CW Advisors, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, CW Advisors, LLC opened 63 positions, added to 252, reduced 107, sold out of 16 and left 24 unchanged. The largest increase in value was VTI (+$377,093,785); the largest decrease was XLK (-$203,983,236).
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2025-03-31 66,876; Shares 2025-06-30 1,301,321.
- BND: Country of operation —; Class TOTAL BND MRKT; Shares 2025-03-31 42,105; Shares 2025-06-30 984,103.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2025-03-31 76,196; Shares 2025-06-30 190,320.
- BSV: Country of operation —; Class SHORT TRM BOND; Shares 2025-03-31 49,699; Shares 2025-06-30 918,429.
Two Form 13F-HR filings compared (SEC CIK 1904976): 2025-03-31 (filed 2025-05-14) and 2025-06-30 (filed 2025-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| VTI VANGUARD INDEX FDS | TOTAL STK MKT | 66,876 | 1,301,321 | +1,234,445 | $18,416,876 | $395,510,661 | +$377,093,785 | |
| BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 42,105 | 984,103 | +941,998 | $3,091,862 | $72,459,662 | +$69,367,800 | |
| VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 76,196 | 190,320 | +114,124 | $39,188,182 | $108,109,599 | +$68,921,417 | |
| BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 49,699 | 918,429 | +868,730 | $3,888,979 | $72,280,437 | +$68,391,458 | |
| VXUS VANGUARD STAR FDS | VG TL INTL STK F | 69,674 | 836,166 | +766,492 | $4,362,615 | $57,770,746 | +$53,408,131 | |
| XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 10,184 | 540,490 | +530,306 | $801,907 | $44,136,536 | +$43,334,629 | |
| VB VANGUARD INDEX FDS | SMALL CP ETF | 21,364 | 190,237 | +168,873 | $4,759,125 | $45,082,687 | +$40,323,562 | |
| JSI JANUS DETROIT STR TR | HENDERSON SECURI | 1,611,023 | 2,281,029 | +670,006 | $84,337,109 | $120,027,863 | +$35,690,754 | |
| XLG INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 41,241 | 719,865 | +678,624 | $1,900,731 | $37,504,990 | +$35,604,259 | |
| VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 57,296 | 377,695 | +320,399 | $5,189,061 | $33,637,714 | +$28,448,653 | |
| IWY ISHARES TR | RUS TP200 GR ETF | 49,601 | 120,120 | +70,519 | $10,462,834 | $29,610,952 | +$19,148,118 | |
| PAVE GLOBAL X FDS | US INFR DEV ETF | 1,173,781 | 1,401,130 | +227,349 | $44,289,440 | $61,061,324 | +$16,771,884 | |
| VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 67,923 | 293,515 | +225,592 | $4,123,654 | $19,730,119 | +$15,606,465 | |
| SPY SPDR S&P 500 ETF TR | TR UNIT | 74,170 | 90,549 | +16,379 | $41,537,530 | $55,947,279 | +$14,409,749 | |
| XLC SELECT SECTOR SPDR TR | COMMUNICATION | 1,002,268 | 1,019,877 | +17,609 | $96,671,617 | $110,687,489 | +$14,015,872 | |
| IJH ISHARES TR | CORE S&P MCP ETF | 801,253 | 969,258 | +168,005 | $46,772,613 | $60,113,464 | +$13,340,851 | |
| VUG VANGUARD INDEX FDS | GROWTH ETF | 119,836 | 132,273 | +12,437 | $45,256,491 | $57,989,151 | +$12,732,660 | |
| TIP ISHARES TR | TIPS BD ETF | 21,819 | 135,078 | +113,259 | $2,424,124 | $14,864,305 | +$12,440,181 | |
| RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 679,526 | 715,904 | +36,378 | $117,726,496 | $130,108,752 | +$12,382,256 | |
