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 5 of 261
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
117358(+8.2%)
Value:
$61.5M(+12.0%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
63289(+8.2%)
Value:
$59.9M(+11.7%)
464287150
ITOT|464287150
Shares:
490146(-3.9%)
Value:
$59.8M(-8.9%)
464287226
464287226
Shares:
604280(-11.2%)
Value:
$59.8M(-9.3%)
808524805
SCHF|808524805
Shares:
3002553(+32.0%)
Value:
$59.4M(+41.1%)
464287507
IJH|464287507
Shares:
1007714(+5.4%)
Value:
$58.8M(-1.3%)
46641Q837
46641Q837
Shares:
1159783(+5.4%)
Value:
$58.7M(+5.9%)
464285204
464285204
Shares:
980573(+27.7%)
Value:
$57.8M(+52.0%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
1265411(+2.0%)
Value:
$57.4M(+15.7%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
631814(+3.5%)
Value:
$56.7M(-6.6%)
Alphabet Inc.
GOOG|02079K107
Shares:
358822(+6.0%)
Value:
$56.1M(-13.1%)
14020G101
14020G101
Shares:
1619028(+109.1%)
Value:
$55.5M(+92.6%)
97717Y790
97717Y790
Shares:
1192606(+2.5%)
Value:
$54.0M(-0.5%)
464288414
MUB|464288414
Shares:
508129(-25.7%)
Value:
$53.6M(-26.4%)
025072505
025072505
Shares:
1080833(+4.3%)
Value:
$53.5M(+2.9%)
025072703
AVDE|025072703
Shares:
781452(+36.4%)
Value:
$51.8M(+47.3%)
97717X511
97717X511
Shares:
1182837(+0.3%)
Value:
$51.4M(+1.5%)
25861R105
25861R105
Shares:
1109104(-2.1%)
Value:
$51.2M(-0.2%)
921946794
VYMI|921946794
Shares:
687717(-0.3%)
Value:
$50.7M(+8.2%)
464288281
464288281
Shares:
554736(-2.4%)
Value:
$50.3M(-0.7%)