CWS Financial Advisors, LLC
- SEC CIK
- 0001802459
- Latest filing
- Jul 30, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 141
- No 13F data for Q4 2020
- Portfolio value
- $232.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 300 | $928.0K | 0.4% | – | – | History |
| NEENextera Energy Inc | Stock | 12,317 | $931.0K | 0.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,131 | $933.0K | 0.4% | – | – | History |
| MMM3M Co | Stock | 4,856 | $936.0K | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 10,866 | $964.0K | 0.4% | – | – | History |
| SBUXStarbucks Corp | Stock | 8,892 | $972.0K | 0.4% | – | – | History |
| MOAltria Group, Inc. | Stock | 19,038 | $974.0K | 0.4% | – | – | History |
| VZVerizon Communications Inc | Stock | 16,916 | $984.0K | 0.4% | – | – | History |
| DISWalt Disney Co | Stock | 5,359 | $989.0K | 0.4% | – | – | History |
| GGGGraco Inc | COM | 13,900 | $996.0K | 0.4% | – | – | History |
| SNASnap-on Inc | COM | 4,530 | $1.04M | 0.5% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 20,437 | $1.06M | 0.5% | – | – | History |
| FASTFastenal Co | Stock | 21,649 | $1.09M | 0.5% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,039 | $1.09M | 0.5% | – | – | – |
| PIIPolaris Inc. | Stock | 8,517 | $1.14M | 0.5% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,858 | $1.14M | 0.5% | – | – | – |
| PAYXPaychex Inc | Stock | 11,899 | $1.17M | 0.5% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,116 | $1.20M | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 9,032 | $1.20M | 0.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 7,423 | $1.22M | 0.5% | – | – | History |
| LMTLockheed Martin Corp | Stock | 3,327 | $1.23M | 0.5% | – | – | History |
| WMTWalmart Inc. | Stock | 9,713 | $1.32M | 0.6% | – | – | History |
| LINLinde PLC | SHS | 4,783 | $1.34M | 0.6% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,348 | $1.38M | 0.6% | – | – | – |
| SOSouthern Co | Stock | 22,812 | $1.42M | 0.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 5,099 | $1.56M | 0.7% | – | – | History |
| PFEPfizer Inc | Stock | 45,356 | $1.64M | 0.7% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 30,594 | $1.71M | 0.7% | – | – | History |
| CVXChevron Corp | Stock | 17,275 | $1.81M | 0.8% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,279 | $1.87M | 0.8% | – | – | – |
| PGProcter & Gamble Co | Stock | 14,953 | $2.02M | 0.9% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,416 | $2.05M | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,432 | $2.36M | 1.0% | – | – | – |
| MCDMcDonalds Corp | Stock | 11,614 | $2.60M | 1.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 18,915 | $2.68M | 1.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 23,386 | $5.51M | 2.4% | – | – | History |
| AAPLApple Inc. | Stock | 61,737 | $7.54M | 3.3% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 122,606 | $7.69M | 3.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 27,020 | $9.84M | 4.2% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 212,629 | $37.6M | 16.2% | – | – | – |
| SYKStryker Corp | Stock | 295,004 | $71.9M | 31.0% | – | – | History |