CWM
Latest statistics and disclosures from CWM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IUSB, ESGU, GOVT, MTUM, and represent 22.49% of CWM's stock portfolio.
- Added to shares of these 10 stocks: MBB (+$155M), BIL (+$125M), IYW (+$120M), IUSB (+$119M), SHYG (+$117M), MTUM (+$76M), TLH (+$61M), BILS (+$41M), SPY (+$35M), SPYV (+$35M).
- Started 324 new stock positions in ABCL, DX, FLNC, XPER, CTIC, OOMA, XJH, PETQ, BMEZ, COPX.
- Reduced shares in these 10 stocks: GOVT (-$298M), ESGU (-$145M), HDV (-$120M), TIP (-$109M), FALN (-$83M), IVV (-$35M), RSG (-$33M), NOC (-$33M), USIG (-$30M), MINT (-$21M).
- Sold out of its positions in PPLT, PALL, Abiomed, Aerie Pharmaceuticals, AGTI, OCTW, Alleghany Corporation, Allegiance Bancshares, ALSN, Archaea Energy.
- CWM was a net buyer of stock by $232M.
- CWM has $14B in assets under management (AUM), dropping by 8.03%.
- Central Index Key (CIK): 0001535847
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Portfolio Holdings for CWM
CWM holds 4214 positions in its portfolio as reported in the December 2022 quarterly 13F filing
CWM has 4214 total positions. Only the first 250 positions are shown.
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- Download the CWM December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 8.1 | $1.1B | -3% | 2.9M | 384.21 | |
Ishares Tr Core Total Usd (IUSB) | 5.7 | $782M | +17% | 17M | 44.93 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 4.4 | $605M | -19% | 7.1M | 84.75 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 2.3 | $313M | -48% | 14M | 22.72 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 1.9 | $261M | +41% | 1.8M | 145.93 | |
Ishares Tr Eafe Value Etf (EFV) | 1.8 | $250M | -5% | 5.4M | 45.88 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.8 | $246M | -7% | 2.5M | 98.65 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $236M | -4% | 3.8M | 61.64 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.7 | $231M | -5% | 2.0M | 113.96 | |
Ishares Msci Emerg Mrkt (EEMV) | 1.6 | $215M | +8% | 4.1M | 53.05 | |
Ishares Tr Msci Usa Min Vol (USMV) | 1.5 | $209M | -3% | 2.9M | 72.10 | |
Ishares Tr Mbs Etf (MBB) | 1.5 | $201M | +336% | 2.2M | 92.75 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $172M | +25% | 449k | 382.43 | |
Apple (AAPL) | 1.2 | $164M | +2% | 1.3M | 129.93 | |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $143M | +25% | 1.9M | 75.54 | |
Microsoft Corporation (MSFT) | 1.0 | $139M | 582k | 239.82 | ||
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.0 | $136M | -10% | 1.4M | 94.26 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $128M | +91% | 1.2M | 108.18 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.9 | $125M | +153266% | 1.4M | 91.47 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $121M | +8387% | 1.6M | 74.49 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.9 | $121M | +2753% | 3.0M | 40.89 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $121M | 1.4M | 83.76 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $109M | -3% | 408k | 266.28 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $107M | 1.2M | 90.48 | ||
Ishares Tr Core Div Grwth (DGRO) | 0.8 | $104M | +28% | 2.1M | 50.00 | |
Ishares Tr Msci Usa Sml Cp (SMLF) | 0.7 | $97M | 1.9M | 49.66 | ||
Ishares Tr Msci Usa Value (VLUE) | 0.7 | $96M | -2% | 1.1M | 91.14 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.6 | $88M | +31% | 3.5M | 25.13 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $88M | -6% | 927k | 94.64 | |
Ishares Tr Conv Bd Etf (ICVT) | 0.6 | $85M | -3% | 1.2M | 69.47 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $83M | 574k | 145.07 | ||
Wisdomtree Tr Us High Dividend (DHS) | 0.6 | $83M | 958k | 86.06 | ||
Ishares Tr Core S&p Us Vlu (IUSV) | 0.6 | $77M | +31% | 1.1M | 70.63 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $76M | 1.3M | 58.50 | ||
