Cwm, LLC Portfolio Holdings

Cwm, LLC

  • $28.4 Billion
  • Q2 2025

Cwm, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $28.4 Billion distributed in 5277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $803M, Ishares Core S&P 500 ETF with a value of $763M, Spdr Portfolio S&P 500 ETF (Ma with a value of $723M, Ishares Msci Usa Quality Facto with a value of $619M, and Ishares S&P 500 Growth ETF with a value of $577M.

Examining the 13F form we can see an increase of $3.28B in the current position value, from $25.1B to 28.4B.

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

Portfolio value $28.4 Billion
ETFs: $18.4 Billion
Technology: $2.59 Billion
Financial Services: $1.15 Billion
Consumer Cyclical: $898 Million
Healthcare: $865 Million
Communication Services: $769 Million
Industrials: $675 Million
Consumer Defensive: $576 Million
Other: $735 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$256B
$4.38 Million 0.02% of portfolio
62,249
Q2 2025 Added 26.31%
$17B
$6.72 Million 0.02% of portfolio
87,937
Q2 2025 Added 25.54%
$5.47B
$4.75 Million 0.02% of portfolio
325,641
Q2 2025 Added 0.74%
-
$5.16 Million 0.02% of portfolio
-
Q2 2025 Reduced 4.76%
$7.99B
$5.32 Million 0.02% of portfolio
185,914
Q2 2025 Added 131.23%
$126B
$5.48 Million 0.02% of portfolio
113,325
Q2 2025 Added 4.44%
$63.7B
$6.38 Million 0.02% of portfolio
147,117
Q2 2025 Added 111.69%
$18.8B
$5.2 Million 0.02% of portfolio
22,102
Q2 2025 Added 15.96%
$12.8B
$4.88 Million 0.02% of portfolio
39,225
Q2 2025 Added 72.84%
$8.36B
$4.4 Million 0.02% of portfolio
38,710
Q2 2025 Added 29.13%
$72.4B
$4.33 Million 0.02% of portfolio
16,261
Q2 2025 Added 44.06%
$262B
$6.06 Million 0.02% of portfolio
35,193
Q2 2025 Added 5.82%
$8.1B
$4.37 Million 0.02% of portfolio
87,015
Q2 2025 Reduced 11.02%
$20.4B
$4.77 Million 0.02% of portfolio
234,049
Q2 2025 Added 178.87%
$4.37B
$5.41 Million 0.02% of portfolio
131,709
Q2 2025 Added 132.2%
$11.1B
$4.84 Million 0.02% of portfolio
87,955
Q2 2025 Added 46.44%
$51.5B
$5.84 Million 0.02% of portfolio
17,824
Q2 2025 Reduced 20.98%
$150B
$6.98 Million 0.02% of portfolio
17,652
Q2 2025 Added 1.62%
$60.2B
$6.73 Million 0.02% of portfolio
78,637
Q2 2025 Added 1.44%
$36.3B
$4.58 Million 0.02% of portfolio
35,345
Q2 2025 Added 47.3%
$13.5B
$6.09 Million 0.02% of portfolio
44,279
Q2 2025 Added 40.67%
$98B
$5 Million 0.02% of portfolio
13,062
Q2 2025 Added 5.38%
$71.6B
$5.79 Million 0.02% of portfolio
92,116
Q2 2025 Added 30.62%
$27B
$4.64 Million 0.02% of portfolio
27,983
Q2 2025 Added 244.28%
$80.4B
$4.27 Million 0.02% of portfolio
17,271
Q2 2025 Reduced 7.62%
$12.5B
$4.28 Million 0.02% of portfolio
41,587
Q2 2025 Added 171.86%
$26B
$3.26 Million 0.01% of portfolio
18,111
Q2 2025 Added 149.67%
$8.43B
$1.76 Million 0.01% of portfolio
33,895
Q2 2025 Added 3.15%
$22.7B
$1.47 Million 0.01% of portfolio
6,106
Q2 2025 Added 73.56%
$6.55B
$2.2 Million 0.01% of portfolio
17,763
Q2 2025 Reduced 5.73%
$69.8B
$2.87 Million 0.01% of portfolio
23,959
Q2 2025 Added 19.37%
$94B
$2.5 Million 0.01% of portfolio
4,980
Q2 2025 Added 29.72%
$89.1B
$3.93 Million 0.01% of portfolio
12,556
Q2 2025 Reduced 2.03%
$52.4B
$3.89 Million 0.01% of portfolio
22,596
Q2 2025 Added 87.74%
$70.9B
$3.13 Million 0.01% of portfolio
7,441
Q2 2025 Reduced 10.45%
$72.9B
$2.66 Million 0.01% of portfolio
717
Q2 2025 Added 60.4%
$40.5B
$3.74 Million 0.01% of portfolio
49,411
Q2 2025 Added 1.69%
$59.4B
$2.89 Million 0.01% of portfolio
5,102
Q2 2025 Added 34.02%
$15.4B
$4.02 Million 0.01% of portfolio
16,381
Q2 2025 Reduced 5.8%
$10.2B
$2.24 Million 0.01% of portfolio
91,669
Q2 2025 Added 0.59%
$17.9B
$2 Million 0.01% of portfolio
24,016
Q2 2025 Reduced 0.01%
$50.4B
$4.22 Million 0.01% of portfolio
5,099
Q2 2025 Added 8.19%
$47.7B
$2.69 Million 0.01% of portfolio
11,194
Q2 2025 Added 62.49%
$6.3B
$1.96 Million 0.01% of portfolio
91,736
Q2 2025 Added 1.25%
$47.4B
$2.03 Million 0.01% of portfolio
15,907
Q2 2025 Added 41.71%
$32.2B
$3.09 Million 0.01% of portfolio
94,842
Q2 2025 Added 0.27%
$24.4B
$3.43 Million 0.01% of portfolio
76,695
Q2 2025 Reduced 45.33%
$22.3B
$1.88 Million 0.01% of portfolio
11,928
Q2 2025 Added 86.06%
$23B
$2.03 Million 0.01% of portfolio
57,097
Q2 2025 Reduced 30.65%

Summary

  • Portfolio
  • No. of Stocks 5,277
  • Current Value $28.4 Billion
  • Prior Value $25.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 222 stocks
  • Additional Purchases 2,828 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,559 stocks
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