Cwm, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001535847
Type: FundHoldings: 5,201Value: $23.8BLatest: 2025Q1

CWM, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 5201 holdings worth $23.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
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
cwm
Manager Name
Cwm
Data Enrichment
71% identified
3,711 identified1,490 unidentified

Holdings

5,201 positions • $23.8M total value
Manager:
Search and click to pin securities to the top
Page 1 of 261
464287200
Shares:1.8M
Value:$1.0B
% of Portfolio:4258.5% ($1.0B/$23.8M)
46434V613
Shares:18.1M
Value:$832.8M
% of Portfolio:3499.6% ($832.8M/$23.8M)
46432F339
Shares:3.3M
Value:$567.9M
% of Portfolio:2386.2% ($567.9M/$23.8M)
78464A854
Shares:8.5M
Value:$557.9M
% of Portfolio:2344.5% ($557.9M/$23.8M)
464287309
Shares:5.4M
Value:$498.9M
% of Portfolio:2096.4% ($498.9M/$23.8M)
78463X889
Shares:13.0M
Value:$472.2M
% of Portfolio:1984.2% ($472.2M/$23.8M)
78464A649
Shares:16.0M
Value:$407.5M
% of Portfolio:1712.4% ($407.5M/$23.8M)
09290C103
Shares:8.0M
Value:$391.2M
% of Portfolio:1643.9% ($391.2M/$23.8M)
72201R775
Shares:4.2M
Value:$384.2M
% of Portfolio:1614.5% ($384.2M/$23.8M)
464287408
Shares:1.8M
Value:$344.2M
% of Portfolio:1446.4% ($344.2M/$23.8M)
MICROSOFT CORP
Shares:909.4K
Value:$341.4M
% of Portfolio:1434.6% ($341.4M/$23.8M)
78464A847
Shares:6.6M
Value:$336.9M
% of Portfolio:1415.6% ($336.9M/$23.8M)
464288877
Shares:4.6M
Value:$272.3M
% of Portfolio:1144.4% ($272.3M/$23.8M)
INVESCO QQQ TRUST, SERIES 1
Shares:529.6K
Value:$248.3M
% of Portfolio:1043.5% ($248.3M/$23.8M)
78464A805
Shares:3.2M
Value:$214.7M
% of Portfolio:902.1% ($214.7M/$23.8M)
78464A508
Shares:4.1M
Value:$208.7M
% of Portfolio:876.8% ($208.7M/$23.8M)
78468R523
Shares:2.0M
Value:$201.7M
% of Portfolio:847.7% ($201.7M/$23.8M)
922908736
Shares:532.1K
Value:$197.3M
% of Portfolio:829.2% ($197.3M/$23.8M)
464288588
Shares:2.0M
Value:$189.4M
% of Portfolio:796.0% ($189.4M/$23.8M)
78468R663
Shares:2.0M
Value:$186.2M
% of Portfolio:782.6% ($186.2M/$23.8M)