CWS Financial Advisors, LLC

13F filer · CIK 0001802459

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$451MU.S. long equity reported on 13F

Positions11312 new · 3 closed

Net flow last quarter+$6.03MBuys minus sells

Top 10 positions weight28.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026113 positions
SYKStryker Corp	$76.6M	17.00%	0.06%	0.0%	Q4 2019
AAPLApple Inc.	$18.5M	4.10%	0.00%	+5.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$11.9M	2.65%	Not reported	0.0%	Q3 2024
MSFTMicrosoft Corp	$6.84M	1.52%	0.00%	+0.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.43M	0.98%	Not reported	+0.3%	Q4 2024
WMTWalmart Inc.	$2.67M	0.59%	0.00%	+0.1%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.34M	0.52%	Not reported	+0.2%	Q4 2024
IBMInternational Business Machines Corp	$2.07M	0.46%	0.00%	-0.4%	Q4 2019
MCDMcdonalds Corp	$1.96M	0.43%	0.00%	+0.1%	Q4 2019
GOOGLAlphabet Inc.	$1.94M	0.43%	0.00%	+1.0%	Q4 2019
SOSouthern Co	$1.72M	0.38%	0.00%	+5.6%	Q4 2019
PGPROCTER & GAMBLE Co	$1.71M	0.38%	0.00%	-1.2%	Q4 2019
CSCOCisco Systems, Inc.	$1.67M	0.37%	0.00%	+6.0%	Q4 2019
AMZNAmazon Com Inc	$1.63M	0.36%	0.00%	+0.2%	Q4 2019
JPMJPMorgan Chase & Co	$1.51M	0.34%	0.00%	+0.2%	Q4 2019
PEPPepsico Inc	$1.45M	0.32%	0.00%	+1.0%	Q4 2019
PMPhilip Morris International Inc.	$1.45M	0.32%	0.00%	+0.4%	Q4 2019
XOMExxonMobil Holdings Corp	$1.36M	0.30%	0.00%	+2.8%	Q4 2019
CVXChevron Corp	$1.34M	0.30%	0.00%	+7.4%	Q4 2019
SMHMarket Vectors ETF Trust	$1.26M	0.28%	Not reported	Not reported	Q3 2024
LINLinde PLC	$1.24M	0.27%	0.00%	+10.6%	Q4 2019
FASTFastenal Co	$1.16M	0.26%	0.00%	+19.7%	Q4 2019
