CWM, LLC

CIK

1535847

City

OMAHA

State / Country

Stock

VUZI — Vuzix Corp

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%

34 quarters · across all stocks

Compact Export CSV

20 of 20 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,204	20,435	+4266.5%	Shares	Sole	2026-05-14
2025-12-31	$1,769	468	+91.0%	Shares	Sole	2026-01-26
2025-09-30	$766	245	-24.4%	Shares	Sole	2025-10-15
2024-06-30	$437	324	+69.6%	Shares	Sole	2024-07-10
2024-03-31	$231	191	+7.9%	Shares	Sole	2024-04-05
2023-12-31	$369	177	-81.2%	Shares	Sole	2024-02-01
2023-09-30	$3,426	944	+39.4%	Shares	Sole	2023-10-11
2023-06-30	$3,452	677	0.0%	Shares	Sole	2023-08-03
2023-03-31	$2,802	677	0.0%	Shares	Sole	2023-05-01
2022-12-31	$2,464	677	+282.5%	Shares	Sole	2023-02-01
2022-09-30	$1,024	177	0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,256	177	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,168	177	0.0%	Shares	Sole	2022-04-21
2021-12-31	$1,534	177	-93.4%	Shares	Sole	2022-01-31
2021-06-30	$49,122	2,677	0.0%	Shares	Sole	2021-07-29
2021-03-31	$68,102	2,677	0.0%	Shares	Sole	2021-09-15
2020-12-31	$24,307	2,677	0.0%	Shares	Sole	2021-09-15
2020-09-30	$12,207	2,677	0.0%	Shares	Sole	2021-09-15
2020-06-30	$6,398	2,677	0.0%	Shares	Sole	2021-09-15
2020-03-31	$3,292	2,677	—	Shares	Sole	2021-09-15
No quarters match your search.