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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 21 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EFG ISHARES TR 144,515.0 $16.1M 0.04% -24K -14.3% $111.37 +9.0%
402 NTRA NATERA INC Healthcare 79,781.0 $16.0M 0.04% -3K -3.8% $199.99 +1.8%
403 IWV ISHARES TR 42,590.0 $15.8M 0.04% +811.0 +1.9% $370.68 +13.5%
404 USFR WISDOMTREE TR 312,640.0 $15.7M 0.04% -63K -16.7% $50.34 +0.2%
405 HDV ISHARES TR 114,540.0 $15.5M 0.04% +37K +48.4% $135.72 -79.6%
406 IBIT ISHARES BITCOIN TRUST ETF Financial Services 404,067.0 $15.5M 0.04% $38.42 +14.5%
407 COF CAPITAL ONE FINL CORP Financial Services 84,912.0 $15.5M 0.04% -12K -12.4% $182.43 +2.3%
408 ILMN ILLUMINA INC Healthcare 125,189.0 $15.4M 0.04% -10K -7.6% $123.26 +17.5%
409 HRL HORMEL FOODS CORP Consumer Defensive 680,002.0 $15.4M 0.04% +38K +5.9% $22.65 -6.9%
410 ISHARES TR 669,629.0 $15.3M 0.04% +107K +19.1% $22.91
411 IEUR ISHARES TR 217,784.0 $15.3M 0.04% +57K +35.7% $70.27 +7.7%
412 ARKW ARK ETF TR 126,791.0 $15.3M 0.04% -13K -9.6% $120.61 +20.5%
413 SO SOUTHERN CO Utilities 158,138.0 $15.3M 0.04% -7K -4.4% $96.52 -3.0%
414 SCHX SCHWAB STRATEGIC TR 595,053.0 $15.3M 0.04% -46K -7.2% $25.64 +13.9%
415 DOW DOW HLDGS INC Basic Materials 364,850.0 $15.2M 0.04% +301K +469.4% $41.65 -13.8%
416 CW CURTISS WRIGHT CORP Industrials 22,147.0 $15.1M 0.04% +4K +20.2% $681.12 +6.7%
417 SRLN SSGA ACTIVE ETF TR 374,008.0 $15.0M 0.04% +2K +0.6% $40.14 +0.9%
418 FAUG FIRST TR EXCHNG TRADED FD VI 289,661.0 $15.0M 0.04% -18K -6.0% $51.78 +7.8%
419 OMC OMNICOM GROUP INC Communication Services 197,406.0 $14.9M 0.04% +51K +34.6% $75.31 -2.0%
420 FJAN FIRST TR EXCHNG TRADED FD VI 294,205.0 $14.8M 0.04% +196K +199.4% $50.41 +8.4%
Page 21 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%