CWM, LLC
Top Portfolio Positions
3,817 positions ·
$13,986,757,648 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 PESI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,084 | 195 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,473 | 117 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,373 | 136 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $936 | 89 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $130 | 18 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $354 | 32 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $404 | 33 | Shares | Sole | 2024-10-08 | |
| No 13F history on record for this holder in this stock. | ||||||