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CWM

Latest statistics and disclosures from CWM's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IUSB, QUAL, IVW, SPLG, and represent 16.91% of CWM's stock portfolio.
Added to shares of these 10 stocks: EFV (+$181M), IUSB (+$164M), AVGO (+$82M), PVAL (+$61M), LGLV (+$53M), BOND (+$48M), BUFR (+$41M), SPLG (+$37M), SPDW (+$34M), SPMD (+$33M).
Started 395 new stock positions in Greenlane Hldgs, BKCH, EMTL, APEI, BELFA, First Tr Exchng Traded Fd Vi, CATX, Innovator Etfs Trust, CXE, HGER.
Reduced shares in these 10 stocks: IVV (-$120M), HEFA (-$74M), DGRO (-$64M), TIP (-$56M), IVW (-$29M), DLR (-$28M), TLT (-$28M), EFG (-$25M), IEMG (-$19M), CGUS (-$18M).
Sold out of its positions in OUSM, FAX, ACET, HDGE, Agenus, AKTS, ASTL, ALGS, ALLK, BIRD.
CWM was a net buyer of stock by $1.0B.
CWM has $23B in assets under management (AUM), dropping by 9.72%.
Central Index Key (CIK): 0001535847

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Positions held by CWM consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CWM

CWM holds 5081 positions in its portfolio as reported in the September 2024 quarterly 13F filing

CWM has 5081 total positions. Only the first 250 positions are shown.

