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 |
|---|---|---|---|---|---|---|---|
| CGENCompugen Ltd | ORD | 10,000 | $4.30 萬 | <0.1% | – | – | 歷史 |
| VRAYViewRay, Inc. | COM | 17,329 | $9.50 萬 | <0.1% | – | – | 歷史 |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 11,955 | $14.5 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 583 | $20.0 萬 | 0.1% | – | – | 歷史 |
| GNTXGentex Corp | COM | 5,769 | $20.1 萬 | 0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,853 | $20.2 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,352 | $20.9 萬 | 0.1% | – | – | 歷史 |
| MGEEMge Energy Inc | COM | 2,631 | $21.6 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 883 | $21.8 萬 | 0.1% | – | – | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 5,380 | $22.1 萬 | 0.1% | – | – | 歷史 |
| DCIDonaldson Co Inc | Stock | 3,864 | $22.9 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,495 | $23.2 萬 | 0.1% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 3,813 | $23.4 萬 | 0.1% | – | – | 歷史 |
| FOXFFox Factory Holding Corp | COM | 1,375 | $23.4 萬 | 0.1% | – | – | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 3,476 | $23.9 萬 | 0.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 1,379 | $24.0 萬 | 0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 3,415 | $24.4 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,250 | $24.9 萬 | 0.1% | – | – | 歷史 |
| CERNCERNER Corp | COM | 2,831 | $26.3 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,567 | $26.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,589 | $26.6 萬 | 0.1% | – | – | – |
| CGNXCognex Corp | COM | 3,435 | $26.7 萬 | 0.1% | – | – | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 2,116 | $26.7 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,468 | $26.9 萬 | 0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 1,564 | $27.0 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,448 | $27.3 萬 | 0.1% | – | – | 歷史 |
| INFOIHS Markit Ltd. | SHS | 2,057 | $27.3 萬 | 0.1% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 4,536 | $27.4 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,360 | $28.1 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,563 | $28.7 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,409 | $28.7 萬 | 0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 4,526 | $29.0 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,200 | $30.2 萬 | 0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 950 | $30.2 萬 | 0.1% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 868 | $30.3 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,844 | $30.8 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,790 | $30.9 萬 | 0.1% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 2,312 | $31.0 萬 | 0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,664 | $31.4 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,471 | $31.5 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 476 | $31.8 萬 | 0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,621 | $31.9 萬 | 0.1% | – | – | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 725 | $31.9 萬 | 0.1% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 3,909 | $32.2 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,089 | $32.4 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,487 | $33.5 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,673 | $33.5 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,544 | $35.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,517 | $38.6 萬 | 0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,585 | $38.9 萬 | 0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,588 | $40.5 萬 | 0.1% | – | – | – |
| BABoeing Co | Stock | 2,124 | $42.8 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 863 | $43.3 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,699 | $43.9 萬 | 0.2% | – | – | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 4,200 | $44.9 萬 | 0.2% | – | – | 歷史 |
| KKellanova | Stock | 7,202 | $46.4 萬 | 0.2% | – | – | 歷史 |
| NDSNNordson Corp | COM | 1,835 | $46.8 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,704 | $47.1 萬 | 0.2% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 29,804 | $47.3 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,584 | $48.2 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 6,423 | $48.8 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 |
| SLGSL Green Realty Corp | COM | 6,850 | $49.1 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 170 | $49.2 萬 | 0.2% | – | – | 歷史 |
| BROBrown & Brown, Inc. | Stock | 7,100 | $49.9 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% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 2,015 | $50.7 萬 | 0.2% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 24,120 | $51.1 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% | – | – | – |
| RTXRTX Corp | Stock | 6,051 | $52.1 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 5,996 | $52.3 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 7,351 | $53.1 萬 | 0.2% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,350 | $53.5 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,670 | $63.2 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,897 | $64.6 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,597 | $65.1 萬 | 0.2% | – | – | 歷史 |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 26,716 | $65.2 萬 | 0.2% | – | – | 歷史 |
| ETREntergy Corp | COM | 5,859 | $66.0 萬 | 0.2% | – | – | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 9,737 | $66.5 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 |
| RYNRayonier Inc | COM | 17,185 | $69.4 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,894 | $71.4 萬 | 0.3% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 14,238 | $74.3 萬 | 0.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 15,780 | $74.8 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 31,903 | $78.5 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,887 | $83.1 萬 | 0.3% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 6,443 | $83.5 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,369 | $85.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,886 | $86.3 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 300 | $86.9 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,513 | $88.2 萬 | 0.3% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 21,930 | $90.3 萬 | 0.3% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,132 | $90.8 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 17,530 | $91.1 萬 | 0.3% | – | – | 歷史 |
| CBChubb Ltd | Stock | 4,792 | $92.6 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 5,313 | $94.4 萬 | 0.3% | – | – | 歷史 |