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 |
|---|---|---|---|---|---|---|---|
| CGENCompugen Ltd | ORD | 10,000 | $43.0K | <0.1% | – | – | History |
| VRAYViewRay, Inc. | COM | 17,329 | $95.0K | <0.1% | – | – | History |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 11,955 | $145.0K | 0.1% | – | – | History |
| DEDeere & Co | Stock | 583 | $200.0K | 0.1% | – | – | History |
| GNTXGentex Corp | COM | 5,769 | $201.0K | 0.1% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 1,853 | $202.0K | 0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,352 | $209.0K | 0.1% | – | – | History |
| MGEEMge Energy Inc | COM | 2,631 | $216.0K | 0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 883 | $218.0K | 0.1% | – | – | History |
| NJRNew Jersey Resources Corp | Stock | 5,380 | $221.0K | 0.1% | – | – | History |
| DCIDonaldson Co Inc | Stock | 3,864 | $229.0K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 2,495 | $232.0K | 0.1% | – | – | History |
| LNTAlliant Energy Corp | Stock | 3,813 | $234.0K | 0.1% | – | – | History |
| FOXFFox Factory Holding Corp | COM | 1,375 | $234.0K | 0.1% | – | – | History |
| CBSHCommerce Bancshares Inc | Stock | 3,476 | $239.0K | 0.1% | – | – | History |
| CLXClorox Co | Stock | 1,379 | $240.0K | 0.1% | – | – | History |
| ORealty Income Corp | REIT | 3,415 | $244.0K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 3,250 | $249.0K | 0.1% | – | – | History |
| CERNCERNER Corp | COM | 2,831 | $263.0K | 0.1% | – | – | History |
| MDTMedtronic plc | Stock | 2,567 | $266.0K | 0.1% | – | – | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,589 | $266.0K | 0.1% | – | – | – |
| CGNXCognex Corp | COM | 3,435 | $267.0K | 0.1% | – | – | History |
| CFRCullen/Frost Bankers, Inc. | COM | 2,116 | $267.0K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,468 | $269.0K | 0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 1,564 | $270.0K | 0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,448 | $273.0K | 0.1% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 2,057 | $273.0K | 0.1% | – | – | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 4,536 | $274.0K | 0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 1,360 | $281.0K | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 5,563 | $287.0K | 0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 3,409 | $287.0K | 0.1% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 4,526 | $290.0K | 0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,200 | $302.0K | 0.1% | – | – | History |
| PHParker-Hannifin Corp | Stock | 950 | $302.0K | 0.1% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 868 | $303.0K | 0.1% | – | – | History |
| PRUPrudential Financial Inc | Stock | 2,844 | $308.0K | 0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 1,790 | $309.0K | 0.1% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 2,312 | $310.0K | 0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,664 | $314.0K | 0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 1,471 | $315.0K | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 476 | $318.0K | 0.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 1,621 | $319.0K | 0.1% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 725 | $319.0K | 0.1% | – | – | History |
| WRBBerkley W R Corp | COM | 3,909 | $322.0K | 0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 1,089 | $324.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,487 | $335.0K | 0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,673 | $335.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 1,544 | $357.0K | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,517 | $386.0K | 0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,585 | $389.0K | 0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,588 | $405.0K | 0.1% | – | – | – |
| BABoeing Co | Stock | 2,124 | $428.0K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 863 | $433.0K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,699 | $439.0K | 0.2% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 4,200 | $449.0K | 0.2% | – | – | History |
| KKellanova | Stock | 7,202 | $464.0K | 0.2% | – | – | History |
| NDSNNordson Corp | COM | 1,835 | $468.0K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,704 | $471.0K | 0.2% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 29,804 | $473.0K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,584 | $482.0K | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 6,423 | $488.0K | 0.2% | – | – | History |
| NKENIKE, Inc. | Stock | 2,936 | $489.0K | 0.2% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 2,348 | $489.0K | 0.2% | – | – | History |
| SLGSL Green Realty Corp | COM | 6,850 | $491.0K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 170 | $492.0K | 0.2% | – | – | History |
| BROBrown & Brown, Inc. | Stock | 7,100 | $499.0K | 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% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 2,015 | $507.0K | 0.2% | – | – | History |
| ARCCAres Capital Corp | CEF | 24,120 | $511.0K | 0.2% | – | – | History |
| DUKDuke Energy CORP | Stock | 4,879 | $512.0K | 0.2% | – | – | History |
| iShares Tr464288802 | ESG OPTIMIZED | 4,816 | $512.0K | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 6,051 | $521.0K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 5,996 | $523.0K | 0.2% | – | – | History |
| COPConocoPhillips | Stock | 7,351 | $531.0K | 0.2% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 2,350 | $535.0K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 10,670 | $632.0K | 0.2% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 8,897 | $646.0K | 0.2% | – | – | History |
| USBUS Bancorp DE | COM NEW | 11,597 | $651.0K | 0.2% | – | – | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 26,716 | $652.0K | 0.2% | – | – | History |
| ETREntergy Corp | COM | 5,859 | $660.0K | 0.2% | – | – | History |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 9,737 | $665.0K | 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 |
| RYNRayonier Inc | COM | 17,185 | $694.0K | 0.2% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 2,894 | $714.0K | 0.3% | – | – | History |
| FNFFidelity National Financial, Inc. | COM SHS | 14,238 | $743.0K | 0.3% | – | – | History |
| MOAltria Group, Inc. | Stock | 15,780 | $748.0K | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 31,903 | $785.0K | 0.3% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,887 | $831.0K | 0.3% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 6,443 | $835.0K | 0.3% | – | – | History |
| MAMastercard Inc | Stock | 2,369 | $851.0K | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,886 | $863.0K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 300 | $869.0K | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 6,513 | $882.0K | 0.3% | – | – | History |
| WYWeyerhaeuser Co | COM NEW | 21,930 | $903.0K | 0.3% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 5,132 | $908.0K | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 17,530 | $911.0K | 0.3% | – | – | History |
| CBChubb Ltd | Stock | 4,792 | $926.0K | 0.3% | – | – | History |
| MMM3M Co | Stock | 5,313 | $944.0K | 0.3% | – | – | History |