Sign up to view all of the CWM Sept. 30, 2024 positions
Download the CWM September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.0	$1.2B	-9%	2.0M	576.82	View chart
Ishares Tr Core Total Usd (IUSB)	4.3	$1.0B	+19%	21M	47.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.1	$709M		4.0M	179.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.4	$547M	-4%	5.7M	95.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.1	$487M	+8%	7.2M	67.51	View chart
Apple (AAPL)	2.1	$483M	+3%	2.1M	233.00	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.9	$438M		8.8M	49.47	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.9	$429M	+8%	11M	37.56	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.7	$394M	+7%	15M	26.14	View chart
Microsoft Corporation (MSFT)	1.5	$357M	+3%	830k	430.30	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$355M	+103%	6.2M	57.53	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.5	$342M	+16%	3.6M	94.61	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.4	$313M	+11%	5.7M	54.68	View chart
NVIDIA Corporation (NVDA)	1.3	$308M	+7%	2.5M	121.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$290M		594k	488.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$286M		1.5M	197.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$273M	-8%	2.5M	107.65	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$238M		3.4M	70.06	View chart
Amazon (AMZN)	1.0	$231M	+4%	1.2M	186.33	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.0	$230M	+5%	4.4M	52.86	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$229M	+6%	2.4M	95.81	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$193M	+8%	2.3M	82.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$180M		1.7M	104.18	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.8	$180M	+14%	4.0M	45.51	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$173M		1.7M	100.69	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$171M		1.9M	91.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$167M	-2%	1.1M	151.62	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.7	$167M	+3%	1.7M	99.58	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$167M	+19%	2.7M	61.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$164M		426k	383.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$149M		896k	165.85	View chart
Meta Platforms Cl A (META)	0.6	$138M	+6%	240k	572.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$137M	+42%	4.6M	29.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$119M		258k	460.26	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$116M	+12%	1.2M	99.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$115M	+20%	1.4M	84.53	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$112M	+10%	1.2M	96.95	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.5	$110M	+13%	2.1M	53.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$109M	+5%	1.8M	59.51	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$103M		456k	225.76	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$100M	-3%	492k	202.76	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$95M	-16%	1.7M	57.41	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$94M		978k	95.96	View chart
Broadcom (AVGO)	0.4	$90M	+1056%	520k	172.50	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$87M	+16%	3.0M	29.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$86M	-24%	878k	98.10	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$86M	+16%	792k	108.63	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$86M	-4%	911k	93.80	View chart
Procter & Gamble Company (PG)	0.4	$83M	+4%	476k	173.20	View chart
Tesla Motors (TSLA)	0.3	$80M		307k	261.63	View chart
Home Depot (HD)	0.3	$79M	+2%	196k	405.20	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$78M	+11%	1.5M	52.98	View chart
JPMorgan Chase & Co. (JPM)	0.3	$77M	+6%	364k	210.86	View chart
Wal-Mart Stores (WMT)	0.3	$75M		932k	80.75	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.3	$75M		1.6M	46.19	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$75M	+43%	1.8M	41.40	View chart
Exxon Mobil Corporation (XOM)	0.3	$75M	+3%	639k	117.22	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$74M	+15%	961k	76.88	View chart
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)	0.3	$71M	+36%	2.8M	24.98	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$71M	+42%	1.5M	48.30	View chart
Johnson & Johnson (JNJ)	0.3	$70M	+7%	435k	162.06	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$67M	-3%	701k	95.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$67M	+10%	729k	91.31	View chart
Eli Lilly & Co. (LLY)	0.3	$67M	+3%	75k	885.94	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.3	$66M	-7%	1.6M	40.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$64M	+20%	631k	101.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$64M	+13%	506k	125.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$62M	-3%	353k	174.57	View chart
Visa Com Cl A (V)	0.3	$61M		223k	274.95	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$61M	NEW	1.6M	37.94	View chart
Merck & Co (MRK)	0.3	$61M	+2%	535k	113.56	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$60M	+27%	1.3M	46.74	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.3	$60M	+22%	1.3M	47.36	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$59M	+17%	2.0M	29.07	View chart
UnitedHealth (UNH)	0.3	$58M		99k	584.68	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$58M	+36%	1.0M	55.70	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$57M	+43%	2.0M	28.13	View chart
Cisco Systems (CSCO)	0.2	$56M		1.1M	53.22	View chart
Oracle Corporation (ORCL)	0.2	$56M		327k	170.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$55M	-4%	883k	62.32	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$55M	-3%	1.9M	29.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$55M	+89%	1.1M	50.60	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$55M	-3%	584k	93.58	View chart
Verizon Communications (VZ)	0.2	$55M		1.2M	44.91	View chart
