CWS Financial Advisors, LLC
- SEC CIK
- 0001802459
- Latest filing
- Jul 30, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 15, 2022. Long positions only.
- Positions
- 151
- No filing for Q3 2021
- Portfolio value
- $283.7M
- No filing for Q3 2021
CWS Financial Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SYKStryker Corp | Stock | 309,413 | $82.7M | 29.2% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 209,161 | $38.2M | 13.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 27,530 | $12.0M | 4.2% | – | – | – |
| AAPLApple Inc. | Stock | 62,576 | $11.1M | 3.9% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 149,840 | $9.53M | 3.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 26,831 | $9.02M | 3.2% | – | – | History |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 85,335 | $4.26M | 1.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,403 | $3.66M | 1.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 19,321 | $3.36M | 1.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 11,755 | $3.15M | 1.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 6,397 | $3.05M | 1.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,619 | $3.03M | 1.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,576 | $2.79M | 1.0% | – | – | – |
| PFEPfizer Inc | Stock | 44,714 | $2.64M | 0.9% | – | – | History |
| HDHome Depot, Inc. | Stock | 6,296 | $2.61M | 0.9% | – | – | History |
| PGProcter & Gamble Co | Stock | 15,693 | $2.57M | 0.9% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,385 | $2.49M | 0.9% | – | – | – |
| CVXChevron Corp | Stock | 17,632 | $2.07M | 0.7% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,753 | $2.02M | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 29,493 | $1.80M | 0.6% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,788 | $1.76M | 0.6% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 27,265 | $1.72M | 0.6% | – | – | – |
| SOSouthern Co | Stock | 23,197 | $1.59M | 0.6% | – | – | History |
| PAYXPaychex Inc | Stock | 10,912 | $1.49M | 0.5% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,501 | $1.43M | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 9,803 | $1.42M | 0.5% | – | – | History |
| FASTFastenal Co | Stock | 21,686 | $1.39M | 0.5% | – | – | History |
| LINLinde PLC | SHS | 3,935 | $1.36M | 0.5% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 20,895 | $1.32M | 0.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 7,398 | $1.27M | 0.4% | – | – | History |
| LMTLockheed Martin Corp | Stock | 3,391 | $1.21M | 0.4% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 8,802 | $1.18M | 0.4% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,148 | $1.17M | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 335 | $1.12M | 0.4% | – | – | History |
| GGGGraco Inc | COM | 13,814 | $1.11M | 0.4% | – | – | History |
| NEENextera Energy Inc | Stock | 11,878 | $1.11M | 0.4% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 4,982 | $1.10M | 0.4% | – | – | History |
| ZTSZoetis Inc. | Stock | 4,487 | $1.09M | 0.4% | – | – | History |
| ABTAbbott Laboratories | Stock | 7,623 | $1.07M | 0.4% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,864 | $1.07M | 0.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,705 | $1.06M | 0.4% | – | – | History |
| ADIAnalog Devices Inc | Stock | 5,886 | $1.03M | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 10,804 | $1.03M | 0.4% | – | – | History |
| CLColgate Palmolive Co | Stock | 11,734 | $1.00M | 0.4% | – | – | History |
| ACNAccenture plc | Stock | 2,355 | $976.0K | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 8,295 | $970.0K | 0.3% | – | – | History |
| SNASnap-on Inc | COM | 4,489 | $967.0K | 0.3% | – | – | History |
| NTRSNorthern Trust Corp | COM | 8,038 | $961.0K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 6,184 | $958.0K | 0.3% | – | – | History |
| PIIPolaris Inc. | Stock | 8,654 | $951.0K | 0.3% | – | – | History |
| PGRProgressive Corp | Stock | 9,224 | $947.0K | 0.3% | – | – | History |
| MMM3M Co | Stock | 5,313 | $944.0K | 0.3% | – | – | History |
| CBChubb Ltd | Stock | 4,792 | $926.0K | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 17,530 | $911.0K | 0.3% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 5,132 | $908.0K | 0.3% | – | – | History |
| WYWeyerhaeuser Co | COM NEW | 21,930 | $903.0K | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 6,513 | $882.0K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 300 | $869.0K | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,886 | $863.0K | 0.3% | – | – | History |
| MAMastercard Inc | Stock | 2,369 | $851.0K | 0.3% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 6,443 | $835.0K | 0.3% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,887 | $831.0K | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 31,903 | $785.0K | 0.3% | – | – | History |
| MOAltria Group, Inc. | Stock | 15,780 | $748.0K | 0.3% | – | – | History |
| FNFFidelity National Financial, Inc. | COM SHS | 14,238 | $743.0K | 0.3% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 2,894 | $714.0K | 0.3% | – | – | History |
| RYNRayonier Inc | COM | 17,185 | $694.0K | 0.2% | – | – | History |
| DOWDow Inc. | Stock | 12,009 | $681.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 10,916 | $681.0K | 0.2% | – | – | History |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 9,737 | $665.0K | 0.2% | – | – | History |
| ETREntergy Corp | COM | 5,859 | $660.0K | 0.2% | – | – | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 26,716 | $652.0K | 0.2% | – | – | History |
| USBUS Bancorp DE | COM NEW | 11,597 | $651.0K | 0.2% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 8,897 | $646.0K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 10,670 | $632.0K | 0.2% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 2,350 | $535.0K | 0.2% | – | – | History |
| COPConocoPhillips | Stock | 7,351 | $531.0K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 5,996 | $523.0K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 6,051 | $521.0K | 0.2% | – | – | History |
| DUKDuke Energy CORP | Stock | 4,879 | $512.0K | 0.2% | – | – | History |
| iShares Tr464288802 | ESG OPTIMIZED | 4,816 | $512.0K | 0.2% | – | – | – |
| ARCCAres Capital Corp | CEF | 24,120 | $511.0K | 0.2% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 2,015 | $507.0K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 883 | $501.0K | 0.2% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,987 | $501.0K | 0.2% | – | – | – |
| BROBrown & Brown, Inc. | Stock | 7,100 | $499.0K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 170 | $492.0K | 0.2% | – | – | History |
| SLGSL Green Realty Corp | COM | 6,850 | $491.0K | 0.2% | – | – | History |
| NKENIKE, Inc. | Stock | 2,936 | $489.0K | 0.2% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 2,348 | $489.0K | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 6,423 | $488.0K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,584 | $482.0K | 0.2% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 29,804 | $473.0K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,704 | $471.0K | 0.2% | – | – | History |
| NDSNNordson Corp | COM | 1,835 | $468.0K | 0.2% | – | – | History |
| KKellanova | Stock | 7,202 | $464.0K | 0.2% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 4,200 | $449.0K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,699 | $439.0K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 863 | $433.0K | 0.2% | – | – | History |
| BABoeing Co | Stock | 2,124 | $428.0K | 0.2% | – | – | History |