CWM Advisors

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

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Portfolio Holdings for CWM Advisors

Companies in the CWM Advisors portfolio as of the June 2021 quarterly 13F filing

CWM Advisors has 593 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 4.5 $35M +12% 43k 800.09
Northern Lts Fd Tr Iv Inspire Corp (IBD) 2.9 $22M +8% 827k 26.28
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 2.1 $16M 415k 38.93
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.9 $14M NEW 163k 87.70
Northern Lts Fd Tr Iv Inspire Smal Etf (ISMD) 1.8 $14M -2% 378k 36.74
Northern Lts Fd Tr Iv Intrntinl Esg (WWJD) 1.8 $14M 394k 35.00
Costco Wholesale Corporation (COST) 1.7 $13M +8% 33k 395.66
Honeywell International (HON) 1.5 $11M +8% 51k 219.34
Union Pacific Corporation (UNP) 1.4 $11M +5% 50k 219.92
Northern Lts Fd Tr Iv Inspire 100etf (BIBL) 1.4 $11M +8% 250k 42.67
Lowe's Companies (LOW) 1.3 $10M +4% 52k 193.96
Nextera Energy (NEE) 1.3 $9.8M +11% 133k 73.28
Caterpillar (CAT) 1.2 $9.1M +9% 42k 217.64
American Tower Reit (AMT) 1.1 $8.7M +9% 32k 270.15

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Prologis (PLD) 0.9 $6.5M +3% 55k 119.53
Crown Castle Intl (CCI) 0.8 $6.2M +8% 32k 195.10
Zoetis Cl A (ZTS) 0.8 $6.1M +8% 33k 186.36
Analog Devices (ADI) 0.7 $5.4M +14% 31k 172.16
Equinix (EQIX) 0.7 $5.4M +7% 6.7k 802.57
Illinois Tool Works (ITW) 0.7 $5.3M +6% 24k 223.56
CSX Corporation (CSX) 0.7 $5.3M +220% 166k 32.08
Johnson Ctls Intl SHS (JCI) 0.7 $5.3M 77k 68.63
Nxp Semiconductors N V (NXPI) 0.7 $5.2M +8% 25k 205.73
Edwards Lifesciences (EW) 0.7 $5.1M +9% 49k 103.58
Align Technology (ALGN) 0.7 $5.1M +19% 8.3k 610.96
Illumina (ILMN) 0.6 $4.9M +13% 10k 473.24
Waste Management (WM) 0.6 $4.5M +6% 32k 140.12
Emerson Electric (EMR) 0.6 $4.4M +6% 46k 96.23
D.R. Horton (DHI) 0.6 $4.4M +17% 48k 90.38
Sprott Physical Gold Tr Unit (PHYS) 0.6 $4.4M NEW 311k 14.03
Regeneron Pharmaceuticals (REGN) 0.6 $4.3M +6% 7.7k 558.57
Simon Property (SPG) 0.6 $4.3M +33% 33k 130.48
Aptiv SHS (APTV) 0.6 $4.3M +7% 27k 157.34
EOG Resources (EOG) 0.5 $4.1M +3% 50k 83.43
Newmont Mining Corporation (NEM) 0.5 $4.1M +7% 65k 63.38
Global Payments (GPN) 0.5 $4.0M +9% 21k 187.53
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $3.8M +8% 19k 201.65
Agilent Technologies Inc C ommon (A) 0.5 $3.7M 25k 147.83
Alexion Pharmaceuticals 0.5 $3.6M +7% 19k 183.71
Ross Stores (ROST) 0.5 $3.6M +6% 29k 124.01
SVB Financial (SIVB) 0.5 $3.6M +32% 6.4k 556.48
Skyworks Solutions (SWKS) 0.5 $3.5M +27% 18k 191.74
Centene Corporation (CNC) 0.4 $3.4M +4% 47k 72.94
Synopsys (SNPS) 0.4 $3.4M 12k 275.83
Southern Copper Corporation (SCCO) 0.4 $3.3M 52k 64.32
