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CWS Financial Advisors, LLC

All holdings · as of Dec 31, 2025

150 positions

CompanyClassValueShares% of portfolio
FS Credit Opportunities Corp.FSCOClosed-End Fund$95.8K15,2010.0%
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC—$127.8K11,9550.0%
ISHARES TR—$200.6K2,0710.1%
American Water Works Company, Inc.—$205.2K1,5730.1%
ISHARES TR—$205.4K5500.1%
DIMENSIONAL ETF TRUST—$207.2K4,4270.1%
MASCO CORP /DE—$211.9K3,3380.1%
AMPHENOL CORP /DE—$214.7K1,5880.1%
THE GOLDMAN SACHS GROUP, INC.—$219.8K2500.1%
SCHWAB STRATEGIC TR—$225.1K8,5800.1%
UNITEDHEALTH GROUP INC—$225.8K6840.1%
Merck & Co., Inc.—$228.4K2,1700.1%
NORFOLK SOUTHERN CORP—$236.5K8190.1%
iShares MSCI UAE ETF—$237.1K2,5180.1%
Air Products & Chemicals, Inc.—$239.7K9700.1%
S&P Global Inc.—$240.4K4600.1%
VANGUARD BD INDEX FDS—$241.4K3,0630.1%
US BANCORP \DE—$241.7K4,5290.1%
Becton Dickinson & Co—$247.1K1,2730.1%
NVIDIA Corp—$247.5K1,3270.1%
BANK OF AMERICA CORP /DE—$258.3K4,6960.1%
VANGUARD MALVERN FDS—$258.3K3,3170.1%
ISHARES TR—$259.2K2,7260.1%
United Parcel Service Inc—$259.4K2,6150.1%
W. R. Berkley Corporation—$263.5K3,7580.1%
L3HARRIS TECHNOLOGIES, INC. /DE—$266.3K9070.1%
ISHARES TR—$278.0K3,3590.1%
DIMENSIONAL ETF TRUST—$282.0K5,6510.1%
TJX Cos Inc/The—$283.6K1,8460.1%
3M CO—$284.7K1,7780.1%
Broadcom Inc.—$286.0K8260.1%
RTX Corp—$286.2K1,5610.1%
ORACLE CORP—$288.4K1,4800.1%
ALLIANT ENERGY CORP—$288.9K4,4440.1%
ARES CAPITAL CORPARCCCommon Stock$290.8K14,3740.1%
NXP Semiconductors N.V.—$304.3K1,4020.1%
The Boeing Company—$310.9K1,4320.1%
ISHARES TR—$311.1K6,7670.1%
Netflix Inc—$328.2K3,5000.1%
SCHWAB CHARLES CORP—$336.4K3,3670.1%
Zoetis Inc.—$337.1K2,6790.1%
ConocoPhillips—$359.9K3,8440.1%
ISHARES TR—$365.0K1,7350.1%
Duke Energy Corp—$369.6K3,1530.1%
iShares MSCI UAE ETF—$381.4K1,9200.1%
PFIZER INC—$391.6K15,7260.1%
Morgan Stanley—$391.9K2,2070.1%
Fidelity National Financial Inc—$419.6K7,6870.1%
KINDER MORGAN, INC.—$441.6K16,0640.1%
MARTIN MARIETTA MATERIALS INC—$447.7K7190.1%
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