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CWM

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

Top 5 stock holdings are IVV, SPYM, IUSB, SPDW, AAPL, and represent 10.72% of CWM's stock portfolio.
Added to shares of these 10 stocks: CORO (+$521M), SPY (+$231M), SPTI (+$188M), GOVT (+$148M), IDEF (+$139M), BLCR (+$139M), SPDW (+$99M), RAAX (+$90M), CTAP (+$90M), SPYM (+$69M).
Started 287 new stock positions in MPLT, ARTL, IDEF, INDP, KNRG, SOXL, CCSO, YSS, RPID, SGVT.
Reduced shares in these 10 stocks: OEF (-$329M), EFV (-$184M), IEMG (-$170M), SPAB (-$107M), IAU (-$105M), ITA (-$91M), CTA (-$83M), SPMD (-$79M), QUAL (-$68M), SPEU (-$63M).
Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, DMCY, Advantage Solutions, Agilon Health, ALEX, ALTO, AVXC, American Rebel Holdings, ARDC, Artelo Biosciences.
CWM was a net buyer of stock by $1.9B.
CWM has $38B in assets under management (AUM), dropping by 5.93%.
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 5645 positions in its portfolio as reported in the March 2026 quarterly 13F filing

CWM has 5645 total positions. Only the first 250 positions are shown.

