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CWM

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

Top 5 stock holdings are IVV, IUSB, SPLG, AAPL, QUAL, and represent 11.57% of CWM's stock portfolio.
Added to shares of these 10 stocks: OEF (+$217M), ITA (+$86M), IVV (+$84M), BAI (+$76M), IAU (+$63M), AAPL (+$50M), GLDM (+$50M), PYLD (+$47M), BIL (+$44M), QQQM (+$38M).
Started 424 new stock positions in EQL, VUSE, FLCB, PROF, AUGM, TKNO, PAXS, FDMO, HWBK, ASIC.
Reduced shares in these 10 stocks: EFG (-$154M), IYW (-$151M), IVW (-$54M), QUAL (-$27M), CORP (-$24M), D (-$24M), MOAT (-$20M), VCSH (-$15M), IUSB (-$12M), PSA (-$12M).
Sold out of its positions in BTAL, PPLT, WBIY, TLPH, AKYA, Ea Series Trust, ARK 21Shares Active Bitcoin Fu, AMED, QGRO, ANSS.
CWM was a net buyer of stock by $3.1B.
CWM has $33B in assets under management (AUM), dropping by 20.44%.
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 5481 positions in its portfolio as reported in the September 2025 quarterly 13F filing

CWM has 5481 total positions. Only the first 250 positions are shown.

Sign up to view all of the CWM Sept. 30, 2025 positions
Download the CWM September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.8	$906M	+10%	1.4M	669.30	View chart
Ishares Tr Core Total Usd (IUSB)	2.5	$799M		17M	46.71	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.4	$780M		10M	78.34	View chart
Apple (AAPL)	2.0	$639M	+8%	2.5M	254.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.9	$632M	-4%	3.2M	194.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.9	$626M	+3%	15M	42.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$579M	-8%	4.8M	120.72	View chart
Microsoft Corporation (MSFT)	1.6	$524M	+7%	1.0M	517.95	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$468M		7.9M	59.20	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.4	$439M		17M	25.85	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$436M		6.4M	67.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$388M		1.9M	206.51	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$387M	+127%	1.2M	332.84	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$371M	+2%	4.0M	93.35	View chart
Amazon (AMZN)	1.0	$324M	+6%	1.5M	219.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$320M		532k	600.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$318M	+6%	2.6M	121.06	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$291M	+6%	4.4M	65.92	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.9	$290M	+4%	2.8M	104.51	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.8	$272M	+10%	1.5M	178.16	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.8	$270M		4.7M	57.19	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.8	$261M	+20%	2.8M	91.75	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.8	$252M	-2%	3.1M	80.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$249M	+6%	1.0M	243.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$249M	-2%	519k	479.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$234M		911k	256.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$233M		7.3M	31.91	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.7	$225M	-2%	4.1M	55.33	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.7	$214M	+14%	2.2M	99.52	View chart
Broadcom (AVGO)	0.6	$207M	+8%	626k	329.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$188M	+16%	373k	502.74	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$181M		1.9M	95.15	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$179M	+3%	1.7M	102.99	View chart
Meta Platforms Cl A (META)	0.5	$178M	+2%	243k	734.38	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.5	$174M	+27%	4.3M	40.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$174M	+6%	616k	281.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$170M		5.1M	33.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$167M	+11%	1.7M	100.69	View chart
Tesla Motors (TSLA)	0.5	$167M	+6%	375k	444.72	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$166M	+84%	4.9M	34.16	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.5	$154M	+17%	5.3M	28.90	View chart
JPMorgan Chase & Co. (JPM)	0.5	$152M	+12%	481k	315.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$147M	-3%	5.4M	27.30	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.4	$145M	+13%	3.6M	40.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$140M		229k	612.38	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$139M	+3%	1.5M	93.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$138M	+82%	1.9M	72.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$132M	+7%	372k	355.47	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$131M	+17%	3.1M	42.72	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$122M		3.2M	37.86	View chart
