CW Advisors, LLC

13F filer · CIK 0001904976

Last filed Aug 13, 2025

Inactive · not filing 13F

13F portfolio value$10.3BU.S. long equity reported on 13F

Positions770109 new · 34 closed

Net flow last quarter+$606MBuys minus sells

Top 10 positions weight14.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2025Reported Aug 13, 2025770 positions
AAPLApple Inc.	$394M	3.82%	0.01%	+9.2%	Q4 2021
MSFTMicrosoft Corp	$244M	2.36%	0.01%	+19.1%	Q4 2021
NVDANvidia Corp	$202M	1.95%	0.01%	+14.1%	Q4 2021
METAMeta Platforms, Inc.	$130M	1.26%	Not reported	+27.8%	Q4 2021
BRK.BBerkshire Hathaway Inc	$90.4M	0.88%	Not reported	+43.9%	Q4 2021
AVGOBroadcom Inc.	$84.3M	0.82%	0.01%	+24.3%	Q4 2021
VVisa Inc.	$82.2M	0.80%	0.01%	+25.1%	Q4 2021
KOCoca Cola Co	$82M	0.79%	0.03%	+0.9%	Q4 2021
JPMJPMorgan Chase & Co	$76.5M	0.74%	0.01%	+8.6%	Q4 2021
GOOGLAlphabet Inc.	$74.9M	0.73%	0.00%	+18.2%	Q4 2021
BSVNBank7 Corp.	$72.3M	0.70%	9.72%	+1748.0%	Q4 2021
GLDMWorld Gold Trust	$62.1M	0.60%	0.42%	-13.6%	Q4 2021
GOOGAlphabet Inc.	$59.6M	0.58%	Not reported	+34.6%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$58.9M	0.57%	Not reported	+4.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$55.9M	0.54%	Not reported	+22.1%	Q4 2021
HDHome Depot, Inc.	$49.5M	0.48%	0.01%	+16.5%	Q4 2021
ETNEaton Corp plc	$45.7M	0.44%	0.03%	+0.2%	Q4 2021
XOMExxonMobil Holdings Corp	$43.4M	0.42%	0.01%	+15.8%	Q4 2021
CTASCintas Corp	$42.2M	0.41%	0.05%	-8.6%	Q4 2021
TJXTJX Companies Inc	$41.3M	0.40%	0.03%	+4.2%	Q4 2021
PHParker-Hannifin Corp	$38.7M	0.38%	0.04%	+19.6%	Q1 2024
LLYELI LILLY & Co	$38.2M	0.37%	0.01%	-29.6%	Q4 2021
