0001104659-20-020468.txt : 20200214
0001104659-20-020468.hdr.sgml : 20200214
20200213212120
ACCESSION NUMBER: 0001104659-20-020468
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200214
DATE AS OF CHANGE: 20200213
EFFECTIVENESS DATE: 20200214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CWS Financial Advisors, LLC
CENTRAL INDEX KEY: 0001802459
IRS NUMBER: 464489410
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20009
FILM NUMBER: 20613266
BUSINESS ADDRESS:
STREET 1: 405 WEST MICHIGAN AVENUE
STREET 2: SUITE 110
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
BUSINESS PHONE: (269) 349-4600
MAIL ADDRESS:
STREET 1: 405 WEST MICHIGAN AVENUE
STREET 2: SUITE 110
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001802459
XXXXXXXX
12-31-2019
12-31-2019
false
CWS Financial Advisors, LLC
405 West Michigan Avenue
Suite 110
Kalamazoo
MI
49007
13F HOLDINGS REPORT
028-20009
N
Cory Wietfeldt
Chief Compliance Officer
269-349-4600
/s/ Cory Wietfeldt
Kalamazoo
MI
02-13-2020
0
124
137091
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
732
4151
SH
SOLE
0
0
4151
ABBOTT LABS
COM
002824100
400
4605
SH
SOLE
0
0
4605
ABBVIE INC
COM
00287Y109
490
5529
SH
SOLE
0
0
5529
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
494
2344
SH
SOLE
0
0
2344
ACER THERAPEUTICS INC
COM
00444P108
40
10000
SH
SOLE
0
0
10000
AIR PRODS & CHEMS INC
COM
009158106
214
909
SH
SOLE
0
0
909
ALLIANCEBERNSTEIN GBL HGH IN
COM
01879R106
171
14134
SH
SOLE
0
0
14134
ALLIANT ENERGY CORP
COM
018802108
269
4923
SH
SOLE
0
0
4923
ALPHABET INC
CAP STK CL A
02079K305
328
245
SH
SOLE
0
0
245
ALPHABET INC
CAP STK CL C
02079K107
302
226
SH
SOLE
0
0
226
ALTRIA GROUP INC
COM
02209S103
1440
28846
SH
SOLE
0
0
28846
AMAZON COM INC
COM
023135106
547
296
SH
SOLE
0
0
296
AMERICAN ELEC PWR CO INC
COM
025537101
215
2280
SH
SOLE
0
0
2280
AMERICAN EXPRESS CO
COM
025816109
216
1732
SH
SOLE
0
0
1732
AMGEN INC
COM
031162100
379
1571
SH
SOLE
0
0
1571
ANALOG DEVICES INC
COM
032654105
529
4452
SH
SOLE
0
0
4452
APPLE INC
COM
037833100
4032
13732
SH
SOLE
0
0
13732
ARES CAP CORP
COM
04010L103
404
21644
SH
SOLE
0
0
21644
AT&T INC
COM
00206R102
1654
42316
SH
SOLE
0
0
42316
BECTON DICKINSON & CO
COM
075887109
522
1919
SH
SOLE
0
0
1919
BERKLEY W R CORP
COM
084423102
217
3135
SH
SOLE
0
0
3135
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
275
1216
SH
SOLE
0
0
1216
BOEING CO
COM
097023105
692
2124
SH
SOLE
0
0
2124
BP PLC
SPONSORED ADR
055622104
357
9468
SH
SOLE
0
0
9468
BRISTOL MYERS SQUIBB CO
COM
110122108
683
10636
SH
SOLE
0
0
10636
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
541
4381
SH
SOLE
0
0
4381
BROWN & BROWN INC
COM
115236101
306
7761
SH
SOLE
0
0
7761
CHEVRON CORP NEW
COM
166764100
2323
19276
SH
SOLE
0
0
19276
CHUBB LIMITED
COM
H1467J104
687
4416
SH
SOLE
0
0
4416
CISCO SYS INC
COM
17275R102
569
11865
SH
SOLE
