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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 8 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHX SCHWAB STRATEGIC TR 595,053.0 $15.3M 0.04% -46K -7.2% $25.64 +13.9%
142 FAUG FIRST TR EXCHNG TRADED FD VI 289,661.0 $15.0M 0.04% -18K -6.0% $51.78 +7.8%
143 COP CONOCOPHILLIPS Energy 111,961.0 $14.8M 0.04% -8K -6.3% $132.00 -8.7%
144 TROW PRICE T ROWE GROUP INC Financial Services 161,324.0 $14.5M 0.04% -11K -6.4% $90.14 +13.0%
145 FV FIRST TR EXCHANGE TRADED FD 239,257.0 $14.5M 0.04% -28K -10.4% $60.44 +16.8%
146 HSBC HSBC HLDGS PLC Financial Services 173,240.0 $14.3M 0.04% -10K -5.3% $82.49 +11.6%
147 VRSN VERISIGN INC Technology 57,080.0 $14.2M 0.04% -18K -24.4% $248.36 +22.0%
148 CME CME GROUP INC Financial Services 46,992.0 $13.9M 0.04% -4K -8.7% $295.35 -2.1%
149 AKAM AKAMAI TECHNOLOGIES INC Technology 116,365.0 $13.4M 0.04% -2K -1.4% $114.85 +27.3%
150 SLYG SPDR SERIES TRUST 137,291.0 $13.3M 0.04% -10K -7.0% $96.62 +11.0%
151 XSVM INVESCO EXCHANGE TRADED FD T 213,354.0 $12.9M 0.03% -7K -3.2% $60.26 +9.3%
152 IYW ISHARES TR 69,802.0 $12.7M 0.03% -58K -45.4% $181.42 +32.3%
153 LVS LAS VEGAS SANDS CORP Consumer Cyclical 232,311.0 $12.5M 0.03% -20K -8.0% $53.88 -8.2%
154 XT ISHARES TR 182,419.0 $12.4M 0.03% -2K -0.9% $68.15 +17.5%
155 MKTX MARKETAXESS HLDGS INC Financial Services 73,978.0 $12.2M 0.03% -2K -2.2% $164.98 -17.4%
156 DE DEERE & CO Industrials 21,606.0 $12.2M 0.03% -4K -17.0% $563.31 -5.7%
157 NVS NOVARTIS AG Healthcare 79,113.0 $12.1M 0.03% -4K -4.8% $152.75 -0.6%
158 DVN DEVON ENERGY CORP NEW Energy 240,109.0 $12.1M 0.03% -32K -11.7% $50.32 -6.4%
159 VXF VANGUARD INDEX FDS 58,028.0 $11.9M 0.03% -419.0 -0.7% $205.80 +11.1%
160 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 19,427.0 $11.5M 0.03% -4K -18.8% $592.98 -4.9%
Page 8 of 81  ·  1,606 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 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%