MAMastercard Inc	$37.3M	0.36%	0.01%	+88.4%	Q4 2021
ORCLOracle Corp	$37M	0.36%	0.01%	+12.4%	Q4 2021
ALLAllstate Corp	$36.8M	0.36%	0.07%	+37.3%	Q2 2022
CSCOCisco Systems, Inc.	$36.8M	0.36%	0.01%	+23.6%	Q4 2021
HWMHowmet Aerospace Inc.	$35.7M	0.35%	0.05%	-0.7%	Q2 2024
NFLXNetflix Inc	$35.6M	0.34%	0.01%	+8.4%	Q4 2021
PNCPNC Financial Services Group, Inc.	$34.6M	0.34%	0.05%	+72.3%	Q4 2021
OLLIOllie's Bargain Outlet Holdings, Inc.	$33.7M	0.33%	0.42%	+1.1%	Q2 2024
ASIAAsiainfo-Linkage, Inc	$32.7M	0.32%	1.53%	+0.6%	Q3 2024
AXPAmerican Express Co	$31.4M	0.30%	0.01%	+95.7%	Q4 2021
MLMMartin Marietta Materials Inc	$31.2M	0.30%	0.09%	-9.6%	Q4 2021
VZVerizon Communications Inc	$31.1M	0.30%	0.02%	+12.0%	Q4 2021
BSXBoston Scientific Corp	$31.1M	0.30%	0.02%	+20.0%	Q2 2022
PGPROCTER & GAMBLE Co	$30.9M	0.30%	0.01%	+29.2%	Q4 2021
DELLDell Technologies Inc.	$30.8M	0.30%	0.04%	+12.4%	Q4 2021
ADIAnalog Devices Inc	$29.3M	0.28%	0.02%	+14.8%	Q4 2021
NOWServiceNow, Inc.	$29.2M	0.28%	0.01%	+1.6%	Q4 2021
CATCaterpillar Inc	$28.4M	0.28%	0.02%	-1.9%	Q4 2021
ANETArista Networks, Inc.	$28.2M	0.27%	0.02%	+2.2%	Q2 2023
ECLEcolab Inc.	$27.1M	0.26%	0.04%	-6.6%	Q4 2021
ISRGIntuitive Surgical Inc	$26.6M	0.26%	0.01%	+1.4%	Q4 2021
ABBVAbbVie Inc.	$26.2M	0.25%	0.01%	+32.3%	Q4 2021
TPLTexas Pacific Land Corp	$25.8M	0.25%	0.11%	+1.5%	Q1 2025
ACNAccenture plc	$25.3M	0.24%	0.01%	+33.3%	Q4 2021
ORLYO Reilly Automotive Inc	$24.8M	0.24%	0.03%	+0.2%	Q1 2022
MCDMcdonalds Corp	$24.6M	0.24%	0.01%	+0.6%	Q4 2021
SYKStryker Corp	$24.5M	0.24%	0.02%	+1.3%	Q4 2021
PANWPalo Alto Networks Inc	$24.2M	0.23%	0.02%	+1.1%	Q1 2022

