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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 216 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4301 NEXTNRG INC 60,404.0 $24K +58K +2337.6% $0.40
4302 TMAT NORTHERN LTS FD TR IV 1,041.0 $24K +402.0 +62.9% $23.19 +27.8%
4303 ENIC ENEL CHILE SA Utilities 6,118.0 $24K +530.0 +9.5% $3.94 +8.4%
4304 FCG FIRST TR EXCHANGE-TRADED FD 760.0 $24K NEW $31.69 -7.8%
4305 LXU LSB INDS INC Basic Materials 1,616.0 $24K -17.0 -1.0% $14.90 -10.3%
4306 DNOW DNOW INC Energy 2,019.0 $24K -3K -59.5% $11.91 +10.6%
4307 BOF BRANCHOUT FOOD INC Consumer Defensive 7,280.0 $24K $3.30 -0.3%
4308 DRNZ REX ETF TR 1,000.0 $24K NEW $23.93 +4.7%
4309 EDIV SPDR INDEX SHS FDS 599.0 $24K $39.48 +5.5%
4310 TBPH THERAVANCE BIOPHARMA INC Healthcare 1,456.0 $24K +183.0 +14.4% $16.23 +1.1%
4311 OAIM UNIFIED SER TR 546.0 $24K $43.06 +10.0%
4312 GSHD GOOSEHEAD INS INC Financial Services 551.0 $24K +255.0 +86.2% $42.66 -6.2%
4313 FFLG FIDELITY COVINGTON TRUST 845.0 $23K $27.81 +23.4%
4314 FID FIRST TR EXCHANGE TRADED FD 1,119.0 $23K $20.94 +6.6%
4315 UAMY UNITED STATES ANTIMONY CORP Basic Materials 2,684.0 $23K +2K +1190.4% $8.73 +0.9%
4316 YDEC FIRST TR EXCHNG TRADED FD VI 890.0 $23K +450.0 +102.3% $26.30 +4.3%
4317 RSPE INVESCO EXCH TRADED FD TR II 792.0 $23K $29.43 +11.5%
4318 HRTX HERON THERAPEUTICS INC Healthcare 28,890.0 $23K +18K +171.8% $0.80 +10.4%
4319 NAC NUVEEN CA DIVI ADV MUN Financial Services 1,983.0 $23K $11.65 +1.8%
4320 KRMN KARMAN HLDGS INC Industrials 288.0 $23K +202.0 +234.9% $80.05 -24.2%
Page 216 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%