27% | -37.3% |
| NTRS | Sell | NORTHERN TR CORP | $646,962 | -22.7% | 7,341 | -7.9% | 0.26% | -28.8% |
| GILD | Buy | GILEAD SCIENCES INC | $636,659 | +31.8% | 7,673 | +2.6% | 0.25% | +21.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $620,688 | +33.2% | 6,338 | +5.1% | 0.25% | +22.9% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $615,891 | -20.9% | 20,441 | -6.6% | 0.24% | -27.1% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $596,707 | +52.2% | 12,955 | +152.5% | 0.24% | +40.2% |
| T | Buy | AT&T INC | $590,808 | -32.7% | 30,691 | +5.8% | 0.24% | -37.8% |
| MPC | Sell | MARATHON PETE CORP | $585,952 | +145.2% | 4,346 | -2.8% | 0.23% | +126.2% |
| ORCL | Buy | ORACLE CORP | $580,863 | +45.6% | 6,251 | +10.0% | 0.23% | +34.3% |
| ETR | Sell | ENTERGY CORP NEW | $578,689 | +0.1% | 5,371 | -7.6% | 0.23% | -7.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $552,532 | -36.8% | 11,325 | -16.6% | 0.22% | -41.6% |
| BA | Buy | BOEING CO | $533,837 | +6.8% | 2,513 | +28.1% | 0.21% | -1.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $533,944 | +76.2% | 1,075 | +25.1% | 0.21% | +61.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $530,630 | +0.3% | 6,414 | +1.3% | 0.21% | -7.5% |
| GD | Buy | GENERAL DYNAMICS CORP | $526,709 | +28.2% | 2,308 | +1.9% | 0.21% | +18.6% |
| RYN | Sell | RAYONIER INC | $524,786 | -5.3% | 15,778 | -8.1% | 0.21% | -12.6% |
| BDX | Buy | BECTON DICKINSON & CO | $505,341 | +9.4% | 2,041 | +7.4% | 0.20% | +1.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $504,733 | +11.2% | 5,232 | +11.2% | 0.20% | +2.6% |
| MRK | New | MERCK & CO INC | $494,332 | – | 4,646 | +100.0% | 0.20% | – |
| TJX | Sell | TJX COS INC NEW | $488,888 | +18.1% | 6,239 | -0.4% | 0.19% | +9.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $481,543 | +8.7% | 27,501 | +3.5% | 0.19% | +0.5% |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $479,629 | – | 2,081 | +100.0% | 0.19% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $478,712 | +47.3% | 4,603 | +2831.8% | 0.19% | +35.7% |
| SPGI | New | S&P GLOBAL INC | $466,819 | – | 1,354 | +100.0% | 0.19% | – |
| DLR | Sell | DIGITAL RLTY TR INC | $453,406 | -37.1% | 4,612 | -9.9% | 0.18% | -42.1% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $449,479 | -22.4% | 12,868 | -9.6% | 0.18% | -28.4% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $450,421 | – | 7,694 | +100.0% | 0.18% | – |
| DIS | Sell | DISNEY WALT CO | $449,188 | -54.6% | 4,486 | -16.3% | 0.18% | -58.0% |
| CIVB | CIVISTA BANCSHARES INC | $450,966 | -26.4% | 26,716 | 0.0% | 0.18% | -32.2% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $447,802 | -16.5% | 4,317 | +1560.4% | 0.18% | -22.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $448,316 | +11.5% | 7,017 | +13.7% | 0.18% | +2.9% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $443,794 | +3.2% | 5,056 | +3.3% | 0.18% | -4.3% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $438,216 | -14.2% | 2,350 | -7.4% | 0.17% | -20.9% |
| APD | Sell | AIR PRODS & CHEMS INC | $423,635 | -2.4% | 1,475 | -4.3% | 0.17% | -9.6% |
| MAS | New | MASCO CORP | $403,835 | – | 8,122 | +100.0% | 0.16% | – |
| ARCC | Sell | ARES CAPITAL CORP | $401,685 | -10.9% | 21,980 | -8.9% | 0.16% | -17.5% |
| HSY | New | HERSHEY CO | $402,985 | – | 1,584 | +100.0% | 0.16% | – |
| WMT | Sell | WALMART INC | $398,167 | -69.8% | 2,700 | -72.2% | 0.16% | -72.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $397,448 | +35.2% | 841 | +6.6% | 0.16% | +24.4% |
| IVE | ISHARES TRs&p 500 val etf | $392,755 | +7.3% | 2,588 | 0.0% | 0.16% | -1.3% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $377,477 | +12.3% | 1,790 | +18.0% | 0.15% | +3.4% |
| AMGN | Buy | AMGEN INC | $374,494 | +1.2% | 1,549 | +4.2% | 0.15% | -6.3% |
| USB | Sell | US BANCORP DEL | $373,839 | -41.1% | 10,370 | -9.7% | 0.15% | -45.6% |
| NDSN | Sell | NORDSON CORP | $356,283 | +1.8% | 1,603 | -9.0% | 0.14% | -6.0% |
| NKE | Buy | NIKE INCcl b | $355,165 | -5.0% | 2,896 | +2.9% | 0.14% | -12.4% |
| LOW | Sell | LOWES COS INC | $347,437 | +2.2% | 1,737 | -2.9% | 0.14% | -6.1% |
| New | CAPITAL GROUP DIVIDEND VALUE | $339,433 | – | 13,610 | +100.0% | 0.14% | – | |
| TGT | Buy | TARGET CORP | $321,312 | +9.3% | 1,940 | +30.6% | 0.13% | +0.8% |
| PH | Sell | PARKER-HANNIFIN CORP | $319,959 | +2.2% | 952 | -4.1% | 0.13% | -5.9% |
