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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 9 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MIAMI INTL HLDGS INC 186.0 $7K NEW $38.92
162 KGLD KURV ETF TR 218.0 $7K NEW $32.53 -6.5%
163 NAIL DIREXION SHARES ETF TRUST 180.0 $7K NEW $37.95 -7.3%
164 FUMB FIRST TR EXCH TRADED FD III 333.0 $7K NEW $20.05 +0.1%
165 FBYD FALCONS BEYOND GLOBAL INC Industrials 462.0 $7K NEW $14.10 -5.8%
166 IDEQ LAZARD ACTIVE ETF TR 200.0 $6K NEW $31.75 +9.1%
167 FSM FORTUNA MNG CORP Basic Materials 632.0 $6K NEW $9.93 -8.1%
168 MUX MCEWEN INC. Basic Materials 306.0 $6K NEW $20.42 +1.8%
169 FAAR FIRST TR EXCHANGE TRAD FD VI 185.0 $6K NEW $33.75 +0.9%
170 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 500.0 $6K NEW $12.40 +11.6%
171 WIA WESTERN ASSET INFLT LNK INC Financial Services 750.0 $6K NEW $8.08 +0.9%
172 EQPT EQUIPMENTSHARE COM INC Industrials 296.0 $6K NEW $20.37 +9.9%
173 KSLV KURV ETF TR 171.0 $6K NEW $34.81 -4.0%
174 UYLD ANGEL OAK FUNDS TRUST 110.0 $6K NEW $51.04 +0.2%
175 FMF FIRST TR EXCHANGE-TRADED FD 107.0 $5K NEW $50.62 +2.6%
176 IYLD ISHARES TR 247.0 $5K NEW $21.73 +1.9%
177 CCSO TIDAL TRUST II 200.0 $5K NEW $25.65 +7.5%
178 CXH MFS INVT GRADE MUN TR Financial Services 640.0 $5K NEW $7.99 -3.8%
179 DSGX DESCARTES SYS GROUP INC Technology 71.0 $5K NEW $71.56 -1.4%
180 THNQ EXCHANGE TRADED CONCEPTS TRU 82.0 $5K NEW $59.01 +35.4%
Page 9 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%