Q1 2025Reported May 14, 2025695 positions
AAPLApple Inc.	$390M	4.68%	0.01%	+122.1%	Q4 2021
MSFTMicrosoft Corp	$156M	1.86%	0.01%	+38.3%	Q4 2021
NVDANvidia Corp	$122M	1.46%	0.00%	+28.2%	Q4 2021
KOCoca Cola Co	$82.3M	0.99%	0.03%	-10.7%	Q4 2021
METAMeta Platforms, Inc.	$79.9M	0.96%	Not reported	+24.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$68.7M	0.82%	Not reported	+102.6%	Q4 2021
AMZNAmazon Com Inc	$68.3M	0.82%	0.00%	+35.7%	Q4 2021
GLDMWorld Gold Trust	$67.8M	0.81%	0.61%	-2.5%	Q4 2021
VVisa Inc.	$64.8M	0.78%	0.01%	+18.5%	Q4 2021
JPMJPMorgan Chase & Co	$59.6M	0.71%	0.01%	+25.6%	Q4 2021
COSTCostco Wholesale Corp	$59.3M	0.71%	0.01%	+11.1%	Q4 2021
LLYELI LILLY & Co	$57.8M	0.69%	0.01%	+43.4%	Q4 2021
GOOGLAlphabet Inc.	$55.9M	0.67%	0.00%	+22.3%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$54.8M	0.66%	Not reported	+11.1%	Q4 2021
CTASCintas Corp	$42.6M	0.51%	0.05%	+1.1%	Q4 2021
HDHome Depot, Inc.	$42.5M	0.51%	0.01%	+9.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$41.5M	0.50%	Not reported	+2.8%	Q4 2021
AVGOBroadcom Inc.	$41.4M	0.50%	0.01%	+93.2%	Q4 2021
XOMExxonMobil Holdings Corp	$41.2M	0.49%	0.01%	+52.0%	Q4 2021
GOOGAlphabet Inc.	$39.4M	0.47%	Not reported	+45.4%	Q4 2021
TJXTJX Companies Inc	$39.1M	0.47%	0.03%	+7.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$36.8M	0.44%	Not reported	+8.7%	Q4 2021
ETNEaton Corp plc	$34.7M	0.42%	0.03%	+2.8%	Q4 2021
TPLTexas Pacific Land Corp	$31.9M	0.38%	0.10%	New	Q1 2025
GSGoldman Sachs Group Inc	$30.6M	0.37%	0.02%	+5.1%	Q4 2021
MLMMartin Marietta Materials Inc	$30.1M	0.36%	0.10%	+1.7%	Q4 2021
JNJJohnson & Johnson	$29.6M	0.35%	0.01%	+46.6%	Q4 2021
OLLIOllie's Bargain Outlet Holdings, Inc.	$29.5M	0.35%	0.41%	-3.4%	Q2 2024
VZVerizon Communications Inc	$29M	0.35%	0.02%	+28.0%	Q4 2021
ASIAAsiainfo-Linkage, Inc	$29M	0.35%	1.52%	+0.6%	Q3 2024
PHParker-Hannifin Corp	$28.2M	0.34%	0.04%	+1.2%	Q1 2024
ALLAllstate Corp	$27.6M	0.33%	0.05%	-1.1%	Q2 2022
ECLEcolab Inc.	$27.3M	0.33%	0.04%	+3.3%	Q4 2021
CVXChevron Corp	$26.9M	0.32%	0.01%	+20.7%	Q4 2021
MRKMerck & Co., Inc.	$26.5M	0.32%	0.01%	+27.4%	Q4 2021
CSCOCisco Systems, Inc.	$26.5M	0.32%	0.01%	+11.6%	Q4 2021
ORLYO Reilly Automotive Inc	$26.2M	0.31%	0.03%	+28.4%	Q1 2022
MCDMcdonalds Corp	$26.1M	0.31%	0.01%	+18.6%	Q4 2021
PGPROCTER & GAMBLE Co	$25.5M	0.31%	0.01%	+46.3%	Q4 2021
HWMHowmet Aerospace Inc.	$25M	0.30%	0.05%	+3.0%	Q2 2024
AJGArthur J. Gallagher & Co.	$24.9M	0.30%	0.03%	+4.2%	Q4 2022
CATCaterpillar Inc	$24.6M	0.30%	0.02%	+23.1%	Q4 2021
BSXBoston Scientific Corp	$24.3M	0.29%	0.02%	+2.5%	Q2 2022
AMGNAmgen Inc	$24M	0.29%	0.01%	+5.5%	Q4 2021
ISRGIntuitive Surgical Inc	$23.9M	0.29%	0.01%	+7.2%	Q4 2021
TSCOTractor Supply Co	$23.9M	0.29%	0.08%	+5.1%	Q1 2022
NFLXNetflix Inc	$22.9M	0.27%	0.01%	+29.6%	Q4 2021
SYKStryker Corp	$22.8M	0.27%	0.02%	+18.5%	Q4 2021
ABBVAbbVie Inc.	$22.4M	0.27%	0.01%	+9.6%	Q4 2021
NOWServiceNow, Inc.	$22.3M	0.27%	0.01%	+2.1%	Q4 2021

