CWS Financial Advisors, LLC
CIK
1802459
City
KALAMAZOO
State / Country
MI
Top Portfolio Positions
98 positions ·
$178,321,456 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SYK |
Stryker Corp
Healthcare
|
243,176 | $79,905,201 | 44.81% | |
| AAPL |
Apple Inc.
Technology
|
60,550 | $15,366,984 | 8.62% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,220 | $9,361,859 | 5.25% | |
| MSFT |
Microsoft Corp
Technology
|
18,203 | $6,738,204 | 3.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,913 | $3,845,460 | 2.16% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
23,567 | $2,928,906 | 1.64% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
7,229 | $2,246,700 | 1.26% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,325 | $2,050,727 | 1.15% | |
| IBM |
International Business Machines Corp
Technology
|
7,394 | $1,792,231 | 1.01% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
11,811 | $1,705,980 | 0.96% |
Portfolio Trend
24 quarters · across all stocks
Holdings in AWF
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,582 | 11,955 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $127,798 | 11,955 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $134,015 | 11,955 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $131,863 | 11,955 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $128,277 | 11,955 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $128,277 | 11,955 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $135,569 | 11,955 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $125,288 | 11,955 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $126,962 | 11,955 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $120,984 | 11,955 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $115,963 | 11,955 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $119,071 | 11,955 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $116,202 | 11,955 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $110,225 | 11,955 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $106,160 | 11,955 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $116,800 | 11,955 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $133,656 | 11,955 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $145,014 | 11,955 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $149,557 | 11,955 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $141,666 | 11,955 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $140,710 | 11,955 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $125,647 | 11,955 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $130,880 | 14,134 | Shares | Sole | 2020-04-02 | |
| No 13F history on record for this holder in this stock. | ||||||