CWS Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Kalamazoo, MI
CIK
0001802459
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 144 266,478 SYK, VOO, IJR, AAPL 13F-HR 2/8/2024 000110465924012213
Q3 2023 173 249,423 SYK, VOO, IJR, AAPL 13F-HR 11/14/2023 000110465923117881
Q2 2023 150 263,686 SYK, VOO, IJR, AAPL 13F-HR 8/14/2023 000110465923091486
Q1 2023 142 251,357 SYK, VOO, VXF, IJR 13F-HR 5/9/2023 000110465923057610
Q4 2022 141 231,977 SYK, VXF, VOO, VXUS 13F-HR 2/10/2023 000110465923018023
Q3 2022 135 208,915 SYK, VXF, VOO, AAPL 13F-HR 11/9/2022 000110465922116418
Q2 2022 163 218,700 SYK, VXF, VOO, AAPL 13F-HR 8/8/2022 000110465922087153
Q1 2022 153 264,766 SYK, VXF, VOO, AAPL 13F-HR 5/3/2022 000110465922055144
Q4 2021 151 283,655 SYK, VXF, VOO, AAPL 13F-HR 2/15/2022 000110465922023535
Q2 2021 145 250,799 SYK, VXF, VOO, VXUS 13F-HR 8/6/2021 000110465921101355
Q1 2021 141 231,977 SYK, VXF, VOO, VXUS 13F-HR 5/13/2021 000110465921065686
Q4 2020 136 172,004 SYK, AAPL, MSFT, PEP 13F-HR 2/12/2021 000110465921021851
Q3 2020 124 150,307 SYK, AAPL, MSFT, PEP 13F-HR 11/10/2020 000110465920123369
Q2 2020 119 138,699 SYK, AAPL, MSFT, PEP 13F-HR 8/11/2020 000110465920093373
Q1 2020 124 135,074 SYK, AAPL, MSFT, PEP 13F-HR 4/2/2020 000110465920042178
Q4 2019 124 137,091 SYK, AAPL, MSFT, PEP 13F-HR 2/14/2020 000110465920020468