Cwm, LLC Portfolio Holdings

Cwm, LLC

  • $24.1 Billion
  • Q4 2024

Cwm, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $24.1 Billion distributed in 5134 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 $1.14B, Ishares Core Total Usd Bond Ma with a value of $853M, Ishares Msci Usa Quality Facto with a value of $670M, Ishares S&P 500 Growth ETF with a value of $546M, and Apple Inc. with a value of $547M.

Examining the 13F form we can see an increase of $844M in the current position value, from $23.3B to 24.1B. Also it can be appreciated an additional of 242 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 $24.1 Billion
ETFs: $16.4 Billion
Technology: $2.1 Billion
Financial Services: $925 Million
Consumer Cyclical: $797 Million
Healthcare: $739 Million
Communication Services: $661 Million
Industrials: $517 Million
Consumer Defensive: $493 Million
Other: $555 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.9B
$1.73 Million 0.01% of portfolio
10,005
Q4 2024 Added 1.67%
$9.89B
$1.37 Million 0.01% of portfolio
14,824
Q4 2024 Added 81.58%
$18.5B
$3.6 Million 0.01% of portfolio
124,224
Q4 2024 Added 86.28%
$13.3B
$2.41 Million 0.01% of portfolio
18,068
Q4 2024 Added 11.48%
$3.75B
$1.21 Million 0.01% of portfolio
14,787
Q4 2024 Reduced 6.0%
$18.4B
$2.47 Million 0.01% of portfolio
8,484
Q4 2024 Added 112.05%
$12B
$2.76 Million 0.01% of portfolio
82,832
Q4 2024 Added 139.1%
$45.3B
$2.88 Million 0.01% of portfolio
4,794
Q4 2024 Added 25.56%
$5.4B
$3.37 Million 0.01% of portfolio
93,890
Q4 2024 Added 7.99%
$35B
$1.58 Million 0.01% of portfolio
3,819
Q4 2024 Added 2.11%
$70.9B
$2.12 Million 0.01% of portfolio
7,062
Q4 2024 Reduced 4.01%
$58.2B
$2.78 Million 0.01% of portfolio
141,724
Q4 2024 Added 43.98%
$54.6B
$2.57 Million 0.01% of portfolio
27,826
Q4 2024 Added 5.4%
$43.5B
$2.03 Million 0.01% of portfolio
11,437
Q4 2024 Added 3.83%
$12.8B
$1.31 Million 0.01% of portfolio
37,922
Q4 2024 Added 245.25%
$5.9B
$2.91 Million 0.01% of portfolio
41,306
Q4 2024 Added 13.52%
$76.4B
$2.95 Million 0.01% of portfolio
18,085
Q4 2024 Reduced 6.44%
$41.2B
$1.21 Million 0.01% of portfolio
25,434
Q4 2024 Reduced 1.25%
$7.59B
$2.24 Million 0.01% of portfolio
33,552
Q4 2024 Added 0.24%
$15.9B
$1.23 Million 0.01% of portfolio
20,851
Q4 2024 Reduced 0.6%
$145B
$3.09 Million 0.01% of portfolio
34,632
Q4 2024 Added 5.53%
$131B
$2.53 Million 0.01% of portfolio
6,281
Q4 2024 Reduced 1.51%
$10.1B
$1.24 Million 0.01% of portfolio
80,786
Q4 2024 Reduced 18.36%
$28.8B
$1.65 Million 0.01% of portfolio
7,484
Q4 2024 Added 47.76%
$7.27B
$1.45 Million 0.01% of portfolio
9,611
Q4 2024 Reduced 14.08%
$28.3B
$1.6 Million 0.01% of portfolio
35,641
Q4 2024 Added 360.6%
$67B
$2.46 Million 0.01% of portfolio
13,793
Q4 2024 Added 63.81%
$10.7B
$2.36 Million 0.01% of portfolio
58,197
Q4 2024 Added 330.1%
$44.8B
$2.39 Million 0.01% of portfolio
58,166
Q4 2024 Added 20.12%
$52.6B
$2.41 Million 0.01% of portfolio
4,520
Q4 2024 Added 55.33%
$9.9B
$2.38 Million 0.01% of portfolio
17,512
Q4 2024 Added 31.34%
$2.35B
$1.32 Million 0.01% of portfolio
42,257
Q4 2024 Added 92.32%
$13.3B
$1.73 Million 0.01% of portfolio
26,315
Q4 2024 Added 136.94%
$13.1B
$2.36 Million 0.01% of portfolio
81,599
Q4 2024 Added 79.54%
$19.4B
$1.52 Million 0.01% of portfolio
10,536
Q4 2024 Added 159.83%
$7.76B
$1.26 Million 0.01% of portfolio
36,513
Q4 2024 Added 199.46%
$68.5B
$1.82 Million 0.01% of portfolio
14,413
Q4 2024 Added 0.34%
$4.04B
$1.5 Million 0.01% of portfolio
116,557
Q4 2024 Added 173.25%
$72.8B
$2.41 Million 0.01% of portfolio
19,619
Q4 2024 Added 15.48%
$53.8B
$1.67 Million 0.01% of portfolio
9,705
Q4 2024 Added 3.44%
$100B
$1.27 Million 0.01% of portfolio
8,589
Q4 2024 Added 9.48%
$17.5B
$2.51 Million 0.01% of portfolio
35,584
Q4 2024 Added 11.41%
$26.5B
$1.96 Million 0.01% of portfolio
16,240
Q4 2024 Added 80.87%
$6.48B
$1.33 Million 0.01% of portfolio
7,177
Q4 2024 Reduced 1.98%
$24.3B
$1.34 Million 0.01% of portfolio
20,626
Q4 2024 Reduced 0.7%
$9.66B
$2.96 Million 0.01% of portfolio
12,808
Q4 2024 Added 32.19%
$39.5B
$3.25 Million 0.01% of portfolio
46,831
Q4 2024 Added 2.93%
$58.2B
$1.96 Million 0.01% of portfolio
51,333
Q4 2024 Added 10.77%
$9.01B
$2.92 Million 0.01% of portfolio
29,450
Q4 2024 Added 10.57%

Summary

  • Portfolio
  • No. of Stocks 5,134
  • Current Value $24.1 Billion
  • Prior Value $23.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 242 stocks
  • Additional Purchases 2,762 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 1,591 stocks
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