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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, AAPL, IEFA, and represent 21.01% of CWM's stock portfolio.
Added to shares of these 10 stocks: IVV (+$198M), TFLO (+$164M), TLT (+$102M), IJH (+$95M), USIG (+$83M), IVW (+$75M), EFV (+$73M), TIP (+$59M), SPLG (+$57M), SPDW (+$41M).
Started 301 new stock positions in HIVE, HTOO, QUBT, IBEX, BTM, Veralto Corp, CRDO, AVIV, DJUL, KRMA.
Reduced shares in these 10 stocks: GOVT (-$175M), QUAL (-$135M), ESGU (-$116M), IYW (-$99M), IEMG (-$77M), TLH (-$67M), MBB (-$64M), BND (-$61M), USMV (-$48M), AGG (-$46M).
Sold out of its positions in ABSI, Amc Entmt Hldgs Inc Cl A, ABCL, AWP, ASGI, Accelr8 Technology, ADX, Aerojet Rocketdy, AEVA, AGEN.
CWM was a net buyer of stock by $722M.
CWM has $16B in assets under management (AUM), dropping by 0.79%.
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 4446 positions in its portfolio as reported in the September 2023 quarterly 13F filing

CWM has 4446 total positions. Only the first 250 positions are shown.

Sign up to view all of the CWM Sept. 30, 2023 positions
Download the CWM September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.4	$1.4B	+16%	3.2M	429.43	View chart
Ishares Tr Core Total Usd (IUSB)	5.5	$896M	-3%	21M	43.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.7	$604M	-18%	4.6M	131.79	View chart
Apple (AAPL)	1.8	$296M	+10%	1.7M	171.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$273M	+2%	4.2M	64.35	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$272M	+36%	5.6M	48.93	View chart
Ishares Tr Mbs Etf (MBB)	1.4	$229M	-21%	2.6M	88.80	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.4	$225M	+34%	4.5M	50.26	View chart
Microsoft Corporation (MSFT)	1.4	$221M	+7%	701k	315.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$221M	+22%	7.1M	31.01	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.3	$217M		2.2M	100.14	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.3	$215M	+19%	8.8M	24.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.3	$215M	-18%	3.0M	72.38	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.2	$205M	+405%	4.0M	50.74	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.2	$191M	+3%	2.1M	91.82	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.2	$189M	+16%	2.2M	87.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$189M		443k	427.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$172M	+7%	480k	358.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$164M	+85%	2.4M	68.42	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$152M	-33%	3.2M	47.59	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.9	$151M	+10%	1.5M	99.43	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.9	$147M	+27%	3.6M	41.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$145M		1.0M	139.70	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$144M	-44%	1.5M	93.91	View chart
Amazon (AMZN)	0.8	$136M		1.1M	127.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$117M	-12%	1.4M	86.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$117M	+430%	469k	249.35	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.7	$114M	+28%	2.6M	43.79	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.7	$113M	+26%	2.1M	52.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$112M	+1082%	1.3M	88.69	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.7	$109M	-10%	1.2M	93.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$106M	+5%	1.5M	72.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$96M	-22%	1.4M	70.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$94M		344k	272.31	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$86M		1.1M	78.06	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$86M	+2622%	1.8M	48.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$86M		244k	350.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$84M	-67%	3.8M	22.04	View chart
Wisdomtree Tr Us Hgh Yld Corp (WFHY)	0.5	$81M	+2%	1.9M	43.19	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$80M	+15%	1.3M	59.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$75M	-56%	719k	104.92	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.5	$74M	-2%	2.9M	25.85	View chart
NVIDIA Corporation (NVDA)	0.4	$74M	+24%	169k	434.99	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$70M	-7%	940k	74.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$70M	+14%	532k	130.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$69M	-28%	1.4M	49.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$69M	-20%	449k	153.84	View chart
Exxon Mobil Corporation (XOM)	0.4	$64M	+87%	540k	117.58	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$63M	+1732%	603k	103.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$62M	-3%	449k	137.93	View chart