0
0
11865
CIVISTA BANCSHARES INC
COM NO PAR
178867107
829
34544
SH
SOLE
0
0
34544
CLOROX CO DEL
COM
189054109
211
1375
SH
SOLE
0
0
1375
COCA COLA CO
COM
191216100
542
9792
SH
SOLE
0
0
9792
COLGATE PALMOLIVE CO
COM
194162103
655
9520
SH
SOLE
0
0
9520
COMMERCE BANCSHARES INC
COM
200525103
255
3759
SH
SOLE
0
0
3759
COMPUGEN LTD
ORD
M25722105
60
10000
SH
SOLE
0
0
10000
CONOCOPHILLIPS
COM
20825C104
617
9486
SH
SOLE
0
0
9486
DIAGEO P L C
SPON ADR NEW
25243Q205
823
4887
SH
SOLE
0
0
4887
DIGITAL RLTY TR INC
COM
253868103
484
4039
SH
SOLE
0
0
4039
DISNEY WALT CO
COM DISNEY
254687106
300
2074
SH
SOLE
0
0
2074
DOMINION ENERGY INC
COM
25746U109
567
6851
SH
SOLE
0
0
6851
DOW INC
COM
260557103
526
9617
SH
SOLE
0
0
9617
DUKE ENERGY CORP NEW
COM NEW
26441C204
450
4933
SH
SOLE
0
0
4933
EDWARDS LIFESCIENCES CORP
COM
28176E108
491
2104
SH
SOLE
0
0
2104
ENTERGY CORP NEW
COM
29364G103
661
5514
SH
SOLE
0
0
5514
ENTERPRISE PRODS PARTNERS L
COM
293792107
245
8706
SH
SOLE
0
0
8706
EVERGY INC
COM
30034W106
229
3512
SH
SOLE
0
0
3512
EVERSOURCE ENERGY
COM
30040W108
377
4432
SH
SOLE
0
0
4432
EXPEDITORS INTL WASH INC
COM
302130109
210
2693
SH
SOLE
0
0
2693
EXXON MOBIL CORP
COM
30231G102
2190
31390
SH
SOLE
0
0
31390
FASTENAL CO
COM
311900104
662
17910
SH
SOLE
0
0
17910
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
568
12524
SH
SOLE
0
0
12524
FIDELITY NATL INFORMATION SV
COM
31620M106
205
1473
SH
SOLE
0
0
1473
GENERAL DYNAMICS CORP
COM
369550108
381
2158
SH
SOLE
0
0
2158
GENERAL ELECTRIC CO
COM
369604103
278
24955
SH
SOLE
0
0
24955
GENERAL MLS INC
COM
370334104
267
4989
SH
SOLE
0
0
4989
GILEAD SCIENCES INC
COM
375558103
414
6372
SH
SOLE
0
0
6372
GRACO INC
COM
384109104
695
13371
SH
SOLE
0
0
13371
HOME DEPOT INC
COM
437076102
694
3178
SH
SOLE
0
0
3178
ILLINOIS TOOL WKS INC
COM
452308109
605
3367
SH
SOLE
0
0
3367
INTEL CORP
COM
458140100
460
7685
SH
SOLE
0
0
7685
INTERNATIONAL BUSINESS MACHS
COM
459200101
1193
8901
SH
SOLE
0
0
8901
ISHARES TR
S&P 500 VAL ETF
464287408
420
3231
SH
SOLE
0
0
3231
ISHARES TR
S&P 500 GRWT ETF
464287309
369
1907
SH
SOLE
0
0
1907
ISHARES TR
MSCI USA ESG SLC
464288802
258
1922
SH
SOLE
0
0
1922
JOHNSON & JOHNSON
COM
478160104
1039
7124
SH
SOLE
0
0
7124
JPMORGAN CHASE & CO
COM
46625H100
693
4968
SH
SOLE
0
0
4968
KELLOGG CO
COM
487836108
748
10813
SH
SOLE
0
0
10813
KINDER MORGAN INC DEL
COM
49456B101
541
25534
SH
SOLE
0
0
25534
LILLY ELI & CO
COM
532457108
214
1627
SH
SOLE
0
0
1627
LINDE PLC
SHS
G5494J103
886
4163
SH
SOLE
0
0
4163
LOCKHEED MARTIN CORP
COM
539830109
1167
2998
SH
SOLE
0
0
2998
LOWES COS INC
COM
548661107
215
1799
SH
SOLE
0
0
1799
MARATHON PETE CORP
COM
56585A102
266
4413
SH
SOLE
0
0
4413
MASTERCARD INC
CL A
57636Q104
473
1583
SH
SOLE
0
0
1583
MCDONALDS CORP
COM
580135101
1597
8082
SH
SOLE
0
0
8082
MEDTRONIC PLC
SHS
G5960L103
278
2451
SH
SOLE
0
0
2451
MERCK & CO INC