Q4 2024Reported Feb 11, 2025597 positions
AAPLApple Inc.	$199M	2.73%	0.01%	+9.9%	Q4 2021
MSFTMicrosoft Corp	$126M	1.73%	0.00%	-6.9%	Q4 2021
NVDANvidia Corp	$117M	1.61%	0.00%	-1.1%	Q4 2021
KOCoca Cola Co	$80.2M	1.10%	0.03%	+14.3%	Q4 2021
METAMeta Platforms, Inc.	$65.1M	0.90%	Not reported	-19.0%	Q4 2021
GLDMWorld Gold Trust	$58.4M	0.80%	0.65%	-1.8%	Q4 2021
AMZNAmazon Com Inc	$57.8M	0.79%	0.00%	-4.8%	Q4 2021
GOOGLAlphabet Inc.	$55.7M	0.77%	0.00%	+40.6%	Q4 2021
COSTCostco Wholesale Corp	$51.8M	0.71%	0.01%	-4.4%	Q4 2021
VVisa Inc.	$49.4M	0.68%	0.01%	-6.5%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$48.8M	0.67%	Not reported	+1.5%	Q4 2021
JPMJPMorgan Chase & Co	$46.3M	0.64%	0.01%	-0.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$42.3M	0.58%	Not reported	+20.1%	Q4 2021
HDHome Depot, Inc.	$41.3M	0.57%	0.01%	+2.1%	Q4 2021
ETNEaton Corp plc	$41.2M	0.57%	0.03%	+2.2%	Q4 2021
LLYELI LILLY & Co	$37.5M	0.52%	0.01%	+1.9%	Q4 2021
CTASCintas Corp	$37.5M	0.52%	0.05%	+1.2%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$36.8M	0.51%	Not reported	+5.4%	Q4 2021
TJXTJX Companies Inc	$36.3M	0.50%	0.03%	-3.0%	Q4 2021
GOOGAlphabet Inc.	$32.7M	0.45%	Not reported	-28.4%	Q4 2021
MLMMartin Marietta Materials Inc	$31.9M	0.44%	0.10%	+0.7%	Q4 2021
HONHoneywell International Inc	$31.9M	0.44%	0.02%	+90.8%	Q4 2021
GSGoldman Sachs Group Inc	$30.5M	0.42%	0.02%	-21.2%	Q4 2021
ANETArista Networks, Inc.	$29.9M	0.41%	0.02%	+0.3%	Q2 2023
AVGOBroadcom Inc.	$29.5M	0.41%	0.00%	+5.2%	Q4 2021
PHParker-Hannifin Corp	$29.1M	0.40%	0.04%	+67.8%	Q1 2024
NOWServiceNow, Inc.	$29.1M	0.40%	0.00%	+1.5%	Q4 2021
ASIAAsiainfo-Linkage, Inc	$28.9M	0.40%	1.52%	+1.0%	Q3 2024
BRK.BBerkshire Hathaway Inc	$28.9M	0.40%	Not reported	-25.4%	Q4 2021
OLLIOllie's Bargain Outlet Holdings, Inc.	$28.8M	0.40%	0.43%	+137.7%	Q2 2024
ALLAllstate Corp	$26M	0.36%	0.05%	-28.3%	Q2 2022
SPSCSPS Commerce Inc	$25.4M	0.35%	0.37%	-3.9%	Q4 2021
XOMExxonMobil Holdings Corp	$24.6M	0.34%	0.01%	-32.1%	Q4 2021
ECLEcolab Inc.	$24.4M	0.34%	0.04%	+1.2%	Q4 2021
SFMSprouts Farmers Market, Inc.	$24.3M	0.33%	0.19%	+64.6%	Q1 2023
DELLDell Technologies Inc.	$23.5M	0.32%	0.03%	+4026.8%	Q4 2021
ISRGIntuitive Surgical Inc	$23.5M	0.32%	0.01%	+1.5%	Q4 2021
MRKMerck & Co., Inc.	$23M	0.32%	0.01%	-3.9%	Q4 2021
CSCOCisco Systems, Inc.	$22.8M	0.31%	0.01%	-13.4%	Q4 2021
CRMSalesforce, Inc.	$22.2M	0.31%	0.01%	-2.6%	Q4 2021
CATCaterpillar Inc	$22M	0.30%	0.01%	+2.8%	Q4 2021
TTDTrade Desk, Inc.	$21.9M	0.30%	Not reported	-17.3%	Q4 2021
TSCOTractor Supply Co	$21.9M	0.30%	0.08%	+3.0%	Q1 2022
ORCLOracle Corp	$21.8M	0.30%	0.00%	-1.5%	Q4 2021
ADIAnalog Devices Inc	$21.1M	0.29%	0.02%	-16.7%	Q4 2021
BSXBoston Scientific Corp	$21M	0.29%	0.02%	+6.0%	Q2 2022
DECKDeckers Outdoor Corp	$20.6M	0.28%	0.07%	-16.5%	Q3 2022
HWMHowmet Aerospace Inc.	$20.5M	0.28%	0.05%	+1.9%	Q2 2024
MCDMcdonalds Corp	$20.5M	0.28%	0.01%	-2.1%	Q4 2021
PNCPNC Financial Services Group, Inc.	$20.2M	0.28%	0.03%	-40.0%	Q4 2021

