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
$71.2B
$4.16 Million 0.02% of portfolio
23,676
Q1 2025 Added 50.37%
$15.4B
$4.5 Million 0.02% of portfolio
135,355
Q1 2025 Added 40.55%
$19B
$3.85 Million 0.02% of portfolio
28,143
Q1 2025 Added 78.97%
$42.2B
$4.42 Million 0.02% of portfolio
22,274
Q1 2025 Added 19.78%
$0
$3.91 Million 0.02% of portfolio
186,801
Q1 2025 Reduced 0.28%
-
$4.68 Million 0.02% of portfolio
-
Q1 2025 Added 323.05%
$69.7B
$4.47 Million 0.02% of portfolio
55,804
Q1 2025 Added 175.92%
$12.2B
$5.52 Million 0.02% of portfolio
33,748
Q1 2025 Added 91.76%
$78.6B
$5.51 Million 0.02% of portfolio
86,828
Q1 2025 Added 127.12%
$37.9B
$5.01 Million 0.02% of portfolio
70,739
Q1 2025 Reduced 14.54%
$89.9B
$4.96 Million 0.02% of portfolio
40,621
Q1 2025 Reduced 3.28%
$14.4B
$4.43 Million 0.02% of portfolio
54,988
Q1 2025 Added 0.59%
$157B
$5.83 Million 0.02% of portfolio
11,725
Q1 2025 Reduced 37.62%
$130B
$5.32 Million 0.02% of portfolio
19,568
Q1 2025 Added 6.57%
$29.5B
$5.54 Million 0.02% of portfolio
20,919
Q1 2025 Added 603.87%
$12.7B
$4.5 Million 0.02% of portfolio
31,477
Q1 2025 Added 4.26%
$16B
$5.33 Million 0.02% of portfolio
36,194
Q1 2025 Added 19.71%
$14.6B
$4.72 Million 0.02% of portfolio
56,968
Q1 2025 Added 7.64%
$32.9B
$4.68 Million 0.02% of portfolio
272,332
Q1 2025 Added 191.2%
$74.5B
$4.22 Million 0.02% of portfolio
70,524
Q1 2025 Added 10.5%
$17.9B
$4.89 Million 0.02% of portfolio
70,049
Q1 2025 Added 55.65%
$25.6B
$4.1 Million 0.02% of portfolio
24,400
Q1 2025 Added 42.75%
-
$5.55 Million 0.02% of portfolio
-
Q1 2025 Added 5.79%
$2.3B
$3.94 Million 0.02% of portfolio
249,450
Q1 2025 Added 1,508.32%
$20.2B
$5.75 Million 0.02% of portfolio
140,290
Q1 2025 Added 39.06%
$3.62B
$5.09 Million 0.02% of portfolio
17,663
Q1 2025 Added 11.24%
$75.7B
$5.21 Million 0.02% of portfolio
285,451
Q1 2025 Reduced 3.71%
$55.8B
$4.67 Million 0.02% of portfolio
37,800
Q1 2025 Added 22.53%
$8.88B
$5.59 Million 0.02% of portfolio
55,721
Q1 2025 Added 81.75%
$16.2B
$3.88 Million 0.02% of portfolio
60,813
Q1 2025 Added 101.16%
$39.2B
$5.66 Million 0.02% of portfolio
26,061
Q1 2025 Added 105.48%
$28.8B
$5.13 Million 0.02% of portfolio
8,981
Q1 2025 Added 47.67%
$50.5B
$5.24 Million 0.02% of portfolio
39,645
Q1 2025 Added 61.28%
$37.2B
$4.21 Million 0.02% of portfolio
42,380
Q1 2025 Added 0.74%
$4.87B
$4.35 Million 0.02% of portfolio
323,237
Q1 2025 Added 2.49%
$91B
$5.98 Million 0.02% of portfolio
13,742
Q1 2025 Added 210.13%
$75.3B
$4.64 Million 0.02% of portfolio
18,696
Q1 2025 Added 0.52%
-
$5.06 Million 0.02% of portfolio
-
Q1 2025 Added 17.87%
$21B
$4.24 Million 0.02% of portfolio
43,260
Q1 2025 Reduced 8.61%
$11.4B
$1.61 Million 0.01% of portfolio
184,370
Q1 2025 Added 25.66%
$26.5B
$1.5 Million 0.01% of portfolio
21,784
Q1 2025 Added 6.32%
$41B
$2.25 Million 0.01% of portfolio
14,267
Q1 2025 Added 2.7%
$33.8B
$2.35 Million 0.01% of portfolio
31,408
Q1 2025 Reduced 6.51%
$6.49B
$1.9 Million 0.01% of portfolio
38,872
Q1 2025 Reduced 2.46%
$8.45B
$2.15 Million 0.01% of portfolio
80,403
Q1 2025 Reduced 6.03%
$65.8B
$3.27 Million 0.01% of portfolio
29,387
Q1 2025 Added 6.11%
$3.97B
$1.49 Million 0.01% of portfolio
148,869
Q1 2025 Added 4,236.41%
$17.1B
$1.86 Million 0.01% of portfolio
5,529
Q1 2025 Added 6.78%
$52.6B
$2.33 Million 0.01% of portfolio
56,717
Q1 2025 Added 11.68%

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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