CWM, LLC
Top Portfolio Positions
3,818 positions ·
$13,974,718,795 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,740,547 | $695,523,423 | 4.98% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,041,969 | $677,634,119 | 4.85% | |
| 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 IVZ
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,206,891 | 296,702 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,182,171 | 235,332 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,541,821 | 197,987 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,986,215 | 125,949 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,479,293 | 163,434 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,841,758 | 162,572 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,846,943 | 105,179 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $212,402 | 14,198 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $171,457 | 10,335 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $111,678 | 6,260 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $90,125 | 6,207 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $173,227 | 10,305 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $161,326 | 9,837 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $144,495 | 8,032 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $81,501 | 5,949 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $110,232 | 6,834 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $125,008 | 5,421 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $136,301 | 5,921 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $165,859 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $156,490 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $108,153 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $70,799 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $66,765 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $56,341 | 6,205 | Shares | Sole | 2021-09-15 | |
| No 13F history on record for this holder in this stock. | ||||||