Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWS FINANCIAL ADVISORS LLC | 07-31-2024 | 06-30-2024 | 106 | 254,232,375 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | COM | 1 | $87,372,526 | 256,789 | 0.03 | 0.04 | 10,693 | 4.35 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $21,016,017 | 42,021 | 0.01 | 0.01 | 1,291 | 3.17 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | 3 | $17,604,108 | 165,049 | 0.01 | 0.01 | 6,286 | 3.96 | 06-30-2024 |
| APPLE INC | COM | 4 | $13,724,529 | 65,163 | 0.01 | 0.00 | 2,727 | 4.37 | 06-30-2024 |