Sign up to view all of the CWM March 31, 2026 positions
Download the CWM March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.4	$911M	-2%	1.4M	653.21	View chart
Spdr Series Trust State Street Spd (SPYM)	2.3	$862M	+8%	11M	76.54	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.1	$814M	+2%	18M	46.19	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	2.1	$807M	+13%	18M	45.65	View chart
Apple (AAPL)	1.8	$696M		2.7M	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$678M	+51%	1.0M	650.34	View chart
NVIDIA Corporation (NVDA)	1.6	$608M	+2%	3.5M	174.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$542M		2.6M	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$540M		4.8M	113.11	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.4	$521M	NEW	16M	32.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$456M	-2%	7.8M	58.18	View chart
Microsoft Corporation (MSFT)	1.2	$440M	+11%	1.2M	370.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.1	$403M	+20%	3.6M	112.11	View chart
Spdr Series Trust State Street Spd (SPTI)	1.0	$368M	+104%	13M	28.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$362M	-15%	1.9M	191.81	View chart
Spdr Series Trust State Street Spd (SPAB)	0.9	$359M	-23%	14M	25.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$345M	-9%	3.7M	92.28	View chart
Amazon (AMZN)	0.9	$338M	+5%	1.6M	208.27	View chart
Spdr Series Trust State Street Spd (LGLV)	0.8	$318M		1.8M	178.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$285M		654k	436.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$283M	-4%	491k	577.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$277M	-7%	963k	287.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$276M		1.1M	239.99	View chart
Spdr Series Trust State Street Spd (SPYG)	0.7	$272M	-2%	2.8M	97.91	View chart
Spdr Series Trust State Street Spd (SPTM)	0.7	$265M	+2%	3.3M	79.06	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$241M	+6%	2.6M	91.64	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$236M		4.2M	56.58	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$227M	-42%	3.2M	69.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$225M	-44%	3.0M	74.35	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.6	$217M	+15%	5.5M	39.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$210M	-3%	7.2M	29.13	View chart
Broadcom (AVGO)	0.5	$207M	+2%	667k	309.51	View chart
Spdr Series Trust State Street Spd (BILS)	0.5	$201M		2.0M	99.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$189M	+2%	395k	479.20	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$185M	+9%	5.6M	32.95	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$183M		1.9M	94.95	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$176M	+18%	3.9M	45.62	View chart
Wal-Mart Stores (WMT)	0.5	$176M	+14%	1.4M	124.28	View chart
Exxon Mobil Corporation (XOM)	0.5	$175M	-2%	1.0M	169.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$174M	+3%	5.1M	33.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$173M	+604%	7.5M	22.91	View chart
Johnson & Johnson (JNJ)	0.4	$169M	+5%	692k	244.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$168M		854k	196.20	View chart
JPMorgan Chase & Co. (JPM)	0.4	$162M	+2%	550k	294.16	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$161M	-4%	1.6M	100.57	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.4	$160M	+3%	3.9M	40.50	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$157M	-2%	1.6M	100.72	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$155M	+2%	3.3M	46.40	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$145M	+12%	1.9M	75.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$142M	-13%	329k	430.29	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$140M	+22%	3.0M	46.91	View chart
Meta Platforms Cl A (META)	0.4	$140M	-3%	245k	572.13	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$139M	NEW	4.3M	32.72	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$139M	NEW	3.4M	41.06	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$139M	-25%	1.0M	132.90	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$134M	-36%	2.3M	59.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$133M	+3%	464k	286.86	View chart
Eli Lilly & Co. (LLY)	0.3	$133M	+4%	144k	919.77	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$131M	+18%	5.0M	26.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$128M	-2%	215k	597.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$124M	-26%	4.1M	30.68	View chart
Merck & Co (MRK)	0.3	$122M		1.0M	120.29	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$121M	+125%	2.4M	50.12	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$120M	+22%	1.4M	84.84	View chart
Spdr Series Trust State Street Spd (SPIP)	0.3	$119M	+12%	4.6M	26.01	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$119M	-3%	1.4M	84.52	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$118M		3.3M	36.22	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.3	$113M	+17%	4.6M	24.70	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$113M	+3%	2.3M	50.04	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$111M	+19%	4.8M	23.22	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$110M	+2%	1.1M	96.80	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.3	$109M	+5%	4.0M	27.21	View chart
Procter & Gamble Company (PG)	0.3	$108M	+9%	750k	144.44	View chart
Abbvie (ABBV)	0.3	$101M		464k	217.49	View chart
Cisco Systems (CSCO)	0.3	$100M	-3%	1.3M	77.59	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$100M	+17%	2.3M	42.54	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.3	$99M	+1027%	2.4M	40.71	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$94M		862k	109.22	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$93M	-8%	1.8M	51.93	View chart
Caterpillar (CAT)	0.2	$92M	+10%	130k	708.46	View chart
Simplify Exchange Traded Fun Us Equity Plus M (CTAP)	0.2	$90M	NEW	3.4M	26.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$89M	+11%	1.1M	79.27	View chart