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.5 | $74M | +29% | 1.6M | 47.29 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $72M | -5% | 1.3M | 55.56 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $72M | 233k | 308.90 | ||
Ishares Tr Intl Eqty Factor (INTF) | 0.5 | $71M | -3% | 2.9M | 24.60 | |
Ishares Tr Investment Grade (IGEB) | 0.5 | $70M | -7% | 1.6M | 43.31 | |
Vanguard Index Fds Growth Etf (VUG) | 0.5 | $67M | -8% | 315k | 213.11 | |
Vanguard Index Fds Value Etf (VTV) | 0.5 | $66M | +28% | 471k | 140.37 | |
Eli Lilly & Co. (LLY) | 0.5 | $65M | -10% | 179k | 365.84 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $65M | -9% | 1.4M | 44.98 | |
Amazon (AMZN) | 0.5 | $64M | -3% | 760k | 84.00 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $63M | -3% | 878k | 71.84 | |
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.4 | $61M | -16% | 1.2M | 49.30 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $59M | -9% | 610k | 96.99 | |
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $57M | -11% | 1.1M | 51.38 | |
Merck & Co (MRK) | 0.4 | $57M | +2% | 511k | 110.95 | |
Ishares Tr Broad Usd High (USHY) | 0.4 | $55M | 1.6M | 34.53 | ||
Wisdomtree Tr Us Hgh Yld Corp (WFHY) | 0.4 | $55M | 1.2M | 43.93 | ||
Procter & Gamble Company (PG) | 0.4 | $53M | +9% | 352k | 151.56 | |
Strategy Day Hagan Ned (SSUS) | 0.4 | $52M | -20% | 1.7M | 30.47 | |
Johnson & Johnson (JNJ) | 0.4 | $50M | +11% | 282k | 176.65 | |
Pfizer (PFE) | 0.4 | $49M | +7% | 957k | 51.24 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $48M | +107% | 1.6M | 29.69 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.4 | $48M | -9% | 1.7M | 28.89 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $47M | -3% | 2.9M | 15.91 | |
Gilead Sciences (GILD) | 0.3 | $44M | 511k | 85.85 | ||
Oracle Corporation (ORCL) | 0.3 | $44M | +5% | 532k | 81.74 | |
Cisco Systems (CSCO) | 0.3 | $43M | +20% | 905k | 47.64 | |
Wal-Mart Stores (WMT) | 0.3 | $43M | +4% | 301k | 141.79 | |
Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $42M | 712k | 59.57 | ||
Lockheed Martin Corporation (LMT) | 0.3 | $42M | 86k | 486.49 | ||
Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.3 | $41M | NEW | 409k | 99.29 | |
Visa Com Cl A (V) | 0.3 | $40M | +7% | 192k | 207.76 | |
Travelers Companies (TRV) | 0.3 | $40M | +2% | 211k | 187.49 | |
Deckers Outdoor Corporation (DECK) | 0.3 | $39M | 99k | 399.16 | ||
Allstate Corporation (ALL) | 0.3 | $39M | -5% | 287k | 135.60 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $39M | 783k | 49.49 | ||
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.3 | $39M | -17% | 1.7M | 22.30 | |
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.3 | $39M | +10% | 902k | 42.65 | |
Verizon Communications (VZ) | 0.3 | $38M | +14% | 966k | 39.40 | |
Smucker J M Com New (SJM) | 0.3 | $37M | 234k | 158.46 | ||
Dollar General (DG) | 0.3 | $37M | +2% | 150k | 246.25 | |
Service Corporation International (SCI) | 0.3 | $37M | 532k | 69.14 | ||
Cigna Corp (CI) | 0.3 | $36M | -4% | 109k | 331.34 | |
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.3 | $36M | +10% | 717k | 49.55 | |
Bristol Myers Squibb (BMY) | 0.3 | $35M | +6% | 490k | 71.95 | |
Ishares Tr Msci Gbl Sus Dev (SDG) | 0.3 | $35M | -13% | 445k | 78.91 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $35M | +20526% | 899k | 38.89 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $34M | +4% | 251k | 135.75 | |
CBOE Holdings (CBOE) | 0.2 | $34M | +2% | 270k | 125.47 | |
Wec Energy Group (WEC) | 0.2 | $33M | +4% | 355k | 93.76 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $33M | 316k | 105.52 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $33M | +6% | 124k | 266.84 | |
At&t (T) | 0.2 | $33M | +6% | 1.8M | 18.41 | |
Honeywell International (HON) | 0.2 | $33M | +2% | 153k | 214.30 | |
Ishares Tr U.s. Energy Etf (IYE) | 0.2 | $33M | -5% | 700k | 46.49 | |
UnitedHealth (UNH) | 0.2 | $33M | -4% | 61k | 530.17 | |
Abbott Laboratories (ABT) | 0.2 | $31M | +11% | 285k | 109.79 | |
