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 JACK
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,313 | 2,928 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $113,813 | 6,006 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $42,505 | 2,150 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $47,508 | 2,721 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,761 | 359 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,742 | 282 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $35,463 | 762 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $13,193 | 259 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $12,668 | 185 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $15,101 | 185 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,767 | 98 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,019 | 154 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,488 | 154 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $10,916 | 160 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,628 | 184 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,343 | 131 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $15,879 | 170 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,998 | 80 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $8,915 | 80 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $8,782 | 80 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $7,424 | 80 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $6,344 | 80 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,927 | 80 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,804 | 80 | Shares | Sole | 2021-09-15 | |
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