CW Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), CW Advisors, LLC reported 1,063 stock positions worth $8.3 billion. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by SS Technology Select Sector (XLK, 2.5%) and Microsoft (MSFT, 1.9%). Compared with Q4 2024, it opened 265 new positions, sold out of 73, added to 549 and reduced 234. The biggest buy was Apple (AAPL, shares +122%) and the biggest sale iShares MBS ETF (MBB, shares −91%).
- Most Recent 13F
- Q2 2025
- Location
- BOSTON, MA
- CIK
- 0001904976
- Portfolio Value
- $8.3B (Q1 2025)
- SEC Filing
- 0001951757-25-000560 ↗ filed May 14, 2025
Holdings Value
Holdings 1,063 stocks · $8.3B
| AAPL Apple Inc. | 4.68% | 1,760,497 | $390.4M | Add +122.1% |
| XLK SS Technology Select Sector | 2.48% | 1,003,072 | $207.1M | Add +0.9% |
| MSFT Microsoft Corp. | 1.86% | 411,872 | $155.5M | Add +38.3% |
| XLF SS Financial Select Sector | 1.71% | 2,863,339 | $142.6M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.46% | 1,118,620 | $122.0M | Add +28.2% |
| RSP Invesco S&P 500 Equal Weight | 1.41% | 679,526 | $117.7M | Add +1.0% |
| JMBS Janus Henderson Mortg Backed | 1.38% | 2,552,755 | $115.4M | Add +24.1% |
| XLC SS Comm Select Sector SPDR | 1.16% | 1,002,268 | $96.7M | Reduce -1.1% |
| JSI JH Securitized Income ETF | 1.01% | 1,611,023 | $84.3M | Add +58.0% |
| KO The Coca-Cola Co. | 0.99% | 1,149,606 | $82.3M | Reduce -10.7% |
| META Meta Platforms Inc. Class A | 0.96% | 138,330 | $79.9M | Add +24.4% |
| AVEM Avantis Emerging Markets Eq | 0.94% | 1,303,911 | $78.5M | Reduce -1.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.88% | 2,572,797 | $73.5M | Reduce -12.7% |
| XLV SS Health Care Select Sector | 0.87% | 496,404 | $72.5M | Add +45.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 129,323 | $68.7M | Add +102.5% |
| AMZN Amazon.com Inc. | 0.82% | 357,479 | $68.3M | Add +35.7% |
| GLDM SPDR Gold Minishares Trust | 0.81% | 1,096,041 | $67.8M | Reduce -2.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.81% | 2,467,068 | $67.3M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.78% | 335,492 | $65.1M | Add +1.6% |
| V Visa Inc. Class A | 0.78% | 185,045 | $64.8M | Add +18.5% |
| CAFX Congress Intermediate Bond filed as PROFESIONALLY MANAGED PORTFO | 0.74% | 2,488,122 | $61.7M | Add +11.3% |
| KBWB Invesco KBW Bank ETF | 0.72% | 955,843 | $60.0M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.71% | 242,757 | $59.6M | Add +25.6% |
| COST Costco Wholesale Corp. | 0.71% | 62,746 | $59.3M | Add +11.1% |
| LLY Eli Lilly & Co. | 0.69% | 69,680 | $57.8M | Add +43.4% |
| MBS Angel Oak Mortg-Bcked SE ETF | 0.69% | 6,592,549 | $57.2M | New |
| GOOGL Alphabet Inc. Class A | 0.67% | 359,799 | $55.9M | Add +22.3% |
| VYM Vanguard High DVD Yield ETF | 0.66% | 424,493 | $54.8M | Add +11.1% |
| XLP SS Consumer Staples Sel Sect | 0.61% | 620,791 | $50.7M | Add +68.2% |
| XLE SS Energy Select Sector | 0.57% | 510,014 | $47.7M | Add +4.6% |
| IJH iShares Core S&P Midcap ETF | 0.56% | 801,253 | $46.8M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 435,096 | $45.6M | Add +10.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.54% | 1,114,201 | $45.4M | Reduce -36.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.54% | 119,836 | $45.3M | Add +306.9% |
| EFA iShares MSCI Eafe ETF | 0.54% | 550,732 | $45.0M | Reduce -2.5% |
| IYW iShares Ustechnology ETF | 0.54% | 318,535 | $44.7M | Reduce -3.7% |
| VONG Vanguard Russell 1000 Growth | 0.53% | 481,061 | $44.6M | Reduce -0.5% |
| PAVE Global X US Infrastructure | 0.53% | 1,173,781 | $44.3M | Reduce -31.1% |
| VTIP Vanguard Short-Term Tips | 0.52% | 870,067 | $43.4M | Add +1.7% |
| XLY SS Consumer Disc Select Sect | 0.51% | 216,506 | $42.8M | Reduce -29.3% |
| CTAS Cintas Corp. | 0.51% | 207,306 | $42.6M | Add +1.1% |
| HD Home Depot Inc. | 0.51% | 115,984 | $42.5M | Add +9.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 74,170 | $41.5M | Add +2.8% |
| AVGO Broadcom Inc. | 0.50% | 246,174 | $41.4M | Add +93.2% |
| XOM Exxon Mobil Corp. | 0.49% | 347,450 | $41.2M | Add +52.0% |
