Cwm, LLC Portfolio Holdings
Cwm, LLC
- $28.4 Billion
- Q2 2025
Cwm, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $28.4 Billion distributed in 5277 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $803M, Ishares Core S&P 500 ETF with a value of $763M, Spdr Portfolio S&P 500 ETF (Ma with a value of $723M, Ishares Msci Usa Quality Facto with a value of $619M, and Ishares S&P 500 Growth ETF with a value of $577M.
Examining the 13F form we can see an increase of $3.28B in the current position value, from $25.1B to 28.4B.
Below you can find more details about Cwm, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$28.4 Billion
ETFs: $18.4 Billion
Technology: $2.59 Billion
Financial Services: $1.15 Billion
Consumer Cyclical: $898 Million
Healthcare: $865 Million
Communication Services: $769 Million
Industrials: $675 Million
Consumer Defensive: $576 Million
Other: $735 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 5,277
- Current Value $28.4 Billion
- Prior Value $25.1 Billion
- Filing
- Period Q2 2025
- Filing Date July 25, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 222 stocks
- Additional Purchases 2,828 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,559 stocks