CWM, LLC
Top Portfolio Positions
3,809 positions ·
$13,797,161,157 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 HGTY
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,316 | 315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,655 | 272 | Shares | Sole | 2026-01-26 | |
| 2023-06-30 | $18,439 | 1,970 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $19,927 | 2,280 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $16,567 | 1,970 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $17,710 | 1,970 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $22,635 | 1,970 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $27,934 | 1,970 | Shares | Sole | 2022-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||