CWC Advisors, LLC.

13F Filings History

Latest 13F report: Q4 2024 - Mar 18, 2025
Value $: $100M
Signature - Title: Eric Hamilton - Portfolio Manager/Anayst
Location: Lake Oswego, OR
Summary: This page shows a list of all the recent 13F filings made by CWC Advisors, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CWC Advisors, LLC. reported 121 stock holdings with total value $100M as of Q4 2024. Top holdings included AAPL, AVGO, VUSB, VGSH, and VBR.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	121	$100M	+$5.63M	-$5.19M	+$446K	AAPL, AVGO, VUSB, VGSH, VBR	13F-HR	3/18/2025, 12:08 PM
Q3 2024	121	$101M	$0	$0		AAPL, VUSB, VGSH, VGIT, AVGO	13F-HR	10/23/2024, 02:52 PM