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 6 of 261
CHEVRON CORP
CVX|166764100
Shares:
295855(+5.5%)
Value:
$49.5M(+21.8%)
33738R506
33738R506
Shares:
822043(-2.9%)
Value:
$48.1M(-3.9%)
AMGEN INC
AMGN|031162100
Shares:
150112(+8.0%)
Value:
$46.8M(+29.1%)
46435G425
ESGU|46435G425
Shares:
369293(-6.6%)
Value:
$45.0M(-11.6%)
33734X846
33734X846
Shares:
712658(+81.1%)
Value:
$44.9M(+79.8%)
92206C409
92206C409
Shares:
568485(+74.1%)
Value:
$44.9M(+76.2%)
ORACLE CORP
ORCL|68389X105
Shares:
316158(-5.2%)
Value:
$44.2M(-20.4%)
PEPSICO INC
PEP|713448108
Shares:
292918(+18.4%)
Value:
$43.9M(+16.8%)
78464A375
78464A375
Shares:
1300410(+8.4%)
Value:
$43.2M(+10.0%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
1027827(+6.4%)
Value:
$42.9M(+1.0%)
46435U853
46435U853
Shares:
1144744(+0.7%)
Value:
$42.1M(+0.8%)
37954Y483
37954Y483
Shares:
2531131(+4.8%)
Value:
$42.1M(-4.3%)
381430230
381430230
Shares:
828100(+31.8%)
Value:
$41.9M(+32.6%)
922042775
VEU|922042775
Shares:
685613(-10.6%)
Value:
$41.6M(-5.5%)
88636J816
88636J816
Shares:
1832675(+4.0%)
Value:
$40.5M(-3.8%)
81369Y605
81369Y605
Shares:
811511(+0.6%)
Value:
$40.4M(+3.7%)
14020W106
14020W106
Shares:
1130886(+116.5%)
Value:
$40.3M(+118.8%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
199612(+27.1%)
Value:
$40.0M(+52.5%)
Mastercard Inc
MA|57636Q104
Shares:
72174(+9.3%)
Value:
$39.6M(+13.8%)
922908769
VTI|922908769
Shares:
143833(+0.0%)
Value:
$39.5M(-5.2%)