All Stocks Held By CWS Financial Advisors LLC

As of 12/31/2023, we find all stocks held by CWS Financial Advisors LLC to be as follows, presented in the table below with each row detailing each CWS Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-CWS Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by CWS Financial Advisors LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
STRYKER CORPORATION	275,852	-6,544	$82,607
SYK	275,852	-6,544	$82,607
VANGUARD INDEX FDS (VOO)	39,521	+1,091	$17,263
VOO	39,521	+1,091	$17,263
ISHARES TR (IJR)	153,878	+12,532	$16,657
IJR	153,878	+12,532	$16,657
APPLE INC	66,006	+7,488	$12,708
AAPL	66,006	+7,488	$12,708
VANGUARD STAR FDS (VXUS)	158,681	+720	$9,197
VXUS	158,681	+720	$9,197
MICROSOFT CORP	19,531	-2,110	$7,344
MSFT	19,531	-2,110	$7,344
VANGUARD SPECIALIZED FUNDS (VIG)	38,841	+4,305	$6,619
VIG	38,841	+4,305	$6,619
VANGUARD INDEX FDS (VTV)	40,806	+2,444	$6,100
VTV	40,806	+2,444	$6,100
VANGUARD INDEX FDS (VXF)	33,894	-11,892	$5,573
VXF	33,894	-11,892	$5,573
VANGUARD INDEX FDS (VUG)	17,121	+280	$5,323
VUG	17,121	+280	$5,323
PEPSICO INC	17,638	-538	$2,996
PEP	17,638	-538	$2,996
VANGUARD INDEX FDS (VTI)	11,796	+311	$2,798
VTI	11,796	+311	$2,798
ISHARES TR (IVV)	5,312	+5	$2,537
IVV	5,312	+5	$2,537
MCDONALDS CORP	8,533	-189	$2,530
MCD	8,533	-189	$2,530
EXXON MOBIL CORP	24,557	+453	$2,455
XOM	24,557	+453	$2,455
VANGUARD INDEX FDS (VB)	10,555	+304	$2,252
VB	10,555	+304	$2,252
ISHARES TR (IEFA)	31,984	+251	$2,250
IEFA	31,984	+251	$2,250
PROCTER AND GAMBLE CO	13,370	-544	$1,959
PG	13,370	-544	$1,959
HOME DEPOT INC	5,480	-2,265	$1,899
HD	5,480	-2,265	$1,899
CHEVRON CORP NEW	12,407	-663	$1,851
CVX	12,407	-663	$1,851
CAPITAL GROUP GROWTH ETF (CGGR)	65,139	+1,732	$1,839
CGGR	65,139	+1,732	$1,839
VANGUARD SCOTTSDALE FDS (VGSH)	28,504	+7,525	$1,663
VGSH	28,504	+7,525	$1,663
SOUTHERN CO	20,643	+527	$1,448
SO	20,643	+527	$1,448
SCHWAB STRATEGIC TR	18,890	+304	$1,438
SCHD	18,890	+304	$1,438
VANGUARD BD INDEX FDS (VUSB)	28,850	-9,846	$1,426
VUSB	28,850	-9,846	$1,426
LOCKHEED MARTIN CORP	2,981	-214	$1,351
LMT	2,981	-214	$1,351
INTERNATIONAL BUSINESS MACHS	8,228	+494	$1,346
IBM	8,228	+494	$1,346
LINDE PLC	3,149	-311	$1,293
LIN	3,149	-311	$1,293
VANGUARD WHITEHALL FDS (VIGI)	15,358	+1,619	$1,219
VIGI	15,358	+1,619	$1,219
FASTENAL CO	18,511	-1,160	$1,199
FAST	18,511	-1,160	$1,199
AMAZON COM INC	7,829	+275	$1,190
AMZN	7,829	+275	$1,190
JOHNSON & JOHNSON	7,593	+444	$1,190
JNJ	7,593	+444	$1,190
ISHARES TR (IJH)	4,140	-38	$1,147
IJH	4,140	-38	$1,147
PROGRESSIVE CORP	7,143	-1,206	$1,138
PGR	7,143	-1,206	$1,138
ELI LILLY & CO	1,876	UNCH	$1,093
LLY	1,876	UNCH	$1,093