ADIAnalog Devices Inc	$1.15M	0.26%	0.00%	-7.5%	Q4 2019
HDHome Depot, Inc.	$1.13M	0.25%	0.00%	-2.3%	Q4 2019
ABBVAbbVie Inc.	$1.1M	0.24%	0.00%	-12.9%	Q4 2019
CATCaterpillar Inc	$1.07M	0.24%	0.00%	Not reported	Q4 2020
MOAltria Group, Inc.	$1.07M	0.24%	0.00%	+0.4%	Q4 2019
GOOGAlphabet Inc.	$1.02M	0.23%	Not reported	+12.9%	Q4 2019
ETREntergy Corp	$1.02M	0.23%	0.00%	+16.2%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.01M	0.22%	Not reported	+2.2%	Q4 2019
CBChubb Ltd	$1M	0.22%	0.00%	+14.4%	Q4 2019
LMTLockheed Martin Corp	$1M	0.22%	0.00%	-1.8%	Q4 2019
JNJJohnson & Johnson	$995K	0.22%	0.00%	-1.1%	Q4 2019
PHParker-Hannifin Corp	$985K	0.22%	0.00%	Not reported	Q4 2019
PGRProgressive Corp	$953K	0.21%	0.00%	+7.0%	Q4 2019
SNASnap-on Inc	$906K	0.20%	0.00%	+24.2%	Q2 2020
LLYELI LILLY & Co	$846K	0.19%	0.00%	-7.0%	Q4 2019
WECWec Energy Group, Inc.	$824K	0.18%	0.00%	+16.5%	Q4 2019
NTRSNorthern Trust Corp	$797K	0.18%	0.00%	+14.6%	Q4 2019
CGCPCardiogenesis Corp	$772K	0.17%	Not reported	+0.8%	Q4 2023
KOCoca Cola Co	$771K	0.17%	0.00%	+11.8%	Q4 2019
GLDSPDR Gold Trust	$747K	0.17%	0.00%	Not reported	Q4 2023
SUSASouthern USA Resources Inc.	$710K	0.16%	Not reported	+4.3%	Q4 2019
PAYXPaychex Inc	$687K	0.15%	0.00%	+13.1%	Q4 2019
NEENextera Energy Inc	$663K	0.15%	0.00%	-3.5%	Q4 2019
KMIKinder Morgan, Inc.	$655K	0.15%	0.00%	+18.6%	Q4 2019
CIVBCivista Bancshares, Inc.	$646K	0.14%	0.11%	Not reported	Q4 2019
GDGeneral Dynamics Corp	$645K	0.14%	0.00%	Not reported	Q4 2019
VZVerizon Communications Inc	$643K	0.14%	0.00%	+1.1%	Q4 2019
MAMastercard Inc	$592K	0.13%	0.00%	+21.9%	Q4 2019