Iqvia Holdings (IQV) 0.4 $3.3M +6% 14k 242.36
SYSCO Corporation (SYY) 0.4 $3.3M +6% 43k 77.75
Parker-Hannifin Corporation (PH) 0.4 $3.2M +6% 11k 307.12
Cintas Corporation (CTAS) 0.4 $3.2M +8% 8.5k 382.03
AFLAC Incorporated (AFL) 0.4 $3.2M 60k 53.66
Paychex (PAYX) 0.4 $3.2M +7% 30k 107.31
Msci (MSCI) 0.4 $3.1M +8% 5.9k 533.11
Cognizant Technology Solutio Cl A (CTSH) 0.4 $3.1M +9% 44k 69.26
Schlumberger Com Stk (SLB) 0.4 $3.0M 94k 32.01
Palo Alto Networks (PANW) 0.4 $2.9M +8% 7.9k 371.09
Pioneer Natural Resources (PXD) 0.4 $2.9M +8% 18k 162.54
Republic Services (RSG) 0.4 $2.9M +6% 26k 109.99
American Electric Power Company (AEP) 0.4 $2.9M +9% 34k 84.58
Xilinx (XLNX) 0.4 $2.8M +9% 20k 144.64
Amphenol Corp Cl A (APH) 0.4 $2.8M +9% 42k 68.40
Nucor Corporation (NUE) 0.4 $2.8M -9% 29k 95.93
Garmin SHS (GRMN) 0.4 $2.7M +15% 18k 144.61
Ametek (AME) 0.3 $2.6M +7% 20k 133.51
Fortinet (FTNT) 0.3 $2.6M +114% 11k 238.20
Equity Residential Sh Ben Int (EQR) 0.3 $2.5M +7% 33k 76.99
Wec Energy Group (WEC) 0.3 $2.5M +9% 29k 88.94
Ansys (ANSS) 0.3 $2.5M +10% 7.3k 347.01
Equifax (EFX) 0.3 $2.5M +6% 11k 239.53
Paccar (PCAR) 0.3 $2.5M +9% 28k 89.24
Verisk Analytics (VRSK) 0.3 $2.4M +9% 14k 174.75
International Flavors & Fragrances (IFF) 0.3 $2.4M +16% 16k 149.38
Sba Communications Corp Cl A (SBAC) 0.3 $2.4M +10% 7.5k 318.64
Mccormick & Co Com Non Vtg (MKC) 0.3 $2.4M -9% 27k 88.32
Astrazeneca Sponsored Adr (AZN) 0.3 $2.2M NEW 37k 59.89
Technipfmc (FTI) 0.3 $2.1M +6% 237k 9.05
AmerisourceBergen (ABC) 0.3 $2.0M +9% 18k 114.47
Vulcan Materials Company (VMC) 0.3 $2.0M +5% 12k 174.03
Keysight Technologies (KEYS) 0.3 $2.0M +11% 13k 154.42
Waters Corporation (WAT) 0.3 $2.0M +5% 5.8k 345.57
United Rentals (URI) 0.3 $2.0M +5% 6.3k 318.94
Cheniere Energy Com New (LNG) 0.3 $2.0M +4% 23k 86.76
Gartner (IT) 0.3 $2.0M +4% 8.2k 242.14
Martin Marietta Materials (MLM) 0.3 $2.0M +5% 5.6k 351.82
Dover Corporation (DOV) 0.3 $2.0M +6% 13k 150.57
Halliburton Company (HAL) 0.3 $1.9M +2% 83k 23.12
Alexandria Real Estate Equities (ARE) 0.2 $1.9M +9% 10k 181.94
Discovery Com Ser C (DISCK) 0.2 $1.8M +25% 64k 28.97
Entergy Corporation (ETR) 0.2 $1.8M +7% 18k 99.69
DTE Energy Company (DTE) 0.2 $1.8M +7% 14k 129.59
CenterPoint Energy (CNP) 0.2 $1.8M +27% 74k 24.52
NetApp (NTAP) 0.2 $1.8M +5% 22k 81.80
Smucker J M Com New (SJM) 0.2 $1.7M +31% 13k 129.56
International Paper Company (IP) 0.2 $1.7M +14% 28k 61.31
Realty Income (O) 0.2 $1.7M +10% 26k 66.75
Evercore Class A (EVR) 0.2 $1.7M +144% 12k 140.74
Fortive (FTV) 0.2 $1.7M +9% 25k 69.76
Lennar Corp Cl A (LEN) 0.2 $1.7M +36% 17k 99.36
Consolidated Edison (ED) 0.2 $1.7M +8% 23k 71.73
J.B. Hunt Transport Services (JBHT) 0.2 $1.7M +4% 10k 162.91
