Cwm, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 5,201
Total Value: 23797124
Accession Number: 0001580642-25-002731
Form Type: 13F-HR
CIK: 0001535847
Manager Name: Cwm, LLC

Data Enrichment

71% identified

3,711 identified1,490 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

5,201 positions • $23,797.124K total value

5,201 positions

Manager:

SEC FilingSEC DataHachi Filing

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46432F396

MTUM|46432F396

917388(-1.9%)

Value:

$185.4M(-4.2%)

808524300

SCHG|808524300

7213032(+3.3%)

Value:

$180.6M(-7.1%)

78464A409

SPYG|78464A409

2216370(-9.6%)

Value:

$178.1M(-17.3%)

72201R833

1663528(+2.4%)

Value:

$167.4M(+2.7%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

309207(+16.5%)

Value:

$164.7M(+36.9%)

808524797

SCHD|808524797

5650775(+15.5%)

Value:

$158.0M(+18.2%)

464288885

EFG|464288885

1536390(-45.4%)

Value:

$153.6M(-43.6%)

Alphabet Inc.

GOOGL|02079K305

973415(+6.0%)

Value:

$150.5M(-13.4%)

464287721

1047713(-3.0%)

Value:

$147.1M(-14.6%)

33740F755

4953406(+10.3%)

Value:

$147.1M(+7.5%)

464288653

1382695(+559.0%)

Value:

$143.5M(+586.8%)

78468R804

814631(+139.7%)

Value:

$141.8M(+152.5%)

72201R817

1425160(+8.3%)

Value:

$137.9M(+10.2%)

46434G103

IEMG|46434G103

2514391(+52.6%)

Value:

$135.7M(+57.7%)

Meta Platforms, Inc.

META|30303M102

235165(-5.2%)

Value:

$135.5M(-6.6%)

46434G764

EMXC|46434G764

2454794(-12.4%)

Value:

$135.2M(-13.0%)

46138E339

1313198(+201.9%)

Value:

$121.5M(+194.0%)

922908363

VOO|922908363

232147(-1.1%)

Value:

$119.3M(-5.7%)

78467V848

2938217(+46.0%)

Value:

$118.4M(+49.3%)

464287101

415396(+221.7%)

Value:

$112.5M(+201.7%)

Instrument	Shares		Other Manager	Value
(MTUMcusip46432F396)	917.4K	QoQ -1.89% (-17.7K) YoY +9.78% (+81.7K)	All Managers (Combined)	$185.4M	QoQ -4.16% (-$8) YoY +18.44% (+$29)
(SCHGcusip808524300)	7.2M	QoQ +3.34% (-233.7K) YoY +322.93% (+5.5M)	All Managers (Combined)	$180.6M	QoQ -7.14% (-$14) YoY +14.21% (+$22)
(SPYGcusip78464A409)	2.2M	QoQ -9.57% (-234.6K) YoY -8.71% (-211.7K)	All Managers (Combined)	$178.1M	QoQ -17.31% (-$37) YoY +0.29% (-$1)
(cusip72201R833)✕	1.7M	QoQ +2.44% (+39.6K) YoY -13.61% (-262.1K)	All Managers (Combined)	$167.4M	QoQ +2.72% (+$4) YoY -13.54% (-$26)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	309.2K	QoQ +16.50% (+43.8K) YoY +21.64% (+55.0K)	All Managers (Combined)	$164.7M	QoQ +36.88% (+$44) YoY +54.06% (+$58)
(SCHDcusip808524797)	5.7M	QoQ +15.46% (+757.0K) YoY +365.84% (+4.4M)	All Managers (Combined)	$158.0M	QoQ +18.17% (+$24) YoY +61.54% (+$60)
(EFGcusip464288885)	1.5M	QoQ -45.36% (-1.3M) YoY -14.32% (-257.0K)	All Managers (Combined)	$153.6M	QoQ -43.58% (-$119) YoY -17.45% (-$32)
Alphabet Inc.(GOOGLcusip02079K305)	973.4K	QoQ +6.03% (-55.4K) YoY +21.95% (+175.3K)	All Managers (Combined)	$150.5M	QoQ -13.38% (-$23) YoY +24.95% (+$30)
(cusip464287721)✕	1.0M	QoQ -2.98% (-32.2K) YoY -10.74% (-126.1K)	All Managers (Combined)	$147.1M	QoQ -14.58% (-$25) YoY -7.18% (-$11)
(cusip33740F755)✕	5.0M	QoQ +10.30% (+462.9K) YoY +117.59% (+2.7M)	All Managers (Combined)	$147.1M	QoQ +7.48% (+$10) YoY +131.05% (+$83)
(cusip464288653)✕	1.4M	QoQ +558.96% (+1.2M) YoY +355.70% (+1.1M)	All Managers (Combined)	$143.5M	QoQ +586.84% (+$123) YoY +350.15% (+$112)
(cusip78468R804)✕	814.6K	QoQ +139.69% (+474.8K) YoY +18473.43% (+810.2K)	All Managers (Combined)	$141.8M	QoQ +152.50% (+$86) YoY +20658.12% (+$141)
(cusip72201R817)✕	1.4M	QoQ +8.26% (+108.8K) YoY +41.59% (+418.6K)	All Managers (Combined)	$137.9M	QoQ +10.16% (+$13) YoY +42.65% (+$41)
(IEMGcusip46434G103)	2.5M	QoQ +52.61% (+866.8K) YoY +125.18% (+1.4M)	All Managers (Combined)	$135.7M	QoQ +57.72% (+$50) YoY +135.52% (+$78)
Meta Platforms, Inc.(METAcusip30303M102)	235.2K	QoQ -5.16% (-12.8K) YoY +8.43% (+18.3K)	All Managers (Combined)	$135.5M	QoQ -6.64% (-$10) YoY +28.70% (+$30)
(EMXCcusip46434G764)	2.5M	QoQ -12.44% (-348.9K) YoY +5.59% (+130.0K)	All Managers (Combined)	$135.2M	QoQ -13.01% (-$20) YoY +1.04% (+$1)
(cusip46138E339)✕	1.3M	QoQ +201.92% (+878.3K) YoY +105039.95% (+1.3M)	All Managers (Combined)	$121.5M	QoQ +194.04% (+$80) YoY +121410.00% (+$121)
(VOOcusip922908363)	232.1K	QoQ -1.13% (-2.7K) YoY +188.93% (+151.8K)	All Managers (Combined)	$119.3M	QoQ -5.70% (-$7) YoY +208.89% (+$81)
(cusip78467V848)✕	2.9M	QoQ +45.99% (+925.6K) YoY +24690.89% (+2.9M)	All Managers (Combined)	$118.4M	QoQ +49.32% (+$39) YoY +24822.31% (+$118)
(cusip464287101)✕	415.4K	QoQ +221.72% (+286.3K) YoY +139.73% (+242.1K)	All Managers (Combined)	$112.5M	QoQ +201.65% (+$75) YoY +162.43% (+$70)