Q1 2026Reported Apr 27, 2026104 positions
SYKStryker Corp	$79.9M	20.47%	0.06%	-3.6%	Q4 2019
AAPLApple Inc.	$15.4M	3.94%	0.00%	-4.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$9.36M	2.40%	Not reported	+0.1%	Q3 2024
MSFTMicrosoft Corp	$6.74M	1.73%	0.00%	+1.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$3.85M	0.99%	Not reported	+0.3%	Q4 2024
WMTWalmart Inc.	$2.93M	0.75%	0.00%	0.0%	Q4 2019
MCDMcdonalds Corp	$2.25M	0.58%	0.00%	+0.6%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.05M	0.53%	Not reported	+0.4%	Q4 2024
IBMInternational Business Machines Corp	$1.79M	0.46%	0.00%	0.0%	Q4 2019
PGPROCTER & GAMBLE Co	$1.71M	0.44%	0.00%	+0.7%	Q4 2019
PEPPepsico Inc	$1.65M	0.42%	0.00%	0.0%	Q4 2019
SOSouthern Co	$1.65M	0.42%	0.00%	+7.2%	Q4 2019
XOMExxonMobil Holdings Corp	$1.64M	0.42%	0.00%	-7.2%	Q4 2019
CVXChevron Corp	$1.55M	0.40%	0.00%	+1.9%	Q4 2019
GOOGLAlphabet Inc.	$1.55M	0.40%	0.00%	+2.6%	Q4 2019
AMZNAmazon Com Inc	$1.42M	0.36%	0.00%	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$1.36M	0.35%	0.00%	+0.4%	Q4 2019
PMPhilip Morris International Inc.	$1.32M	0.34%	0.00%	+0.2%	Q4 2019
LMTLockheed Martin Corp	$1.21M	0.31%	0.00%	-6.7%	Q4 2019
ABBVAbbVie Inc.	$1.1M	0.28%	0.00%	+0.7%	Q4 2019
HDHome Depot, Inc.	$1.08M	0.28%	0.00%	-5.2%	Q4 2019
LINLinde PLC	$1.07M	0.27%	0.00%	+7.8%	Q4 2019
CSCOCisco Systems, Inc.	$1.04M	0.27%	0.00%	-7.9%	Q4 2019
ADIAnalog Devices Inc	$998K	0.26%	0.00%	+6.4%	Q4 2019
MOAltria Group, Inc.	$977K	0.25%	0.00%	-1.9%	Q4 2019
JNJJohnson & Johnson	$969K	0.25%	0.00%	0.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$950K	0.24%	Not reported	Not reported	Q4 2019
FASTFastenal Co	$940K	0.24%	0.00%	+3.0%	Q4 2019
PHParker-Hannifin Corp	$901K	0.23%	0.00%	+4.7%	Q4 2019
GLDSPDR Gold Trust	$872K	0.22%	0.00%	Not reported	Q4 2023
ETREntergy Corp	$856K	0.22%	0.00%	+6.3%	Q4 2019
CBChubb Ltd	$839K	0.22%	0.00%	+9.7%	Q4 2019
PGRProgressive Corp	$808K	0.21%	0.00%	-0.6%	Q4 2019
CGCPCardiogenesis Corp	$768K	0.20%	Not reported	+1.8%	Q4 2023
VZVerizon Communications Inc	$754K	0.19%	0.00%	+0.9%	Q4 2019
SMHMarket Vectors ETF Trust	$739K	0.19%	Not reported	Not reported	Q3 2024
GOOGAlphabet Inc.	$731K	0.19%	Not reported	0.0%	Q4 2019
NEENextera Energy Inc	$727K	0.19%	0.00%	-1.6%	Q4 2019
CATCaterpillar Inc	$715K	0.18%	0.00%	+0.5%	Q4 2020
WECWec Energy Group, Inc.	$701K	0.18%	0.00%	+7.2%	Q4 2019
LLYELI LILLY & Co	$697K	0.18%	0.00%	+53.8%	Q4 2019
SNASnap-on Inc	$659K	0.17%	0.00%	-13.0%	Q2 2020
KOCoca Cola Co	$645K	0.17%	0.00%	+0.5%	Q4 2019
ABTAbbott Laboratories	$633K	0.16%	0.00%	+0.1%	Q4 2019
GDGeneral Dynamics Corp	$624K	0.16%	0.00%	+2.3%	Q4 2019
GGGGraco Inc	$594K	0.15%	0.00%	+2.8%	Q4 2019
SUSASouthern USA Resources Inc.	$583K	0.15%	Not reported	-1.1%	Q4 2019
KMIKinder Morgan, Inc.	$580K	0.15%	0.00%	+7.6%	Q4 2019
PAYXPaychex Inc	$569K	0.15%	0.00%	+6.8%	Q4 2019
METAMeta Platforms, Inc.	$564K	0.14%	Not reported	+1.7%	Q2 2024

