Top 50 Cw Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 3.83% | 1.30M | $395.5M | โ | โ | โ | 2025-06-30 |
| AAPL | APPLE INC | 3.82% | 1.92M | $394.3M | โ | โ | โ | 2025-06-30 |
| MSFT | MICROSOFT CORP | 2.36% | 490.6K | $244.0M | โ | โ | โ | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 1.95% | 1.28M | $201.6M | โ | โ | โ | 2025-06-30 |
| XLF | SELECT SECTOR SPDR TR | 1.46% | 2.88M | $150.8M | โ | โ | โ | 2025-06-30 |
| META | META PLATFORMS INC | 1.26% | 176.8K | $130.5M | โ | โ | โ | 2025-06-30 |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.26% | 715.9K | $130.1M | โ | โ | โ | 2025-06-30 |
| JSI | JANUS DETROIT STR TR | 1.16% | 2.28M | $120.0M | โ | โ | โ | 2025-06-30 |
| JMBS | JANUS DETROIT STR TR | 1.15% | 2.63M | $118.6M | โ | โ | โ | 2025-06-30 |
| XLC | SELECT SECTOR SPDR TR | 1.07% | 1.02M | $110.7M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.66% | +45.66% |
| Top 20 Holdings Unweighted | +16.16% | +50.97% |
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