CWM, LLC
Top Portfolio Positions
3,794 positions ·
$13,794,836,017 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,740,547 | $695,523,423 | 5.04% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,041,969 | $677,634,119 | 4.91% |
| NVDA |
Nvidia Corp
Technology
|
3,486,955 | $608,124,952 | 4.41% |
| MSFT |
Microsoft Corp
Technology
|
1,189,360 | $440,265,391 | 3.19% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,622,786 | $337,977,640 | 2.45% |
| QQQ |
Invesco Qqq Trust, Series 1
|
490,751 | $283,251,662 | 2.05% |
| GOOGL |
Alphabet Inc.
Communication Services
|
962,835 | $276,872,832 | 2.01% |
| AVGO |
Broadcom Inc.
Technology
|
667,208 | $206,507,548 | 1.50% |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,417,724 | $176,194,738 | 1.28% |
| XOM |
Exxon Mobil Corp
Energy
|
1,030,824 | $174,889,599 | 1.27% |
Portfolio Trend
Holdings in AXTA
Shares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,287,373 | 226,981 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,784,917 | 148,094 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,042,660 | 141,253 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,345,046 | 45,303 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $307,684 | 9,276 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $625,336 | 18,274 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $616,822 | 17,044 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $237,754 | 6,958 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $122,462 | 3,561 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $103,574 | 3,049 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $66,550 | 2,474 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $59,878 | 1,825 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $45,707 | 1,509 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $35,632 | 1,399 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $27,693 | 1,315 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $38,051 | 1,721 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $41,196 | 1,676 | Shares | Sole | 2022-04-21 | |
| 2021-06-30 | $1,097 | 36 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,064 | 36 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,027 | 36 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $798 | 36 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $811 | 36 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $621 | 36 | Shares | Sole | 2021-09-15 | |
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