Home Depot (HD) | 0.2 | $31M | +6% | 98k | 315.86 | |
Paccar (PCAR) | 0.2 | $31M | +9149% | 310k | 98.97 | |
Nextera Energy (NEE) | 0.2 | $31M | +4% | 365k | 83.60 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $30M | 345k | 88.23 | ||
Target Corporation (TGT) | 0.2 | $30M | +7% | 203k | 149.04 | |
C H Robinson Worldwide Com New (CHRW) | 0.2 | $30M | +5% | 328k | 91.56 | |
Intel Corporation (INTC) | 0.2 | $29M | +17% | 1.1M | 26.43 | |
Public Storage (PSA) | 0.2 | $29M | +4% | 104k | 280.19 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.2 | $29M | -9% | 580k | 49.87 | |
Ishares Msci Emerg Mkt (EMGF) | 0.2 | $29M | -2% | 704k | 41.04 | |
Ishares Tr Us Infrastruc (IFRA) | 0.2 | $29M | 791k | 36.26 | ||
Amgen (AMGN) | 0.2 | $28M | +8% | 108k | 262.64 | |
Everest Re Group (RE) | 0.2 | $28M | 85k | 331.27 | ||
Chevron Corporation (CVX) | 0.2 | $27M | +14% | 153k | 179.49 | |
Dominion Resources (D) | 0.2 | $27M | +8% | 447k | 61.32 | |
Waste Management (WM) | 0.2 | $27M | +3% | 175k | 156.88 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $27M | +79% | 538k | 50.67 | |
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.2 | $27M | +2% | 437k | 62.07 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $27M | +6% | 589k | 45.52 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $27M | +7% | 354k | 75.19 | |
Digital Realty Trust (DLR) | 0.2 | $26M | +15% | 264k | 100.27 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $26M | +25% | 749k | 34.97 | |
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $26M | -80% | 244k | 106.44 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $25M | +482% | 426k | 59.44 | |
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $25M | +3% | 709k | 35.64 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $25M | +27% | 71k | 351.34 | |
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.2 | $25M | +5% | 270k | 93.00 | |
W.R. Berkley Corporation (WRB) | 0.2 | $25M | +19356% | 340k | 72.57 | |
Evergy (EVRG) | 0.2 | $25M | +6% | 390k | 62.93 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.2 | $25M | +2% | 447k | 54.84 | |
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.2 | $24M | +8% | 513k | 47.40 | |
Global X Fds Us Pfd Etf (PFFD) | 0.2 | $24M | 1.2M | 19.37 | ||
General Dynamics Corporation (GD) | 0.2 | $24M | +1673% | 97k | 248.11 | |
Hormel Foods Corporation (HRL) | 0.2 | $23M | +6% | 508k | 45.55 | |
Franklin Resources (BEN) | 0.2 | $23M | +8% | 870k | 26.38 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $23M | -18% | 351k | 64.91 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $23M | +10% | 453k | 50.13 | |
Exxon Mobil Corporation (XOM) | 0.2 | $23M | +37% | 205k | 110.30 | |
Northrop Grumman Corporation (NOC) | 0.2 | $22M | -60% | 40k | 545.60 | |
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $22M | +30% | 1.5M | 14.78 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $22M | -3% | 227k | 95.78 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $22M | +2859% | 510k | 42.50 | |
Mid-America Apartment (MAA) | 0.2 | $21M | +9% | 136k | 156.99 | |
T. Rowe Price (TROW) | 0.2 | $21M | +17% | 195k | 109.06 | |
Advanced Micro Devices (AMD) | 0.2 | $21M | +16% | 323k | 64.77 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.2 | $21M | 996k | 20.98 | ||
Medtronic SHS (MDT) | 0.2 | $21M | +11% | 266k | 77.72 | |
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.2 | $21M | +12% | 418k | 49.46 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $20M | +17% | 152k | 134.10 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $20M | -4% | 451k | 45.02 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $20M | -4% | 1.1M | 17.47 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $19M | +4% | 258k | 75.28 | |
Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $19M | +37% | 445k | 42.42 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $19M | 78k | 241.88 | ||
Ishares Tr Core Msci Euro (IEUR) | 0.1 | $19M | +17% | 396k | 47.50 | |
