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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 35 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FDRR FIDELITY COVINGTON TRUST 119,354.0 $7.0M 0.02% +27K +29.3% $58.80 +10.7%
682 NEAR ISHARES U S ETF TR 137,255.0 $7.0M 0.02% -74K -35.1% $50.84 -0.3%
683 IGV ISHARES TR 87,084.0 $7.0M 0.02% -29K -25.2% $80.05 +15.5%
684 FIS FIDELITY NATL INFORMATION SV Technology 148,287.0 $7.0M 0.02% +123K +493.3% $46.91 -7.0%
685 VICI VICI PPTYS INC Real Estate 253,818.0 $6.9M 0.02% +160K +170.3% $27.32 +4.0%
686 MDYG SPDR SERIES TRUST 72,232.0 $6.9M 0.02% +1K +1.7% $95.96 +10.2%
687 KDP KEURIG DR PEPPER INC Consumer Defensive 263,138.0 $6.9M 0.02% -155K -37.0% $26.33 +9.3%
688 BIBL NORTHERN LTS FD TR IV 146,798.0 $6.9M 0.02% -49K -25.1% $47.15 +12.2%
689 CARR CARRIER GLOBAL CORPORATION Industrials 122,055.0 $6.9M 0.02% +35K +40.4% $56.31 +10.4%
690 ENB ENBRIDGE INC Energy 126,400.0 $6.8M 0.02% +74K +139.3% $54.14 +6.7%
691 FFEB FIRST TR EXCHNG TRADED FD VI 122,277.0 $6.8M 0.02% -130K -51.6% $55.85 +8.3%
692 IWP ISHARES TR 53,061.0 $6.8M 0.02% -39K -42.2% $128.12 +7.6%
693 MSCI MSCI INC Financial Services 12,583.0 $6.8M 0.02% +4K +38.9% $539.02 +8.0%
694 IBDT ISHARES TR 266,908.0 $6.8M 0.02% +20K +7.9% $25.33 -0.4%
695 SCZ ISHARES TR 85,992.0 $6.7M 0.02% +5K +5.6% $78.41 +8.5%
696 TEAM ATLASSIAN CORPORATION Technology 98,230.0 $6.7M 0.02% -86K -46.6% $68.25 +26.3%
697 IUSG ISHARES TR 43,150.0 $6.7M 0.02% -1K -3.2% $155.11 +20.3%
698 CSX CSX CORP Industrials 162,957.0 $6.7M 0.02% +6K +4.0% $41.05 +11.8%
699 DFAT DIMENSIONAL ETF TRUST 106,634.0 $6.7M 0.02% +10K +10.3% $62.45 +6.5%
700 SFLR INNOVATOR ETFS TRUST 187,696.0 $6.6M 0.02% +13K +7.2% $35.41 +7.8%
Page 35 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%