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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 5 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CREATIVE MEDIA & CMNTY TR 54,578.0 $34K NEW $0.61
82 PBQQ PGIM ROCK ETF TR 1,180.0 $33K NEW $28.32 +10.1%
83 SELECT SECTOR SPDR TR 1,308.0 $33K NEW $25.10
84 SELECT SECTOR SPDR TR 1,350.0 $33K NEW $24.13
85 SDCI USCF ETF TR 1,181.0 $32K NEW $27.24 +5.0%
86 JSI JANUS DETROIT STR TR 608.0 $31K NEW $51.55 -0.3%
87 SELECT SECTOR SPDR TR 1,386.0 $31K NEW $22.46
88 TSLA PUT TESLA INC Consumer Cyclical 2,300.0 $31K NEW $13.40 +2981.0%
89 GNOM GLOBAL X FDS 702.0 $31K NEW $43.75 +3.4%
90 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 462.0 $30K NEW $65.05 +15.8%
91 BUFP PGIM ROCK ETF TR 971.0 $29K NEW $29.72 +6.8%
92 LRCX CALL LAM RESEARCH CORP Technology 1,000.0 $28K NEW $28.20 +930.2%
93 NXG NXG NEXTGEN INFRASTR INCM FD Financial Services 500.0 $27K NEW $54.93 +3.2%
94 FLCG FEDERATED HERMES ETF TRUST 907.0 $27K NEW $29.90 +14.4%
95 SOXL DIREXION SHARES ETF TRUST 566.0 $27K NEW $47.91 +252.3%
96 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 2,367.0 $27K NEW $11.28 +0.4%
97 SIXJ AIM ETF PRODUCTS TRUST 785.0 $26K NEW $33.64 +6.9%
98 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 3,600.0 $25K NEW $6.90 +276.4%
99 FCG FIRST TR EXCHANGE-TRADED FD 760.0 $24K NEW $31.69 -2.4%
100 DRNZ REX ETF TR 1,000.0 $24K NEW $23.93 -1.3%
Page 5 of 16  ·  303 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%