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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 18 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FDEC FIRST TR EXCHNG TRADED FD VI 365,745.0 $18.7M 0.05% NEW $51.18 +5.1%
342 JAVA J P MORGAN EXCHANGE TRADED F 260,871.0 $18.7M 0.05% NEW $71.72 +5.3%
343 KHC KRAFT HEINZ CO Consumer Defensive 768,546.0 $18.6M 0.05% NEW $24.25 -3.9%
344 ESTC ELASTIC N V Technology 246,264.0 $18.6M 0.05% NEW $75.44 -34.0%
345 FJUL FIRST TR EXCHNG TRADED FD VI 332,091.0 $18.6M 0.05% NEW $55.92 +4.9%
346 MAA MID-AMER APT CMNTYS INC Real Estate 132,440.0 $18.4M 0.05% NEW $138.91 -8.4%
347 XTRE BONDBLOXX ETF TRUST 368,899.0 $18.4M 0.05% NEW $49.76 -1.6%
348 VGIT VANGUARD SCOTTSDALE FDS 306,101.0 $18.3M 0.05% NEW $59.93 -2.2%
349 VRSN VERISIGN INC Technology 75,456.0 $18.3M 0.05% NEW $242.95 +20.6%
350 BBUS J P MORGAN EXCHANGE TRADED F 148,149.0 $18.3M 0.05% NEW $123.31 +7.9%
351 SDG ISHARES TR 216,808.0 $18.3M 0.05% NEW $84.23 +7.0%
352 KMI KINDER MORGAN INC DEL Energy 663,910.0 $18.3M 0.05% NEW $27.49 +21.5%
353 DFSV DIMENSIONAL ETF TRUST 550,491.0 $18.1M 0.05% NEW $32.89 +10.9%
354 XLB SELECT SECTOR SPDR TR 398,968.0 $18.1M 0.05% NEW $45.35 +10.9%
355 JMST J P MORGAN EXCHANGE TRADED F 353,511.0 $18.0M 0.05% NEW $50.94 -0.1%
356 TAXX BONDBLOXX ETF TRUST 352,367.0 $17.9M 0.05% NEW $50.72 -0.3%
357 KMB KIMBERLY-CLARK CORP Consumer Defensive 176,448.0 $17.8M 0.05% NEW $100.89 -4.2%
358 EFA ISHARES TR 185,319.0 $17.8M 0.05% NEW $96.03 +5.9%
359 ILMN ILLUMINA INC Healthcare 135,535.0 $17.8M 0.05% NEW $131.16 +9.2%
360 EALT INNOVATOR ETFS TRUST 503,121.0 $17.8M 0.05% NEW $35.29 +0.5%
Page 18 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%