0001104659-24-055807.txt : 20240501 0001104659-24-055807.hdr.sgml : 20240501 20240501170332 ACCESSION NUMBER: 0001104659-24-055807 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240501 EFFECTIVENESS DATE: 20240501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CWS Financial Advisors, LLC CENTRAL INDEX KEY: 0001802459 ORGANIZATION NAME: 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: 24903944 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 X0202 13F-HR LIVE false false false 0001802459 XXXXXXXX 03-31-2024 03-31-2024 false CWS Financial Advisors, LLC

405 West Michigan Avenue Suite 110 Kalamazoo MI 49007

13F HOLDINGS REPORT 028-20009 N Cory Wietfeldt 269-349-4600 /s/ Cory Wietfeldt Kalamazoo MI 05-01-2024 0 106 244136247 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 658199 5791 SH SOLE 0 0 5791 ABBVIE INC COM 00287Y109 814227 4471 SH SOLE 0 0 4471 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 126962 11955 SH SOLE 0 0 11955 ALPHABET INC CAP STK CL A 02079K305 830870 5505 SH SOLE 0 0 5505 ALPHABET INC CAP STK CL C 02079K107 308327 2025 SH SOLE 0 0 2025 ALTRIA GROUP INC COM 02209S103 650792 14920 SH SOLE 0 0 14920 AMAZON COM INC COM 023135106 1209989 6708 SH SOLE 0 0 6708 AMGEN INC COM 031162100 432703 1522 SH SOLE 0 0 1522 APPLE INC COM 037833100 10706564 62436 SH SOLE 0 0 62436 AT&T INC COM 00206R102 374953 21304 SH SOLE 0 0 21304 BECTON DICKINSON & CO COM 075887109 258198 1043 SH SOLE 0 0 1043 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 700166 1665 SH SOLE 0 0 1665 BOEING CO COM 097023105 270572 1402 SH SOLE 0 0 1402 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 263450 1286 SH SOLE 0 0 1286 CAPITAL GROUP CORE BALANCED SHS 14021D107 260330 8943 SH SOLE 0 0 8943 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 706802 22683 SH SOLE 0 0 22683 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 687603 21157 SH SOLE 0 0 21157 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 2079667 65010 SH SOLE 0 0 65010 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 386302 14985 SH SOLE 0 0 14985 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 341553 15207 SH SOLE 0 0 15207 CATERPILLAR INC COM 149123101 367896 1004 SH SOLE 0 0 1004 CHEVRON CORP NEW COM 166764100 875700 5552 SH SOLE 0 0 5552 CISCO SYS INC COM 17275R102 554030 11101 SH SOLE 0 0 11101 CIVISTA BANCSHARES INC COM NO PAR 178867107 367228 23877 SH SOLE 0 0 23877 COCA COLA CO COM 191216100 426759 6975 SH SOLE 0 0 6975 COLGATE PALMOLIVE CO COM 194162103 255922 2842 SH SOLE 0 0 2842 CONOCOPHILLIPS COM 20825C104 445598 3501 SH SOLE 0 0 3501 COSTCO WHSL CORP NEW COM 22160K105 435465 594 SH 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