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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 27 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RWK INVESCO EXCH TRADED FD TR II 36,724.0 $4.7M 0.01% +3K +9.0% $128.26 +6.2%
522 NBOS NEUBERGER BERMAN ETF TRUST 175,994.0 $4.7M 0.01% +10K +5.9% $26.74 +4.5%
523 NKE NIKE INC Consumer Cyclical 88,534.0 $4.7M 0.01% +40K +80.9% $52.82 -16.7%
524 AMKR AMKOR TECHNOLOGY INC Technology 103,263.0 $4.6M 0.01% +6K +6.3% $45.03 +47.1%
525 MCO MOODYS CORP Financial Services 10,568.0 $4.6M 0.01% +2K +27.8% $436.25 +1.6%
526 BOTZ GLOBAL X FDS 138,083.0 $4.6M 0.01% +5K +3.5% $33.22 +18.4%
527 TAFI AB ACTIVE ETFS INC 181,229.0 $4.6M 0.01% +157K +646.1% $25.18 -0.3%
528 ARKQ ARK ETF TR 40,161.0 $4.5M 0.01% +16K +63.9% $112.45 +18.0%
529 AVIG AMERICAN CENTY ETF TR 108,363.0 $4.5M 0.01% +16K +17.6% $41.54 -1.2%
530 NET CLOUDFLARE INC Technology 21,775.0 $4.5M 0.01% +6K +35.1% $206.34 +1.9%
531 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 55,580.0 $4.5M 0.01% +29K +106.2% $80.56 -11.6%
532 AIT APPLIED INDL TECHNOLOGIES IN Industrials 16,787.0 $4.5M 0.01% +9K +104.5% $265.32 +13.6%
533 BP BP PLC Energy 94,743.0 $4.5M 0.01% +7K +8.5% $47.00 -3.1%
534 VOOG VANGUARD ADMIRAL FDS INC 10,898.0 $4.4M 0.01% +871.0 +8.7% $407.67 -79.9%
535 WEX WEX INC Technology 28,913.0 $4.4M 0.01% +12K +66.2% $153.04 -3.0%
536 SIVR ABRDN SILVER ETF TRUST Financial Services 61,251.0 $4.4M 0.01% +2K +2.9% $71.61 +0.8%
537 INFY INFOSYS LTD Technology 323,378.0 $4.4M 0.01% +8K +2.5% $13.51 -7.8%
538 AXON AXON ENTERPRISE INC Industrials 10,285.0 $4.4M 0.01% +2K +23.6% $424.68 -9.2%
539 BUFQ FIRST TR EXCHNG TRADED FD VI 123,586.0 $4.4M 0.01% +12K +10.9% $35.32 +10.1%
540 VXUS VANGUARD STAR FDS 56,594.0 $4.4M 0.01% +12K +27.7% $77.11 +8.9%
Page 27 of 149  ·  2,977 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 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%