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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 215 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4281 KMID VIRTUS ETF TR II 695.0 $17K NEW $24.46 +0.5%
4282 TTAN SERVICETITAN INC Technology 158.0 $17K NEW $107.59 -41.3%
4283 JFLX J P MORGAN EXCHANGE TRADED F 335.0 $17K NEW $50.75 -1.6%
4284 SVC SERVICE PPTYS TR Real Estate 8,998.0 $17K NEW $1.89 -9.5%
4285 AVES AMERICAN CENTY ETF TR 268.0 $16K NEW $59.70 +11.0%
4286 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 1,033.0 $16K NEW $15.49 -25.8%
4287 PDLB PONCE FINANCIAL GROUP INC Financial Services 991.0 $16K NEW $16.15 +15.0%
4288 IBHH ISHARES TR 670.0 $16K NEW $23.88 -1.6%
4289 IE IVANHOE ELECTRIC INC Technology 980.0 $16K NEW $16.33 -27.7%
4290 CPLS AB ACTIVE ETFS INC 463.0 $16K NEW $34.56 +1.3%
4291 GUT GABELLI UTIL TR Financial Services 2,699.0 $16K NEW $5.93 +5.3%
4292 SLVR SPROTT FDS TR 280.0 $16K NEW $57.14 +3.6%
4293 BTCC GRAYSCALE FUNDS TRUST 765.0 $16K NEW $20.92 -21.6%
4294 BDVL BLACKROCK ETF TRUST 659.0 $16K NEW $24.28 +7.8%
4295 AVO MISSION PRODUCE INC Consumer Defensive 1,409.0 $16K NEW $11.36 +5.0%
4296 TMAT NORTHERN LTS FD TR IV 639.0 $16K NEW $25.04 +14.3%
4297 SKYT SKYWATER TECHNOLOGY INC Technology 883.0 $16K NEW $18.12 +105.4%
4298 BOAT TIDAL TRUST I 502.0 $16K NEW $31.87 +31.8%
4299 CMPX COMPASS THERAPEUTICS INC Healthcare 3,059.0 $16K NEW $5.23 -60.4%
4300 BLACKROCK MUNIYIELD FD INC 1,559.0 $16K NEW $10.26
Page 215 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%