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 SNAP
Shares Held
Position Value (USD)
38 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,960,012 | 643,481 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,793,723 | 470,102 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,990,978 | 387,935 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,239,960 | 257,763 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,605,862 | 184,370 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,580,152 | 146,718 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,227,172 | 114,689 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,623,145 | 97,721 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $612,067 | 53,316 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $409,011 | 24,159 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $207,638 | 23,304 | Shares | Sole | 2023-10-11 | |
| 2023-09-30 | $3,564 | 400 | Call | Sole | 2023-10-11 | |
| 2023-06-30 | $4,736 | 400 | Call | Sole | 2023-08-03 | |
| 2023-06-30 | $566,686 | 47,862 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $253,973 | 22,656 | Shares | Sole | 2023-05-01 | |
| 2023-03-31 | $4,484 | 400 | Call | Sole | 2023-05-01 | |
| 2022-12-31 | $6,265 | 700 | Call | Sole | 2023-02-01 | |
| 2022-12-31 | $200,551 | 22,408 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $205,562 | 20,933 | Shares | Sole | 2022-10-27 | |
| 2022-09-30 | $6,874 | 700 | Call | Sole | 2022-10-27 | |
| 2022-06-30 | $6,565 | 500 | Call | Sole | 2022-07-28 | |
| 2022-06-30 | $279,616 | 21,296 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,797 | 300 | Call | Sole | 2022-04-21 | |
| 2022-03-31 | $748,196 | 20,789 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $675,680 | 14,367 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $14,109 | 300 | Call | Sole | 2022-01-31 | |
| 2021-06-30 | $20,442 | 300 | Call | Sole | 2021-09-15 | |
| 2021-06-30 | $991,368 | 14,549 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $15,687 | 300 | Call | Sole | 2021-09-15 | |
| 2021-03-31 | $760,767 | 14,549 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $15,021 | 300 | Call | Sole | 2021-09-15 | |
| 2020-12-31 | $728,468 | 14,549 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $379,874 | 14,549 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $7,833 | 300 | Call | Sole | 2021-09-15 | |
| 2020-06-30 | $7,047 | 300 | Call | Sole | 2021-09-15 | |
| 2020-06-30 | $341,756 | 14,549 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $3,567 | 300 | Call | Sole | 2021-09-15 | |
| 2020-03-31 | $172,987 | 14,549 | Shares | Sole | 2021-09-15 | |
| No 13F history on record for this holder in this stock. | ||||||