JPMORGAN CHASE & CO	6,220	-364	$1,058
JPM	6,220	-364	$1,058
PAYCHEX INC	8,546	-904	$1,018
PAYX	8,546	-904	$1,018
BROADRIDGE FINL SOLUTIONS IN	4,912	-378	$1,011
BR	4,912	-378	$1,011
CISCO SYS INC	19,062	-1,695	$963
CSCO	19,062	-1,695	$963
SNAP ON INC	3,321	-483	$959
SNA	3,321	-483	$959
MASTERCARD INCORPORATED	2,179	-330	$929
MA	2,179	-330	$929
PHILIP MORRIS INTL INC	9,760	-415	$918
PM	9,760	-415	$918
BERKSHIRE HATHAWAY INC DEL			$896
BRK.B	2,511	-200	$896
ANALOG DEVICES INC	4,374	-464	$869
ADI	4,374	-464	$869
PFIZER INC	29,968	-6,301	$863
PFE	29,968	-6,301	$863
ABBVIE INC	5,446	+132	$844
ABBV	5,446	+132	$844
CHUBB LIMITED	3,715	-435	$840
CB	3,715	-435	$840
CONOCOPHILLIPS	7,122	-693	$827
COP	7,122	-693	$827
ALPHABET INC	5,917	+1,400	$827
GOOGL	5,917	+1,400	$827
STARBUCKS CORP	8,189	+293	$786
SBUX	8,189	+293	$786
COLGATE PALMOLIVE CO	9,808	-1,214	$782
CL	9,808	-1,214	$782
ILLINOIS TOOL WKS INC	2,924	-289	$766
ITW	2,924	-289	$766
ABBOTT LABS	6,775	-41	$746
ABT	6,775	-41	$746
GRACO INC	8,136	-3,222	$706
GGG	8,136	-3,222	$706
SCHWAB STRATEGIC TR	13,104	-6,705	$684
SCHP	13,104	-6,705	$684
ALTRIA GROUP INC	16,933	-74	$683
MO	16,933	-74	$683
VERIZON COMMUNICATIONS INC	17,577	+188	$663
VZ	17,577	+188	$663
POLARIS INC	6,886	-892	$653
PII	6,886	-892	$653
CAPITAL GROUP CORE EQUITY ET	22,972	+1,712	$650
CGUS	22,972	+1,712	$650
CLOROX CO DEL	4,556	+4,556	$650
CLX	4,556	+4,556	$650
ALPHABET INC	4,590	+31	$647
GOOG	4,590	+31	$647
COCA COLA CO	10,903	+25	$643
KO	10,903	+25	$643
DIAGEO PLC	4,341	-221	$632
DEO	4,341	-221	$632
ZOETIS INC	3,137	-989	$619
ZTS	3,137	-989	$619
FIDELITY NATIONAL FINANCIAL	11,817	-937	$603
FNF	11,817	-937	$603
CAPITAL GROUP DIVIDEND VALUE	19,635	+6,142	$586
CGDV	19,635	+6,142	$586
DIGITAL RLTY TR INC	4,328	-250	$582
DLR	4,328	-250	$582
GILEAD SCIENCES INC	7,155	-369	$580
GILD	7,155	-369	$580
NEXTERA ENERGY INC	9,501	+49	$577
NEE	9,501	+49	$577
ISHARES INC (IEMG)	11,340	+133	$574
IEMG	11,340	+133	$574
MARATHON PETE CORP	3,846	-500	$571
MPC	3,846	-500	$571
VANGUARD ADMIRAL FDS INC (VOOG)	2,085	+4	$565
VOOG	2,085	+4	$565
COSTCO WHSL CORP NEW	806	-250	$532
COST	806	-250	$532
NORTHERN TR CORP	6,292	-803	$531
NTRS	6,292	-803	$531
PRICE T ROWE GROUP INC	4,933	-1,048	$531
TROW	4,933	-1,048	$531
WEYERHAEUSER CO MTN BE	15,274	-5,032	$531
WY	15,274	-5,032	$531
GENERAL DYNAMICS CORP	2,035	-245	$529
GD	2,035	-245	$529
DOW INC	9,349	-766	$513
DOW	9,349	-766	$513
ENTERGY CORP NEW	5,051	-292	$511
ETR	5,051	-292	$511
S&P GLOBAL INC	1,149	-143	$506
SPGI	1,149	-143	$506
NXP SEMICONDUCTORS N V	2,184	UNCH	$502
NXPI	2,184	UNCH	$502
ISHARES TR (SUSA)	4,975	-156	$500
