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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 9 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GILD GILEAD SCIENCES INC Healthcare 354,924.0 $43.6M 0.12% NEW $122.74 +7.6%
162 SCHB SCHWAB STRATEGIC TR 1,648,774.0 $43.2M 0.12% NEW $26.23 +8.4%
163 FLQM FRANKLIN TEMPLETON ETF TR 763,619.0 $43.0M 0.12% NEW $56.26 -1.8%
164 J P MORGAN EXCHANGE TRADED F 897,404.0 $42.7M 0.12% NEW $47.56
165 SPTS SPDR SERIES TRUST 1,443,445.0 $42.3M 0.12% NEW $29.28 -1.0%
166 ESGU ISHARES TR 277,685.0 $41.4M 0.11% NEW $148.98 +7.9%
167 ABT ABBOTT LABS Healthcare 327,276.0 $41.0M 0.11% NEW $125.29 -32.6%
168 BA BOEING CO Industrials 188,382.0 $40.9M 0.11% NEW $217.12 +1.6%
169 WFC WELLS FARGO CO NEW Financial Services 436,768.0 $40.7M 0.11% NEW $93.20 -20.8%
170 DFAE DIMENSIONAL ETF TRUST 1,247,591.0 $40.6M 0.11% NEW $32.57 +18.2%
171 PFE PFIZER INC Healthcare 1,625,379.0 $40.5M 0.11% NEW $24.90 +3.4%
172 BNDX VANGUARD CHARLOTTE FDS 829,587.0 $40.1M 0.11% NEW $48.32 -1.6%
173 NTSI WISDOMTREE TR 890,387.0 $39.3M 0.11% NEW $44.09 +3.5%
174 JVAL J P MORGAN EXCHANGE TRADED F 797,213.0 $39.1M 0.11% NEW $49.08 +11.1%
175 EMGF ISHARES INC 675,529.0 $39.1M 0.11% NEW $57.85 +20.7%
176 BK BANK NEW YORK MELLON CORP Financial Services 334,561.0 $38.8M 0.10% NEW $116.09 +16.3%
177 TRV TRAVELERS COMPANIES INC Financial Services 131,852.0 $38.2M 0.10% NEW $290.06 +2.8%
178 IUS INVESCO EXCH TRD SLF IDX FD 667,862.0 $38.2M 0.10% NEW $57.16 +12.3%
179 RTX RTX CORPORATION Industrials 207,464.0 $38.0M 0.10% NEW $183.40 -4.2%
180 XMMO INVESCO EXCHANGE TRADED FD T 272,771.0 $37.8M 0.10% NEW $138.46 +18.3%
Page 9 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%