Q3 2024Reported Nov 12, 2024580 positions
AAPLApple Inc.	$168M	2.24%	0.00%	+32.7%	Q4 2021
MSFTMicrosoft Corp	$138M	1.84%	0.00%	+32.4%	Q4 2021
NVDANvidia Corp	$107M	1.43%	0.00%	-2.1%	Q4 2021
KOCoca Cola Co	$81M	1.08%	0.03%	+6.7%	Q4 2021
METAMeta Platforms, Inc.	$78.6M	1.05%	Not reported	+29.8%	Q4 2021
GLDMWorld Gold Trust	$59.7M	0.80%	0.70%	-18.0%	Q4 2021
COSTCostco Wholesale Corp	$52.4M	0.70%	0.01%	+3.7%	Q4 2021
AMZNAmazon Com Inc	$51.5M	0.69%	0.00%	+22.4%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$48.3M	0.64%	Not reported	+6189.2%	Q4 2021
VVisa Inc.	$45.9M	0.61%	0.01%	+15.3%	Q4 2021
LLYELI LILLY & Co	$42.3M	0.56%	0.01%	+9.1%	Q4 2021
HDHome Depot, Inc.	$42.2M	0.56%	0.01%	+7.7%	Q4 2021
CTASCintas Corp	$41.7M	0.56%	0.05%	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$40.9M	0.55%	0.01%	+17.4%	Q4 2021
ETNEaton Corp plc	$40.3M	0.54%	0.03%	+2.2%	Q4 2021
GOOGAlphabet Inc.	$40.1M	0.53%	Not reported	+47.3%	Q4 2021
XOMExxonMobil Holdings Corp	$39.5M	0.53%	Not reported	+86.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$39.4M	0.52%	Not reported	+83.7%	Q4 2021
ABBVAbbVie Inc.	$37.8M	0.50%	0.01%	+14.5%	Q4 2021
TJXTJX Companies Inc	$36.4M	0.49%	0.03%	+5.1%	Q4 2021
ALLAllstate Corp	$35.6M	0.47%	0.07%	+24.6%	Q2 2022
GOOGLAlphabet Inc.	$34.7M	0.46%	0.00%	+12.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$34.5M	0.46%	Not reported	+14.1%	Q4 2021
GSGoldman Sachs Group Inc	$33.4M	0.45%	0.02%	-87.9%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$33.4M	0.44%	Not reported	+611.0%	Q4 2021
MLMMartin Marietta Materials Inc	$33M	0.44%	0.10%	+4.3%	Q4 2021
PNCPNC Financial Services Group, Inc.	$32.2M	0.43%	0.04%	+95.8%	Q4 2021
ASIAAsiainfo-Linkage, Inc	$30.9M	0.41%	1.50%	New	Q3 2024
UNHUnitedhealth Group Inc	$30.3M	0.40%	0.01%	+19.2%	Q4 2021
SPSCSPS Commerce Inc	$27.9M	0.37%	0.38%	+1.9%	Q4 2021
ONTOOnto Innovation Inc.	$27.8M	0.37%	0.27%	+19.0%	Q4 2021
ADIAnalog Devices Inc	$27.5M	0.37%	0.02%	+18.7%	Q4 2021
MRKMerck & Co., Inc.	$27.3M	0.36%	0.01%	+30.1%	Q4 2021
NEENextera Energy Inc	$26.5M	0.35%	0.02%	+38.2%	Q4 2021
ECLEcolab Inc.	$26.3M	0.35%	0.04%	+11.4%	Q4 2021
ANETArista Networks, Inc.	$25.9M	0.35%	0.02%	+1.5%	Q2 2023
TTDTrade Desk, Inc.	$24.7M	0.33%	Not reported	+23.4%	Q4 2021
NOWServiceNow, Inc.	$24.2M	0.32%	0.01%	+1.7%	Q4 2021
CSCOCisco Systems, Inc.	$23.6M	0.32%	0.01%	+29.1%	Q4 2021
VZVerizon Communications Inc	$23.5M	0.31%	0.01%	+483.7%	Q4 2021
JNJJohnson & Johnson	$23.4M	0.31%	0.01%	+132.0%	Q4 2021
TSCOTractor Supply Co	$23.3M	0.31%	0.02%	+7.2%	Q1 2022
CATCaterpillar Inc	$23.1M	0.31%	0.01%	+25.4%	Q4 2021
ORCLOracle Corp	$22.7M	0.30%	0.00%	+13.2%	Q4 2021
MCDMcdonalds Corp	$22M	0.29%	0.01%	+19.3%	Q4 2021
AMGNAmgen Inc	$21.9M	0.29%	0.01%	+20.8%	Q4 2021
ISRGIntuitive Surgical Inc	$21.8M	0.29%	0.01%	+2.7%	Q4 2021
ORLYO Reilly Automotive Inc	$21.1M	0.28%	0.03%	+3.8%	Q1 2022
AVGOBroadcom Inc.	$20.9M	0.28%	0.00%	+10.0%	Q4 2021
ZTSZoetis Inc.	$20.9M	0.28%	0.02%	+1.2%	Q4 2021

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