| VTV VANGUARD INDEX FDS | VALUE ETF | 209,929 | 274,500 | +64,571 | $36,354,765 | $48,515,149 | +$12,160,384 | |
| AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 1,303,911 | 1,319,578 | +15,667 | $78,458,841 | $90,443,993 | +$11,985,152 | |
| VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 157,083 | 293,305 | +136,222 | $12,399,021 | $23,317,723 | +$10,918,702 | |
| VGT VANGUARD WORLD FD | INF TECH ETF | 40,889 | 50,137 | +9,248 | $22,780,380 | $33,256,161 | +$10,475,781 | |
| FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 304,874 | 498,693 | +193,819 | $11,021,233 | $19,957,745 | +$8,936,512 | |
| VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 319,415 | 409,969 | +90,554 | $26,364,830 | $34,933,494 | +$8,568,664 | |
| XLF SELECT SECTOR SPDR TR | FINANCIAL | 2,863,339 | 2,879,565 | +16,226 | $142,625,860 | $150,802,861 | +$8,177,001 | |
| FENI FIDELITY COVINGTON TRUST | ENHANCED INTL | 111,290 | 343,728 | +232,438 | $3,312,012 | $11,432,420 | +$8,120,408 | |
| AGG ISHARES TR | CORE US AGGBD ET | 94,087 | 172,567 | +78,480 | $9,305,316 | $17,118,799 | +$7,813,483 | |
| EFA ISHARES TR | MSCI EAFE ETF | 550,732 | 589,190 | +38,458 | $45,014,876 | $52,667,790 | +$7,652,914 | |
| IWP ISHARES TR | RUS MD CP GR ETF | 55,777 | 100,550 | +44,773 | $6,575,739 | $13,944,439 | +$7,368,700 | |
| IFRA ISHARES TR | US INFRASTRUC | 14,724 | 150,987 | +136,263 | $663,657 | $7,427,084 | +$6,763,427 | |
| VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 17,796 | 129,567 | +111,771 | $1,043,900 | $7,616,019 | +$6,572,119 | |
| CAFX PROFESIONALLY MANAGED PORTFO | CONGRESS INTERME | 2,488,122 | 2,715,409 | +227,287 | $61,680,563 | $67,722,353 | +$6,041,790 | |
| DGS WISDOMTREE TR | EMG MKTS SMCAP | 680,695 | 702,311 | +21,616 | $32,884,414 | $38,795,704 | +$5,911,290 | |
| VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 335,492 | 346,053 | +10,561 | $65,087,492 | $70,826,920 | +$5,739,428 | |
| EZU ISHARES INC | MSCI EURZONE ETF | 604,551 | 633,054 | +28,503 | $32,192,390 | $37,635,157 | +$5,442,767 | |
| IJR ISHARES TR | CORE S&P SCP ETF | 435,096 | 465,815 | +30,719 | $45,570,443 | $50,909,057 | +$5,338,614 | |
| ACWI ISHARES TR | MSCI ACWI ETF | 37,659 | 74,701 | +37,042 | $4,383,133 | $9,606,558 | +$5,223,425 | |
| XLI SELECT SECTOR SPDR TR | INDL | 234,462 | 242,677 | +8,215 | $30,736,116 | $35,800,032 | +$5,063,916 | |
| JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 60,234 | 153,696 | +93,462 | $2,826,009 | $7,232,983 | +$4,406,974 | |
| IJS ISHARES TR | SP SMCP600VL ETF | 6,060 | 49,061 | +43,001 | $592,519 | $4,881,138 | +$4,288,619 | |
| VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 424,493 | 441,958 | +17,465 | $54,756,472 | $58,917,599 | +$4,161,127 | |
| GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 9,195 | 41,739 | +32,544 | $1,014,663 | $5,066,348 | +$4,051,685 | |
| FJP FIRST TR EXCH TRD ALPHDX FD | JAPAN ALPHADEX | 718,434 | 723,322 | +4,888 | $39,384,665 | $43,196,871 | +$3,812,206 | |
| VO VANGUARD INDEX FDS | MID CAP ETF | 14,265 | 26,744 | +12,479 | $3,704,152 | $7,483,914 | +$3,779,762 | |
| CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 378,240 | 439,158 | +60,918 | $13,636,600 | $17,342,397 | +$3,705,797 | |
