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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 43 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TDIV FIRST TR EXCHANGE TRADED FD 45,187.0 $4.4M 0.01% NEW $96.84 +15.6%
842 VPU VANGUARD WORLD FD 23,499.0 $4.3M 0.01% NEW $185.03 +4.3%
843 SHW SHERWIN WILLIAMS CO Basic Materials 13,210.0 $4.3M 0.01% NEW $324.00 -7.7%
844 FNB F N B CORP Financial Services 250,065.0 $4.3M 0.01% NEW $17.10 +0.2%
845 OKE ONEOK INC NEW Energy 58,105.0 $4.3M 0.01% NEW $73.50 +29.6%
846 PTL NORTHERN LTS FD TR IV 17,196.0 $4.3M 0.01% NEW $248.20 +12.0%
847 RWK INVESCO EXCH TRADED FD TR II 33,678.0 $4.3M 0.01% NEW $126.46 +8.5%
848 USFD US FOODS HLDG CORP Consumer Defensive 56,253.0 $4.2M 0.01% NEW $75.32 +7.9%
849 MCO MOODYS CORP Financial Services 8,271.0 $4.2M 0.01% NEW $510.82 -14.9%
850 SMH VANECK ETF TRUST 11,699.0 $4.2M 0.01% NEW $360.12 +56.6%
851 EBAY EBAY INC. Consumer Cyclical 48,313.0 $4.2M 0.01% NEW $87.10 +31.2%
852 G GENPACT LIMITED Technology 89,164.0 $4.2M 0.01% NEW $46.78 -32.3%
853 DTD WISDOMTREE TR 49,062.0 $4.2M 0.01% NEW $84.87 +8.4%
854 SPG SIMON PPTY GROUP INC NEW Real Estate 22,490.0 $4.2M 0.01% NEW $185.10 +8.5%
855 DTM DT MIDSTREAM INC Energy 34,544.0 $4.1M 0.01% NEW $119.67 +25.5%
856 CINF CINCINNATI FINL CORP Financial Services 25,260.0 $4.1M 0.01% NEW $163.30 +2.8%
857 DVOL FIRST TR EXCHANGE-TRADED FD 117,460.0 $4.1M 0.01% NEW $35.03 +4.5%
858 FIXD FIRST TR EXCHNG TRADED FD VI 92,702.0 $4.1M 0.01% NEW $44.32 -2.2%
859 VRSK VERISK ANALYTICS INC Industrials 18,351.0 $4.1M 0.01% NEW $223.69 -23.7%
860 FMAR FIRST TR EXCHNG TRADED FD VI 86,268.0 $4.1M 0.01% NEW $47.47 +9.0%
Page 43 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%