Procter & Gamble Company (PG)	0.4	$61M	+2%	416k	145.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$61M	-7%	733k	82.52	View chart
Eli Lilly & Co. (LLY)	0.4	$60M	-23%	112k	537.13	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$59M	+20%	1.8M	33.57	View chart
Meta Platforms Cl A (META)	0.4	$58M	+50%	192k	300.21	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$58M	+45%	758k	75.84	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$55M	-7%	1.3M	42.41	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$55M	+4%	335k	163.93	View chart
Strategy Day Hagan Ned (SSUS)	0.3	$55M		1.6M	34.12	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$55M	+3%	1.1M	50.07	View chart
Cisco Systems (CSCO)	0.3	$53M	+5%	990k	53.76	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$53M		3.2M	16.77	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$52M	-6%	1.3M	40.90	View chart
Merck & Co (MRK)	0.3	$52M		509k	102.95	View chart
Johnson & Johnson (JNJ)	0.3	$52M	+3%	332k	155.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$51M		822k	61.89	View chart
Wal-Mart Stores (WMT)	0.3	$49M		307k	159.93	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$49M	+58%	1.3M	36.90	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$47M	+4%	1.1M	41.51	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$47M		1.3M	34.71	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$45M	-4%	923k	48.95	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$45M	+8%	1.6M	27.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$44M	+2%	904k	48.10	View chart
Visa Com Cl A (V)	0.3	$43M	-2%	185k	230.01	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$42M	+90%	461k	91.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$41M	+72%	825k	50.18	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$40M	NEW	1.1M	34.64	View chart
Intel Corporation (INTC)	0.2	$38M	-3%	1.1M	35.55	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$38M		367k	102.54	View chart
Oracle Corporation (ORCL)	0.2	$37M	-16%	353k	105.92	View chart
At&t (T)	0.2	$37M	+26%	2.5M	15.02	View chart
Pfizer (PFE)	0.2	$37M	+7%	1.1M	33.17	View chart
Tesla Motors (TSLA)	0.2	$37M	+14%	147k	250.22	View chart
UnitedHealth (UNH)	0.2	$37M	+7%	73k	504.19	View chart
Verizon Communications (VZ)	0.2	$36M	+15%	1.1M	32.41	View chart
Chevron Corporation (CVX)	0.2	$36M	+10%	215k	168.62	View chart
Home Depot (HD)	0.2	$35M	+5%	117k	302.16	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$35M	+1237%	647k	53.89	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.2	$35M	+9%	866k	40.27	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$35M	+628%	343k	100.67	View chart
JPMorgan Chase & Co. (JPM)	0.2	$35M	+14%	238k	145.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$34M	+11%	458k	75.15	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$34M	-3%	378k	90.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$34M	+21%	257k	131.85	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.2	$34M	-3%	677k	49.94	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$34M	-7%	109k	307.11	View chart
Comcast Corp Cl A (CMCSA)	0.2	$33M	-2%	753k	44.34	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$33M	+45%	707k	47.08	View chart
CBOE Holdings (CBOE)	0.2	$33M	-11%	212k	156.21	View chart
Abbott Laboratories (ABT)	0.2	$33M	-6%	342k	96.85	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$33M	-28%	1.5M	21.76	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$33M	-32%	1.1M	28.72	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$33M	-18%	2.2M	14.95	View chart
Amgen (AMGN)	0.2	$33M		121k	268.76	View chart
Paccar (PCAR)	0.2	$32M	-11%	377k	85.02	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.2	$32M		423k	74.52	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$32M	+3%	862k	36.59	View chart
Bristol Myers Squibb (BMY)	0.2	$31M	+8%	535k	58.04	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.2	$31M	+56%	1.3M	24.49	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$30M	+2%	799k	37.48	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.2	$29M	+91%	658k	44.63	View chart
Gilead Sciences (GILD)	0.2	$29M		392k	74.94	View chart
Lockheed Martin Corporation (LMT)	0.2	$29M	-7%	71k	408.96	View chart
Allstate Corporation (ALL)	0.2	$29M	-3%	258k	111.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$29M	+880%	595k	47.94	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$29M	+11%	905k	31.45	View chart
Digital Realty Trust (DLR)	0.2	$28M	-10%	235k	121.02	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$28M	+3%	1.5M	18.81	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$28M	+4%	217k	128.74	View chart