IDEXX Laboratories (IDXX) 0.2 $1.6M +26% 2.5k 631.50
Vicor Corporation (VICR) 0.2 $1.6M +11% 15k 105.74
Veeva Sys Cl A Com (VEEV) 0.2 $1.6M +32% 5.0k 310.95
Omnicell (OMCL) 0.2 $1.5M +245% 10k 151.43
Valmont Industries (VMI) 0.2 $1.5M +11% 6.5k 236.06
Ttec Holdings (TTEC) 0.2 $1.5M +167% 15k 103.08
Fox Factory Hldg (FOXF) 0.2 $1.5M +227% 9.6k 155.67
BorgWarner (BWA) 0.2 $1.5M +21% 31k 48.53
Servicenow (NOW) 0.2 $1.5M +38% 2.7k 549.48
United Therapeutics Corporation (UTHR) 0.2 $1.5M +17% 8.1k 179.45
Ensign (ENSG) 0.2 $1.4M +28% 17k 86.66
Pdc Energy (PDCE) 0.2 $1.4M +229% 31k 45.80
Brooks Automation (BRKS) 0.2 $1.4M +218% 15k 95.25
Artisan Partners Asset Mgmt Cl A (APAM) 0.2 $1.4M +11% 28k 50.80
Walker & Dunlop (WD) 0.2 $1.4M +306% 13k 104.40
Cadence Design Systems (CDNS) 0.2 $1.4M +39% 10k 136.80
Activision Blizzard (ATVI) 0.2 $1.4M +320% 14k 95.45
Kla Corp Com New (KLAC) 0.2 $1.4M +37% 4.2k 324.29
Mohawk Industries (MHK) 0.2 $1.4M +5% 7.1k 192.19
Allegion Ord Shs (ALLE) 0.2 $1.4M +6% 9.7k 139.30
Westrock (WRK) 0.2 $1.4M +5% 26k 53.23
Pentair SHS (PNR) 0.2 $1.4M +7% 20k 67.48
Fastenal Company (FAST) 0.2 $1.4M +31% 26k 52.01
Mosaic (MOS) 0.2 $1.3M +68% 42k 31.90
Regions Financial Corporation (RF) 0.2 $1.3M +5% 66k 20.18
Hewlett Packard Enterprise (HPE) 0.2 $1.3M +8% 91k 14.58
Jack Henry & Associates (JKHY) 0.2 $1.3M +54% 8.0k 163.50
Teleflex Incorporated (TFX) 0.2 $1.3M +8% 3.2k 401.80
Intuitive Surgical Com New (ISRG) 0.2 $1.3M +22% 1.4k 919.80
Dentsply Sirona (XRAY) 0.2 $1.3M +181% 21k 63.24
Rh (RH) 0.2 $1.3M +27% 1.9k 678.74
F5 Networks (FFIV) 0.2 $1.3M +48% 6.8k 186.64
Discovery Com Ser A (DISCA) 0.2 $1.3M +13% 42k 30.69
Upwork (UPWK) 0.2 $1.3M +17% 22k 58.31
Ss&c Technologies Holding (SSNC) 0.2 $1.3M +7% 17k 72.04
Mobile Telesystems Pjsc Sponsored Adr (MBT) 0.2 $1.2M +7% 135k 9.26
Henry Schein (HSIC) 0.2 $1.2M +5% 17k 74.18
Thor Industries (THO) 0.2 $1.2M +30% 11k 113.04
Fiverr Intl Ord Shs (FVRR) 0.2 $1.2M +24% 5.0k 242.46
Rent-A-Center (RCII) 0.2 $1.2M +16% 23k 53.09
NiSource (NI) 0.2 $1.2M -16% 50k 24.50
Docusign (DOCU) 0.2 $1.2M +64% 4.3k 279.55
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $1.2M +6% 12k 102.85
Stmicroelectronics N V Ny Registry (STM) 0.2 $1.2M +7% 33k 36.37
TechTarget (TTGT) 0.2 $1.2M NEW 15k 77.51
Sealed Air (SEE) 0.2 $1.2M +3% 20k 59.25
Exp World Holdings Inc equities (EXPI) 0.2 $1.1M +74% 30k 38.78
Ryanair Holdings Sponsored Ads (RYAAY) 0.1 $1.1M +6% 10k 108.25
Staar Surgical Com Par $0.01 (STAA) 0.1 $1.1M -8% 7.4k 152.44
Digital Turbine Com New (APPS) 0.1 $1.1M +36% 15k 76.02
Cloudflare Cl A Com (NET) 0.1 $1.1M +32% 10k 105.84
Embraer Sponsored Ads (ERJ) 0.1 $1.1M +7% 72k 15.14
Generac Holdings (GNRC) 0.1 $1.1M +52% 2.6k 415.33