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $19M | +105% | 368k | 50.53 | |
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.1 | $18M | +307% | 378k | 47.73 | |
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $18M | +306% | 845k | 21.03 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $17M | -19% | 730k | 23.77 | |
Wisdomtree Tr Us Efficient Cor (NTSX) | 0.1 | $17M | +489% | 533k | 32.45 | |
Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 0.1 | $17M | -17% | 534k | 32.28 | |
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $17M | -50% | 691k | 24.49 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $17M | -6% | 637k | 26.49 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $17M | +20% | 87k | 191.19 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $16M | 184k | 88.73 | ||
Ishares Core Msci Emkt (IEMG) | 0.1 | $16M | -2% | 344k | 46.70 | |
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $16M | +14% | 720k | 21.95 | |
Invesco Actively Managed Etf Total Return (GTO) | 0.1 | $15M | -4% | 332k | 46.47 | |
NVIDIA Corporation (NVDA) | 0.1 | $15M | +6% | 105k | 146.14 | |
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $15M | +24% | 334k | 45.61 | |
Abbvie (ABBV) | 0.1 | $15M | +32% | 92k | 161.61 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $15M | -5% | 44k | 336.53 | |
Progressive Corporation (PGR) | 0.1 | $15M | -10% | 113k | 129.71 | |
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.1 | $15M | +31% | 318k | 45.74 | |
Ishares Tr Esg Aware Msci (ESML) | 0.1 | $15M | -22% | 443k | 32.88 | |
Ball Corporation (BALL) | 0.1 | $15M | -14% | 284k | 51.14 | |
Netflix (NFLX) | 0.1 | $14M | -10% | 49k | 294.89 | |
Metropcs Communications (TMUS) | 0.1 | $14M | -9% | 102k | 140.00 | |
Etf Ser Solutions Aptus Defined (DRSK) | 0.1 | $14M | -6% | 551k | 25.60 | |
Servicenow (NOW) | 0.1 | $14M | -12% | 36k | 388.26 | |
Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $14M | +3% | 423k | 32.39 | |
Verisk Analytics (VRSK) | 0.1 | $14M | -14% | 77k | 176.42 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $13M | 277k | 46.55 | ||
salesforce (CRM) | 0.1 | $13M | -13% | 97k | 132.59 | |
Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $13M | +45% | 81k | 157.06 | |
Tesla Motors (TSLA) | 0.1 | $13M | +27% | 102k | 123.18 | |
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $13M | -6% | 242k | 51.54 | |
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $12M | +1375175% | 399k | 30.39 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $12M | -6% | 89k | 135.34 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $12M | -34% | 375k | 32.21 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $12M | +14% | 237k | 50.14 | |
Union Pacific Corporation (UNP) | 0.1 | $12M | -6% | 57k | 207.07 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $12M | +6% | 77k | 151.85 | |
Snowflake Cl A (SNOW) | 0.1 | $12M | +39% | 81k | 143.53 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $12M | -5% | 101k | 114.89 | |
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.1 | $12M | NEW | 290k | 39.99 | |
S&p Global (SPGI) | 0.1 | $12M | -13% | 34k | 334.95 | |
Indexiq Etf Tr Lng Sht Track (QLS) | 0.1 | $11M | -7% | 472k | 24.11 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $11M | 225k | 50.55 | ||
Pepsi (PEP) | 0.1 | $11M | +37% | 63k | 180.66 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $11M | -6% | 553k | 19.85 | |
Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.1 | $11M | -9% | 442k | 24.69 | |
Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $11M | +8% | 336k | 32.22 | |
Meta Platforms Cl A (META) | 0.1 | $11M | +11% | 88k | 120.34 | |
CSX Corporation (CSX) | 0.1 | $11M | -11% | 341k | 30.98 | |
Totalenergies Se Sponsored Ads (TTE) | 0.1 | $10M | -4% | 167k | 62.08 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $10M | -13% | 143k | 71.79 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $10M | +365% | 306k | 32.96 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $10M | +35% | 63k | 158.80 | |