| GOOG Alphabet Inc. Class C | 0.47% | 249,611 | $39.4M | Add +45.4% |
| FJP First Trust Japan | 0.47% | 718,434 | $39.4M | Reduce -0.7% |
| XLRE SS Real Estate Select Sector | 0.47% | 937,989 | $39.3M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.47% | 76,196 | $39.2M | Add +9.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 321,176 | $39.1M | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 78,346 | $36.8M | Add +8.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 209,929 | $36.4M | Add +84.3% |
| LGLV SPDR US LC Low Vol Idx | 0.43% | 206,626 | $36.0M | Reduce -2.2% |
| ETN Eaton Corp. PLC | 0.42% | 127,619 | $34.7M | Add +2.8% |
| SPBO SS SPDR P Corp. Bond ETF | 0.40% | 1,140,831 | $33.1M | Reduce -0.4% |
| DGS Wisdomtree Em Small Cap | 0.39% | 680,695 | $32.9M | Add +4.4% |
| EZU iShares MSCI Eurozone ETF | 0.39% | 604,551 | $32.2M | Reduce -0.7% |
| TPL Texas Pacific Land Corp. | 0.38% | 24,090 | $31.9M | New |
| XLI SS Industrial Select Sector | 0.37% | 234,462 | $30.7M | Add +2.7% |
| GS Goldman Sachs Group Inc. | 0.37% | 55,906 | $30.6M | Add +5.1% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 1,361,342 | $30.1M | Reduce -0.1% |
| MLM Martin Marietta Materials | 0.36% | 62,847 | $30.1M | Add +1.7% |
| JNJ Johnson & Johnson | 0.35% | 178,716 | $29.6M | Add +46.6% |
| OLLI Ollie's Bargain Outlet Holdi | 0.35% | 253,133 | $29.5M | Reduce -3.4% |
| VHT Vanguard Health Care ETF | 0.35% | 110,867 | $29.4M | Add +43.8% |
| VZ Verizon Communications Inc. | 0.35% | 642,203 | $29.0M | Add +27.9% |
| ASIA Matthews Pacific Tiger ETF | 0.35% | 1,112,592 | $29.0M | Add +0.6% |
| DMBS Doubleline Mortgage ETF | 0.34% | 584,493 | $28.7M | Add +6.0% |
| PH Parker Hannifin Corp. | 0.34% | 46,353 | $28.2M | Add +1.2% |
| ALL Allstate Corp. | 0.33% | 133,344 | $27.6M | Reduce -1.1% |
| ECL Ecolab Inc. | 0.33% | 107,626 | $27.3M | Add +3.3% |
| CVX Chevron Corp. | 0.32% | 160,990 | $26.9M | Add +20.7% |
| MRK Merck & Co. Inc. | 0.32% | 294,544 | $26.5M | Add +27.4% |
| IWF iShares Russell 1000 Growth | 0.32% | 73,377 | $26.5M | Reduce -3.2% |
| CSCO Cisco Systems Inc. | 0.32% | 429,218 | $26.5M | Add +11.6% |
| VONV Vanguard Russell 1000 Value | 0.32% | 319,415 | $26.4M | Add +1.4% |
| EWJ iShares MSCI Japan ETF | 0.32% | 384,480 | $26.4M | Add +0.4% |
| ORLY O'reilly Automotive Inc. | 0.31% | 18,303 | $26.2M | Add +28.4% |
| MCD McDonald's Corp. | 0.31% | 83,766 | $26.1M | Add +18.6% |
| PG The Procter & Gamble Co. | 0.31% | 150,240 | $25.5M | Add +46.3% |
| HWM Howmet Aerospace Inc. | 0.30% | 193,011 | $25.0M | Add +3.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.30% | 72,198 | $24.9M | Add +4.2% |
| FLGB Franklin Ftse United Kingdom | 0.30% | 867,123 | $24.9M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.30% | 74,667 | $24.6M | Add +23.1% |
| BSX Boston Scientific Corp. | 0.29% | 241,289 | $24.3M | Add +2.5% |
| EUFN iShares MSCI Europe Financia | 0.29% | 843,537 | $24.0M | Reduce -30.1% |
| AMGN Amgen Inc. | 0.29% | 76,963 | $24.0M | Add +5.5% |
| ISRG Intuitive Surgical Inc. | 0.29% | 48,306 | $23.9M | Add +7.2% |
| TSCO Tractor Supply Company | 0.29% | 433,264 | $23.9M | Add +5.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.29% | 147,933 | $23.9M | Add +0.1% |
| FMB First Trust Managed Municipa | 0.28% | 465,465 | $23.5M | Reduce -0.3% |
| NFLX Netflix Inc. | 0.27% | 24,527 | $22.9M | Add +29.6% |
| VGT Vanguard Info Tech ETF | 0.27% | 40,889 | $22.8M | Add +711.0% |
| SYK Stryker Corp. | 0.27% | 61,118 | $22.8M | Add +18.5% |
| ABBV Abbvie Inc. | 0.27% | 106,882 | $22.4M | Add +9.6% |
| NOW ServiceNow Inc. | 0.27% | 28,003 | $22.3M | Add +2.1% |
| FNCL Fidelity MSCI Financial Indx | 0.27% | 318,683 | $22.2M | Reduce -0.7% |
| ADI Analog Devices Inc. | 0.26% | 107,309 | $21.6M | Add +7.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 283,115 | $21.4M | Add +3.4% |
| NEE Nextera Energy Inc. | 0.26% | 300,467 | $21.3M | Add +7.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $563K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 469 | $563K | New |
Total filed on the 13F, all lines: $8.3B.
