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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 267 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5321 CRON CRONOS GROUP INC Healthcare 650.0 $2K $2.51 +8.7%
5322 QLTA ISHARES TR 34.0 $2K +11.0 +47.8% $47.59 -0.8%
5323 MDIV FIRST TR EXCHANGE TRADED FD 100.0 $2K $16.17 +2.7%
5324 DAVA ENDAVA PLC Technology 361.0 $2K -171.0 -32.1% $4.42 -24.5%
5325 PAVMED INC 157.0 $2K NEW $10.15
5326 MORGAN STANLEY ETF TRUST 32.0 $2K NEW $49.66
5327 WHEELS UP EXPERIENCE INC 3,047.0 $2K +3K +10000.0% $0.52
5328 IDHQ INVESCO EXCH TRADED FD TR II 44.0 $2K -676.0 -93.9% $35.36 +14.4%
5329 CIX COMPX INTL INC Industrials 66.0 $2K +1.0 +1.5% $23.36 +0.5%
5330 CPHC CANTERBURY PK HLDG CORP Consumer Cyclical 100.0 $2K NEW $15.40 +3.6%
5331 MAXI SIMPLIFY EXCHANGE TRADED FUN 161.0 $2K +2.0 +1.3% $9.51 +17.5%
5332 GVAL CAMBRIA ETF TR 46.0 $2K $33.17 +5.9%
5333 SHYM BLACKROCK ETF TRUST II 68.0 $1K $22.01 +0.4%
5334 PSNL PERSONALIS INC Healthcare 235.0 $1K +211.0 +879.2% $6.37 +24.8%
5335 BKHY BNY MELLON ETF TRUST 31.0 $1K NEW $47.42 +0.2%
5336 BEP BROOKFIELD RENEWABLE ENERGY Utilities 45.0 $1K $32.64 +8.3%
5337 OVBC OHIO VY BANC CORP Financial Services 33.0 $1K $43.85 +7.6%
5338 MORT VANECK ETF TRUST 141.0 $1K +128.0 +984.6% $10.26 -2.0%
5339 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 65.0 $1K $22.09 +1.3%
5340 LIFETIME BRANDS INC 247.0 $1K -55.0 -18.2% $5.74
Page 267 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%