CWS Financial Advisors, LLC
•CIK: 1802459•Filing: Q4 2025
CWS Financial Advisors, LLC manages $368M in assets across 150 positions, with a portfolio skewed towards large-cap healthcare and technology names. The firm's top holdings include Stryker Corp (SYK) at $88.6M, representing 24% of the portfolio, and Apple Inc (AAPL) at $17.1M. Vanguard index funds also feature prominently, with VOO, IJR, and VXUS totaling $62.7M, or 17% of assets. The portfolio's remaining 59% is allocated across a range of sector-specific and broad-market ETFs, including VUG, VIG, VTV, and VTI.
Total AUM
$368.3M
QoQ Performance
+2.2%
Positions
118
Top 10 Concentration
61.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SYK
VOO
IJR
SYK24.1%
VOO7.5%
IJR5.6%
AAPL4.7%
VXUS3.9%
VUG3.4%
VIG3.3%
VTV3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.9%
ETF9.5%
Technology9.1%
Consumer2.3%
Financial1.5%
Healthcare1.4%
Consumer Staples0.8%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑80 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023