CWM, LLC

CIK

1535847

City

OMAHA

State / Country

NE

Stock

GOCOQ — GoHealth, Inc.

Top Portfolio Positions

3,818 positions · $13,986,758,023 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	2,740,547	$695,523,423	4.97%
SPY	Spdr S&P 500 ETF Trust	1,041,969	$677,634,119	4.84%
NVDA	Nvidia Corp Technology	3,486,955	$608,124,952	4.35%
MSFT	Microsoft Corp Technology	1,189,360	$440,265,391	3.15%
AMZN	Amazon Com Inc Consumer Cyclical	1,622,786	$337,977,640	2.42%
QQQ	Invesco Qqq Trust, Series 1	490,751	$283,251,662	2.03%
GOOGL	Alphabet Inc. Communication Services	962,835	$276,872,832	1.98%
AVGO	Broadcom Inc. Technology	667,208	$206,507,548	1.48%
BRK-B	Berkshire Hathaway Inc Financial Services	394,551	$189,068,839	1.35%
WMT	Walmart Inc. Consumer Defensive	1,417,724	$176,194,738	1.26%

Portfolio Trend

24 quarters · across all stocks

Holdings in GOCOQ

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,775	1,838	+84.4%	Shares	Sole	2026-05-14
2025-12-31	$2,143	997	+12.1%	Shares	Sole	2026-01-26
2025-09-30	$4,284	889	+228.0%	Shares	Sole	2025-10-15
2025-06-30	$1,504	271	+33.5%	Shares	Sole	2025-07-25
2025-03-31	$2,490	203	+73.5%	Shares	Sole	2025-05-01
2024-12-31	$1,566	117	+244.1%	Shares	Sole	2025-02-04
2024-09-30	$318	34	+161.5%	Shares	Sole	2024-10-08
2024-06-30	$126	13	+550.0%	Shares	Sole	2024-07-10
2024-03-31	$21	2	0.0%	Shares	Sole	2024-04-05
2023-12-31	$26	2	-99.5%	Shares	Sole	2024-02-01
2023-09-30	$5,332	368	0.0%	Shares	Sole	2023-10-11
2023-06-30	$7,253	368	-0.8%	Shares	Sole	2023-08-03
2023-03-31	$6,039	371	0.0%	Shares	Sole	2023-05-01
2022-12-31	$3,876	371	—	Shares	Sole	2023-02-01
No 13F history on record for this holder in this stock.