Wal-Mart Stores (WMT)	0.4	$121M	+24%	1.2M	103.06	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$121M	+21%	2.6M	46.24	View chart
Johnson & Johnson (JNJ)	0.3	$112M	+12%	606k	185.42	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$111M	+7%	1.5M	73.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$111M		1.9M	57.10	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.3	$110M	+8%	2.2M	49.81	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$109M	-18%	1.1M	98.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$108M	+15%	443k	243.55	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$107M	+4%	2.1M	51.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$106M	+3%	2.3M	46.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$104M	-3%	556k	186.49	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$103M		1.9M	53.24	View chart
Exxon Mobil Corporation (XOM)	0.3	$103M	+17%	909k	112.75	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.3	$100M	+2%	3.6M	28.18	View chart
Procter & Gamble Company (PG)	0.3	$100M	+23%	649k	153.65	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$96M	+22%	2.2M	43.92	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.3	$93M	+16%	3.5M	26.32	View chart
Oracle Corporation (ORCL)	0.3	$92M	+5%	328k	281.24	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$92M	+1470%	438k	209.26	View chart
Home Depot (HD)	0.3	$91M	+6%	225k	405.19	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$90M	+11%	1.9M	47.51	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$89M	+6%	924k	96.14	View chart
Abbvie (ABBV)	0.3	$88M	+17%	380k	231.54	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$88M	+23%	2.1M	42.03	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$87M		859k	100.75	View chart
Cisco Systems (CSCO)	0.3	$85M	+4%	1.2M	68.42	View chart
Palantir Technologies Cl A (PLTR)	0.3	$84M	+32%	458k	182.42	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$83M	+131%	3.1M	26.84	View chart
Visa Com Cl A (V)	0.2	$81M	+8%	236k	341.38	View chart
Merck & Co (MRK)	0.2	$80M	+23%	955k	83.93	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$78M	+14%	993k	78.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$77M	+7%	526k	145.65	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.2	$77M	+2%	1.6M	46.55	View chart
Eli Lilly & Co. (LLY)	0.2	$75M	+11%	99k	763.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$75M	+3%	785k	95.14	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$74M	+8%	1.4M	53.92	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$73M	+9%	2.6M	27.97	View chart
Ge Aerospace Com New (GE)	0.2	$72M	+19%	240k	300.82	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$72M	+7%	2.7M	26.95	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$71M	-7%	2.1M	34.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$71M	+48%	216k	328.17	View chart
Pepsi (PEP)	0.2	$70M	+42%	498k	140.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$68M	+3%	682k	100.25	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$68M	+23%	640k	106.49	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$68M	-22%	682k	99.11	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$67M	+19%	1.3M	50.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$66M	-13%	2.8M	23.28	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$66M	-3%	979k	67.26	View chart
Costco Wholesale Corporation (COST)	0.2	$65M	+2%	71k	925.62	View chart
At&t (T)	0.2	$65M		2.3M	28.24	View chart
Verizon Communications (VZ)	0.2	$64M	+11%	1.5M	43.95	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.2	$64M	+23%	1.4M	46.53	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.2	$63M	+42%	2.5M	24.92	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$62M	-7%	623k	99.95	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.2	$62M	+29%	448k	138.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$61M	+62%	700k	87.31	View chart
Bank of America Corporation (BAC)	0.2	$61M	+13%	1.2M	51.59	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$60M	+14%	1.2M	50.70	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$60M	+508%	782k	76.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$60M	+180%	241k	247.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$59M	+2%	1.2M	50.73	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$58M		1.5M	37.78	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$58M	+11%	809k	71.37	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$57M	+7%	1.1M	54.16	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.2	$56M	+3%	2.1M	26.46	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$56M	+2%	733k	76.01	View chart
