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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 175 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 JPEM J P MORGAN EXCHANGE TRADED F 966.0 $59K NEW $61.08 +6.5%
3482 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 1,322.0 $59K NEW $44.63 +18.2%
3483 RXO RXO INC Industrials 4,641.0 $59K NEW $12.71 +99.7%
3484 EIPI FIRST TR EXCHNG TRADED FD VI 2,992.0 $59K NEW $19.72 +9.7%
3485 ARDT ARDENT HEALTH INC Healthcare 6,708.0 $59K NEW $8.80 +1.3%
3486 CRY ARTIVION INC 1,302.0 $59K NEW $45.31 -60.5%
3487 DFNM DIMENSIONAL ETF TRUST 1,210.0 $58K NEW $47.93 +0.9%
3488 CGCP CAPITAL GRP FIXED INCM ETF T 2,547.0 $58K NEW $22.77 -1.9%
3489 TGTX TG THERAPEUTICS INC Healthcare 1,940.0 $58K NEW $29.90 +78.0%
3490 MUA BLACKROCK MUNIASSETS FD INC Financial Services 5,415.0 $58K NEW $10.71 -0.3%
3491 AGM FEDERAL AGRIC MTG CORP Financial Services 328.0 $58K NEW $176.83 +3.8%
3492 TTGT TECHTARGET INC Communication Services 10,664.0 $58K NEW $5.44 -33.8%
3493 VGLT VANGUARD SCOTTSDALE FDS 1,044.0 $58K NEW $55.56 -0.4%
3494 VUSE ETF SER SOLUTIONS 873.0 $58K NEW $66.44 +8.7%
3495 ILTB ISHARES TR 1,140.0 $57K NEW $50.00 -1.2%
3496 BWFG BANKWELL FINL GROUP INC Financial Services 1,245.0 $57K NEW $45.78 +22.7%
3497 LGIH LGI HOMES INC Consumer Cyclical 1,331.0 $57K NEW $42.82 +32.4%
3498 CHRS COHERUS ONCOLOGY INC Healthcare 40,334.0 $57K NEW $1.41 +4.7%
3499 BBP ETFIS SER TR I 717.0 $57K NEW $79.50 +13.0%
3500 SGHT SIGHT SCIENCES INC Healthcare 7,125.0 $57K NEW $8.00 -34.0%
Page 175 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%