Advanced Drain Sys Inc Del (WMS) 0.1 $1.1M NEW 9.3k 116.55
Nov (NOV) 0.1 $1.1M +2% 71k 15.32
Cincinnati Financial Corporation (CINF) 0.1 $1.1M +25% 9.2k 116.60
Cimarex Energy (XEC) 0.1 $1.1M +5% 15k 72.49
Incyte Corporation (INCY) 0.1 $1.1M +24% 13k 84.15
Yeti Hldgs (YETI) 0.1 $1.1M +2% 12k 91.80
National Vision Hldgs (EYE) 0.1 $1.1M NEW 21k 51.12
Expeditors International of Washington (EXPD) 0.1 $1.1M +19% 8.3k 126.62
Select Medical Holdings Corporation (SEM) 0.1 $1.0M NEW 25k 42.27
Foot Locker (FL) 0.1 $1.0M +13% 17k 61.62
Companhia Brasileira De Dist Sponsored Adr (CBD) 0.1 $1.0M +11% 134k 7.79
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $1.0M +10% 85k 12.23
Dick's Sporting Goods (DKS) 0.1 $1.0M 10k 100.19
Bj's Wholesale Club Holdings (BJ) 0.1 $1.0M +20% 21k 47.57
Franklin Resources (BEN) 0.1 $1.0M +71% 32k 31.98
Trip Com Group Ads (TCOM) 0.1 $1.0M +7% 28k 35.48
Owens & Minor (OMI) 0.1 $1.0M NEW 24k 42.34
Watsco, Incorporated (WSO) 0.1 $998k +11% 3.5k 286.78
Camping World Hldgs Cl A (CWH) 0.1 $996k +7% 24k 40.99
Herc Hldgs (HRI) 0.1 $995k NEW 8.9k 112.05
Alliant Energy Corporation (LNT) 0.1 $982k +7% 18k 55.75
Littelfuse (LFUS) 0.1 $978k +29% 3.8k 254.69
Crowdstrike Hldgs Cl A (CRWD) 0.1 $974k +29% 3.9k 251.29
Celsius Hldgs Com New (CELH) 0.1 $968k -31% 13k 76.10
West Fraser Timb (WFG) 0.1 $963k +12% 13k 71.65
AutoNation (AN) 0.1 $961k NEW 10k 94.77
Zscaler Incorporated (ZS) 0.1 $961k +40% 4.4k 216.15
Bank Ozk (OZK) 0.1 $961k +19% 23k 42.15
National Beverage (FIZZ) 0.1 $938k +20% 20k 47.23
Affiliated Managers (AMG) 0.1 $935k +13% 6.1k 154.29
Tractor Supply Company (TSCO) 0.1 $931k -35% 5.0k 186.05
Renewable Energy Group Com New (REGI) 0.1 $931k NEW 15k 62.32
Patterson Companies (PDCO) 0.1 $931k NEW 31k 30.39
Solaredge Technologies (SEDG) 0.1 $929k NEW 3.4k 276.24
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $925k +59% 7.7k 120.21
Genuine Parts Company (GPC) 0.1 $923k +7% 7.3k 126.47
United Microelectronics Corp Spon Adr New (UMC) 0.1 $916k +51% 97k 9.45
Pool Corporation (POOL) 0.1 $915k +25% 2.0k 458.65
Dollar General (DG) 0.1 $913k +59% 4.2k 216.45
Texas Pacific Land Corp (TPL) 0.1 $912k +61% 570.00 1600.00
Wp Carey (WPC) 0.1 $909k +8% 12k 74.62
Ubiquiti (UI) 0.1 $908k +113% 2.9k 312.35
Sea Sponsord Ads (SE) 0.1 $908k +29% 3.3k 274.65
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $905k +49% 1.7k 529.24
West Pharmaceutical Services (WST) 0.1 $901k +29% 2.5k 359.25
M.D.C. Holdings (MDC) 0.1 $893k +21% 18k 50.62
James Hardie Inds Sponsored Adr (JHX) 0.1 $891k +190% 26k 34.20
MasTec (MTZ) 0.1 $891k -6% 8.4k 106.07
Sk Telecom Sponsored Adr (SKM) 0.1 $889k +36% 28k 31.40
UGI Corporation (UGI) 0.1 $882k NEW 19k 46.33
