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
$3.41B
$1.75 Million 0.01% of portfolio
62,745
Q1 2025 Added 1,684.05%
$75.1B
$3.06 Million 0.01% of portfolio
17,053
Q1 2025 Added 23.64%
$37.6B
$3.48 Million 0.01% of portfolio
79,276
Q1 2025 Added 36.29%
$54.8B
$3.08 Million 0.01% of portfolio
6,353
Q1 2025 Added 40.55%
$40.7B
$1.39 Million 0.01% of portfolio
9,599
Q1 2025 Added 55.9%
$32.2B
$1.41 Million 0.01% of portfolio
2,434
Q1 2025 Added 78.97%
$12.5B
$2.05 Million 0.01% of portfolio
17,531
Q1 2025 Added 0.11%
$25.3B
$1.71 Million 0.01% of portfolio
24,918
Q1 2025 Added 191.95%
$8.5B
$1.4 Million 0.01% of portfolio
5,307
Q1 2025 Added 11.61%
$23.3B
$1.74 Million 0.01% of portfolio
12,805
Q1 2025 Added 21.54%
$66.1B
$2.57 Million 0.01% of portfolio
20,071
Q1 2025 Added 2.3%
$70.5B
$2.33 Million 0.01% of portfolio
15,180
Q1 2025 Added 5.32%
$7.4B
$2.39 Million 0.01% of portfolio
18,843
Q1 2025 Added 144.05%
$5.28B
$2.18 Million 0.01% of portfolio
183,451
Q1 2025 Added 57.39%
$53B
$1.74 Million 0.01% of portfolio
10,453
Q1 2025 Added 7.71%
$21B
$3.31 Million 0.01% of portfolio
88,357
Q1 2025 Added 237.56%
$26.3B
$3.07 Million 0.01% of portfolio
22,212
Q1 2025 Added 36.77%
-
$1.65 Million 0.01% of portfolio
-
Q1 2025 Added 1.63%
$39.5B
$1.7 Million 0.01% of portfolio
16,476
Q1 2025 Reduced 5.98%
$2.73B
$1.45 Million 0.01% of portfolio
43,847
Q1 2025 Added 1,723.92%
$11.8B
$1.37 Million 0.01% of portfolio
15,297
Q1 2025 Added 19.49%
$63.3B
$1.94 Million 0.01% of portfolio
24,103
Q1 2025 Added 18.37%
$25.1B
$1.38 Million 0.01% of portfolio
13,764
Q1 2025 Added 0.41%
$79B
$1.36 Million 0.01% of portfolio
984
Q1 2025 Added 12.07%
$81.5B
$1.46 Million 0.01% of portfolio
1,784
Q1 2025 Added 2.06%
$41.1B
$1.38 Million 0.01% of portfolio
16,716
Q1 2025 Reduced 0.7%
$2.3B
$1.35 Million 0.01% of portfolio
126,299
Q1 2025 Added 113.13%
$1.12B
$1.41 Million 0.01% of portfolio
19,719
Q1 2025 Reduced 5.8%
$12.8B
$3.09 Million 0.01% of portfolio
37,451
Q1 2025 Added 966.68%
$6.57B
$2.48 Million 0.01% of portfolio
163,434
Q1 2025 Added 0.53%
$12.3B
$1.36 Million 0.01% of portfolio
22,458
Q1 2025 Reduced 0.27%
$101B
$3.09 Million 0.01% of portfolio
27,596
Q1 2025 Added 18.52%
$11.7B
$1.51 Million 0.01% of portfolio
10,469
Q1 2025 Reduced 13.31%
$37.4B
$1.7 Million 0.01% of portfolio
8,455
Q1 2025 Added 24.25%
$6.78B
$1.74 Million 0.01% of portfolio
23,168
Q1 2025 Added 371.76%
$9.52B
$2.48 Million 0.01% of portfolio
8,147
Q1 2025 Reduced 3.33%
$2.84B
$3.71 Million 0.01% of portfolio
66,617
Q1 2025 Added 8,608.1%
$15.5B
$3.65 Million 0.01% of portfolio
25,778
Q1 2025 Added 13.55%
$40.2B
$1.67 Million 0.01% of portfolio
166,438
Q1 2025 Reduced 3.97%
$57.5B
$2.63 Million 0.01% of portfolio
69,497
Q1 2025 Added 35.38%
$12.4B
$2.22 Million 0.01% of portfolio
16,812
Q1 2025 Added 18.59%
$25.8B
$2.06 Million 0.01% of portfolio
13,980
Q1 2025 Added 11.31%
$20.8B
$2.21 Million 0.01% of portfolio
41,368
Q1 2025 Added 194.94%
$85.4B
$2.91 Million 0.01% of portfolio
4,790
Q1 2025 Added 3.52%
$2.03B
$3.08 Million 0.01% of portfolio
87,966
Q1 2025 Added 159.11%
$5.76B
$1.34 Million 0.01% of portfolio
76,859
Q1 2025 Added 45.38%
$35.2B
$2.34 Million 0.01% of portfolio
10,036
Q1 2025 Added 102.54%
$18.4B
$1.96 Million 0.01% of portfolio
24,040
Q1 2025 Reduced 3.1%
$9.99B
$2.66 Million 0.01% of portfolio
28,229
Q1 2025 Added 590.53%

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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