At&t (T)	0.2	$54M	+2%	2.5M	22.00	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$54M	+8035%	318k	169.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$54M	-22%	1.3M	41.28	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$53M	+7%	1.1M	46.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$53M		1.0M	50.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$53M		314k	167.19	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$51M		1.1M	44.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$50M	-2%	687k	73.42	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$50M	-5%	1.0M	49.79	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$49M	+25%	960k	51.42	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$49M	-13%	388k	126.18	View chart
Costco Wholesale Corporation (COST)	0.2	$49M	+6%	55k	886.53	View chart
Abbvie (ABBV)	0.2	$48M	+6%	245k	197.48	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.2	$48M	-3%	1.5M	31.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$47M		191k	243.06	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$46M	-2%	987k	46.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$45M	+2%	203k	220.89	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$44M	-12%	2.5M	18.04	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$43M	-2%	1.1M	37.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$42M	+7%	1.0M	41.12	View chart
Netflix (NFLX)	0.2	$42M	-3%	59k	709.27	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$42M	-5%	151k	276.76	View chart
Amgen (AMGN)	0.2	$42M		130k	322.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$41M	-6%	354k	116.96	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$41M		881k	46.97	View chart
Strategy Day Hagan Ned (SSUS)	0.2	$41M	-17%	976k	41.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$41M	-7%	143k	283.16	View chart
Pepsi (PEP)	0.2	$40M	+7%	237k	170.05	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$40M	-17%	1.2M	33.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$40M		75k	527.68	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$40M		1.8M	22.53	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$39M	-23%	597k	66.03	View chart
Comcast Corp Cl A (CMCSA)	0.2	$39M	+4%	932k	41.77	View chart
Pfizer (PFE)	0.2	$38M	+3%	1.3M	28.94	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$38M	-2%	1.6M	23.45	View chart
Chevron Corporation (CVX)	0.2	$38M	+4%	257k	147.27	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$38M	-2%	865k	43.57	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$37M	-4%	737k	50.50	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.2	$37M	+44%	673k	54.99	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$37M	+35%	548k	67.03	View chart
Allstate Corporation (ALL)	0.2	$35M	-5%	186k	189.65	View chart
Bank of America Corporation (BAC)	0.2	$35M	+13%	885k	39.68	View chart
Advanced Micro Devices (AMD)	0.2	$35M	+2%	212k	164.08	View chart
Abbott Laboratories (ABT)	0.2	$35M		305k	114.01	View chart
TJX Companies (TJX)	0.1	$34M	+200%	292k	117.54	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$34M	-24%	755k	45.32	View chart
Lockheed Martin Corporation (LMT)	0.1	$34M	-5%	58k	584.56	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$34M	+74%	610k	54.93	View chart
Public Storage (PSA)	0.1	$33M	-3%	90k	363.86	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$32M	-2%	91k	353.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$31M	-30%	203k	154.02	View chart
Coca-Cola Company (KO)	0.1	$31M	+9%	435k	71.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$31M		493k	63.00	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.1	$31M	+13%	1.4M	22.26	View chart
Gilead Sciences (GILD)	0.1	$31M	-6%	365k	83.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$31M	-13%	598k	51.12	View chart
Caterpillar (CAT)	0.1	$30M	+11%	78k	391.11	View chart
Bristol Myers Squibb (BMY)	0.1	$30M	+7%	581k	51.74	View chart
CBOE Holdings (CBOE)	0.1	$30M	-5%	147k	204.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$30M	+14%	384k	78.05	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$30M	-3%	592k	50.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$30M	-10%	1.1M	27.41	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$30M		754k	39.39	View chart
Travelers Companies (TRV)	0.1	$30M	-2%	126k	234.12	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$29M	-2%	663k	44.01	View chart
Arch Cap Group Ord (ACGL)	0.1	$29M	-4%	259k	111.88	View chart
Mastercard Incorporated Cl A (MA)	0.1	$29M	+5%	58k	493.79	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$29M	+9%	481k	59.21	View chart
C H Robinson Worldwide Com New (CHRW)	0.1	$28M	-4%	255k	110.37	View chart
International Business Machines (IBM)	0.1	$28M	+5%	127k	221.08	View chart
NiSource (NI)	0.1	$28M	-3%	796k	34.65	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.1	$27M	-10%	361k	75.00	View chart
Bank of New York Mellon Corporation (BK)	0.1	$27M	-7%	377k	71.86	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$27M	-2%	1.3M	20.78	View chart
Union Pacific Corporation (UNP)	0.1	$27M	-22%	110k	246.48	View chart
Dominion Resources (D)	0.1	$27M		466k	57.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$27M	-2%	72k	375.38	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$27M	-5%	198k	135.44	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$27M	+10%	305k	87.80	View chart
Ge Aerospace Com New (GE)	0.1	$27M	+17%	142k	188.58	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.1	$27M	+13%	679k	39.23	View chart
Nextera Energy (NEE)	0.1	$26M	-3%	312k	84.53	View chart
Service Corporation International (SCI)	0.1	$26M	-4%	333k	78.93	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$26M	-27%	415k	62.74	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$26M	+6%	287k	90.40	View chart
Paccar (PCAR)	0.1	$26M	-3%	262k	98.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$26M	-26%	323k	79.42	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$26M		488k	52.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$26M	+11%	234k	109.33	View chart
