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Home > Institutional Investor > Cws Financial Advisors, Llc > Profile

Instuitional Investor - Cws Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cws Financial Advisors, Llc
Portfolio Value $368,323,201
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Stryker Corp
 SYK 252,176 $88,632,297 24.06%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 44,193 $27,714,833 7.52%
3.
Ishares Trust
 IEF 170,351 $20,472,773 5.56%
4.
Apple Inc.
 AAPL 63,058 $17,143,030 4.65%
5.
Vanguard Star Fds
 192,667 $14,534,810 3.95%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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