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
$6.62B
$1.65 Million 0.01% of portfolio
84,926
Q1 2025 Added 600.13%
$19.3B
$1.6 Million 0.01% of portfolio
19,010
Q1 2025 Added 46.31%
$71.2B
$2.19 Million 0.01% of portfolio
20,015
Q1 2025 Added 8.08%
$29.2B
$2.83 Million 0.01% of portfolio
8,941
Q1 2025 Added 29.41%
$26.6B
$2.65 Million 0.01% of portfolio
135,915
Q1 2025 Added 9.64%
$75.6B
$3.32 Million 0.01% of portfolio
13,090
Q1 2025 Added 16.44%
$4.06B
$3.64 Million 0.01% of portfolio
77,483
Q1 2025 Reduced 0.02%
$36.2B
$1.87 Million 0.01% of portfolio
8,365
Q1 2025 Reduced 35.03%
$3.1B
$2.88 Million 0.01% of portfolio
76,208
Q1 2025 Added 1.47%
$86.2B
$2.92 Million 0.01% of portfolio
2,037
Q1 2025 Added 12.98%
$59.9B
$3.69 Million 0.01% of portfolio
88,624
Q1 2025 Reduced 9.46%
$48.7B
$2.85 Million 0.01% of portfolio
4,548
Q1 2025 Reduced 0.57%
$40.1B
$2.83 Million 0.01% of portfolio
21,629
Q1 2025 Added 58.71%
$81B
$2.64 Million 0.01% of portfolio
10,894
Q1 2025 Added 4.14%
$20.3B
$3.53 Million 0.01% of portfolio
42,257
Q1 2025 Added 67.31%
$20.4B
$2.18 Million 0.01% of portfolio
22,250
Q1 2025 Reduced 2.09%
$8.71B
$1.5 Million 0.01% of portfolio
9,294
Q1 2025 Reduced 12.56%
$71.3B
$2.12 Million 0.01% of portfolio
4,933
Q1 2025 Reduced 4.95%
$4.63B
$1.75 Million 0.01% of portfolio
39,635
Q1 2025 Added 0.72%
$48.4B
$2.03 Million 0.01% of portfolio
48,535
Q1 2025 Added 51.11%
-
$2.03 Million 0.01% of portfolio
-
Q1 2025 Reduced 2.69%
$90.6B
$2.78 Million 0.01% of portfolio
82,115
Q1 2025 Reduced 0.71%
$5.18B
$1.58 Million 0.01% of portfolio
69,680
Q1 2025 Added 156.36%
$38.4B
$2.84 Million 0.01% of portfolio
10,217
Q1 2025 Added 0.94%
$24.5B
$1.46 Million 0.01% of portfolio
20,463
Q1 2025 Added 38.76%
$54.7B
$1.92 Million 0.01% of portfolio
11,233
Q1 2025 Added 12.27%
$12.1B
$1.3 Million 0.01% of portfolio
12,835
Q1 2025 Reduced 13.42%
$26.2B
$1.4 Million 0.01% of portfolio
50,646
Q1 2025 Added 39.86%
$20.1B
$3.03 Million 0.01% of portfolio
20,404
Q1 2025 Added 312.2%
$11.5B
$1.56 Million 0.01% of portfolio
70,692
Q1 2025 Added 5,988.89%
$12.9B
$2.86 Million 0.01% of portfolio
36,035
Q1 2025 Added 99.44%
$14.1B
$3.72 Million 0.01% of portfolio
53,442
Q1 2025 Reduced 1.34%
$5.29B
$1.42 Million 0.01% of portfolio
47,732
Q1 2025 Reduced 49.16%
$43.8B
$2.55 Million 0.01% of portfolio
6,075
Q1 2025 Added 59.07%
$80.5B
$1.84 Million 0.01% of portfolio
7,245
Q1 2025 Added 2.59%
$55.3B
$2.53 Million 0.01% of portfolio
135,989
Q1 2025 Reduced 4.05%
$52.8B
$2.59 Million 0.01% of portfolio
23,667
Q1 2025 Reduced 14.95%
$18.6B
$2.13 Million 0.01% of portfolio
83,929
Q1 2025 Added 137.51%
$50B
$1.61 Million 0.01% of portfolio
11,246
Q1 2025 Reduced 1.67%
$12.6B
$1.66 Million 0.01% of portfolio
56,131
Q1 2025 Added 48.02%
$4.91B
$3.09 Million 0.01% of portfolio
56,722
Q1 2025 Added 37.32%
$43B
$1.37 Million 0.01% of portfolio
30,012
Q1 2025 Added 18.0%
$79.7B
$3.68 Million 0.01% of portfolio
22,367
Q1 2025 Added 23.68%
$28.4B
$1.31 Million 0.01% of portfolio
7,254
Q1 2025 Reduced 70.6%
$8.01B
$1.75 Million 0.01% of portfolio
32,861
Q1 2025 Reduced 2.06%
$8.21B
$1.26 Million 0.01% of portfolio
7,962
Q1 2025 Reduced 17.16%
$15.5B
$1.37 Million 0.01% of portfolio
21,301
Q1 2025 Added 2.16%
$115B
$3.73 Million 0.01% of portfolio
7,684
Q1 2025 Added 22.34%
$32.2B
$1.72 Million 0.01% of portfolio
34,595
Q1 2025 Reduced 2.93%

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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