Fund HoldingsCW Advisors, LLC

Total Portfolio Value
$5.79B
Total Bought
$610.61M
Total Sold
$575.51M
Net Transaction
+$35.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR FINL ETF
2,070,2202,880,327+810,10777,840121,3192.10%+43,479
SELECT SECTOR SPDR TR
ST STR CARE ETF
0685,689+685,6890101,2971.75%+101,297
JANUS DETROIT STR TR
HEND SECU IN ETF
0762,611+762,611039,3730.68%+39,373
NVIDIA CORPORATION(NVDA)91,56883,509-8,05945,34775,4561.30%+30,109
GOLDMAN SACHS GROUP INC(GS)653,310652,380-930252,028272,4934.71%+20,465
EATON CORP PLC(ETN)76,731116,384+39,65318,47936,3910.63%+17,913
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,019,3651,027,311+7,946196,208213,9583.70%+17,751
TJX COS INC NEW(TJX)113,789263,604+149,81510,67526,7350.46%+16,060
COOPER COS INC(COO)0156,965+156,965015,9260.28%+15,926
DOUBLEVERIFY HLDGS INC(DV)0457,779+457,779016,0960.28%+16,096
META PLATFORMS INC(META)46,53762,486+15,94916,47330,3420.52%+13,870
SALESFORCE INC(CRM)048,608+48,608014,6400.25%+14,640
PARKER-HANNIFIN CORP(PH)022,562+22,562012,5400.22%+12,540
CINTAS CORP(CTAS)36,31149,484+13,17321,88433,9970.59%+12,113
INVESCO EXCH TRADED FD TR II0214,351+214,351011,5020.20%+11,502
STERIS PLC(STE)0115,916+115,916026,0600.45%+26,060
EMCOR GROUP INC(EME)071,644+71,644025,0900.43%+25,090
SELECT SECTOR SPDR TR
ST STR SVC ETF
1,132,4621,126,550-5,91282,28591,9941.59%+9,709
DYNATRACE INC(DT)0210,656+210,65609,7830.17%+9,783
ELI LILLY & CO(LLY)36,36438,576+2,21221,19830,0110.52%+8,813
UFP TECHNOLOGIES INC(UFPT)034,672+34,67208,7440.15%+8,744
MARTIN MARIETTA MATLS INC(MLM)57,69857,388-31028,78735,2330.61%+6,446
CSW INDUSTRIALS INC(CSW)028,905+28,90506,7810.12%+6,781
NOVA LTD(NVMI)032,345+32,34505,7370.10%+5,737
CRANE NXT CO(CXT)091,008+91,00805,6330.10%+5,633
MERIT MED SYS INC(MMSI)072,638+72,63805,5020.10%+5,502
VERICEL CORP(VCEL)0105,661+105,66105,4960.09%+5,496
BRUKER CORP(BRKR)0162,191+162,191015,2360.26%+15,236
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
592,746595,154+2,40846,24651,5820.89%+5,336
NVENT ELECTRIC PLC(NVT)238,325255,741+17,41614,08319,2830.33%+5,200
COMFORT SYS USA INC(FIX)053,081+53,081016,8650.29%+16,865
WNS HLDGS LTD0105,935+105,93505,0910.09%+5,091
WORLD GOLD TR(GLDM)01,524,178+1,524,178067,1401.16%+67,140
SELECT SECTOR SPDR TR
ST STR STAPL ETF
320,483367,627+47,14423,08528,0720.48%+4,988
JANUS DETROIT STR TR
HENDERSON MTG
3,137,2063,298,122+160,916144,123148,7452.57%+4,622
ISHARES INC
MSCI JAPAN ETF
0672,444+672,444047,9790.83%+47,979
DECKERS OUTDOOR CORP(DECK)021,124+21,124019,8830.34%+19,883
HOME DEPOT INC(HD)93,34695,189+1,84332,35036,5150.63%+4,165
SPDR S&P 500 ETF TR(SPY)41,36745,368+4,00119,66323,7310.41%+4,068
SELECT SECTOR SPDR TR
ST STR INDL ETF
361,979359,803-2,17641,26245,3210.78%+4,059
AMAZON COM INC(AMZN)189,983181,561-8,42228,86632,7500.57%+3,884
TRACTOR SUPPLY CO(TSCO)073,329+73,329019,1920.33%+19,192
FIRST TR EXCH TRD ALPHDX FD
JAPAN ALPHADEX
0716,958+716,958039,5260.68%+39,526
ISHARES INC0998,099+998,099050,9630.88%+50,963
VALVOLINE INC(VVV)358,325381,836+23,51113,46617,0180.29%+3,553
ISHARES TR183,495188,516+5,02130,32333,7650.58%+3,442
SPDR SER TR
ST STR R1K LOWV
313,481313,947+46645,45848,8940.84%+3,436
BJS WHSL CLUB HLDGS INC(BJ)0172,906+172,906013,0800.23%+13,080
