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 PTLO
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,545 | 20,708 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,760 | 7,216 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $33,817 | 5,243 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $33,166 | 2,842 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $37,976 | 3,194 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,969 | 2,018 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $32,381 | 2,404 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $16,776 | 1,726 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $38,668 | 2,727 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $23,194 | 1,456 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $22,407 | 1,456 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $37,197 | 1,651 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $35,281 | 1,651 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $26,944 | 1,651 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $32,508 | 1,651 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $29,397 | 1,798 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $67,496 | 1,798 | Shares | Sole | 2022-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||