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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 256 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5101 SMHI SEACOR MARINE HLDGS INC Industrials 557.0 $4K +63.0 +12.8% $7.16 +2.7%
5102 ARAI ARRIVE AI INC Technology 4,972.0 $4K +5K +10000.0% $0.80 -13.4%
5103 RSPR INVESCO EXCHANGE TRADED FD T 119.0 $4K -47.0 -28.3% $33.18 +8.8%
5104 SKYX SKYX PLATFORMS CORP Industrials 3,524.0 $4K +3K +606.2% $1.12 +2.7%
5105 SH PROSHARES TR 104.0 $4K -358.0 -77.5% $37.93 -11.9%
5106 MYCF SSGA ACTIVE TR 157.0 $4K +108.0 +220.4% $25.06 -0.0%
5107 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 321.0 $4K $12.22 +2.8%
5108 GFL GFL ENVIRONMENTAL INC Industrials 94.0 $4K +21.0 +28.8% $41.72 -13.8%
5109 BLFS BIOLIFE SOLUTIONS INC Healthcare 205.0 $4K +66.0 +47.5% $19.08 +29.7%
5110 IQ IQIYI INC Communication Services 2,890.0 $4K -400.0 -12.2% $1.35 -18.5%
5111 EML EASTERN CO Industrials 192.0 $4K -11.0 -5.4% $20.24 +3.9%
5112 EOLS EVOLUS INC Healthcare 944.0 $4K +832.0 +742.9% $4.11 +56.9%
5113 VIRNETX HLDG CORP 275.0 $4K NEW $14.11
5114 GNE GENIE ENERGY LTD Utilities 274.0 $4K -152.0 -35.7% $14.14 -2.0%
5115 SCHJ SCHWAB STRATEGIC TR 157.0 $4K $24.64 -0.1%
5116 MNSB MAINSTREET BANCSHARES INC Financial Services 173.0 $4K +64.0 +58.7% $22.20 +4.4%
5117 VHI VALHI INC NEW Basic Materials 268.0 $4K +155.0 +137.2% $14.30 -10.2%
5118 FVC FIRST TR EXCHANGE TRADED FD 110.0 $4K NEW $34.83 +16.8%
5119 NBSD NEUBERGER BERMAN ETF TRUST 75.0 $4K $50.71 +0.1%
5120 DIREXION SHARES ETF TRUST 174.0 $4K $21.78
Page 256 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%