Home Depot (HD)	0.2	$86M	+8%	262k	328.89	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$86M		923k	92.69	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$85M	-5%	892k	95.82	View chart
Ge Aerospace Com New (GE)	0.2	$85M	+16%	299k	283.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$84M	+4%	354k	237.62	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$84M	-13%	1.8M	46.83	View chart
Chevron Corporation (CVX)	0.2	$83M	+10%	399k	206.90	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.2	$82M	+10%	1.8M	45.81	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$82M	+19%	1.3M	61.26	View chart
Visa Com Cl A (V)	0.2	$82M	+5%	270k	302.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$81M	+43%	1.6M	50.61	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$81M	-11%	2.0M	40.19	View chart
Costco Wholesale Corporation (COST)	0.2	$81M	+12%	81k	996.43	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$80M	+9%	752k	106.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$80M	+9%	3.2M	24.75	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$78M	+7%	3.0M	26.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$78M	+126%	775k	100.66	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$78M	+11%	1.6M	50.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$78M	-17%	1.4M	56.68	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.2	$77M	+2%	1.7M	45.54	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$77M	+2%	2.2M	34.41	View chart
Bristol Myers Squibb (BMY)	0.2	$76M	+2%	1.3M	60.65	View chart
International Business Machines (IBM)	0.2	$76M	+41%	311k	242.39	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$74M	+22%	2.0M	36.84	View chart
Micron Technology (MU)	0.2	$74M	+11%	219k	337.84	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$74M	+2%	1.4M	52.15	View chart
Verizon Communications (VZ)	0.2	$73M		1.5M	50.20	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$73M	+87%	1.5M	48.86	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$71M	+12%	1.3M	53.77	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$71M	+19%	639k	110.86	View chart
Palantir Technologies Cl A (PLTR)	0.2	$71M		483k	146.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$70M	+6%	938k	75.10	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$70M	+9%	1.1M	66.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$70M	-8%	490k	142.43	View chart
Bank of America Corporation (BAC)	0.2	$69M		1.4M	48.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$68M	-7%	733k	92.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$68M	-60%	766k	88.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$67M	-22%	736k	90.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$66M		207k	320.81	View chart
At&t (T)	0.2	$66M	-2%	2.3M	28.99	View chart
Pepsi (PEP)	0.2	$65M	-18%	417k	155.29	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$64M	-3%	940k	68.28	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.2	$64M	+2%	2.3M	28.28	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$63M	+8%	673k	94.24	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$63M	+9%	1.8M	34.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$63M	-11%	635k	99.27	View chart
Spdr Series Trust State Street Spd (XSW)	0.2	$63M	NEW	442k	142.29	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.2	$63M	+140%	1.3M	49.60	View chart
TJX Companies (TJX)	0.2	$63M	+5%	391k	159.70	View chart
Spdr Index Shs Fds State Street Spd (SPEU)	0.2	$62M	-50%	1.2M	51.24	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$61M	+21%	1.7M	36.27	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$61M	-2%	1.2M	50.55	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$60M	-3%	625k	96.70	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.2	$60M	+16%	1.2M	50.60	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$60M	+21%	1.5M	39.81	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$60M	+2627%	1.4M	44.18	View chart
Lockheed Martin Corporation (LMT)	0.2	$59M	+4%	98k	604.39	View chart
Pfizer (PFE)	0.2	$59M	+30%	2.1M	28.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$59M	+21%	733k	80.58	View chart
Netflix (NFLX)	0.2	$58M	+29%	606k	96.15	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$58M	-7%	569k	102.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$57M	+11%	1.1M	52.78	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$56M	+3%	1.3M	43.45	View chart
Amgen (AMGN)	0.1	$56M	-3%	158k	351.85	View chart
Coca-Cola Company (KO)	0.1	$55M		729k	76.05	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$54M	+3%	2.4M	22.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$54M	+6%	291k	184.28	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$52M	+7%	994k	52.19	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$51M	+9%	66k	772.64	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$51M	+11%	918k	55.52	View chart
UnitedHealth (UNH)	0.1	$50M	+16%	185k	270.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$50M	-86%	156k	318.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$49M	-11%	116k	426.40	View chart
Comfort Systems USA (FIX)	0.1	$49M	+16%	35k	1379.00	View chart
Advanced Micro Devices (AMD)	0.1	$49M	+2%	239k	203.43	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$48M	+21%	1.2M	40.54	View chart
Lam Research Corp Com New (LRCX)	0.1	$48M	+69%	223k	213.66	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$47M	+18%	979k	48.05	View chart
Spdr Series Trust State Street Spd (XTL)	0.1	$47M	+12%	250k	188.06	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$47M	-7%	875k	53.22	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$46M	-2%	527k	87.84	View chart
Gilead Sciences (GILD)	0.1	$46M	-6%	332k	139.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$45M	-3%	661k	67.53	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$45M		1.3M	34.05	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$44M		2.6M	17.15	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$44M	+3%	927k	47.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$43M	+3%	86k	499.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$43M		1.3M	33.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$43M	+2%	1.7M	25.10	View chart