COM
58933Y105
464
5097
SH
SOLE
0
0
5097
MGE ENERGY INC
COM
55277P104
203
2581
SH
SOLE
0
0
2581
MICROSOFT CORP
COM
594918104
3134
19874
SH
SOLE
0
0
19874
MONDELEZ INTL INC
CL A
609207105
440
7988
SH
SOLE
0
0
7988
NEXTERA ENERGY INC
COM
65339F101
772
3189
SH
SOLE
0
0
3189
NIKE INC
CL B
654106103
268
2642
SH
SOLE
0
0
2642
NORDSON CORP
COM
655663102
258
1587
SH
SOLE
0
0
1587
NORFOLK SOUTHERN CORP
COM
655844108
244
1255
SH
SOLE
0
0
1255
NORTHERN TR CORP
COM
665859104
786
7395
SH
SOLE
0
0
7395
NXP SEMICONDUCTORS N V
COM
N6596X109
774
6079
SH
SOLE
0
0
6079
PARKER HANNIFIN CORP
COM
701094104
202
983
SH
SOLE
0
0
983
PAYCHEX INC
COM
704326107
812
9548
SH
SOLE
0
0
9548
PEPSICO INC
COM
713448108
2852
20870
SH
SOLE
0
0
20870
PFIZER INC
COM
717081103
1506
38437
SH
SOLE
0
0
38437
PHILIP MORRIS INTL INC
COM
718172109
1656
19459
SH
SOLE
0
0
19459
PHILLIPS 66
COM
718546104
265
2380
SH
SOLE
0
0
2380
PNC FINL SVCS GROUP INC
COM
693475105
265
1658
SH
SOLE
0
0
1658
POLARIS INC
COM
731068102
656
6451
SH
SOLE
0
0
6451
PROCTER & GAMBLE CO
COM
742718109
687
5499
SH
SOLE
0
0
5499
PROGRESSIVE CORP OHIO
COM
743315103
484
6683
SH
SOLE
0
0
6683
RAYONIER INC
COM
754907103
500
15265
SH
SOLE
0
0
15265
REALTY INCOME CORP
COM
756109104
476
6466
SH
SOLE
0
0
6466
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
347
5886
SH
SOLE
0
0
5886
SL GREEN RLTY CORP
COM
78440X101
540
5874
SH
SOLE
0
0
5874
SOUTHERN CO
COM
842587107
1343
21086
SH
SOLE
0
0
21086
STARBUCKS CORP
COM
855244109
574
6524
SH
SOLE
0
0
6524
STRYKER CORP
COM
863667101
60285
287155
SH
SOLE
0
0
287155
TARGET CORP
COM
087612E10
227
1769
SH
SOLE
0
0
1769
TIFFANY & CO NEW
COM
886547108
684
5118
SH
SOLE
0
0
5118
TJX COS INC NEW
COM
872540109
349
5716
SH
SOLE
0
0
5716
UNION PACIFIC CORP
COM
907818108
211
1166
SH
SOLE
0
0
1166
UNITED TECHNOLOGIES CORP
COM
913017109
493
3289
SH
SOLE
0
0
3289
UNITEDHEALTH GROUP INC
COM
91324P102
294
999
SH
SOLE
0
0
999
US BANCORP DEL
COM NEW
902973304
624
10524
SH
SOLE
0
0
10524
VANGUARD GROUP
DIV APP ETF
921908844
422
3383
SH
SOLE
0
0
3383
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1344
8211
SH
SOLE
0
0
8211
VANGUARD INDEX FDS
GROWTH ETF
922908736
535
2937
SH
SOLE
0
0
2937
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
291
2312
SH
SOLE
0
0
2312
VANGUARD INDEX FDS
MID CAP ETF
922908629
268
1506
SH
SOLE
0
0
1506
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
265
5962
SH
SOLE
0
0
5962
VANGUARD STAR FD
VG TL INTL STK F
921909768
554
9940
SH
SOLE
0
0
9940
VERIZON COMMUNICATIONS INC
COM
92343V104
1101
17924
SH
SOLE
0
0
17924
WALMART INC
COM
931142103
560
4713
SH
SOLE
0
0
4713
WEC ENERGY GROUP INC
COM
92939U106
447
4847
SH
SOLE
0
0
4847
WELLS FARGO CO NEW
COM
949746101
528
9819
SH
SOLE
0
0
9819
WEYERHAEUSER CO
COM
962166104
519
17177
SH
SOLE
0
0
17177
XCEL ENERGY INC
COM
98389B100
246
3869
SH
SOLE
0
0
3869