SUSA	4,975	-156	$500
TJX COS INC NEW	5,287	-596	$496
TJX	5,287	-596	$496
EDWARDS LIFESCIENCES CORP	6,467	+26	$493
EW	6,467	+26	$493
DUKE ENERGY CORP NEW	4,896	+14	$475
DUK	4,896	+14	$475
BOEING CO	1,813	-500	$473
BA	1,813	-500	$473
MASCO CORP	6,986	-819	$468
MAS	6,986	-819	$468
WALMART INC	2,909	+200	$459
WMT	2,909	+200	$459
MARTIN MARIETTA MATLS INC	905	+180	$452
MLM	905	+180	$452
ISHARES TR (IVE)	2,588	UNCH	$450
IVE	2,588	UNCH	$450
ISHARES TR (IVW)	5,993	-1,024	$450
IVW	5,993	-1,024	$450
AMGEN INC	1,557	-20	$448
AMGN	1,557	-20	$448
UNITEDHEALTH GROUP INC	845	-4	$445
UNH	845	-4	$445
KINDER MORGAN INC DEL	24,955	-1,474	$440
KMI	24,955	-1,474	$440
PARKER HANNIFIN CORP	954	+1	$439
PH	954	+1	$439
CIVISTA BANCSHARES INC (CIVB)	23,716	-2,000	$437
CIVB	23,716	-2,000	$437
RAYONIER INC	12,974	-2,681	$433
RYN	12,974	-2,681	$433
EATON CORP PLC	1,793	UNCH	$432
ETN	1,793	UNCH	$432
AT&T INC	25,200	-748	$423
T	25,200	-748	$423
ARES CAPITAL CORP	20,879	-915	$418
ARCC	20,879	-915	$418
BECTON DICKINSON & CO	1,710	-174	$417
BDX	1,710	-174	$417
UNITED PARCEL SERVICE INC	2,653	+1,324	$417
UPS	2,653	+1,324	$417
BERKLEY W R CORP	5,738	-779	$406
WRB	5,738	-779	$406
BRISTOL MYERS SQUIBB CO	7,774	-2,768	$399
BMY	7,774	-2,768	$399
MERCK & CO INC	3,599	-614	$392
MRK	3,599	-614	$392
ISHARES TR (IWD)	2,334	+720	$386
IWD	2,334	+720	$386
ORACLE CORP	3,622	-858	$382
ORCL	3,622	-858	$382
LOWES COS INC	1,631	+1	$363
LOW	1,631	+1	$363
SPDR GOLD TR (GLD)	1,895	+1,895	$362
GLD	1,895	+1,895	$362
DISNEY WALT CO	3,961	-85	$358
DIS	3,961	-85	$358
INTEL CORP	6,901	-1,219	$347
INTC	6,901	-1,219	$347
UNION PAC CORP	1,414	+200	$347
UNP	1,414	+200	$347
AIR PRODS & CHEMS INC	1,224	-172	$335
APD	1,224	-172	$335
CAPITAL GRP FIXED INCM ETF T (CGCP)	14,020	+14,020	$318
CGCP	14,020	+14,020	$318
PRUDENTIAL FINL INC	3,060	-241	$317
PRU	3,060	-241	$317
PHILLIPS 66	2,372	UNCH	$316
PSX	2,372	UNCH	$316
VANGUARD INDEX FDS (VO)	1,354	UNCH	$315
VO	1,354	UNCH	$315
BROOKFIELD INFRASTRUCTURE CO	8,878	-3,984	$313
BIPC	8,878	-3,984	$313
US BANCORP DEL	7,234	-2,237	$313
USB	7,234	-2,237	$313
NORDSON CORP	1,168	-271	$309
NDSN	1,168	-271	$309
CATERPILLAR INC	1,040	-300	$307
CAT	1,040	-300	$307
ISHARES TR (SGOV)	3,031	+3,031	$304
SGOV	3,031	+3,031	$304
CAPITAL GROUP INTL FOCUS EQT	12,621	+12,621	$301
CGXU	12,621	+12,621	$301
VANGUARD BD INDEX FDS (BND)	3,898	+253	$287
BND	3,898	+253	$287
ISHARES TR (QUAL)	1,920	+60	$283
QUAL	1,920	+60	$283
TARGET CORP	1,962	+6	$279
TGT	1,962	+6	$279
ISHARES TR (ESML)	6,720	+35	$255
ESML	6,720	+35	$255
ISHARES TR (IUSV)	2,898	+2,898	$244
IUSV	2,898	+2,898	$244
EMERSON ELEC CO	2,495	UNCH	$243
EMR	2,495	UNCH	$243
