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
$40.3B
$2.28 Million 0.01% of portfolio
12,666
Q4 2024 Added 12.73%
$3.19B
$2.66 Million 0.01% of portfolio
163,421
Q4 2024 Reduced 6.77%
$11.7B
$1.52 Million 0.01% of portfolio
6,648
Q4 2024 Reduced 14.69%
$99.2B
$1.89 Million 0.01% of portfolio
3,002
Q4 2024 Reduced 18.86%
$88.1B
$1.83 Million 0.01% of portfolio
40,683
Q4 2024 Reduced 46.64%
$12.2B
$3.08 Million 0.01% of portfolio
37,661
Q4 2024 Added 62.68%
$98.3B
$3.14 Million 0.01% of portfolio
10,464
Q4 2024 Added 1.71%
$39.1B
$1.62 Million 0.01% of portfolio
14,845
Q4 2024 Reduced 1.35%
$30.5B
$1.99 Million 0.01% of portfolio
13,889
Q4 2024 Added 34.23%
$6.22B
$1.96 Million 0.01% of portfolio
12,691
Q4 2024 Added 14.29%
$23.5B
$2.29 Million 0.01% of portfolio
15,920
Q4 2024 Added 3.43%
$25.4B
$2.32 Million 0.01% of portfolio
19,697
Q4 2024 Added 0.76%
$5.07B
$1.23 Million 0.01% of portfolio
10,741
Q4 2024 Added 62.62%
$39.1B
$2.71 Million 0.01% of portfolio
4,566
Q4 2024 Added 59.87%
$62.9B
$2.84 Million 0.01% of portfolio
10,103
Q4 2024 Added 18.0%
$49.2B
$1.86 Million 0.01% of portfolio
7,220
Q4 2024 Reduced 7.44%
$1.41B
$3.17 Million 0.01% of portfolio
52,525
Q4 2024 Added 36.12%
$36.9B
$1.69 Million 0.01% of portfolio
7,464
Q4 2024 Added 2.64%
$5.18B
$1.67 Million 0.01% of portfolio
46,238
Q4 2024 Added 1.45%
$261B
$3.3 Million 0.01% of portfolio
52,743
Q4 2024 Reduced 0.32%
$34.1B
$1.89 Million 0.01% of portfolio
93,522
Q4 2024 Added 39.65%
$33.4B
$1.71 Million 0.01% of portfolio
8,109
Q4 2024 Added 19.78%
$73.9B
$3.5 Million 0.01% of portfolio
111,606
Q4 2024 Added 54.91%
$2.74B
$1.22 Million 0.01% of portfolio
19,872
Q4 2024 Added 1,049.33%
$46.6B
$1.27 Million 0.01% of portfolio
4,592
Q4 2024 Reduced 2.55%
$42.6B
$1.74 Million 0.01% of portfolio
14,686
Q4 2024 Added 4.8%
$7.52B
$1.78 Million 0.01% of portfolio
32,729
Q4 2024 Added 0.7%
$72.4B
$3.45 Million 0.01% of portfolio
63,823
Q4 2024 Added 12.04%
$6.29B
$1.95 Million 0.01% of portfolio
89,726
Q4 2024 Added 2.7%
$44.8B
$3.09 Million 0.01% of portfolio
20,428
Q4 2024 Reduced 3.73%
$122B
$1.39 Million 0.01% of portfolio
13,053
Q4 2024 Reduced 7.41%
$5.41B
$2.54 Million 0.01% of portfolio
79,917
Q4 2024 Added 31.14%
$1.89B
$1.52 Million 0.01% of portfolio
42,374
Q4 2024 Reduced 45.93%
$37.4B
$3.54 Million 0.01% of portfolio
161,171
Q4 2024 Reduced 9.32%
$12.2B
$2.22 Million 0.01% of portfolio
38,733
Q4 2024 Added 14.86%
$16.6B
$2.75 Million 0.01% of portfolio
45,004
Q4 2024 Added 55.41%
$23.3B
$2.08 Million 0.01% of portfolio
10,198
Q4 2024 Added 231.21%
$21.1B
$1.31 Million 0.01% of portfolio
9,428
Q4 2024 Added 12.69%
$3.03B
$1.49 Million 0.01% of portfolio
97,121
Q4 2024 Added 203.04%
$68.4B
$2.58 Million 0.01% of portfolio
11,527
Q4 2024 Reduced 13.8%
$3.98B
$1.57 Million 0.01% of portfolio
12,669
Q4 2024 Added 23.36%
-
$1.45 Million 0.01% of portfolio
-
Q4 2024 Added 6.24%
$25.7B
$3.19 Million 0.01% of portfolio
17,093
Q4 2024 Added 117.33%
$44B
$1.79 Million 0.01% of portfolio
24,144
Q4 2024 Added 19.44%
$48.5B
$1.21 Million 0.01% of portfolio
37,602
Q4 2024 Added 5.39%
$35.2B
$1.92 Million 0.01% of portfolio
14,272
Q4 2024 Added 24.2%
$986M
$3.26 Million 0.01% of portfolio
70,645
Q4 2024 Reduced 12.02%
$0
$3.11 Million 0.01% of portfolio
142,116
Q4 2024 Reduced 2.24%
$44.4B
$1.55 Million 0.01% of portfolio
17,071
Q4 2024 Added 33.07%

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
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email