Q4 2025Reported Feb 6, 2026100 positions
SYKStryker Corp	$88.6M	24.06%	0.07%	-0.8%	Q4 2019
AAPLApple Inc.	$17.1M	4.65%	0.00%	-3.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$9.95M	2.70%	Not reported	+0.2%	Q3 2024
MSFTMicrosoft Corp	$8.71M	2.37%	0.00%	0.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.02M	1.09%	Not reported	-0.4%	Q4 2024
WMTWalmart Inc.	$2.62M	0.71%	0.00%	+0.7%	Q4 2019
MCDMcdonalds Corp	$2.2M	0.60%	0.00%	+2.8%	Q4 2019
IBMInternational Business Machines Corp	$2.19M	0.59%	0.00%	-0.1%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2M	0.54%	Not reported	+0.3%	Q4 2024
PGPROCTER & GAMBLE Co	$1.68M	0.46%	0.00%	+1.5%	Q4 2019
GOOGLAlphabet Inc.	$1.64M	0.45%	0.00%	-4.9%	Q4 2019
AMZNAmazon Com Inc	$1.57M	0.43%	0.00%	-4.2%	Q4 2019
PEPPepsico Inc	$1.53M	0.41%	0.00%	-1.8%	Q4 2019
JPMJPMorgan Chase & Co	$1.48M	0.40%	0.00%	0.0%	Q4 2019
SOSouthern Co	$1.39M	0.38%	0.00%	+11.5%	Q4 2019
PMPhilip Morris International Inc.	$1.27M	0.35%	0.00%	-7.5%	Q4 2019
XOMExxonMobil Holdings Corp	$1.26M	0.34%	0.00%	-6.3%	Q4 2019
HDHome Depot, Inc.	$1.19M	0.32%	0.00%	+11.3%	Q4 2019
ABBVAbbVie Inc.	$1.14M	0.31%	0.00%	+0.3%	Q4 2019
CVXChevron Corp	$1.12M	0.30%	0.00%	+0.9%	Q4 2019
CSCOCisco Systems, Inc.	$1.12M	0.30%	0.00%	+8.3%	Q4 2019
LMTLockheed Martin Corp	$1.04M	0.28%	0.00%	+16.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$996K	0.27%	Not reported	-1.1%	Q4 2019
PGRProgressive Corp	$933K	0.25%	0.00%	+8.4%	Q4 2019
MOAltria Group, Inc.	$871K	0.24%	0.00%	-2.1%	Q4 2019
LINLinde PLC	$852K	0.23%	0.00%	+17.9%	Q4 2019
PHParker-Hannifin Corp	$846K	0.23%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$831K	0.23%	0.00%	+9.4%	Q4 2019
JNJJohnson & Johnson	$820K	0.22%	0.00%	+14.0%	Q4 2019
GLDSPDR Gold Trust	$803K	0.22%	0.00%	-14.9%	Q4 2023
ADIAnalog Devices Inc	$800K	0.22%	0.00%	+29.0%	Q4 2019
GOOGAlphabet Inc.	$800K	0.22%	Not reported	0.0%	Q4 2019
FASTFastenal Co	$789K	0.21%	0.00%	+10.9%	Q4 2019
ABTAbbott Laboratories	$771K	0.21%	0.00%	-4.0%	Q4 2019
CGCPCardiogenesis Corp	$764K	0.21%	Not reported	+1.7%	Q4 2023
CBChubb Ltd	$733K	0.20%	0.00%	+32.3%	Q4 2019
SNASnap-on Inc	$719K	0.20%	0.00%	+39.5%	Q2 2020
SMHMarket Vectors ETF Trust	$694K	0.19%	Not reported	+0.3%	Q3 2024
BRBroadridge Financial Solutions, Inc.	$681K	0.18%	0.00%	+11.6%	Q4 2019
ETREntergy Corp	$662K	0.18%	0.00%	+13.4%	Q4 2019
PAYXPaychex Inc	$650K	0.18%	0.00%	+25.1%	Q4 2019
METAMeta Platforms, Inc.	$640K	0.17%	Not reported	Not reported	Q2 2024
NEENextera Energy Inc	$639K	0.17%	0.00%	-0.7%	Q4 2019
SUSASouthern USA Resources Inc.	$622K	0.17%	Not reported	+0.2%	Q4 2019
VZVerizon Communications Inc	$607K	0.16%	0.00%	+1.7%	Q4 2019
GDGeneral Dynamics Corp	$599K	0.16%	0.00%	+11.8%	Q4 2019
WECWec Energy Group, Inc.	$596K	0.16%	0.00%	+34.7%	Q4 2019
KOCoca Cola Co	$590K	0.16%	0.00%	+9.6%	Q4 2019
CATCaterpillar Inc	$575K	0.16%	0.00%	Not reported	Q4 2020
GGGGraco Inc	$560K	0.15%	0.00%	+24.2%	Q4 2019