THERMO FISHER SCIENTIFIC INC	450	-1	$239
TMO	450	-1	$239
SCHWAB CHARLES CORP	3,401	+3,401	$234
SCHW	3,401	+3,401	$234
BOOKING HOLDINGS INC	65	UNCH	$231
BKNG	65	UNCH	$231
3M CO	2,108	-179	$230
MMM	2,108	-179	$230
DEERE & CO	573	UNCH	$229
DE	573	UNCH	$229
BROWN & BROWN INC	3,181	-983	$226
BRO	3,181	-983	$226
KELLANOVA	3,877	-4,921	$217
K	3,877	-522	$217
BROOKFIELD CORP	5,252	+5,252	$211
BN	5,252	+5,252	$211
MARKEL GROUP INC	148	UNCH	$210
MKL	148	UNCH	$210
ALLIANT ENERGY CORP	4,004	+4,004	$205
LNT	4,004	+4,004	$205
QUALCOMM INC	1,385	+1,385	$200
QCOM	1,385	+1,385	$200
DUN & BRADSTREET HLDGS INC	10,509	+2,391	$123
DNB	10,509	+2,391	$123
ALLIANCEBERNSTEIN GLOBAL HIG	11,955	UNCH	$121
AWF	11,955	UNCH	$121
CLARIVATE PLC	12,827	+3,554	$119
CLVT	12,827	+3,554	$119
FS CREDIT OPPORTUNITIES CORP	15,201	+0	$86
FSCO	15,201	UNCH	$86
AMERICAN ELEC PWR CO INC			$0 (exited)
AEP	0	-1,050	$0
ALBEMARLE CORP			$0 (exited)
ALB	0	-411	$0
AMPHENOL CORP NEW			$0 (exited)
APH	0	-2,496	$0
ALPHATEC HLDGS INC			$0 (exited)
ATEC	0	-5,000	$0
COOPER COS INC			$0 (exited)
COO	0	-201	$0
CHARLES RIV LABS INTL INC			$0 (exited)
CRL	0	-382	$0
DONALDSON INC			$0 (exited)
DCI	0	-3,378	$0
DTE ENERGY CO			$0 (exited)
DTE	0	-631	$0
ELECTRONIC ARTS INC			$0 (exited)
EA	0	-526	$0
ECOLAB INC			$0 (exited)
ECL	0	-1,217	$0
EOG RES INC			$0 (exited)
EOG	0	-1,951	$0
EXPEDITORS INTL WASH INC			$0 (exited)
EXPD	0	-1,824	$0
HERSHEY CO			$0 (exited)
HSY	0	-1,091	$0
ISHARES TR			$0 (exited)
IWF	0	-253	$0
LENNOX INTL INC			$0 (exited)
LII	0	-182	$0
LPL FINL HLDGS INC			$0 (exited)
LPLA	0	-282	$0
LA Z BOY INC			$0 (exited)
LZB	0	-2,155	$0
MARRIOTT INTL INC NEW			$0 (exited)
MAR	0	-403	$0
MONDELEZ INTL INC			$0 (exited)
MDLZ	0	-3,051	$0
MEDTRONIC PLC			$0 (exited)
MDT	0	-2,622	$0
MOTOROLA SOLUTIONS INC			$0 (exited)
MSI	0	-255	$0
OTIS WORLDWIDE CORP			$0 (exited)
OTIS	0	-789	$0
POOL CORP			$0 (exited)
POOL	0	-208	$0
FERRARI N V			$0 (exited)
RACE	0	-274	$0
ROCKWELL AUTOMATION INC			$0 (exited)
ROK	0	-719	$0
RTX CORPORATION			$0 (exited)
RTX	0	-4,364	$0
SHERWIN WILLIAMS CO			$0 (exited)
SHW	0	-806	$0
SOUTHWEST GAS HLDGS INC			$0 (exited)
SWX	0	-1,299	$0
SYSCO CORP			$0 (exited)
SYY	0	-972	$0
TELEDYNE TECHNOLOGIES INC			$0 (exited)
TDY	0	-164	$0
TRANE TECHNOLOGIES PLC			$0 (exited)
TT	0	-345	$0
WEC ENERGY GROUP INC			$0 (exited)
WEC	0	-2,763	$0
WELLTOWER INC			$0 (exited)
WELL	0	-892	$0
WELLS FARGO CO NEW			$0 (exited)
WFC	0	-1,949	$0
WASTE MGMT INC DEL			$0 (exited)
WM	0	-466	$0
SELECT SECTOR SPDR TR			$0 (exited)
XLV	0	-563	$0
YUM BRANDS INC			$0 (exited)
YUM	0	-654	$0
ZIMMER BIOMET HOLDINGS INC	0	-617	$0 (exited)
ZBH	0	-617	$0

