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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 19 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WDC WESTERN DIGITAL CORP Technology 102,527.0 $17.7M 0.05% NEW $172.27 +183.9%
362 TROW PRICE T ROWE GROUP INC Financial Services 172,281.0 $17.6M 0.05% NEW $102.38 +0.0%
363 TLT ISHARES TR 201,314.0 $17.5M 0.05% NEW $87.16 -4.0%
364 TPR TAPESTRY INC Consumer Cyclical 136,369.0 $17.4M 0.05% NEW $127.77 +1.9%
365 SCHX SCHWAB STRATEGIC TR 641,480.0 $17.3M 0.05% NEW $26.91 +7.9%
366 SDVY FIRST TR EXCHANGE-TRADED FD 448,472.0 $17.2M 0.05% NEW $38.32 +6.5%
367 PSX PHILLIPS 66 Energy 133,079.0 $17.2M 0.05% NEW $129.04 +32.9%
368 MDYV SPDR SERIES TRUST 201,385.0 $17.0M 0.05% NEW $84.65 +4.8%
369 FLOT ISHARES TR 331,403.0 $16.9M 0.05% NEW $50.86 +0.2%
370 FV FIRST TR EXCHANGE TRADED FD 267,068.0 $16.8M 0.05% NEW $62.92 +10.9%
371 SGOL ETFS GOLD TR Financial Services 408,709.0 $16.8M 0.04% NEW $41.08 +5.4%
372 AR ANTERO RESOURCES CORP Energy 485,297.0 $16.7M 0.04% NEW $34.46 +11.0%
373 VCLT VANGUARD SCOTTSDALE FDS 220,350.0 $16.7M 0.04% NEW $75.85 -2.7%
374 TIP ISHARES TR 151,266.0 $16.6M 0.04% NEW $109.91 +0.6%
375 DAL DELTA AIR LINES INC DEL Industrials 238,723.0 $16.6M 0.04% NEW $69.40 +3.1%
376 IEF ISHARES TR 171,273.0 $16.5M 0.04% NEW $96.16 -2.8%
377 LVS LAS VEGAS SANDS CORP Consumer Cyclical 252,410.0 $16.4M 0.04% NEW $65.09 -22.2%
378 ICVT ISHARES TR 166,618.0 $16.4M 0.04% NEW $98.50 +19.0%
379 LYFT LYFT INC Technology 846,125.0 $16.4M 0.04% NEW $19.37 -32.6%
380 ACWI ISHARES TR 115,304.0 $16.3M 0.04% NEW $141.49 +8.9%
Page 19 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%