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  Name: CWS Financial Advisors LLC
  City: Kalamazoo
  State: MI
  Zip: 49007
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $244,136,000
  Total Value Change : $-22,345,000
  Securities Held Change : -38
   
All Securities Held : 106
  New Positions : 7
  Closed Positions : 45
  Increased Positions : 27
  Unchanged Positions : 5
  Decreased Positions : 67

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PH)1 Year Chart         PH Parker Hannifin Corp 48 - $545.11 $530,000 954 0.22% 91,000 0 0.001    Industrial Equipment ...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 80 - $248.71 $338,000 1,354 0.14% 23,000 0 0.001    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 83 - $0.00 $316,000 1,920 0.13% 33,000 0 0    N/A
   (AWF)1 Year Chart         AWF AllianceBernstein Global Hi... 105 - $10.59 $127,000 11,955 0.05% 6,000 0 0.014    Closed - End Fund - Debt
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 106 - $6.17 $90,000 15,201 0.04% 4,000 0 0.017    N/A

      5 Records Found
  1    
Page 1 of 1
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