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Portfolio (Quarterly) Guide ↗

CWC Advisors, LLC.

· CIK 0001520683
13F Portfolio $210M AUM 149 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 58 Added 59 Reduced 11 Exited
Page 3 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHX SCHWAB STRATEGIC TR 53,678.0 $1.4M 0.66% -7K -11.5% $25.64 +15.1%
42 JCI JOHNSON CONTROLS INTERNATION Industrials 10,338.0 $1.4M 0.64% -61.0 -0.6% $130.95 +5.5%
43 ESGU ISHARES TR 9,446.0 $1.3M 0.64% $141.42 +15.8%
44 TIP ISHARES TR 11,418.0 $1.3M 0.60% +539.0 +5.0% $110.36 +0.5%
45 GOOGL ALPHABET INC Communication Services 4,345.0 $1.2M 0.59% +142.0 +3.4% $287.56 +35.2%
46 AMZN AMAZON COM INC Consumer Cyclical 5,989.0 $1.2M 0.59% -405.0 -6.3% $208.27 +30.5%
47 DIS DISNEY WALT CO Communication Services 12,932.0 $1.2M 0.59% +666.0 +5.4% $96.38 +8.1%
48 DIVO AMPLIFY ETF TR 27,256.0 $1.2M 0.58% +730.0 +2.8% $44.85 +2.7%
49 XLB SELECT SECTOR SPDR TR 24,196.0 $1.2M 0.57% -382.0 -1.6% $49.97 +2.4%
50 XLU SELECT SECTOR SPDR TR 25,459.0 $1.2M 0.56% -171.0 -0.7% $45.89 -1.6%
51 VWO VANGUARD INTL EQUITY INDEX F 21,314.0 $1.2M 0.55% +735.0 +3.6% $54.05 +11.5%
52 XOM EXXON MOBIL CORP Energy 6,394.0 $1.1M 0.52% +62.0 +1.0% $169.66 -11.7%
53 MTZ MASTEC INC Industrials 3,216.0 $1.0M 0.49% -103.0 -3.1% $321.74 +20.4%
54 TXN TEXAS INSTRS INC Technology 5,158.0 $1.0M 0.48% $194.14 +63.5%
55 VTV VANGUARD INDEX FDS 5,014.0 $984K 0.47% +321.0 +6.8% $196.21 +8.0%
56 INDA ISHARES TR 20,394.0 $955K 0.46% +2K +9.5% $46.84 +3.5%
57 VBIL VANGUARD INSTL INDEX FD 12,240.0 $926K 0.44% NEW $75.65 +0.0%
58 CSCO CISCO SYS INC Technology 11,444.0 $888K 0.42% $77.59 +54.2%
59 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 68,391.0 $884K 0.42% +40K +145.1% $12.92 -35.1%
60 WMT WALMART INC Consumer Defensive 6,856.0 $852K 0.41% -40.0 -0.6% $124.28 -4.6%
Page 3 of 8  ·  149 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.7%
Financial Services 21.0%
Industrials 17.0%
Consumer Cyclical 6.4%
Healthcare 6.2%
Consumer Defensive 4.8%
Energy 4.0%
Communication Services 3.5%
Real Estate 1.5%
Utilities 0.9%