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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 15 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BUFZ FIRST TR EXCHNG TRADED FD VI 873,047.0 $23.2M 0.06% NEW $26.53 +4.2%
282 WCMI FIRST TR EXCHANGE-TRADED FD 1,354,146.0 $23.0M 0.06% NEW $17.01 +8.2%
283 SSO PROSHARES TR 396,305.0 $23.0M 0.06% NEW $57.92 +14.7%
284 IWR ISHARES TR 237,452.0 $22.9M 0.06% NEW $96.27 +7.7%
285 WPC WP CAREY INC Real Estate 354,209.0 $22.8M 0.06% NEW $64.36 +14.5%
286 VMI VALMONT INDS INC Industrials 56,507.0 $22.7M 0.06% NEW $402.32 +28.2%
287 GRNY TIDAL TRUST I 913,888.0 $22.6M 0.06% NEW $24.76 +8.2%
288 FSLR FIRST SOLAR INC Energy 86,165.0 $22.5M 0.06% NEW $261.23 -11.3%
289 VTEB VANGUARD MUN BD FDS 446,783.0 $22.5M 0.06% NEW $50.29 -0.9%
290 LRCX LAM RESEARCH CORP Technology 130,992.0 $22.4M 0.06% NEW $171.18 +74.8%
291 ICSH ISHARES TR 439,455.0 $22.2M 0.06% NEW $50.58 -0.1%
292 CRWV COREWEAVE INC Technology 308,033.0 $22.1M 0.06% NEW $71.61 +59.5%
293 PM PHILIP MORRIS INTL INC Consumer Defensive 136,861.0 $22.0M 0.06% NEW $160.40 +19.6%
294 AMAT APPLIED MATLS INC Technology 85,116.0 $21.9M 0.06% NEW $256.99 +69.9%
295 C CITIGROUP INC Financial Services 186,368.0 $21.7M 0.06% NEW $116.69 +5.8%
296 XLRE SELECT SECTOR SPDR TR 528,918.0 $21.3M 0.06% NEW $40.35 +7.1%
297 SPSB SPDR SERIES TRUST 705,974.0 $21.3M 0.06% NEW $30.20 -0.8%
298 TXN TEXAS INSTRS INC Technology 121,921.0 $21.2M 0.06% NEW $173.49 +76.6%
299 MCK MCKESSON CORP Healthcare 25,517.0 $20.9M 0.06% NEW $820.32 -8.9%
300 IWM ISHARES TR 85,030.0 $20.9M 0.06% NEW $246.16 +12.8%
Page 15 of 279  ·  5,577 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 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%