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 |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 51 | $594,125 | 14,407 | 0.00 | 0.00 | -661 | -4.39 | 06-30-2024 |
| EDWARDS LIFESCIENCES CORP | COM | 52 | $583,039 | 6,312 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 53 | $565,623 | 7,988 | 0.00 | 0.00 | -79 | -0.98 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 54 | $561,628 | 3,843 | 0.00 | 0.00 | -7 | -0.18 | 06-30-2024 |