Etf Ser Solutions Aptus Drawdown (ADME) | 0.1 | $9.9M | -5% | 296k | 33.58 | |
Wells Fargo & Company (WFC) | 0.1 | $9.8M | -4% | 237k | 41.29 | |
Zoetis Cl A (ZTS) | 0.1 | $9.7M | -12% | 66k | 146.55 | |
Unilever Spon Adr New (UL) | 0.1 | $9.6M | 191k | 50.35 | ||
Thomson Reuters Corp. Com New (TRI) | 0.1 | $9.5M | -3% | 84k | 114.07 | |
Costco Wholesale Corporation (COST) | 0.1 | $9.4M | 21k | 456.50 | ||
Commerce Bancshares (CBSH) | 0.1 | $9.4M | +2% | 138k | 68.07 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $9.2M | +67% | 68k | 135.86 | |
Ishares Tr Faln Angls Usd (FALN) | 0.1 | $9.1M | -90% | 372k | 24.61 | |
Illumina (ILMN) | 0.1 | $9.1M | -12% | 45k | 202.21 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $8.9M | -16% | 204k | 43.92 | |
Palo Alto Networks (PANW) | 0.1 | $8.9M | -14% | 64k | 139.55 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $8.9M | -8% | 89k | 99.56 | |
Novartis Sponsored Adr (NVS) | 0.1 | $8.8M | -3% | 98k | 90.72 | |
International Business Machines (IBM) | 0.1 | $8.8M | +5% | 63k | 140.89 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $8.6M | 61k | 141.25 | ||
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $8.6M | -3% | 239k | 35.86 | |
Strategy Newfound Reslv (ROMO) | 0.1 | $8.5M | -5% | 351k | 24.34 | |
Check Point Software Tech Lt Ord (CHKP) | 0.1 | $8.4M | 67k | 126.16 | ||
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $8.4M | 18.00 | 468722.22 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $8.4M | +640% | 67k | 125.11 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $8.4M | -18% | 179k | 46.74 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.3M | 77k | 108.21 | ||
Sanofi Sponsored Adr (SNY) | 0.1 | $8.3M | 171k | 48.43 | ||
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $8.2M | -50% | 488k | 16.80 | |
Wisdomtree Tr Internationl Efi (NTSI) | 0.1 | $8.1M | NEW | 257k | 31.73 | |
United Parcel Service CL B (UPS) | 0.1 | $8.0M | +163% | 46k | 173.83 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $8.0M | +2% | 36k | 220.68 | |
Coca-Cola Company (KO) | 0.1 | $7.9M | +22% | 125k | 63.61 | |
First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $7.9M | -13% | 178k | 44.59 | |
Infosys Sponsored Adr (INFY) | 0.1 | $7.8M | 432k | 18.01 | ||
Texas Instruments Incorporated (TXN) | 0.1 | $7.7M | +10% | 47k | 165.21 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $7.7M | +40% | 62k | 124.45 | |
Lowe's Companies (LOW) | 0.1 | $7.7M | +2% | 39k | 199.25 | |
McDonald's Corporation (MCD) | 0.1 | $7.7M | +18% | 29k | 263.52 | |
Align Technology (ALGN) | 0.1 | $7.6M | -13% | 36k | 210.91 | |
GSK Sponsored Adr (GSK) | 0.1 | $7.6M | +3% | 217k | 35.14 | |
Canon Sponsored Adr (CAJ) | 0.1 | $7.6M | 352k | 21.68 | ||
Listed Fd Tr Core Alt Fd (CCOR) | 0.1 | $7.5M | -8% | 238k | 31.58 | |
Toyota Motor Corp Ads (TM) | 0.1 | $7.5M | 55k | 136.57 | ||
Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $7.5M | 98k | 76.28 | ||
Select Sector Spdr Tr Energy (XLE) | 0.1 | $7.5M | +102% | 86k | 87.47 | |
Bce Com New (BCE) | 0.1 | $7.4M | 169k | 43.95 | ||
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $7.4M | 169k | 43.92 | ||
First Tr Value Line Divid In SHS (FVD) | 0.1 | $7.4M | +2% | 186k | 39.91 | |
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) | 0.1 | $7.3M | +45% | 141k | 51.58 | |
Bank of America Corporation (BAC) | 0.1 | $7.3M | +28% | 220k | 33.12 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $7.2M | +2% | 54k | 132.85 | |
Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $7.1M | -29% | 80k | 89.26 | |
Amdocs SHS (DOX) | 0.1 | $7.0M | 78k | 90.91 |
Past Filings by CWM
SEC 13F filings are viewable for CWM going back to 2013
- 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
- CWM 2019 Q4 restated filed Sept. 14, 2021
- CWM 2019 Q1 restated filed Sept. 2, 2021
- CWM 2021 Q2 filed July 29, 2021