Cwm, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $23.3 Billion distributed in 5119 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 $1.16B, Ishares Core Total Usd Bond Ma with a value of $1B, Ishares Msci Usa Quality Facto with a value of $709M, Ishares S&P 500 Growth ETF with a value of $547M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $487M.

Examining the 13F form we can see an increase of $2.04B in the current position value, from $21.2B to 23.3B.

Below you can find more details about Cwm, LLC portfolio as well as his latest detailed transactions.

Portfolio value $23.3 Billion
ETFs: $16.2 Billion
Technology: $1.9 Billion
Financial Services: $852 Million
Healthcare: $751 Million
Consumer Cyclical: $671 Million
Communication Services: $607 Million
Industrials: $490 Million
Consumer Defensive: $481 Million
Other: $551 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 5,119
  • Current Value $23.3 Billion
  • Prior Value $21.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 398 stocks
  • Additional Purchases 2,818 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,363 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.