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
$33.9B
$2.13 Million 0.01% of portfolio
19,554
Q1 2025 Added 0.63%
$48.7B
$2.76 Million 0.01% of portfolio
12,036
Q1 2025 Reduced 2.93%
$68B
$2.63 Million 0.01% of portfolio
12,816
Q1 2025 Added 0.35%
-
$3.75 Million 0.01% of portfolio
-
Q1 2025 Reduced 15.94%
$70.5B
$3.64 Million 0.01% of portfolio
8,309
Q1 2025 Reduced 1.13%
$88.3B
$1.79 Million 0.01% of portfolio
3,839
Q1 2025 Added 24.36%
$95.4B
$1.31 Million 0.01% of portfolio
21,868
Q1 2025 Reduced 0.17%
$19.6B
$1.56 Million 0.01% of portfolio
44,636
Q1 2025 Added 10.48%
$2.07B
$2.15 Million 0.01% of portfolio
98,258
Q1 2025 Added 120.33%
$40.7B
$1.7 Million 0.01% of portfolio
12,361
Q1 2025 Reduced 2.65%
$57.4B
$2.26 Million 0.01% of portfolio
9,543
Q1 2025 Added 4.07%
$51.2B
$2.29 Million 0.01% of portfolio
36,459
Q1 2025 Reduced 5.16%
$32.7B
$2.18 Million 0.01% of portfolio
30,210
Q1 2025 Added 18.34%
$48.8B
$1.32 Million 0.01% of portfolio
11,692
Q1 2025 Added 2.48%
$304B
$1.58 Million 0.01% of portfolio
11,937
Q1 2025 Reduced 5.34%
$6.2B
$2.25 Million 0.01% of portfolio
74,331
Q1 2025 Added 105.7%
$23.9B
$2.09 Million 0.01% of portfolio
-
Q1 2025 Added 56.06%
$18.3B
$3.57 Million 0.01% of portfolio
19,060
Q1 2025 Added 6.34%
$51B
$1.47 Million 0.01% of portfolio
5,770
Q1 2025 Reduced 15.86%
$24.2B
$1.59 Million 0.01% of portfolio
14,399
Q1 2025 Reduced 1.14%
$99.4B
$3.61 Million 0.01% of portfolio
16,580
Q1 2025 Added 8.19%
$5.33B
$1.97 Million 0.01% of portfolio
45,369
Q1 2025 Added 62.28%
$71.1B
$1.71 Million 0.01% of portfolio
447
Q1 2025 Reduced 5.89%
$11.7B
$1.83 Million 0.01% of portfolio
10,565
Q1 2025 Added 180.61%
$14.1B
$2.89 Million 0.01% of portfolio
234,918
Q1 2025 Reduced 0.16%
$7.99B
$2.93 Million 0.01% of portfolio
40,249
Q1 2025 Added 423.73%
$131B
$1.78 Million 0.01% of portfolio
913
Q1 2025 Added 10.67%
$41.7B
$1.64 Million 0.01% of portfolio
24,273
Q1 2025 Added 19.91%
$11.5B
$3.19 Million 0.01% of portfolio
34,511
Q1 2025 Added 233.79%
$12.4B
$2.13 Million 0.01% of portfolio
11,316
Q1 2025 Added 227.24%
$18.2B
$1.65 Million 0.01% of portfolio
9,979
Q1 2025 Reduced 5.21%
$57B
$2.85 Million 0.01% of portfolio
18,466
Q1 2025 Reduced 5.89%
$8.8B
$2.38 Million 0.01% of portfolio
15,322
Q1 2025 Added 144.49%
$18.4B
$1.79 Million 0.01% of portfolio
21,715
Q1 2025 Added 64.66%
$7.38B
$2.73 Million 0.01% of portfolio
335,034
Q1 2025 Added 124.02%
$22.8B
$2.14 Million 0.01% of portfolio
138,763
Q1 2025 Reduced 14.97%
$3.03B
$1.45 Million 0.01% of portfolio
31,462
Q1 2025 Added 137.16%
$13.2B
$1.51 Million 0.01% of portfolio
38,413
Q1 2025 Added 31.09%
$37.3B
$3.65 Million 0.01% of portfolio
48,588
Q1 2025 Added 5.52%
$7.44B
$1.39 Million 0.01% of portfolio
12,194
Q1 2025 Added 22.39%
$18.4B
$3.54 Million 0.01% of portfolio
45,240
Q1 2025 Added 14.23%
$60.2B
$2.24 Million 0.01% of portfolio
3,807
Q1 2025 Added 4.47%
$34B
$1.51 Million 0.01% of portfolio
3,152
Q1 2025 Added 65.72%
$5.77B
$1.68 Million 0.01% of portfolio
25,625
Q1 2025 Added 69.22%
$15.6B
$3.56 Million 0.01% of portfolio
21,026
Q1 2025 Reduced 3.33%
$17.5B
$3.27 Million 0.01% of portfolio
49,925
Q1 2025 Added 91.4%
$13B
$1.64 Million 0.01% of portfolio
32,290
Q1 2025 Added 49.8%
$15.7B
$1.63 Million 0.01% of portfolio
22,075
Q1 2025 Reduced 9.55%
$10.9B
$2.39 Million 0.01% of portfolio
89,749
Q1 2025 Added 2.71%

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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