Q3 2025Reported Nov 4, 202593 positions
SYKStryker Corp	$94M	26.08%	0.07%	-0.1%	Q4 2019
AAPLApple Inc.	$16.5M	4.59%	0.00%	-0.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$9.71M	2.69%	Not reported	+0.2%	Q3 2024
MSFTMicrosoft Corp	$9.33M	2.59%	0.00%	+0.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$3.94M	1.09%	Not reported	+0.9%	Q4 2024
WMTWalmart Inc.	$2.41M	0.67%	0.00%	+0.1%	Q4 2019
MCDMcdonalds Corp	$2.12M	0.59%	0.00%	-8.4%	Q4 2019
IBMInternational Business Machines Corp	$2.09M	0.58%	0.00%	-2.1%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.97M	0.55%	Not reported	-0.5%	Q4 2024
PGPROCTER & GAMBLE Co	$1.78M	0.49%	0.00%	-1.0%	Q4 2019
AMZNAmazon Com Inc	$1.56M	0.43%	0.00%	+0.3%	Q4 2019
PEPPepsico Inc	$1.52M	0.42%	0.00%	-7.8%	Q4 2019
JPMJPMorgan Chase & Co	$1.45M	0.40%	0.00%	0.0%	Q4 2019
PMPhilip Morris International Inc.	$1.39M	0.39%	0.00%	+0.1%	Q4 2019
SOSouthern Co	$1.35M	0.38%	0.00%	+6.4%	Q4 2019
GOOGLAlphabet Inc.	$1.34M	0.37%	0.00%	0.0%	Q4 2019
HDHome Depot, Inc.	$1.26M	0.35%	0.00%	+6.3%	Q4 2019
XOMExxonMobil Holdings Corp	$1.26M	0.35%	0.00%	+0.3%	Q4 2019
ABBVAbbVie Inc.	$1.16M	0.32%	0.00%	-6.2%	Q4 2019
CVXChevron Corp	$1.13M	0.31%	0.00%	+13.5%	Q4 2019
MOAltria Group, Inc.	$1.02M	0.28%	0.00%	+0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.01M	0.28%	Not reported	+1.1%	Q4 2019
PGRProgressive Corp	$934K	0.26%	0.00%	+5.9%	Q4 2019
CSCOCisco Systems, Inc.	$918K	0.25%	0.00%	+7.3%	Q4 2019
LMTLockheed Martin Corp	$918K	0.25%	0.00%	+5.0%	Q4 2019
FASTFastenal Co	$870K	0.24%	0.00%	+8.3%	Q4 2019
ABTAbbott Laboratories	$858K	0.24%	0.00%	+1.0%	Q4 2019
GLDSPDR Gold Trust	$847K	0.24%	0.00%	-5.6%	Q4 2023
LINLinde PLC	$806K	0.22%	0.00%	+13.3%	Q4 2019
MAMastercard Inc	$757K	0.21%	0.00%	Not reported	Q4 2019
CGCPCardiogenesis Corp	$754K	0.21%	Not reported	+9.0%	Q4 2023
PHParker-Hannifin Corp	$729K	0.20%	0.00%	+0.1%	Q4 2019
METAMeta Platforms, Inc.	$712K	0.20%	Not reported	Not reported	Q2 2024
BRBroadridge Financial Solutions, Inc.	$651K	0.18%	0.00%	+16.0%	Q4 2019
JNJJohnson & Johnson	$645K	0.18%	0.00%	-9.3%	Q4 2019
VZVerizon Communications Inc	$644K	0.18%	0.00%	-4.3%	Q4 2019
SMHMarket Vectors ETF Trust	$627K	0.17%	Not reported	Not reported	Q3 2024
GOOGAlphabet Inc.	$620K	0.17%	Not reported	0.0%	Q4 2019
NEENextera Energy Inc	$605K	0.17%	0.00%	+0.1%	Q4 2019
SUSASouthern USA Resources Inc.	$604K	0.17%	Not reported	+1.0%	Q4 2019
ETREntergy Corp	$589K	0.16%	0.00%	+15.0%	Q4 2019
PAYXPaychex Inc	$587K	0.16%	0.00%	+11.3%	Q4 2019
ADIAnalog Devices Inc	$562K	0.16%	0.00%	+15.2%	Q4 2019
TAt&T Inc.	$546K	0.15%	0.00%	-0.5%	Q4 2019
GDGeneral Dynamics Corp	$543K	0.15%	0.00%	Not reported	Q4 2019
SNASnap-on Inc	$518K	0.14%	0.00%	+17.3%	Q2 2020
KOCoca Cola Co	$510K	0.14%	0.00%	+1.7%	Q4 2019
COSTCostco Wholesale Corp	$505K	0.14%	0.00%	Not reported	Q3 2020
CBChubb Ltd	$501K	0.14%	0.00%	+22.5%	Q4 2019
WECWec Energy Group, Inc.	$481K	0.13%	0.00%	+21.5%	Q4 2019

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