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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 133 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 JTEK J P MORGAN EXCHANGE TRADED F 2,809.0 $223K 0.00% -5K -63.5% $79.54 +33.1%
2642 XNTK SPDR SERIES TRUST 875.0 $223K 0.00% $255.24 +45.5%
2643 IAI ISHARES TR 1,359.0 $223K 0.00% -192.0 -12.4% $164.18 +13.7%
2644 HLN HALEON PLC Healthcare 22,289.0 $223K 0.00% +404.0 +1.9% $10.01 -10.9%
2645 NORTHPOINTE BANCSHARES INC. 12,922.0 $223K 0.00% +99.0 +0.8% $17.26
2646 MOV MOVADO GROUP INC Consumer Cyclical 9,131.0 $223K 0.00% +6K +157.5% $24.42 +58.9%
2647 PIE INVESCO EXCH TRADED FD TR II 8,554.0 $223K 0.00% +8K +2461.1% $26.03 +25.4%
2648 MATIV HOLDINGS INC 25,566.0 $222K 0.00% -1K -5.3% $8.70
2649 EBC EASTERN BANKSHARES INC Financial Services 11,368.0 $222K 0.00% -71.0 -0.6% $19.56 +6.6%
2650 FIRST TR EXCHNG TRADED FD VI 6,830.0 $222K 0.00% $32.53
2651 IWMI NEOS ETF TRUST 4,680.0 $222K 0.00% +405.0 +9.5% $47.40 +11.4%
2652 VSTS VESTIS CORPORATION Industrials 28,220.0 $222K 0.00% +3K +13.4% $7.86 +65.5%
2653 ARCB ARCBEST CORP Industrials 2,252.0 $222K 0.00% +140.0 +6.6% $98.36 +47.9%
2654 DIHP DIMENSIONAL ETF TRUST 6,872.0 $221K 0.00% -6K -47.0% $32.22 +4.4%
2655 IBEX IBEX LTD Technology 8,254.0 $221K 0.00% +2K +26.1% $26.82 +10.5%
2656 FXZ FIRST TR EXCHANGE-TRADED FD 2,896.0 $221K 0.00% -149.0 -4.9% $76.21 +6.3%
2657 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 2,536.0 $221K 0.00% -231.0 -8.3% $86.97 +21.8%
2658 MCCORMICK & CO INC 4,370.0 $220K 0.00% -860.0 -16.4% $50.38
2659 DEXC DIMENSIONAL ETF TRUST 3,394.0 $220K 0.00% +1K +44.6% $64.86 +25.4%
2660 IPAY AMPLIFY ETF TR 5,140.0 $220K 0.00% -661.0 -11.4% $42.80 +2.6%
Page 133 of 284  ·  5,671 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%