Silgan Holdings (SLGN) 0.1 $876k +3% 21k 41.48
Horizon Therapeutics Pub L SHS (HZNP) 0.1 $875k +44% 9.3k 93.60
MarketAxess Holdings (MKTX) 0.1 $872k +78% 1.9k 463.58
Nu Skin Enterprises Cl A (NUS) 0.1 $871k +16% 15k 56.64
People's United Financial (PBCT) 0.1 $869k +76% 51k 17.15
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $849k +22% 357k 2.38
Quanta Services (PWR) 0.1 $848k +42% 9.4k 90.53
Wipro Spon Adr 1 Sh (WIT) 0.1 $833k +8% 107k 7.81
East West Ban (EWBC) 0.1 $825k +58% 12k 71.65
Arthur J. Gallagher & Co. (AJG) 0.1 $822k NEW 5.9k 140.01
Public Storage (PSA) 0.1 $807k +8% 2.7k 300.78
Daqo New Energy Corp Spnsrd Ads New (DQ) 0.1 $800k +6% 12k 65.04
Annaly Capital Management (NLY) 0.1 $800k +17% 90k 8.88
Magna Intl Inc cl a (MGA) 0.1 $797k +38% 8.6k 92.60
Globe Life (GL) 0.1 $796k +12% 8.4k 95.22
Vedanta Sponsored Adr (VEDL) 0.1 $782k +7% 55k 14.21
Bunge (BG) 0.1 $775k +46% 9.9k 78.14
Tata Mtrs Sponsored Adr (TTM) 0.1 $774k +7% 34k 22.77
Infosys Sponsored Adr (INFY) 0.1 $769k +8% 36k 21.18
Callon Petroleum (CPE) 0.1 $765k +3% 13k 57.67
Old National Ban (ONB) 0.1 $752k +3% 43k 17.62
Freeport-mcmoran CL B (FCX) 0.1 $748k +9% 20k 37.09
Icici Bank Adr (IBN) 0.1 $741k +8% 43k 17.09
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.1 $728k +9% 194k 3.76
Helmerich & Payne (HP) 0.1 $724k +13% 22k 32.61
United Cmnty Bks Ga Cap Stk (UCBI) 0.1 $718k +3% 22k 32.00
Cabot Oil & Gas Corporation (COG) 0.1 $716k +71% 41k 17.45
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.1 $715k +10% 97k 7.40
Telefonica Brasil Sa New Adr (VIV) 0.1 $713k +9% 84k 8.50
Home BancShares (HOMB) 0.1 $709k +3% 29k 24.70
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $690k +3% 1.7k 402.10
First Financial Ban (FFBC) 0.1 $685k +3% 29k 23.64
Minerals Technologies (MTX) 0.1 $685k +3% 8.7k 78.63
Balchem Corporation (BCPC) 0.1 $682k +4% 5.2k 131.33
Southside Bancshares (SBSI) 0.1 $671k +3% 18k 38.22
Fluor Corporation (FLR) 0.1 $650k +60% 37k 17.70
Marathon Petroleum Corp (MPC) 0.1 $648k -7% 11k 60.40
Spectrum Brands Holding (SPB) 0.1 $647k NEW 7.6k 85.10
ResMed (RMD) 0.1 $647k NEW 2.6k 246.48
Macerich Company (MAC) 0.1 $644k +4% 35k 18.25
Greif Cl A (GEF) 0.1 $639k +3% 11k 60.51
Hdfc Bank Sponsored Ads (HDB) 0.1 $638k +8% 8.7k 73.16
United Bankshares (UBSI) 0.1 $629k +3% 17k 36.51
First Intst Bancsystem Com Cl A (FIBK) 0.1 $629k +3% 15k 41.80
Northwest Bancshares (NWBI) 0.1 $629k +3% 46k 13.63
Korn Ferry Com New (KFY) 0.1 $627k 8.6k 72.55
Eagle Ban (EGBN) 0.1 $626k +3% 11k 56.12
Independence Realty Trust In (IRT) 0.1 $623k +2% 34k 18.22

Past Filings by CWM Advisors

SEC 13F filings are viewable for CWM Advisors going back to 2017

View all past filings