ISHARES TR0153,594+153,59409,3290.16%+9,329
HOLOGIC INC0139,726+139,726010,8930.19%+10,893
ENTEGRIS INC(ENTG)152,757153,638+88118,30321,5920.37%+3,289
CHEVRON CORP NEW(CVX)0150,686+150,686023,7690.41%+23,769
MERCK & CO INC(MRK)153,003150,022-2,98116,68019,7950.34%+3,115
JPMORGAN CHASE & CO(JPM)167,056157,385-9,67128,41631,5240.54%+3,108
WILLSCOT MOBIL MINI HLDNG CO(WSC)0237,440+237,440011,0410.19%+11,041
COPART INC(CPRT)411,841398,403-13,43820,18023,0760.40%+2,895
THE TRADE DESK INC(TTD)0134,103+134,103011,7230.20%+11,723
CATERPILLAR INC(CAT)046,033+46,033016,8680.29%+16,868
E L F BEAUTY INC(ELF)080,405+80,405015,7620.27%+15,762
RESMED INC(RMD)063,403+63,403012,5560.22%+12,556
BROADCOM INC(AVGO)10,24710,709+46211,44014,1960.25%+2,755
BROWN & BROWN INC(BRO)130,295137,039+6,7449,26511,9960.21%+2,731
SPDR SER TR
ST INTER ETF
03,513,213+3,513,213099,0021.71%+99,002
INTUITIVE SURGICAL INC041,494+41,494016,5600.29%+16,560
CHAMPIONX CORPORATION0366,199+366,199013,1430.23%+13,143
OREILLY AUTOMOTIVE INC(ORLY)015,261+15,261017,2290.30%+17,229
STRYKER CORPORATION(SYK)048,161+48,161017,2360.30%+17,236
DEXCOM INC(DXCM)167,705168,657+95220,81123,3930.40%+2,582
FRANKLIN TEMPLETON ETF TR
US TREAS BD ETF
0971,142+971,142019,8990.34%+19,899
PHILLIPS 66(PSX)066,758+66,758010,9040.19%+10,904
ISHARES TR1,213,7181,230,375+16,65725,44027,9790.48%+2,539
DOUBLELINE ETF TRUST
MORTGAGE ETF
424,669483,664+58,99521,01723,5510.41%+2,534
ISHARES TR98,098118,490+20,39210,61913,0960.23%+2,477
VISA INC(V)127,950128,218+26833,31235,7830.62%+2,472
MORNINGSTAR INC(MORN)07,915+7,91502,4410.04%+2,441
PRICE T ROWE GROUP INC(TROW)086,775+86,775010,5800.18%+10,580
SCHWAB STRATEGIC TR481,424475,949-5,47527,15229,5370.51%+2,385
ORACLE CORP(ORCL)0104,021+104,021013,0660.23%+13,066
ALLSTATE CORP(ALL)83,90581,622-2,28311,74514,1220.24%+2,376
ISHARES TR157,026148,289-8,73747,60649,9810.86%+2,375
MICROSOFT CORP(MSFT)187,958173,639-14,31970,68073,0551.26%+2,374
SPDR SER TR
SP O&G EXPL PRO
0126,599+126,599019,6140.34%+19,614
ISHARES TR351,059336,467-14,59243,09345,4430.78%+2,351
SUPERNUS PHARMACEUTICALS INC(SUPN)0177,801+177,80106,0650.10%+6,065
UNITED PARCEL SERVICE INC(UPS)072,826+72,826010,8240.19%+10,824
PIONEER NAT RES CO050,935+50,935013,3710.23%+13,371
PROCTER AND GAMBLE CO(PG)0137,098+137,098022,2440.38%+22,244
CRANE COMPANY(CR)130,647130,548-9915,43517,6410.30%+2,206
LEMAITRE VASCULAR INC(LMAT)098,986+98,98606,5690.11%+6,569
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
388,550386,008-2,54228,18530,3560.52%+2,170
FIDELITY COVINGTON TRUST0311,620+311,620018,5100.32%+18,510
SM ENERGY CO(SM)81,107104,545+23,4383,1405,2120.09%+2,071
BOOZ ALLEN HAMILTON HLDG COR0105,496+105,496015,6600.27%+15,660
SHERWIN WILLIAMS CO(SHW)48,61249,543+93115,16317,2080.30%+2,046
PRESTIGE CONSMR HEALTHCARE I(PBH)114,220124,281+10,0616,9939,0180.16%+2,025
CHARLES RIV LABS INTL INC(CRL)53,81654,316+50012,72314,7170.25%+1,995
SERVICENOW INC(NOW)25,23525,989+75417,82919,8150.34%+1,986
RAYMOND JAMES FINL INC(RJF)0119,076+119,076015,2920.26%+15,292
VANGUARD INDEX FDS043,986+43,986021,1450.37%+21,145
PAYCOM SOFTWARE INC(PAYC)062,702+62,702012,4780.22%+12,478
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