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CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 6 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPTL SPDR SERIES TRUST 2,750,127.0 $72.8M 0.20% NEW $26.47 -3.9%
102 AGG ISHARES TR 719,445.0 $71.9M 0.20% NEW $99.88 -1.9%
103 SCHF SCHWAB STRATEGIC TR 2,934,069.0 $70.5M 0.19% NEW $24.04 +11.1%
104 TAXF AMERICAN CENTY ETF TR 1,389,743.0 $70.0M 0.19% NEW $50.38 -0.6%
105 VTI VANGUARD INDEX FDS 202,911.0 $68.0M 0.18% NEW $335.27 +8.2%
106 RDVY FIRST TR EXCHANGE TRADED FD 970,829.0 $67.4M 0.18% NEW $69.47 +6.0%
107 CAT CATERPILLAR INC Industrials 117,356.0 $67.2M 0.18% NEW $572.87 +55.1%
108 MOAT VANECK ETF TRUST 646,558.0 $67.0M 0.18% NEW $103.56 -4.1%
109 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,228,590.0 $66.3M 0.18% NEW $53.94 +5.7%
110 IBM INTERNATIONAL BUSINESS MACHS Technology 220,569.0 $65.3M 0.18% NEW $296.21 -26.3%
111 VEU VANGUARD INTL EQUITY INDEX F 876,974.0 $64.5M 0.17% NEW $73.56 +10.1%
112 JBND J P MORGAN EXCHANGE TRADED F 1,178,579.0 $63.7M 0.17% NEW $54.07 -2.0%
113 XLC SELECT SECTOR SPDR TR 536,255.0 $63.1M 0.17% NEW $117.72 -1.4%
114 ORCL ORACLE CORP Technology 323,239.0 $63.0M 0.17% NEW $194.91 +0.4%
115 IUSV ISHARES TR 613,072.0 $62.9M 0.17% NEW $102.54 +5.5%
116 GSST GOLDMAN SACHS ETF TR 1,242,300.0 $62.7M 0.17% NEW $50.47 +0.0%
117 RSST TIDAL TRUST II 2,192,957.0 $62.2M 0.17% NEW $28.35 +17.8%
118 COST COSTCO WHSL CORP NEW Consumer Defensive 71,705.0 $61.8M 0.17% NEW $862.34 +20.7%
119 IWF ISHARES TR 130,580.0 $61.8M 0.17% NEW $473.30 -73.7%
120 JMEE J P MORGAN EXCHANGE TRADED F 958,735.0 $61.7M 0.17% NEW $64.38 +11.7%
Page 6 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%