Public Storage (PSA)	0.2	$28M	-4%	105k	263.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$27M	+3%	127k	212.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$27M		68k	392.70	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$27M	+11%	763k	34.96	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$27M	+222%	586k	45.30	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$26M	+33%	607k	43.56	View chart
Travelers Companies (TRV)	0.2	$26M	-7%	162k	163.31	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.2	$26M	NEW	594k	44.12	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$26M	-5%	501k	51.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$26M	+15%	760k	33.96	View chart
Kimberly-Clark Corporation (KMB)	0.2	$26M	-6%	213k	120.85	View chart
Smucker J M Com New (SJM)	0.2	$25M		206k	122.91	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$25M	NEW	526k	47.95	View chart
Honeywell International (HON)	0.2	$25M	-5%	136k	184.74	View chart
Consolidated Edison (ED)	0.2	$25M	+2246%	294k	85.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$25M	+15%	146k	171.45	View chart
Dominion Resources (D)	0.2	$25M	+18%	554k	44.67	View chart
Service Corporation International (SCI)	0.2	$25M	-8%	432k	57.14	View chart
Arch Cap Group Ord (ACGL)	0.1	$24M		304k	79.71	View chart
C H Robinson Worldwide Com New (CHRW)	0.1	$24M	-7%	280k	86.13	View chart
Everest Re Group (EG)	0.1	$24M	-11%	64k	371.66	View chart
Cigna Corp (CI)	0.1	$24M	-7%	82k	286.07	View chart
Abbvie (ABBV)	0.1	$23M	+19%	155k	149.06	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$23M	+7%	144k	160.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$23M	+3%	307k	75.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN)	0.1	$23M		1.1M	21.23	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$23M	+15%	995k	22.57	View chart
Waste Management (WM)	0.1	$22M	-8%	147k	152.44	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$22M	-9%	396k	55.86	View chart
Pepsi (PEP)	0.1	$22M	+24%	129k	169.44	View chart
Medtronic SHS (MDT)	0.1	$22M	+4%	278k	78.36	View chart
Bank of New York Mellon Corporation (BK)	0.1	$22M	-7%	508k	42.65	View chart
Netflix (NFLX)	0.1	$21M	+14%	55k	377.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$20M	+17%	387k	51.87	View chart
Costco Wholesale Corporation (COST)	0.1	$20M	+29%	35k	564.95	View chart
Walt Disney Company (DIS)	0.1	$20M	+73%	242k	81.05	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$20M	+26%	217k	90.39	View chart
Nextera Energy (NEE)	0.1	$19M	-4%	339k	57.29	View chart
Union Pacific Corporation (UNP)	0.1	$19M	+46%	95k	203.63	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$19M	+18%	578k	33.45	View chart
General Dynamics Corporation (GD)	0.1	$19M	-6%	87k	220.97	View chart
General Mills (GIS)	0.1	$19M	+12%	302k	63.99	View chart
Dollar General (DG)	0.1	$19M	+26%	182k	105.80	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$19M	-18%	380k	50.45	View chart
W.R. Berkley Corporation (WRB)	0.1	$19M	-8%	300k	63.49	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$19M	+5%	567k	33.17	View chart
Broadcom (AVGO)	0.1	$19M	+49%	22k	830.59	View chart
T. Rowe Price (TROW)	0.1	$18M	-6%	176k	104.87	View chart
Charles Schwab Corporation (SCHW)	0.1	$18M	-4%	334k	54.90	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$18M	-5%	366k	49.70	View chart
Hormel Foods Corporation (HRL)	0.1	$18M	-2%	476k	38.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$18M	-72%	191k	94.04	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$18M	+11%	637k	27.91	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$18M	NEW	353k	50.27	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$18M		368k	47.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$17M		66k	265.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$17M	+45%	313k	55.65	View chart
Ball Corporation (BALL)	0.1	$17M		347k	49.78	View chart
Evergy (EVRG)	0.1	$17M	-7%	337k	50.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$17M	+2%	335k	50.60	View chart
Mid-America Apartment (MAA)	0.1	$17M		132k	128.65	View chart
Advanced Micro Devices (AMD)	0.1	$16M	-41%	155k	102.82	View chart
Snowflake Cl A (SNOW)	0.1	$16M	-4%	104k	152.77	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$16M	NEW	378k	41.59	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$16M	-6%	511k	30.38	View chart
Coca-Cola Company (KO)	0.1	$15M	+20%	273k	55.98	View chart
Progressive Corporation (PGR)	0.1	$15M	-3%	109k	139.30	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$15M	+9%	146k	101.38	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$15M	+136%	269k	54.37	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$15M	+16%	222k	65.57	View chart
