CWM, LLC
Top Portfolio Positions
3,238 positions ·
$12,366,025,878 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
2,713,324 | $737,644,262 | 5.97% |
| NVDA |
Nvidia Corp
|
3,388,887 | $632,027,425 | 5.11% |
| MSFT |
Microsoft Corp
|
1,070,954 | $517,934,773 | 4.19% |
| AMZN |
Amazon Com Inc
|
1,541,938 | $355,910,129 | 2.88% |
| SPY |
Spdr S&P 500 Etf Trust
|
517,041 | $352,580,598 | 2.85% |
| GOOGL |
Alphabet Inc.
|
1,039,950 | $325,504,350 | 2.63% |
| QQQ |
Invesco Qqq Trust, Series 1
|
514,062 | $315,793,427 | 2.55% |
| AVGO |
Broadcom Inc.
|
650,857 | $225,261,607 | 1.82% |
| TSLA |
Tesla, Inc.
|
389,506 | $175,168,638 | 1.42% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
536,109 | $172,745,041 | 1.40% |
Portfolio Trend
Holdings in IPGP
Export CSVShares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,696,275 | 23,691 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,939,363 | 24,490 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,408,217 | 20,513 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $963,390 | 15,258 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $186,454 | 2,564 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $180,969 | 2,435 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $62,954 | 746 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $84,613 | 933 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $80,536 | 742 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $84,988 | 837 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $50,796 | 374 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $58,448 | 474 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $46,293 | 489 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $41,415 | 491 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $70,220 | 746 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $87,259 | 795 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $34,944 | 203 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $23,817 | 113 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $23,836 | 113 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $25,288 | 113 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $19,206 | 113 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $18,124 | 113 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $12,461 | 113 | Shares | Sole | 2021-09-15 | |
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