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Portfolio (Quarterly) Guide ↗

CWC Advisors, LLC.

· CIK 0001520683
13F Portfolio $225M AUM 152 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 40 Added 83 Reduced 5 Exited
Page 3 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EA SERIES TRUST 26,545.0 $1.4M 0.64% NEW $54.45
42 AMZN AMAZON COM INC Consumer Cyclical 5,980.0 $1.4M 0.63% $238.34 +6.8%
43 ACN ACCENTURE PLC IRELAND Technology 11,195.0 $1.4M 0.62% -270.0 -2.4% $124.44 +50.4%
44 OUNZ VANECK MERK GOLD ETF Financial Services 35,703.0 $1.4M 0.61% +2K +7.3% $38.59 +9.0%
45 CSCO CISCO SYS INC Technology 11,325.0 $1.3M 0.59% -119.0 -1.0% $117.46 -7.4%
46 VWO VANGUARD INTL EQUITY INDEX F 22,083.0 $1.3M 0.58% +769.0 +3.6% $59.69 +1.7%
47 DIVO AMPLIFY ETF TR 28,393.0 $1.3M 0.58% +1K +4.2% $45.70 +5.6%
48 TIP ISHARES TR 11,240.0 $1.2M 0.55% -178.0 -1.6% $109.43 -2.4%
49 NKE NIKE INC Consumer Cyclical 29,282.0 $1.2M 0.53% -1K -4.2% $41.05 -6.5%
50 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,133.0 $1.2M 0.53% -156.0 -3.6% $290.59 -9.9%
51 XLB SELECT SECTOR SPDR TR 23,224.0 $1.2M 0.52% -972.0 -4.0% $50.83 +4.3%
52 DIS DISNEY WALT CO Communication Services 12,159.0 $1.2M 0.52% -773.0 -6.0% $96.25 +13.0%
53 VTV VANGUARD INDEX FDS 5,221.0 $1.1M 0.51% +207.0 +4.1% $217.93 +3.3%
54 INDA ISHARES TR 22,934.0 $1.1M 0.50% +3K +12.4% $49.39 +1.1%
55 XLU SELECT SECTOR SPDR TR 24,605.0 $1.1M 0.49% -854.0 -3.4% $45.34 -6.0%
56 GEV GE VERNOVA INC Utilities 901.0 $1.1M 0.47% -30.0 -3.2% $1174.86 -22.0%
57 TGTX TG THERAPEUTICS INC Healthcare 19,081.0 $1.0M 0.47% $54.94 +2.2%
58 LGND LIGAND PHARMACEUTICALS INC Healthcare 3,262.0 $1.0M 0.46% -127.0 -3.8% $316.09 -9.7%
59 CME CME GROUP INC Financial Services 4,631.0 $1.0M 0.45% -156.0 -3.3% $220.83 +25.3%
60 LUV SOUTHWEST AIRLS CO Industrials 19,370.0 $996K 0.44% -769.0 -3.8% $51.42 -25.2%
Page 3 of 8  ·  152 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 35.7%
Financial Services 21.7%
Industrials 15.0%
Healthcare 7.4%
Consumer Cyclical 6.2%
Consumer Defensive 5.3%
Communication Services 3.3%
Energy 3.0%
Real Estate 1.3%
Utilities 1.0%