Expedia Group Com New (EXPE)	0.1	$14M	-4%	140k	103.07	View chart
First Tr Exchange-traded Dorsy Wr Momnt (DVOL)	0.1	$14M	+49%	575k	24.96	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$14M	-37%	590k	24.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.1	$14M		624k	22.48	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$14M	-7%	291k	48.15	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.1	$14M	NEW	508k	27.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$14M	+47%	78k	176.74	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG)	0.1	$14M	+43%	700k	19.67	View chart
International Business Machines (IBM)	0.1	$14M	+9%	97k	140.30	View chart
Dex (DXCM)	0.1	$14M	+2529%	146k	93.30	View chart
McDonald's Corporation (MCD)	0.1	$14M	+18%	52k	263.44	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$13M		269k	49.07	View chart
Occidental Petroleum Corporation (OXY)	0.1	$13M	-2%	203k	64.88	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.1	$13M	+26%	408k	31.94	View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)	0.1	$13M	+228%	347k	37.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$13M	+11%	91k	141.69	View chart
Servicenow (NOW)	0.1	$13M	-3%	23k	558.95	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$13M		288k	44.30	View chart
Bank of America Corporation (BAC)	0.1	$13M	+27%	463k	27.38	View chart
Amdocs SHS (DOX)	0.1	$12M	-6%	146k	84.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$12M	+2%	80k	155.37	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.1	$12M	-29%	697k	17.69	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$12M	+13%	401k	30.72	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$12M	+8%	502k	24.46	View chart
S&p Global (SPGI)	0.1	$12M		34k	365.41	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$12M	-34%	136k	90.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$12M	+34%	130k	94.33	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.1	$12M	NEW	315k	38.35	View chart
Verisk Analytics (VRSK)	0.1	$12M		51k	236.24	View chart
Mastercard Incorporated Cl A (MA)	0.1	$12M	+23%	30k	395.92	View chart
Zoetis Cl A (ZTS)	0.1	$12M		68k	173.98	View chart
Adobe Systems Incorporated (ADBE)	0.1	$12M	+44%	23k	509.88	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$12M	-85%	121k	98.47	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$12M	-36%	237k	49.66	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.1	$12M	+1099%	643k	18.12	View chart
Uber Technologies (UBER)	0.1	$12M		249k	45.99	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)	0.1	$11M	+37%	282k	40.54	View chart
United Parcel Service CL B (UPS)	0.1	$11M	+22%	71k	155.87	View chart
Lowe's Companies (LOW)	0.1	$11M	-2%	53k	207.84	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$11M	+35%	140k	78.55	View chart
Northrop Grumman Corporation (NOC)	0.1	$11M	-34%	25k	440.20	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$11M		236k	45.95	View chart
CSX Corporation (CSX)	0.1	$11M		349k	30.75	View chart
Texas Instruments Incorporated (TXN)	0.1	$11M	+16%	66k	159.01	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$10M	+1703%	463k	22.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$10M	+7%	110k	94.19	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.1	$10M	+68%	277k	37.08	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	0.1	$10M	-29%	364k	27.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$10M	+7305%	129k	77.95	View chart
Autodesk (ADSK)	0.1	$10M		49k	206.92	View chart
Novo-nordisk A S Adr (NVO)	0.1	$10M	+60%	110k	90.94	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$10M	+22%	416k	23.98	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$9.8M	+91%	209k	46.93	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$9.8M		402k	24.45	View chart
Caterpillar (CAT)	0.1	$9.8M	+77%	36k	273.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$9.8M	+425%	96k	102.02	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$9.7M	+25%	213k	45.74	View chart
Moderna (MRNA)	0.1	$9.6M	+1153%	93k	103.29	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$9.5M	-14%	179k	53.18	View chart
Metropcs Communications (TMUS)	0.1	$9.5M	+9%	68k	140.06	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$9.5M	+814%	59k	159.60	View chart

Past Filings by CWM

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

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
CWM 2021 Q1 restated filed Sept. 15, 2021
CWM 2021 Q2 restated filed Sept. 15, 2021
CWM 2019 Q2 restated filed Sept. 14, 2021
CWM 2019 Q3 restated filed Sept. 14, 2021

View all past filings

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