| IWN ISHARES TR | RUS 2000 VAL ETF | 39,287 | 60,935 | +21,648 | $5,947,916 | $9,613,297 | +$3,665,381 | |
| VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 294,830 | 325,695 | +30,865 | $14,992,129 | $18,568,073 | +$3,575,944 | |
| CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 588,415 | 674,634 | +86,219 | $14,797,773 | $18,302,834 | +$3,505,061 | |
| IVV ISHARES TR | CORE S&P500 ETF | 34,362 | 36,604 | +2,242 | $19,369,353 | $22,729,322 | +$3,359,969 | |
| FPX FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 98,642 | 98,905 | +263 | $11,024,170 | $14,332,333 | +$3,308,163 | |
| SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 1,361,342 | 1,361,734 | +392 | $30,075,416 | $33,280,823 | +$3,205,407 | |
| JMBS JANUS DETROIT STR TR | HENDERSON MTG | 2,552,755 | 2,631,676 | +78,921 | $115,384,576 | $118,557,150 | +$3,172,574 | |
| VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 422,101 | 448,601 | +26,500 | $19,106,986 | $22,187,932 | +$3,080,946 | |
| EMLC VANECK ETF TRUST | JP MRGAN EM LOC | 69,839 | 183,992 | +114,153 | $1,666,384 | $4,664,258 | +$2,997,874 | |
| DMBS DOUBLELINE ETF TRUST | MORTGAGE ETF | 584,493 | 644,973 | +60,480 | $28,669,399 | $31,648,921 | +$2,979,522 | |
| EWJ ISHARES INC | MSCI JPN ETF NEW | 384,480 | 390,466 | +5,986 | $26,360,282 | $29,273,409 | +$2,913,127 | |
| EUFN ISHARES TR | MSCI EURO FL ETF | 843,537 | 849,120 | +5,583 | $24,032,391 | $26,857,753 | +$2,825,362 | |
| VDC VANGUARD WORLD FD | CONSUM STP ETF | 4,469 | 17,038 | +12,569 | $977,218 | $3,731,301 | +$2,754,083 | |
| EMB ISHARES TR | JPMORGAN USD EMG | 44,599 | 72,611 | +28,012 | $4,040,516 | $6,725,302 | +$2,684,786 | |
| VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 207,471 | 236,027 | +28,556 | $16,920,099 | $19,571,535 | +$2,651,436 | |
| IEFA ISHARES TR | CORE MSCI EAFE | 283,115 | 288,092 | +4,977 | $21,420,340 | $24,050,142 | +$2,629,802 | |
| XLE SELECT SECTOR SPDR TR | ENERGY | 510,014 | 532,183 | +22,169 | $47,659,868 | $45,134,561 | -$2,525,307 | |
| IEMG ISHARES INC | CORE MSCI EMKT | 179,554 | 199,572 | +20,018 | $9,693,084 | $11,980,441 | +$2,287,357 | |
| SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 215,824 | 263,011 | +47,187 | $5,441,565 | $7,682,599 | +$2,241,034 | |
| VPU VANGUARD WORLD FD | UTILITIES ETF | 41,706 | 52,667 | +10,961 | $7,118,452 | $9,296,709 | +$2,178,257 | |
| VOX VANGUARD WORLD FD | COMM SRVC ETF | 14,946 | 25,692 | +10,746 | $2,224,029 | $4,394,202 | +$2,170,173 | |
| IWB ISHARES TR | RUS 1000 ETF | 3,743 | 9,771 | +6,028 | $1,148,844 | $3,318,272 | +$2,169,428 | |
| UYLD ANGEL OAK FUNDS TRUST | OAK ULTRASHORT | 398,294 | 439,652 | +41,358 | $20,348,942 | $22,453,165 | +$2,104,223 | |
| FLGB FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | 867,123 | 871,928 | +4,805 | $24,852,881 | $26,707,178 | +$1,854,297 | |
| IVW ISHARES TR | S&P 500 GRWT ETF | 44,827 | 54,546 | +9,719 | $4,200,879 | $6,005,589 | +$1,804,710 | |
| MGNR AMERICAN BEACON SELECT FUNDS | GLG NATURAL RESO | 52,316 | 98,064 | +45,748 | $1,557,969 | $3,257,881 | +$1,699,912 | |
| XMMO INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 105,574 | 106,552 | +978 | $12,010,130 | $13,705,840 | +$1,695,710 | |
| JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 312,615 | 344,711 | +32,096 | $15,817,573 | $17,470,009 | +$1,652,436 | |
| CSMD PROFESIONALLY MANAGED PORTFO | CONGRESS SMID GR | 247,317 | 272,040 | +24,723 | $6,840,789 | $8,482,222 | +$1,641,433 | |
| MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 11,478 | 13,794 | +2,316 | $6,212,083 | $7,814,451 | +$1,602,368 | |
| MBB ISHARES TR | MBS ETF | 52,443 | 67,938 | +15,495 | $4,918,076 | $6,378,822 | +$1,460,746 | |
| DCRE DOUBLELINE ETF TRUST | COMMERCIAL REAL | 45,613 | 73,312 | +27,699 | $2,365,989 | $3,814,733 | +$1,448,744 | |
| QUAL ISHARES TR | MSCI USA QLT FCT | 11,705 | 18,742 | +7,037 | $2,003,480 | $3,426,597 | +$1,423,117 | |
| QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 20,986 | 24,025 | +3,039 | $4,052,022 | $5,456,417 | +$1,404,395 | |
| CAML PROFESIONALLY MANAGED PORTFO | CONGRESS LRG CAP | 135,351 | 155,305 | +19,954 | $4,305,533 | $5,695,054 | +$1,389,521 | |
| IWM ISHARES TR | RUSSELL 2000 ETF | 30,896 | 35,455 | +4,559 | $6,266,015 | $7,651,468 | +$1,385,453 | |
| MBS ANGEL OAK FUNDS TRUST | MORTGAGE BACKED | 6,592,549 | 6,786,466 | +193,917 | $57,223,327 | $58,601,148 | +$1,377,821 | |
| VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 870,067 | 891,034 | +20,967 | $43,416,360 | $44,792,384 | +$1,376,024 | |
| VFH VANGUARD WORLD FD | FINANCIALS ETF | 32,352 | 41,103 | +8,751 | $3,872,606 | $5,232,506 | +$1,359,900 | |
| SPBO SPDR SERIES TRUST | PORTFOLIO CRPORT | 1,140,831 | 1,179,900 | +39,069 | $33,118,329 | $34,476,692 | +$1,358,363 | |
| VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 9,811 | 12,276 | +2,465 | $2,411,620 | $3,491,336 | +$1,079,716 | |
| XLB SELECT SECTOR SPDR TR | SBI MATERIALS | 2,870 | 14,759 | +11,889 | $246,982 | $1,296,071 | +$1,049,089 | |
| PIO INVESCO EXCH TRADED FD TR II | GLOBAL WATER | 185,107 | 189,558 | +4,451 | $7,428,366 | $8,467,570 | +$1,039,204 | |
| DLS WISDOMTREE TR | INTL SMCAP DIV | 110,548 | 110,966 | +418 | $7,296,429 | $8,334,657 | +$1,038,228 | |
| USMV ISHARES TR | MSCI USA MIN VOL | 9,523 | 20,408 | +10,885 | $891,910 | $1,915,780 | +$1,023,870 | |
| SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 329,457 | 339,667 | +10,210 | $6,535,650 | $7,506,680 | +$971,030 | |
| SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 306,041 | 321,415 | +15,374 | $7,178,662 | $8,127,531 | +$948,869 | |
| IWD ISHARES TR | RUS 1000 VAL ETF | 92,886 | 94,854 | +1,968 | $17,400,648 | $18,340,732 | +$940,084 | |
| VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 9,122 | 20,234 | +11,112 | $644,560 | $1,568,172 | +$923,612 | |
| SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 108,586 | 143,806 | +35,220 | $2,919,906 | $3,836,788 | +$916,882 | |
| FCOM FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 34,515 | 43,008 | +8,493 | $1,941,851 | $2,787,435 | +$845,584 | |
| FLGV FRANKLIN TEMPLETON ETF TR | US TREASURY BOND | 612,158 | 653,282 | +41,124 | $12,589,066 | $13,424,969 | +$835,903 | |
| SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 22,467 | 55,364 | +32,897 | $484,584 | $1,319,388 | +$834,804 | |
| HDV ISHARES TR | CORE HIGH DV ETF | 6,067 | 12,760 | +6,693 | $734,720 | $1,495,088 | +$760,368 |
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