Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWS FINANCIAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 106 | 244,136,247 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | COM | 1 | $88,070,245 | 246,096 | 0.04 | 0.03 | -29,756 | -10.79 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $19,578,963 | 40,730 | 0.01 | 0.01 | 1,209 | 3.06 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 3 | $17,546,517 | 158,763 | 0.01 | 0.01 | 4,885 | 3.17 | 03-31-2024 |
| APPLE INC | COM | 4 | $10,706,564 | 62,436 | 0.00 | 0.00 | -3,570 | -5.41 | 03-31-2024 |
