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Cwc Advisors, Llc.

13F Holdings
Filed: 2025-07-10
Portfolio Value
193.51M arrow_upward 10.16%
Number of Holdings
lock info
Reporting Date
2025-06-30
Key Stats trending_flat
CIK
0001520683
Filing Date
2025-07-10 15:00:42
Address
5800 Meadows Road
Lake Oswego
OR
Prior Value
175.66M
Top 10 Holdings %
lock
Full Filing
View
Portfolio Value
Cwc Advisors, Llc.
(13F - 2025-06-30)
Vanguard Scottsdale Fds
-
2025-07-10
Value
7.13M
Shares
119.16K
Portfolio %
3.68%
Vaneck Etf Trust
-
2025-07-10
Value
6.68M
Shares
126.17K
Portfolio %
3.45%
Vaneck Etf Trust
-
2025-07-10
Value
6.66M
Shares
261.37K
Portfolio %
3.44%
Valued Advisers Tr
-
2025-07-10
Value
6.63M
Shares
259.92K
Portfolio %
3.43%
Broadcom Inc
AVGO
2025-07-10
Value
6.16M
Shares
22.36K
Portfolio %
3.19%
Ishares Tr
-
2025-07-10
Value
5.67M
Shares
51.45K
Portfolio %
2.93%
Ishares Tr
-
2025-07-10
Value
5.65M
Shares
64.00K
Portfolio %
2.92%
Apple Inc
AAPL
2025-07-10
Value
5.55M
Shares
27.04K
Portfolio %
2.87%
Vanguard World Fd
-
2025-07-10
Value
5.54M
Shares
82.35K
Portfolio %
2.86%
Blackstone Secd Lending Fd
-
2025-07-10
Value
4.92M
Shares
160.10K
Portfolio %
2.54%
Top Increases | Cwc Advisors, Llc.
(2025-03-31 → 2025-06-30)
Nvidia Corporation
-
2025-07-10
Value Change
arrow_upward 3.35M
Shares
arrow_upward 17.59K
Portfolio % Change
arrow_upward 1.67%
Portfolio %
2.38%
Broadcom Inc
AVGO
2025-07-10
Value Change
arrow_upward 2.29M
Shares
arrow_upward -803.00
Portfolio % Change
arrow_upward 0.98%
Portfolio %
3.19%
Ishares Tr
-
2025-07-10
Value Change
arrow_upward 1.53M
Shares
arrow_upward 6.93K
Portfolio % Change
arrow_upward 0.57%
Portfolio %
2.93%
Invesco Qqq Tr
-
2025-07-10
Value Change
arrow_upward 1.00M
Shares
arrow_upward 926.00
Portfolio % Change
arrow_upward 0.37%
Portfolio %
1.95%
Microsoft Corp
MSFT
2025-07-10
Value Change
arrow_upward 890.31K
Shares
arrow_upward 201.00
Portfolio % Change
arrow_upward 0.33%
Portfolio %
1.72%
Goldman Sachs Group Inc
GSCE
2025-07-10
Value Change
arrow_upward 919.92K
Shares
arrow_upward 103.00
Portfolio % Change
arrow_upward 0.32%
Portfolio %
1.96%
Ge Aerospace
-
2025-07-10
Value Change
arrow_upward 700.57K
Shares
arrow_upward 306.00
Portfolio % Change
arrow_upward 0.25%
Portfolio %
1.49%
Dhi Group Inc
-
2025-07-10
Value Change
arrow_upward 390.48K
Shares
arrow_upward 6.14K
Portfolio % Change
arrow_upward 0.18%
Portfolio %
0.37%
Oracle Corp
ORCL
2025-07-10
Value Change
arrow_upward 336.74K
Shares
arrow_upward 601.00
Portfolio % Change
arrow_upward 0.15%
Portfolio %
0.36%
Affiliated Managers Group In
-
2025-07-10
Value Change
arrow_upward 548.26K
Shares
arrow_upward 446.00
Portfolio % Change
arrow_upward 0.14%
Portfolio %
1.67%
Top Decreases | Cwc Advisors, Llc.
(2025-03-31 → 2025-06-30)
Semler Scientific Inc
-
2025-07-10
Value Change
arrow_downward 29.36K
Shares
arrow_downward 211.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.17%
Schwab Strategic Tr
-
2025-07-10
Value Change
arrow_downward 135.91K
Shares
arrow_downward -348.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.77%
Invesco Exchange Traded Fd T
-
2025-07-10
Value Change
arrow_downward 17.27K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Ishares Tr
-
2025-07-10
Value Change
arrow_downward 30.47K
Shares
arrow_downward -4.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.19%
Spdr Series Trust
-
2025-07-10
Value Change
arrow_downward 33.86K
Shares
arrow_downward -8.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.21%
Simplify Exchange Traded Fun
-
2025-07-10
Value Change
arrow_downward 24.39K
Shares
arrow_downward 1.07K
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.16%
Ishares Tr
-
2025-07-10
Value Change
arrow_downward 110.02K
Shares
arrow_downward 78.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.65%
First Tr Exchng Traded Fd Vi
-
2025-07-10
Value Change
arrow_downward 23.63K
Shares
arrow_downward 5.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.17%
Vanguard Index Fds
-
2025-07-10
Value Change
arrow_downward 56.77K
Shares
arrow_downward 234.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.37%
Cisco Sys Inc
-
2025-07-10
Value Change
arrow_downward 64.24K
Shares
arrow_downward -404.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.42%
Cwc Advisors, Llc. (13F - 2025-06-30) Comparing to 2025-03-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Cwc Advisors, Llc.
(2025-03-31 → 2025-06-30)
Pimco Etf Tr
-
2025-07-10
Value
add_circle 1.13M
Shares
11.29K
Portfolio %
0.59%
% Change
0.59%
Brown & Brown Inc
-
2025-07-10
Value
add_circle 392.70K
Shares
3.54K
Portfolio %
0.20%
% Change
0.20%
Lumentum Hldgs Inc
-
2025-07-10
Value
add_circle 292.50K
Shares
3.08K
Portfolio %
0.15%
% Change
0.15%
Invesco Exchange Traded Fd T
-
2025-07-10
Value
add_circle 269.57K
Shares
2.74K
Portfolio %
0.14%
% Change
0.14%
U S Physical Therapy
-
2025-07-10
Value
add_circle 250.87K
Shares
3.21K
Portfolio %
0.13%
% Change
0.13%
Ishares Tr
-
2025-07-10
Value
add_circle 228.85K
Shares
539.00
Portfolio %
0.12%
% Change
0.12%
Ishares Tr
-
2025-07-10
Value
add_circle 210.49K
Shares
339.00
Portfolio %
0.11%
% Change
0.11%
Nushares Etf Tr
-
2025-07-10
Value
add_circle 210.00K
Shares
5.16K
Portfolio %
0.11%
% Change
0.11%
Agnc Invt Corp
-
2025-07-10
Value
add_circle 107.98K
Shares
11.75K
Portfolio %
0.06%
% Change
0.06%
Closed Positions | Cwc Advisors, Llc.
(2025-03-31 → 2025-06-30)
Select Sector Spdr Tr
XLY
2025-04-24
Value
remove_circle 1.27M
Shares
6.42K
Previous %
3.90%
% Change
-3.90%
Select Sector Spdr Tr
XLK
2025-04-24
Value
remove_circle 1.61M
Shares
7.80K
Previous %
3.90%
% Change
-3.90%