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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 42 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BIV VANGUARD BD INDEX FDS 58,601.0 $4.6M 0.01% NEW $77.88 -2.7%
822 IBDV ISHARES TR 206,486.0 $4.6M 0.01% NEW $22.07 -1.8%
823 UGL PROSHARES TR II Financial Services 81,865.0 $4.5M 0.01% NEW $55.52 +0.2%
824 HSY HERSHEY CO Consumer Defensive 24,957.0 $4.5M 0.01% NEW $181.99 +4.1%
825 NBOS NEUBERGER BERMAN ETF TRUST 166,240.0 $4.5M 0.01% NEW $27.27 +2.2%
826 BBWI BATH & BODY WORKS INC Consumer Cyclical 225,110.0 $4.5M 0.01% NEW $20.08 -20.1%
827 CENCORA INC 13,383.0 $4.5M 0.01% NEW $337.74
828 DJUL FIRST TR EXCHNG TRADED FD VI 94,858.0 $4.5M 0.01% NEW $47.57 +4.2%
829 SCHR SCHWAB STRATEGIC TR 179,917.0 $4.5M 0.01% NEW $25.08 -2.4%
830 NRG NRG ENERGY INC Utilities 28,314.0 $4.5M 0.01% NEW $159.25 -19.3%
831 ARCC ARES CAPITAL CORP Financial Services 222,421.0 $4.5M 0.01% NEW $20.23 -8.5%
832 DXCM DEXCOM INC Healthcare 67,380.0 $4.5M 0.01% NEW $66.37 +0.9%
833 VOOG VANGUARD ADMIRAL FDS INC 10,027.0 $4.5M 0.01% NEW $444.60 -81.8%
834 DNOV FIRST TR EXCHNG TRADED FD VI 90,819.0 $4.4M 0.01% NEW $48.83 +3.8%
835 INVH INVITATION HOMES INC Real Estate 159,413.0 $4.4M 0.01% NEW $27.79 +2.8%
836 DD DUPONT DE NEMOURS INC Basic Materials 110,097.0 $4.4M 0.01% NEW $40.20 +17.3%
837 PRU PRUDENTIAL FINL INC Financial Services 39,153.0 $4.4M 0.01% NEW $112.89 -11.0%
838 SEIC SEI INVTS CO Financial Services 53,837.0 $4.4M 0.01% NEW $82.03 +10.5%
839 IGF ISHARES TR 71,777.0 $4.4M 0.01% NEW $61.36 +9.2%
840 GDX VANECK ETF TRUST 51,124.0 $4.4M 0.01% NEW $85.77 -1.9%
Page 42 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%