CWS Financial Advisors, LLC
- SEC CIK
- 0001802459
- 最新申報
- 2026/7/30
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/15 申報。只含多頭部位。
- 持股檔數
- 151
- 2021 年第 3 季沒有申報
- 總值
- $2.84 億
- 2021 年第 3 季沒有申報
CWS Financial Advisors, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，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 |
|---|---|---|---|---|---|---|---|
| SYKStryker Corp | Stock | 309,413 | $8,274 萬 | 29.2% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 209,161 | $3,825 萬 | 13.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 27,530 | $1,202 萬 | 4.2% | – | – | – |
| AAPLApple Inc. | Stock | 62,576 | $1,111 萬 | 3.9% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 149,840 | $952.5 萬 | 3.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 26,831 | $902.4 萬 | 3.2% | – | – | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 85,335 | $426.2 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,403 | $365.9 萬 | 1.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 19,321 | $335.6 萬 | 1.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 11,755 | $315.1 萬 | 1.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,397 | $305.2 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,619 | $303.3 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,576 | $279.5 萬 | 1.0% | – | – | – |
| PFEPfizer Inc | Stock | 44,714 | $264.0 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,296 | $261.3 萬 | 0.9% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 15,693 | $256.7 萬 | 0.9% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,385 | $249.2 萬 | 0.9% | – | – | – |
| CVXChevron Corp | Stock | 17,632 | $206.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,753 | $201.9 萬 | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 29,493 | $180.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,788 | $176.0 萬 | 0.6% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 27,265 | $171.5 萬 | 0.6% | – | – | – |
| SOSouthern Co | Stock | 23,197 | $159.1 萬 | 0.6% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 10,912 | $148.9 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,501 | $143.1 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 9,803 | $141.8 萬 | 0.5% | – | – | 歷史 |
| FASTFastenal Co | Stock | 21,686 | $138.9 萬 | 0.5% | – | – | 歷史 |
| LINLinde PLC | SHS | 3,935 | $136.3 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,895 | $132.4 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,398 | $126.6 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,391 | $120.5 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,802 | $117.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,148 | $117.4 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 335 | $111.7 萬 | 0.4% | – | – | 歷史 |
| GGGGraco Inc | COM | 13,814 | $111.4 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 11,878 | $110.9 萬 | 0.4% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 4,982 | $109.7 萬 | 0.4% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 4,487 | $109.5 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,623 | $107.3 萬 | 0.4% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,864 | $107.2 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,705 | $106.2 萬 | 0.4% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,886 | $103.5 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,804 | $102.6 萬 | 0.4% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 11,734 | $100.1 萬 | 0.4% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,355 | $97.6 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 8,295 | $97.0 萬 | 0.3% | – | – | 歷史 |
| SNASnap-on Inc | COM | 4,489 | $96.7 萬 | 0.3% | – | – | 歷史 |
| NTRSNorthern Trust Corp | COM | 8,038 | $96.1 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,184 | $95.8 萬 | 0.3% | – | – | 歷史 |
| PIIPolaris Inc. | Stock | 8,654 | $95.1 萬 | 0.3% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 9,224 | $94.7 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 5,313 | $94.4 萬 | 0.3% | – | – | 歷史 |
| CBChubb Ltd | Stock | 4,792 | $92.6 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 17,530 | $91.1 萬 | 0.3% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,132 | $90.8 萬 | 0.3% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 21,930 | $90.3 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,513 | $88.2 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 300 | $86.9 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,886 | $86.3 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,369 | $85.1 萬 | 0.3% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,443 | $83.5 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,887 | $83.1 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 31,903 | $78.5 萬 | 0.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 15,780 | $74.8 萬 | 0.3% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 14,238 | $74.3 萬 | 0.3% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,894 | $71.4 萬 | 0.3% | – | – | 歷史 |
| RYNRayonier Inc | COM | 17,185 | $69.4 萬 | 0.2% | – | – | 歷史 |
| DOWDow Inc. | Stock | 12,009 | $68.1 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,916 | $68.1 萬 | 0.2% | – | – | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 9,737 | $66.5 萬 | 0.2% | – | – | 歷史 |
| ETREntergy Corp | COM | 5,859 | $66.0 萬 | 0.2% | – | – | 歷史 |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 26,716 | $65.2 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,597 | $65.1 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,897 | $64.6 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,670 | $63.2 萬 | 0.2% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,350 | $53.5 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 7,351 | $53.1 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 5,996 | $52.3 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 6,051 | $52.1 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,879 | $51.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 4,816 | $51.2 萬 | 0.2% | – | – | – |
| ARCCAres Capital Corp | CEF | 24,120 | $51.1 萬 | 0.2% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,015 | $50.7 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 883 | $50.1 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,987 | $50.1 萬 | 0.2% | – | – | – |
| BROBrown & Brown, Inc. | Stock | 7,100 | $49.9 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 170 | $49.2 萬 | 0.2% | – | – | 歷史 |
| SLGSL Green Realty Corp | COM | 6,850 | $49.1 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,936 | $48.9 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,348 | $48.9 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 6,423 | $48.8 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,584 | $48.2 萬 | 0.2% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 29,804 | $47.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,704 | $47.1 萬 | 0.2% | – | – | 歷史 |
| NDSNNordson Corp | COM | 1,835 | $46.8 萬 | 0.2% | – | – | 歷史 |
| KKellanova | Stock | 7,202 | $46.4 萬 | 0.2% | – | – | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 4,200 | $44.9 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,699 | $43.9 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 863 | $43.3 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 2,124 | $42.8 萬 | 0.2% | – | – | 歷史 |