Cwm, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

5,201 positions
Manager:
SEC
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Page 3 of 261
46641Q332
46641Q332
Shares:
1939744(-1.8%)
Value:
$110.8M(-2.5%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
427175(+10.6%)
Value:
$104.8M(+13.2%)
092528603
092528603
Shares:
1991270(-1.0%)
Value:
$104.3M(-0.3%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
358274(+24.8%)
Value:
$103.2M(+48.5%)
81369Y803
XLK|81369Y803
Shares:
490080(+9.9%)
Value:
$101.2M(-2.4%)
922908744
VTV|922908744
Shares:
571897(+49.2%)
Value:
$98.8M(+52.3%)
92189F643
92189F643
Shares:
1122232(-7.8%)
Value:
$98.8M(-12.5%)
46654Q609
46654Q609
Shares:
1334647(+33.5%)
Value:
$98.5M(+21.6%)
Broadcom Inc.
AVGO|11135F101
Shares:
574860(-2.1%)
Value:
$96.2M(-29.3%)
72201R718
72201R718
Shares:
966930(+1.9%)
Value:
$92.8M(+3.0%)
78464A672
78464A672
Shares:
3115011(-2.2%)
Value:
$89.0M(+0.2%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
747522(+9.3%)
Value:
$88.9M(+20.8%)
Tesla, Inc.
TSLA|88160R101
Shares:
340388(+7.4%)
Value:
$88.2M(-31.1%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
521918(+10.6%)
Value:
$86.6M(+26.9%)
97717W208
97717W208
Shares:
854291(-2.8%)
Value:
$84.7M(+3.2%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
489085(-1.4%)
Value:
$83.3M(+0.2%)
VISA INC.
V|92826C839
Shares:
237831(+1.2%)
Value:
$83.3M(+12.3%)
72201R866
72201R866
Shares:
1598311(+5.2%)
Value:
$82.4M(+4.8%)
ELI LILLY & Co
LLY|532457108
Shares:
99633(+5.2%)
Value:
$82.3M(+12.5%)
Walmart Inc.
WMT|931142103
Shares:
918701(-0.6%)
Value:
$80.7M(-3.4%)