| K | Sell | KELLOGG CO | $308,531 | -35.3% | 4,608 | -38.9% | 0.12% | -40.3% |
| ETN | Sell | EATON CORP PLC | $307,213 | +23.4% | 1,793 | -0.4% | 0.12% | +14.0% |
| CAT | Buy | CATERPILLAR INC | $306,646 | -0.1% | 1,340 | +1.2% | 0.12% | -7.6% |
| NJR | New | NEW JERSEY RES CORP | $299,356 | – | 5,627 | +100.0% | 0.12% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $291,955 | +37.7% | 1,505 | +20.4% | 0.12% | +27.5% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $288,439 | -16.4% | 3,907 | -4.0% | 0.12% | -22.8% |
| INTC | Buy | INTEL CORP | $274,070 | -42.9% | 8,389 | +11.9% | 0.11% | -47.3% |
| BRO | Sell | BROWN & BROWN INC | $268,668 | -17.8% | 4,679 | -34.5% | 0.11% | -24.1% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $262,825 | – | 456 | +100.0% | 0.10% | – |
| WEC | New | WEC ENERGY GROUP INC | $261,023 | – | 2,754 | +100.0% | 0.10% | – |
| DE | Buy | DEERE & CO | $257,224 | +21.9% | 623 | +10.3% | 0.10% | +12.1% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $257,419 | +6.8% | 725 | +0.8% | 0.10% | -1.9% |
| UNP | Buy | UNION PAC CORP | $248,379 | -3.4% | 1,234 | +5.7% | 0.10% | -10.8% |
| DCI | Buy | DONALDSON INC | $242,281 | +16.5% | 3,708 | +3.8% | 0.10% | +6.7% |
| CLX | Buy | CLOROX CO DEL | $238,309 | -0.3% | 1,506 | +21.5% | 0.10% | -7.8% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $237,401 | +8.9% | 809 | -1.3% | 0.09% | 0.0% |
| PSX | Sell | PHILLIPS 66 | $235,386 | +12.6% | 2,322 | -9.5% | 0.09% | +4.4% |
| QUAL | New | ISHARES TRmsci usa qlt fct | $230,761 | – | 1,860 | +100.0% | 0.09% | – |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $224,975 | -12.8% | 2,043 | -14.6% | 0.09% | -18.9% |
| ESML | Sell | ISHARES TResg aware msci | $226,718 | -12.1% | 6,670 | -0.3% | 0.09% | -18.9% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $226,034 | -6.6% | 1,543 | -4.4% | 0.09% | -13.5% |
| MDLZ | New | MONDELEZ INTL INCcl a | $219,494 | – | 3,148 | +100.0% | 0.09% | – |
| EMR | Buy | EMERSON ELEC CO | $217,408 | -1.2% | 2,495 | +2.5% | 0.09% | -9.5% |
| LNT | Buy | ALLIANT ENERGY CORP | $212,224 | +3.5% | 3,974 | +4.8% | 0.08% | -4.5% |
| APH | New | AMPHENOL CORP NEWcl a | $210,429 | – | 2,575 | +100.0% | 0.08% | – |
| WRB | Sell | BERKLEY W R CORP | $203,154 | -30.9% | 3,263 | -16.4% | 0.08% | -36.2% |
| DNB | New | DUN & BRADSTREET HLDGS INC | $121,873 | – | 10,381 | +100.0% | 0.05% | – |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $116,203 | -18.2% | 11,955 | 0.0% | 0.05% | -24.6% | |
| CLVT | New | CLARIVATE PLC | $112,502 | – | 11,981 | +100.0% | 0.04% | – |
| VRAY | VIEWRAY INC | $59,958 | -20.1% | 17,329 | 0.0% | 0.02% | -25.0% | |
| New | FS CREDIT OPPORTUNITIES CORP | $44,995 | – | 10,134 | +100.0% | 0.02% | – | |
| CGEN | Exit | COMPUGEN LTDord | $0 | – | -10,000 | -100.0% | -0.04% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -4,536 | -100.0% | -0.09% | – |
| GNTX | Exit | GENTEX CORP | $0 | – | -5,769 | -100.0% | -0.09% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -856 | -100.0% | -0.09% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -2,332 | -100.0% | -0.09% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -1,981 | -100.0% | -0.09% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -1,522 | -100.0% | -0.10% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -3,069 | -100.0% | -0.10% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -1,775 | -100.0% | -0.11% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -3,982 | -100.0% | -0.11% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -870 | -100.0% | -0.12% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,440 | -100.0% | -0.12% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,071 | -100.0% | -0.12% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,658 | -100.0% | -0.12% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -1,045 | -100.0% | -0.13% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,381 | -100.0% | -0.14% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -5,019 | -100.0% | -0.18% | – |
| SLG | Exit | SL GREEN RLTY CORP | $0 | – | -6,431 | -100.0% | -0.19% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -2,283 | -100.0% | -0.27% | – |
| MMM | Exit | 3M CO | $0 | – | -4,856 | -100.0% | -0.40% | – |
| LIN | Exit | LINDE PLC | $0 | – | -4,783 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
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.