Long-term investor
Cws Financial Advisors, LLC @cwsfinancialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802459).
Record
- Tracked since 2025-06-30 (474 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days +0.0% · 6 months +0.7% · 1 year +1.9% · all +1.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SYK · 14.7% · long · since 2025-09-30
- 25434V401 · 11.9% · long · since 2025-09-30
- 922908363 · 5.5% · long · since 2025-09-30
- AAPL · 4.6% · long · since 2025-09-30
- 25434V203 · 4.0% · long · since 2025-12-31
- 921909768 · 3.3% · long · since 2025-09-30
- 464287804 · 3.2% · long · since 2025-09-30
- 922908736 · 3.0% · long · since 2025-09-30
- 921908844 · 2.8% · long · since 2025-09-30
- 922908769 · 2.7% · long · since 2025-09-30
- 922908744 · 2.7% · long · since 2025-09-30
- 46090E103 · 2.6% · long · since 2025-09-30