Holdings
CWC Advisors, LLC.
As of Sep 30, 2026, CWC Advisors, LLC. reported 154 positions worth US$210M. Largest: Apple Inc, Vanguard Ultra-Short Bond ETF and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 30,455 | US$10.1M | +4,651 | Sep 30, 2026 |
| Vanguard Ultra-Short Bond ETF | 187K | US$9.27M | new | Sep 30, 2026 |
| Broadcom Inc. | 20,086 | US$7.05M | −268 | Sep 30, 2026 |
| Microsoft Corp. | 11,690 | US$6M | +4,033 | Sep 30, 2026 |
| Nvidia Corporation | 25,253 | US$5.77M | −5,079 | Sep 30, 2026 |
| Vanguard Intermediate-Term Treasury ETF | 99,055 | US$5.61M | new | Sep 30, 2026 |
| State Street SPDR MSCI ACWI ex-US ETF | 138K | US$5.58M | new | Sep 30, 2026 |
| iShares S&P 500 Growth ETF | 36,329 | US$5.17M | new | Sep 30, 2026 |
| State Street Energy Select Sector SPDR ETF | 79,536 | US$4.89M | new | Sep 30, 2026 |
| VanEck CLO ETF | 88,657 | US$4.7M | new | Sep 30, 2026 |