See Summary: CWS Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By CWS Financial Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
CLX	+4,556	+$650
GLD	+1,895	+$362
CGCP	+14,020	+$318
SGOV	+3,031	+$304
CGXU	+12,621	+$301
IUSV	+2,898	+$244
SCHW	+3,401	+$234
BN	+5,252	+$211
LNT	+4,004	+$205
QCOM	+1,385	+$200

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
RTX	-4,364	-$314
EOG	-1,951	-$247
WEC	-2,763	-$223
HSY	-1,091	-$218
MDLZ	-3,051	-$212
APH	-2,496	-$210
EXPD	-1,824	-$209
SHW	-806	-$206
ROK	-719	-$206
ECL	-1,217	-$206

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IJR	+12,532	+$3,324
VGSH	+7,525	+$455
AAPL	+7,488	+$2,689
CGDV	+6,142	+$229
VIG	+4,305	+$1,253
CLVT	+3,554	+$57
VTV	+2,444	+$809
DNB	+2,391	+$42
CGGR	+1,732	+$286
CGUS	+1,712	+$116

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VXF	-11,892	-$990
VUSB	-9,846	-$477
SCHP	-6,705	-$316
SYK	-6,544	+$5,437
PFE	-6,301	-$340
WY	-5,032	-$92
K	-4,921	-$307
BIPC	-3,984	-$142
GGG	-3,222	-$122

CWS Financial Advisors LLC Info

Size ($ in 1000's)
At 12/31/2023: $266,481
At 09/30/2023: $249,424

CWS Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CWS Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

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