FedEx Corporation (FDX)	0.1	$43M	+10%	119k	356.18	View chart
Boeing Company (BA)	0.1	$42M	+12%	212k	199.03	View chart
Ge Vernova (GEV)	0.1	$42M	+30%	48k	872.90	View chart
PG&E Corporation (PCG)	0.1	$41M	+28%	2.4M	17.57	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$41M	+24%	290k	142.19	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$41M	+5%	701k	57.91	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$41M	+17%	1.1M	35.71	View chart
Edison International (EIX)	0.1	$41M	+23%	553k	73.18	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$40M	+11%	796k	50.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$40M	+5%	184k	217.25	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.1	$40M		907k	44.01	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$40M	+121%	782k	50.98	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$40M	+3%	814k	48.93	View chart
General Dynamics Corporation (GD)	0.1	$40M	+4%	115k	343.22	View chart
Spdr Series Trust State Street Spd (XPH)	0.1	$39M	+363177%	727k	54.09	View chart
Travelers Companies (TRV)	0.1	$39M		134k	291.68	View chart
Union Pacific Corporation (UNP)	0.1	$39M	+3%	161k	242.62	View chart
Raytheon Technologies Corp (RTX)	0.1	$39M	-3%	200k	192.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$38M	+3%	462k	82.75	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$38M	+8%	1.1M	33.67	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$38M	-4%	321k	118.63	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.1	$38M	+29%	1.2M	32.27	View chart
Wells Fargo & Company (WFC)	0.1	$38M	+8%	475k	79.61	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$38M	+61%	403k	93.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$38M		340k	110.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$37M	-4%	264k	141.42	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$37M	-12%	668k	54.93	View chart
PNC Financial Services (PNC)	0.1	$36M	+53%	174k	208.09	View chart
Intel Corporation (INTC)	0.1	$36M	-14%	816k	44.13	View chart
Toro Company (TTC)	0.1	$36M	+2%	384k	93.44	View chart
Chubb (CB)	0.1	$36M	+6%	110k	325.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$36M	+2%	118k	302.25	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$36M		791k	45.06	View chart
Oracle Corporation (ORCL)	0.1	$36M	-25%	242k	147.11	View chart
Snowflake Com Shs (SNOW)	0.1	$36M	-5%	236k	150.82	View chart
Morgan Stanley Com New (MS)	0.1	$35M	+55%	214k	164.57	View chart
Albemarle Corporation (ALB)	0.1	$35M	+12%	195k	179.53	View chart
Technipfmc (FTI)	0.1	$35M	+20%	507k	69.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$34M		531k	64.08	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$34M	-16%	562k	60.43	View chart
Goldman Sachs (GS)	0.1	$34M		40k	845.99	View chart
Abbott Laboratories (ABT)	0.1	$34M		326k	102.67	View chart
Altria (MO)	0.1	$33M		506k	65.99	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$33M	+6%	438k	76.02	View chart
Philip Morris International (PM)	0.1	$33M	+47%	201k	165.34	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$33M		668k	49.69	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$33M	+11%	680k	48.86	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$33M	+9%	885k	37.34	View chart
American Electric Power Company (AEP)	0.1	$33M	-2%	250k	131.08	View chart
Western Digital (WDC)	0.1	$33M	+17%	121k	270.49	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$33M	+4%	676k	48.32	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$32M	-23%	1.1M	29.18	View chart
CBOE Holdings (CBOE)	0.1	$32M	-8%	115k	281.07	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$32M	-49%	698k	45.89	View chart
Allstate Corporation (ALL)	0.1	$32M	-5%	154k	207.34	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$32M	+7%	466k	68.11	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$32M	-39%	125k	253.98	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$32M	+22%	632k	49.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$31M	-8%	121k	257.35	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$31M	+14%	1.8M	17.32	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$31M	+18%	1.1M	27.23	View chart
United Parcel Svcs CL B (UPS)	0.1	$31M	+5%	312k	98.38	View chart
General Motors Company (GM)	0.1	$30M	+28%	403k	74.50	View chart
NiSource (NI)	0.1	$30M	-4%	643k	46.66	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$30M	-20%	151k	198.29	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$30M	-34%	477k	62.68	View chart
Cigna Corp (CI)	0.1	$30M	+31%	111k	266.75	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$30M	+13%	539k	54.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$29M	+6%	152k	191.92	View chart
Eaton Corp SHS (ETN)	0.1	$29M	+8%	81k	357.67	View chart
Paccar (PCAR)	0.1	$29M	-4%	249k	115.50	View chart
Applied Materials (AMAT)	0.1	$29M		84k	341.79	View chart
McDonald's Corporation (MCD)	0.1	$29M	-18%	92k	310.79	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$29M	+9%	570k	50.12	View chart
Consolidated Edison (ED)	0.1	$28M	-2%	251k	113.18	View chart
Airbnb Com Cl A (ABNB)	0.1	$28M	+26%	225k	126.28	View chart
Comcast Corp Cl A (CMCSA)	0.1	$28M	+14%	988k	28.71	View chart
Servicenow (NOW)	0.1	$28M	+109%	266k	104.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$28M	-6%	106k	261.92	View chart

Past Filings by CWM

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

CWM 2026 Q1 filed May 14, 2026
CWM 2025 Q4 filed Jan. 26, 2026
CWM 2025 Q3 filed Oct. 15, 2025
CWM 2025 Q2 filed July 25, 2025
CWM 2025 Q1 filed May 1, 2025
CWM 2024 Q4 filed Feb. 4, 2025
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

View all past filings

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