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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 18 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ASH ASHLAND INC Basic Materials 61,085.0 $3.4M 0.01% -4K -6.4% $55.61 -0.5%
342 VTIP VANGUARD MALVERN FDS 67,920.0 $3.4M 0.01% -3K -4.3% $49.95 +0.7%
343 SCHR SCHWAB STRATEGIC TR 135,860.0 $3.4M 0.01% -44K -24.5% $24.91 -1.6%
344 LAMR LAMAR ADVERTISING CO Real Estate 26,662.0 $3.4M 0.01% -143.0 -0.5% $126.66 +20.0%
345 HOOD ROBINHOOD MKTS INC Financial Services 48,184.0 $3.3M 0.01% -30K -38.3% $69.30 +8.3%
346 AFL AFLAC INC Financial Services 30,336.0 $3.3M 0.01% -24K -44.3% $109.71 +7.2%
347 IBDY ISHARES TR 128,222.0 $3.3M 0.01% -10K -6.9% $25.85 -1.0%
348 OTIS OTIS WORLDWIDE CORP Industrials 42,932.0 $3.3M 0.01% -32K -42.8% $77.08 -8.1%
349 AVUS AMERICAN CENTY ETF TR 29,743.0 $3.3M 0.01% -245.0 -0.8% $111.18 +12.0%
350 DMAY FIRST TR EXCHNG TRADED FD VI 73,175.0 $3.3M 0.01% -6K -7.5% $44.93 +4.0%
351 FNB F N B CORP Financial Services 195,336.0 $3.3M 0.01% -55K -21.9% $16.72 +3.6%
352 PPA INVESCO EXCHANGE TRADED FD T 19,393.0 $3.2M 0.01% -1K -6.8% $165.70 +0.6%
353 IXN ISHARES TR 31,953.0 $3.2M 0.01% -3K -8.3% $99.97 +33.3%
354 EMB ISHARES TR 33,542.0 $3.2M 0.01% -522K -94.0% $93.93 +0.8%
355 HBAN HUNTINGTON BANCSHARES INC Financial Services 197,085.0 $3.1M 0.01% -36K -15.4% $15.65 +0.5%
356 FYX FIRST TR EXCHANGE-TRADED ALP 25,841.0 $3.1M 0.01% -1K -4.0% $119.35 +9.4%
357 THG HANOVER INS GROUP INC Financial Services 17,700.0 $3.1M 0.01% -4K -18.0% $173.35 +12.9%
358 DON WISDOMTREE TR 58,029.0 $3.0M 0.01% -2K -4.1% $52.54 +3.5%
359 FAPR FIRST TR EXCHNG TRADED FD VI 66,707.0 $3.0M 0.01% -15K -18.8% $44.91 +2.9%
360 TFI SPDR SERIES TRUST 65,889.0 $3.0M 0.01% -8K -10.9% $45.34 -0.5%
Page 18 of 81  ·  1,606 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%