Cwm, LLC Portfolio Holdings
Cwm, LLC
- $23.3 Billion
- Q3 2024
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 Market Cap. of $50 Millions to $300 Millions
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