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
$85.4B
$3.73 Million 0.01% of portfolio
25,617
Q1 2025 Added 6.62%
$60.5B
$2.59 Million 0.01% of portfolio
4,081
Q1 2025 Added 96.77%
$8.36B
$2.82 Million 0.01% of portfolio
29,977
Q1 2025 Added 929.43%
$14.9B
$3.01 Million 0.01% of portfolio
28,630
Q1 2025 Added 80.96%
$12.8B
$2.99 Million 0.01% of portfolio
22,695
Q1 2025 Added 32.13%
$25.8B
$1.32 Million 0.01% of portfolio
8,225
Q1 2025 Reduced 41.27%
$3.55B
$1.42 Million 0.01% of portfolio
95,087
Q1 2025 Added 124.47%
$17.3B
$1.37 Million 0.01% of portfolio
4,830
Q1 2025 Added 168.63%
$14.4B
$3.42 Million 0.01% of portfolio
26,194
Q1 2025 Added 346.77%
$23B
$2.56 Million 0.01% of portfolio
41,257
Q1 2025 Added 14.84%
$8.75B
$1.36 Million 0.01% of portfolio
27,483
Q1 2025 Reduced 24.51%
$15.4B
$3.17 Million 0.01% of portfolio
17,389
Q1 2025 Added 1.15%
$103B
$2.75 Million 0.01% of portfolio
15,962
Q1 2025 Added 3.66%
$20.1B
$2.67 Million 0.01% of portfolio
8,271
Q1 2025 Added 64.34%
-
$2.16 Million 0.01% of portfolio
-
Q1 2025 Reduced 24.8%
$33.3B
$1.65 Million 0.01% of portfolio
18,105
Q1 2025 Reduced 18.26%
$9.43B
$2.08 Million 0.01% of portfolio
63,212
Q1 2025 Added 126.36%
$5.99B
$1.82 Million 0.01% of portfolio
43,596
Q1 2025 Added 156.24%
$12.3B
$2.41 Million 0.01% of portfolio
125,185
Q1 2025 Reduced 17.67%
$7.17B
$1.74 Million 0.01% of portfolio
33,163
Q1 2025 Added 25.35%
-
$1.42 Million 0.01% of portfolio
-
Q1 2025 Added 1.66%
$37.5B
$1.96 Million 0.01% of portfolio
40,537
Q1 2025 Added 8.86%
$36.5B
$3.39 Million 0.01% of portfolio
18,693
Q1 2025 Added 11.2%
$7.1B
$2.42 Million 0.01% of portfolio
49,507
Q1 2025 Added 0.27%
$36.3B
$2.89 Million 0.01% of portfolio
23,996
Q1 2025 Reduced 7.09%
$9.89B
$1.45 Million 0.01% of portfolio
5,092
Q1 2025 Added 57.4%
$92B
$1.33 Million 0.01% of portfolio
30,094
Q1 2025 Reduced 28.79%
$11B
$2.11 Million 0.01% of portfolio
37,196
Q1 2025 Added 3.82%
$12.3B
$3.33 Million 0.01% of portfolio
19,988
Q1 2025 Added 87.17%
$10.2B
$2.48 Million 0.01% of portfolio
91,130
Q1 2025 Added 0.68%
$17.9B
$2.05 Million 0.01% of portfolio
24,019
Q1 2025 Reduced 32.12%
$288B
$2.88 Million 0.01% of portfolio
4,348
Q1 2025 Added 9.27%
$597M
$3.15 Million 0.01% of portfolio
-
Q1 2025 Reduced 19.76%
$24.8B
$1.4 Million 0.01% of portfolio
6,759
Q1 2025 Added 115.25%
$73.8B
$3.12 Million 0.01% of portfolio
33,309
Q1 2025 Reduced 0.05%
$10.4B
$1.27 Million 0.01% of portfolio
20,692
Q1 2025 Added 131.38%
$26.4B
$1.48 Million 0.01% of portfolio
14,433
Q1 2025 Reduced 5.2%
$41.3B
$3.12 Million 0.01% of portfolio
18,109
Q1 2025 Added 42.97%
$2.27B
$2.93 Million 0.01% of portfolio
200,375
Q1 2025 Added 22.61%
$128B
$2.52 Million 0.01% of portfolio
3,709
Q1 2025 Added 23.55%
$27.6B
$2.06 Million 0.01% of portfolio
5,567
Q1 2025 Added 0.4%
$9.52B
$3.13 Million 0.01% of portfolio
40,177
Q1 2025 Added 6.68%
$42.6B
$1.3 Million 0.01% of portfolio
13,095
Q1 2025 Reduced 5.72%
$5.82B
$2.15 Million 0.01% of portfolio
12,359
Q1 2025 Reduced 2.62%
$23.5B
$2.81 Million 0.01% of portfolio
18,996
Q1 2025 Added 19.32%
$50.4B
$2.48 Million 0.01% of portfolio
4,713
Q1 2025 Added 3.22%
$61.5B
$2.27 Million 0.01% of portfolio
9,300
Q1 2025 Reduced 7.95%
$47.7B
$1.61 Million 0.01% of portfolio
6,889
Q1 2025 Reduced 4.58%
$4.93B
$1.28 Million 0.01% of portfolio
82,496
Q1 2025 Added 131.81%

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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