Cwm, LLC Portfolio Holdings

Cwm, LLC

  • $25.1 Billion
  • Q1 2025

Cwm, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $25.1 Billion distributed in 5238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.01B, Ishares Core Total Usd Bond Ma with a value of $833M, Ishares Msci Usa Quality Facto with a value of $568M, Spdr Portfolio S&P 500 ETF (Ma with a value of $558M, and Apple Inc. with a value of $510M.

Examining the 13F form we can see an increase of $981M in the current position value, from $24.1B to 25.1B. Also it can be appreciated an additional of 192 stocks purchases and 1 closed positions.

Below you can find more details about Cwm, LLC portfolio as well as his latest detailed transactions.

Portfolio value $25.1 Billion
ETFs: $17 Billion
Technology: $1.99 Billion
Financial Services: $1.08 Billion
Healthcare: $857 Million
Consumer Cyclical: $751 Million
Communication Services: $657 Million
Consumer Defensive: $531 Million
Industrials: $530 Million
Other: $673 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$6.77 Million 0.03% of portfolio
22,432
Q1 2025 Added 22.05%
$65.1B
$6.74 Million 0.03% of portfolio
77,522
Q1 2025 Added 146.88%
$6.02B
$7.14 Million 0.03% of portfolio
113,695
Q1 2025 Added 154.42%
$34.6B
$7.99 Million 0.03% of portfolio
137,685
Q1 2025 Added 80.92%
-
$6.54 Million 0.03% of portfolio
-
Q1 2025 Reduced 5.68%
$83.5B
$7.03 Million 0.03% of portfolio
103,804
Q1 2025 Added 155.15%
$97.5B
$8.57 Million 0.03% of portfolio
93,165
Q1 2025 Reduced 49.84%
$82.5B
$8.44 Million 0.03% of portfolio
129,353
Q1 2025 Reduced 7.02%
$10.9B
$7.4 Million 0.03% of portfolio
260,999
Q1 2025 Added 12.42%
$249B
$7.69 Million 0.03% of portfolio
68,972
Q1 2025 Reduced 3.28%
$72.6B
$8.73 Million 0.03% of portfolio
25,294
Q1 2025 Added 7.59%
$159B
$6.67 Million 0.03% of portfolio
112,023
Q1 2025 Reduced 3.8%
$4.01B
$7.9 Million 0.03% of portfolio
118,080
Q1 2025 Added 12.72%
$168B
$8.34 Million 0.03% of portfolio
29,483
Q1 2025 Reduced 4.55%
$37.4B
$4.5 Million 0.02% of portfolio
16,664
Q1 2025 Added 26.33%
$20.3B
$6 Million 0.02% of portfolio
81,273
Q1 2025 Added 5.94%
$160B
$5.47 Million 0.02% of portfolio
78,752
Q1 2025 Reduced 16.75%
$7.62B
$4.61 Million 0.02% of portfolio
97,797
Q1 2025 Added 409.49%
$19.5B
$5.45 Million 0.02% of portfolio
175,655
Q1 2025 Added 41.4%
$23.1B
$5.37 Million 0.02% of portfolio
26,125
Q1 2025 Reduced 7.53%
$17.1B
$5.83 Million 0.02% of portfolio
17,704
Q1 2025 Added 108.68%
$24.2B
$4.81 Million 0.02% of portfolio
13,133
Q1 2025 Added 52.87%
$13.7B
$4.92 Million 0.02% of portfolio
133,189
Q1 2025 Added 60.79%
$1.02T
$5.33 Million 0.02% of portfolio
32,112
Q1 2025 Added 1.07%
$173B
$6.21 Million 0.02% of portfolio
96,003
Q1 2025 Reduced 2.53%
$148B
$3.78 Million 0.02% of portfolio
37,476
Q1 2025 Added 8.21%
$5.06B
$3.83 Million 0.02% of portfolio
90,764
Q1 2025 Added 781.12%
$9.65B
$3.88 Million 0.02% of portfolio
90,551
Q1 2025 Added 55.59%
$10.6B
$4.25 Million 0.02% of portfolio
60,061
Q1 2025 Added 128.24%
$14.2B
$4.36 Million 0.02% of portfolio
137,633
Q1 2025 Added 68.67%
$112B
$4.69 Million 0.02% of portfolio
23,275
Q1 2025 Added 17.32%
$31.4B
$3.83 Million 0.02% of portfolio
27,596
Q1 2025 Added 1.21%
$41B
$4.58 Million 0.02% of portfolio
16,170
Q1 2025 Added 22.68%
$262B
$5.87 Million 0.02% of portfolio
33,257
Q1 2025 Reduced 3.27%
$79.5B
$4.97 Million 0.02% of portfolio
22,521
Q1 2025 Added 0.74%
$98.6B
$6.21 Million 0.02% of portfolio
44,433
Q1 2025 Added 2.23%
$7.65B
$5.37 Million 0.02% of portfolio
67,781
Q1 2025 Added 0.11%
$41.6B
$6.02 Million 0.02% of portfolio
78,715
Q1 2025 Added 0.84%
-
$5.01 Million 0.02% of portfolio
-
Q1 2025 Reduced 3.36%
$21.4B
$5.71 Million 0.02% of portfolio
96,934
Q1 2025 Added 650.26%
$167B
$6.07 Million 0.02% of portfolio
11,949
Q1 2025 Reduced 43.59%
$11.5B
$4.26 Million 0.02% of portfolio
54,828
Q1 2025 Added 0.4%
$12.1B
$4.74 Million 0.02% of portfolio
21,471
Q1 2025 Added 67.64%
$123B
$6.02 Million 0.02% of portfolio
108,510
Q1 2025 Reduced 4.09%
$71.7B
$6.07 Million 0.02% of portfolio
46,756
Q1 2025 Added 7.78%
$7.96B
$4.41 Million 0.02% of portfolio
49,477
Q1 2025 Added 68.0%
$20.2B
$4.19 Million 0.02% of portfolio
144,925
Q1 2025 Added 2.41%
$59.2B
$3.81 Million 0.02% of portfolio
60,122
Q1 2025 Added 0.58%
$18.2B
$4.85 Million 0.02% of portfolio
68,896
Q1 2025 Added 634.81%

Summary

  • Portfolio
  • No. of Stocks 5,238
  • Current Value $25.1 Billion
  • Prior Value $24.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 192 stocks
  • Additional Purchases 2,918 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 1,448 stocks
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