Tidal Tr Ii Return Stckd Us (RSST)	0.1	$25M	+21%	1.0M	24.50	View chart
Kimberly-Clark Corporation (KMB)	0.1	$25M	-3%	176k	142.28	View chart
Consolidated Edison (ED)	0.1	$25M	-3%	240k	104.13	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$25M		123k	200.37	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$25M	-12%	290k	84.79	View chart
Cigna Corp (CI)	0.1	$25M		71k	346.44	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$24M	+21%	293k	83.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$24M		136k	179.16	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$24M	+2%	728k	33.16	View chart
McDonald's Corporation (MCD)	0.1	$24M	+6%	79k	304.51	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$24M	-18%	496k	48.59	View chart
Smucker J M Com New (SJM)	0.1	$24M		199k	121.10	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$24M	+22%	691k	34.79	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$24M	+49%	219k	108.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$23M	+119%	487k	48.11	View chart
Medtronic SHS (MDT)	0.1	$23M		259k	90.03	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$23M	+24%	617k	36.44	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$22M	+2%	443k	50.44	View chart
Waste Management (WM)	0.1	$22M	-3%	107k	207.60	View chart
Adobe Systems Incorporated (ADBE)	0.1	$22M	+7%	42k	517.77	View chart
Thermo Fisher Scientific (TMO)	0.1	$22M	+91%	35k	618.56	View chart
Kraft Heinz (KHC)	0.1	$22M		618k	35.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$21M	+9%	620k	34.29	View chart
Intuitive Surgical Com New (ISRG)	0.1	$21M	+5%	43k	491.26	View chart
Qualcomm (QCOM)	0.1	$21M	+2%	124k	170.05	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$21M	-3%	413k	51.24	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$21M	+56%	347k	60.96	View chart
salesforce (CRM)	0.1	$21M	+6%	77k	273.71	View chart
Jacobs Engineering Group (J)	0.1	$21M		161k	130.90	View chart
General Dynamics Corporation (GD)	0.1	$21M	-4%	69k	302.21	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$21M	+9%	426k	49.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$20M		297k	67.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$20M		101k	198.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$20M	+4%	207k	95.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$20M	-44%	389k	50.94	View chart
Snowflake Cl A (SNOW)	0.1	$20M	+41%	172k	114.86	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$20M		370k	52.83	View chart
Charles Schwab Corporation (SCHW)	0.1	$20M	-13%	300k	64.81	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$19M	-4%	178k	109.04	View chart
Evergy (EVRG)	0.1	$19M		312k	62.01	View chart
W.R. Berkley Corporation (WRB)	0.1	$19M	+43%	335k	56.73	View chart
Everest Re Group (EG)	0.1	$19M	-3%	48k	391.84	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$19M		288k	64.99	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$19M	+21%	405k	46.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$18M	+16%	318k	57.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$18M	-24%	183k	100.72	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$18M	+27%	364k	50.22	View chart
Servicenow (NOW)	0.1	$18M	-9%	20k	894.37	View chart
Mid-America Apartment (MAA)	0.1	$18M	-4%	115k	158.90	View chart
General Mills (GIS)	0.1	$18M	-2%	247k	73.85	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$18M	-3%	361k	50.18	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$18M	+12%	224k	80.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$18M	-25%	230k	78.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$18M	+413%	64k	280.47	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$18M	+311%	419k	42.77	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$17M	-19%	732k	23.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$17M	+72%	380k	45.75	View chart
Autodesk (ADSK)	0.1	$17M	-11%	61k	275.48	View chart
Uber Technologies (UBER)	0.1	$16M	-11%	219k	75.16	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$16M		281k	58.27	View chart
T. Rowe Price (TROW)	0.1	$16M		149k	108.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$16M	+4%	51k	314.39	View chart
Southern Company (SO)	0.1	$16M	+5%	178k	90.18	View chart
Altria (MO)	0.1	$16M	+15%	306k	51.04	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$16M	-12%	339k	45.89	View chart
Raytheon Technologies Corp (RTX)	0.1	$16M	+2%	128k	121.16	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$16M	+19%	108k	143.01	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.1	$16M	+632%	496k	31.22	View chart
Hormel Foods Corporation (HRL)	0.1	$15M	+2%	487k	31.70	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$15M	-3%	183k	83.67	View chart
S&p Global (SPGI)	0.1	$15M	-8%	29k	516.62	View chart
Texas Instruments Incorporated (TXN)	0.1	$15M	+2%	73k	206.57	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$15M	+16%	591k	25.10	View chart
Walt Disney Company (DIS)	0.1	$15M	-51%	154k	96.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$15M	-4%	338k	43.78	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$15M	+2%	529k	27.85	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$15M	+12%	356k	41.16	View chart

Past Filings by CWM

SEC 13F filings are viewable for CWM going back to 2013

CWM 2024 Q3 filed Oct. 8, 2024
CWM 2024 Q2 filed July 10, 2024
CWM 2024 Q1 filed April 5, 2024
CWM 2023 Q4 filed Feb. 1, 2024
CWM 2023 Q3 filed Oct. 11, 2023
CWM 2023 Q2 filed Aug. 3, 2023
CWM 2023 Q1 filed May 1, 2023
CWM 2022 Q4 filed Feb. 1, 2023
CWM 2022 Q3 filed Oct. 27, 2022
CWM 2022 Q2 filed July 28, 2022
CWM 2022 Q1 filed April 21, 2022
CWM 2021 Q4 filed Jan. 31, 2022
CWM 2020 Q1 restated filed Sept. 15, 2021
CWM 2020 Q2 restated filed Sept. 15, 2021
CWM 2020 Q3 restated filed Sept. 15, 2021
CWM 2020 Q4 restated filed Sept. 15, 2021

View all past filings

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