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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 44 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 VOOG VANGUARD ADMIRAL FDS INC 10,898.0 $4.4M 0.01% +871.0 +8.7% $407.67 -79.9%
862 AWI ARMSTRONG WORLD INDS INC NEW Industrials 26,927.0 $4.4M 0.01% -6K -17.6% $164.80 -4.5%
863 SMH VANECK ETF TRUST 11,543.0 $4.4M 0.01% -156.0 -1.3% $383.40 +50.3%
864 WEX WEX INC Technology 28,913.0 $4.4M 0.01% +12K +66.2% $153.04 -1.6%
865 TPHD TIMOTHY PLAN 106,496.0 $4.4M 0.01% -51K -32.2% $41.36 +1.1%
866 EBAY EBAY INC. Consumer Cyclical 48,331.0 $4.4M 0.01% $91.02 +27.2%
867 SIVR ABRDN SILVER ETF TRUST Financial Services 61,251.0 $4.4M 0.01% +2K +2.9% $71.61 +0.3%
868 INFY INFOSYS LTD Technology 323,378.0 $4.4M 0.01% +8K +2.5% $13.51 -6.2%
869 AXON AXON ENTERPRISE INC Industrials 10,285.0 $4.4M 0.01% +2K +23.6% $424.68 -9.1%
870 VMC VULCAN MATLS CO Basic Materials 16,035.0 $4.4M 0.01% -934.0 -5.5% $272.30 -4.3%
871 BUFQ FIRST TR EXCHNG TRADED FD VI 123,586.0 $4.4M 0.01% +12K +10.9% $35.32 +10.4%
872 VXUS VANGUARD STAR FDS 56,594.0 $4.4M 0.01% +12K +27.7% $77.11 +9.5%
873 KR KROGER CO Consumer Defensive 60,232.0 $4.4M 0.01% -5K -7.0% $72.36 -7.1%
874 FHN FIRST HORIZON CORPORATION Financial Services 190,735.0 $4.3M 0.01% +93K +94.3% $22.76 +6.5%
875 VWOB VANGUARD WHITEHALL FDS 66,074.0 $4.3M 0.01% -4K -6.0% $65.69 +0.9%
876 NVT NVENT ELEC PLC Industrials 36,686.0 $4.3M 0.01% +29K +389.1% $118.28 +39.2%
877 SRPT SAREPTA THERAPEUTICS INC Healthcare 198,333.0 $4.3M 0.01% -42K -17.6% $21.76 -22.8%
878 NRG NRG ENERGY INC Utilities 29,488.0 $4.3M 0.01% +1K +4.2% $146.14 -5.8%
879 BBJP J P MORGAN EXCHANGE TRADED F 62,504.0 $4.3M 0.01% +5K +9.5% $68.91 +8.1%
880 MSI MOTOROLA SOLUTIONS INC Technology 9,883.0 $4.3M 0.01% +2K +28.1% $433.98 -6.9%
Page 44 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%