CWS Financial Advisors, LLC
- SEC CIK
- 0001802459
- 最新申報
- 2026/7/30
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 141
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.32 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VRAYViewRay, Inc. | COM | 17,329 | $7.50 萬 | <0.1% | – | – | 歷史 |
| CGENCompugen Ltd | ORD | 10,000 | $8.60 萬 | <0.1% | – | – | 歷史 |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 11,955 | $14.2 萬 | 0.1% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 4,536 | $20.2 萬 | 0.1% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 3,791 | $20.5 萬 | 0.1% | – | – | 歷史 |
| GNTXGentex Corp | COM | 5,769 | $20.6 萬 | 0.1% | – | – | 歷史 |
| DCIDonaldson Co Inc | Stock | 3,572 | $20.8 萬 | 0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 2,566 | $20.9 萬 | 0.1% | – | – | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 856 | $21.0 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 565 | $21.1 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,332 | $21.2 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,250 | $21.2 萬 | 0.1% | – | – | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,981 | $21.5 萬 | 0.1% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 820 | $21.8 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,435 | $22.0 萬 | 0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 1,522 | $22.9 萬 | 0.1% | – | – | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 3,069 | $23.5 萬 | 0.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 1,239 | $23.9 萬 | 0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 4,470 | $23.9 萬 | 0.1% | – | – | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 719 | $24.1 萬 | 0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,614 | $24.2 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,800 | $24.9 萬 | 0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,775 | $25.0 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,167 | $25.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,689 | $25.8 萬 | 0.1% | – | – | – |
| EXPDExpeditors International of Washington Inc | COM | 2,392 | $25.8 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,982 | $26.0 萬 | 0.1% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 870 | $26.9 萬 | 0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,610 | $27.6 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,440 | $28.8 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,071 | $28.8 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,658 | $29.1 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,486 | $29.4 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 789 | $29.4 萬 | 0.1% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 3,904 | $29.4 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 859 | $30.3 萬 | 0.1% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 1,045 | $30.3 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,324 | $30.7 萬 | 0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 993 | $31.3 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,688 | $31.5 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 157 | $32.5 萬 | 0.1% | – | – | 歷史 |
| BROBrown & Brown, Inc. | Stock | 7,147 | $32.7 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,381 | $33.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,517 | $33.6 萬 | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 1,789 | $34.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,068 | $34.5 萬 | 0.1% | – | – | – |
| NDSNNordson Corp | COM | 1,762 | $35.0 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,588 | $36.6 萬 | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 1,486 | $37.0 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,814 | $37.4 萬 | 0.2% | – | – | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 5,131 | $39.2 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 5,683 | $39.9 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,172 | $40.2 萬 | 0.2% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 2,266 | $41.1 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 6,265 | $41.4 萬 | 0.2% | – | – | 歷史 |
| CGNXCognex Corp | COM | 5,019 | $41.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 4,893 | $43.0 萬 | 0.2% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,541 | $43.4 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 8,262 | $43.8 萬 | 0.2% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 26,583 | $44.3 萬 | 0.2% | – | – | 歷史 |
| SLGSL Green Realty Corp | COM | 6,431 | $45.0 萬 | 0.2% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 24,120 | $45.1 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,704 | $45.4 萬 | 0.2% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,901 | $46.2 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 6,031 | $46.6 萬 | 0.2% | – | – | 歷史 |
| KKellanova | Stock | 7,543 | $47.7 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 7,494 | $48.0 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 7,476 | $48.3 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 1,961 | $50.0 萬 | 0.2% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,538 | $51.1 萬 | 0.2% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,330 | $52.9 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 260 | $53.6 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,426 | $55.0 萬 | 0.2% | – | – | 歷史 |
| RYNRayonier Inc | COM | 17,177 | $55.4 萬 | 0.2% | – | – | 歷史 |
| ETREntergy Corp | COM | 5,810 | $57.8 萬 | 0.2% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 14,238 | $57.9 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,457 | $59.1 萬 | 0.3% | – | – | 歷史 |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 26,716 | $61.3 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,283 | $63.1 萬 | 0.3% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,486 | $63.5 萬 | 0.3% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 4,106 | $64.7 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,552 | $66.6 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,792 | $71.3 萬 | 0.3% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,117 | $72.1 萬 | 0.3% | – | – | 歷史 |
| DOWDow Inc. | Stock | 11,431 | $73.1 萬 | 0.3% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,314 | $73.4 萬 | 0.3% | – | – | 歷史 |
| CBChubb Ltd | Stock | 4,749 | $75.0 萬 | 0.3% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 21,878 | $77.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,047 | $79.3 萬 | 0.3% | – | – | – |
| NTRSNorthern Trust Corp | COM | 7,967 | $83.7 萬 | 0.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,360 | $84.0 萬 | 0.4% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,189 | $85.2 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,587 | $87.4 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 29,006 | $87.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,107 | $87.9 萬 | 0.4% | – | – | – |
| PGRProgressive Corp | Stock | 9,209 | $88.0 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,381 | $88.5 萬 | 0.4% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,859 | $89.7 萬 | 0.4% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,865 | $91.0 萬 | 0.4% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 11,642 | $91.8 萬 | 0.4% | – | – | 歷史 |