Portfolio Sells Q4 2024 → Q1 2025
| MBB iShares MBS ETF | Reduce -90.6% | 0.06% | −0.65 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -36.7% | 0.54% | −0.54 |
| XLY SS Consumer Disc Select Sect | Reduce -29.3% | 0.51% | −0.43 |
| PAVE Global X US Infrastructure | Reduce -31.1% | 0.53% | −0.41 |
| HON Honeywell International Inc. | Reduce -74.0% | 0.09% | −0.35 |
| XLB SS Materials Select Sector | Reduce -99.0% | 0.00% | −0.34 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -12.7% | 0.88% | −0.25 |
| INTU Intuit Inc. | Reduce -86.5% | 0.03% | −0.23 |
| SHW The Sherwin-Williams Co. | Reduce -83.5% | 0.04% | −0.21 |
| VVV Valvoline Inc. | Reduce -98.0% | 0.00% | −0.20 |
| NXPI NXP Semiconductors NV | Reduce -89.5% | 0.02% | −0.20 |
| XLF SS Financial Select Sector | Reduce -0.1% | 1.71% | −0.19 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.19 |
| IYW iShares Ustechnology ETF | Reduce -3.7% | 0.54% | −0.19 |
| XLC SS Comm Select Sector SPDR | Reduce -1.1% | 1.16% | −0.19 |
| PTC PTC Inc. | Reduce -70.4% | 0.05% | −0.19 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.18 |
| WTS Watts Water Technologies-A | Reduce -97.7% | 0.00% | −0.18 |
| SFM Sprouts Farmers Market Inc. | Reduce -54.7% | 0.16% | −0.18 |
| CHD Church & Dwight Co. Inc. | Reduce -91.2% | 0.01% | −0.17 |
| QLYS Qualys Inc. | Reduce -96.6% | 0.00% | −0.17 |
| ANET Arista Networks Inc. | Reduce -0.1% | 0.25% | −0.16 |
| DECK Deckers Outdoor Corp. | Reduce -7.5% | 0.13% | −0.16 |
| KBWB Invesco KBW Bank ETF | Reduce -2.1% | 0.72% | −0.16 |
| IWP iShares Russell Mid-Cap Grow | Reduce -58.3% | 0.08% | −0.15 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.5% | 0.53% | −0.15 |
| SPSC SPS Commerce Inc. | Reduce -8.5% | 0.20% | −0.15 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.14 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.2% | 0.94% | −0.13 |
| KO The Coca-Cola Co. | Reduce -10.7% | 0.99% | −0.12 |
| AEO American Eagle Outfitters | Sold out | 0.00% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -18.4% | 0.23% | −0.11 |
| EME Emcor Group Inc. | Reduce -13.6% | 0.17% | −0.10 |
| IWF iShares Russell 1000 Growth | Reduce -3.2% | 0.32% | −0.10 |
| EUFN iShares MSCI Europe Financia | Reduce -30.1% | 0.29% | −0.10 |
| IWO iShares Russell 2000 Growth | Reduce -44.3% | 0.07% | −0.10 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -1.6% | 0.81% | −0.10 |
| P Everpure Inc. Class A | Reduce -14.1% | 0.11% | −0.09 |
| NVT Nvent Electric PLC | Reduce -8.4% | 0.14% | −0.09 |
| FCN Fti Consulting Inc. | Reduce -67.9% | 0.03% | −0.09 |
| SAIA Saia Inc. | Reduce -13.7% | 0.12% | −0.08 |
| DSGX The Descartes Systems Grp | Reduce -17.1% | 0.15% | −0.08 |
| RJF Raymond James Financial Inc. | Reduce -14.2% | 0.17% | −0.08 |
| WST West Pharmaceutical Services | Reduce -12.7% | 0.09% | −0.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.1% | 0.36% | −0.07 |
| CW Curtiss-Wright Corp. | Reduce -5.6% | 0.20% | −0.07 |
| BAH Booz Allen Hamilton Holdings | Reduce -14.3% | 0.11% | −0.07 |
| DT Dynatrace Inc. | Reduce -12.9% | 0.13% | −0.07 |
| WFRD Weatherford International PL | Sold out | 0.00% | −0.07 |
| USFD US Foods Holding Corp. | Reduce -14.2% | 0.16% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| AAPL Apple Inc. | Add +122.1% | 4.68% | +1.95 |
| MBS Angel Oak Mortg-Bcked SE ETF | New | 0.69% | +0.69 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +102.5% | 0.82% | +0.43 |
| TPL Texas Pacific Land Corp. | New | 0.38% | +0.38 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +306.9% | 0.54% | +0.38 |
| JSI JH Securitized Income ETF | Add +58.0% | 1.01% | +0.28 |
| VGT Vanguard Info Tech ETF | Add +711.0% | 0.27% | +0.23 |
| XLV SS Health Care Select Sector | Add +45.3% | 0.87% | +0.22 |
| XLP SS Consumer Staples Sel Sect | Add +68.2% | 0.61% | +0.21 |
| VCIT Vanguard Int-Term Corporate | Add +4134.1% | 0.20% | +0.20 |
| WMB Williams Cos Inc. | Add +2100.2% | 0.20% | +0.20 |
| UBER Uber Technologies Inc. | Add +704.7% | 0.20% | +0.18 |
| CGXU Cap Group Intl Focus | New | 0.18% | +0.18 |
| LLY Eli Lilly & Co. | Add +43.4% | 0.69% | +0.18 |
| JPST JPMorgan Ultra-Short Income | Add +1259.5% | 0.19% | +0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +84.3% | 0.44% | +0.17 |
| CGDV Cap Group Dividend Value | Add +6419.1% | 0.16% | +0.16 |
| XOM Exxon Mobil Corp. | Add +52.0% | 0.49% | +0.16 |
| XMMO Invesco S&P Midcap Momentum | New | 0.14% | +0.14 |
| MSFT Microsoft Corp. | Add +38.3% | 1.86% | +0.14 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.14% | +0.14 |
| JMBS Janus Henderson Mortg Backed | Add +24.1% | 1.38% | +0.13 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.13% | +0.13 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.13% | +0.13 |
| CYBR Cyberark Software Ltd./Israel | Add +189.0% | 0.21% | +0.13 |
| GWRE Guidewire Software Inc. | New | 0.13% | +0.13 |
| IWY iShares Russell Top 200 Grow | New | 0.13% | +0.13 |
| HLI Houlihan Lokey Inc. | New | 0.12% | +0.12 |
| LRN Stride Inc. | Add +89.5% | 0.24% | +0.12 |
| TXRH Texas Roadhouse Inc. | Add +3787.2% | 0.12% | +0.12 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3202.9% | 0.12% | +0.12 |
| GRMN Garmin Ltd. | Add +1341.9% | 0.13% | +0.12 |
| BBIO Bridgebio Pharma Inc. | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | Add +46.6% | 0.35% | +0.11 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.10% | +0.10 |
| V Visa Inc. Class A | Add +18.5% | 0.78% | +0.10 |
| ILCG iShares Morningstar Growth E | New | 0.10% | +0.10 |
| VDE Vanguard Energy ETF | Add +764.3% | 0.11% | +0.10 |
| MO Altria Group Inc. | Add +495.1% | 0.11% | +0.09 |
| AVGO Broadcom Inc. | Add +93.2% | 0.50% | +0.09 |
| PM Philip Morris International | Add +385.8% | 0.11% | +0.09 |
| SAFT Safety Insurance Group Inc. | New | 0.09% | +0.09 |
| VHT Vanguard Health Care ETF | Add +43.8% | 0.35% | +0.08 |
| DDOG Datadog Inc. Class A | Add +3235.1% | 0.09% | +0.08 |
| ORLY O'reilly Automotive Inc. | Add +28.4% | 0.31% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +25.6% | 0.71% | +0.08 |
| SXT Sensient Technologies Corp. | Add +1439.8% | 0.08% | +0.08 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | New | 0.08% | +0.08 |
| FBND Fidelity Total Bond ETF | Add +2312.3% | 0.08% | +0.08 |
| T AT&T Inc. | Add +176.0% | 0.11% | +0.08 |
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 469 | $563K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.