UnitedHealth (UNH)	0.2	$55M	+20%	161k	345.30	View chart
Snowflake Com Shs (SNOW)	0.2	$55M	+13%	245k	225.55	View chart
Chevron Corporation (CVX)	0.2	$55M	+19%	355k	155.29	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$54M	-9%	963k	56.45	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$54M	-4%	642k	84.68	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$54M	+3%	1.2M	44.27	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$53M	+7%	449k	118.37	View chart
Netflix (NFLX)	0.2	$53M	+3%	44k	1198.93	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$52M		546k	95.19	View chart
TJX Companies (TJX)	0.2	$51M	+12%	353k	144.54	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$51M	+11%	946k	53.66	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.2	$50M	+18%	984k	50.86	View chart
Mastercard Incorporated Cl A (MA)	0.2	$50M	+18%	88k	568.81	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.2	$50M	+8%	2.2M	22.44	View chart
Caterpillar (CAT)	0.1	$48M	+11%	101k	477.15	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$48M	+88%	1.6M	29.32	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$47M		1.3M	35.91	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$47M	+33%	520k	89.34	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$45M	+4%	866k	52.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$45M	+10%	777k	57.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$45M	+13%	95k	468.41	View chart
Amgen (AMGN)	0.1	$44M		157k	282.20	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$44M		2.6M	17.01	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$44M	+13%	821k	53.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$44M	-5%	677k	65.26	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$43M	-7%	292k	145.60	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$42M	+23%	474k	88.96	View chart
International Business Machines (IBM)	0.1	$42M	+20%	148k	282.16	View chart
Pfizer (PFE)	0.1	$41M	+8%	1.6M	25.48	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$41M	+11%	544k	75.11	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$41M	+31%	1.1M	37.31	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$40M	+22%	844k	47.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$40M	+278%	397k	100.70	View chart
Coca-Cola Company (KO)	0.1	$40M	+6%	601k	66.32	View chart
Gilead Sciences (GILD)	0.1	$39M		354k	111.00	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$39M		687k	56.58	View chart
Roblox Corp Cl A (RBLX)	0.1	$39M	+34%	278k	138.52	View chart
Travelers Companies (TRV)	0.1	$38M	+11%	135k	279.22	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$37M	-7%	787k	47.50	View chart
Allstate Corporation (ALL)	0.1	$37M	+3%	174k	214.65	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.1	$37M	+12%	874k	42.75	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$37M		276k	135.23	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$37M	+3%	1.2M	31.53	View chart
Abbott Laboratories (ABT)	0.1	$37M	+2%	273k	133.94	View chart
Bristol Myers Squibb (BMY)	0.1	$36M	+34%	807k	45.10	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$36M		787k	46.04	View chart
General Dynamics Corporation (GD)	0.1	$36M	+44%	106k	341.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$36M	+5%	427k	84.11	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$36M	-4%	737k	48.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$35M	+6%	71k	499.20	View chart
Advanced Micro Devices (AMD)	0.1	$35M	+17%	218k	161.79	View chart
Adobe Systems Incorporated (ADBE)	0.1	$35M	+50%	100k	352.75	View chart
Bank of New York Mellon Corporation (BK)	0.1	$35M		321k	108.96	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$35M	+27%	688k	50.57	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$35M	+44648%	626k	55.21	View chart
Wells Fargo & Company (WFC)	0.1	$34M	+19%	405k	83.82	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$33M	+4%	68k	490.38	View chart
CBOE Holdings (CBOE)	0.1	$33M		133k	245.25	View chart
Qualcomm (QCOM)	0.1	$33M	+18%	196k	166.36	View chart
McDonald's Corporation (MCD)	0.1	$32M	+9%	106k	303.89	View chart
Intel Corporation (INTC)	0.1	$32M	+96%	961k	33.55	View chart
Boeing Company (BA)	0.1	$32M	+8%	149k	215.83	View chart
Medtronic SHS (MDT)	0.1	$32M	+17%	334k	95.24	View chart
Union Pacific Corporation (UNP)	0.1	$31M	+12%	131k	236.37	View chart
Everest Re Group (EG)	0.1	$31M	+60%	89k	350.23	View chart
Toro Company (TTC)	0.1	$31M	+13%	406k	76.20	View chart
Uber Technologies (UBER)	0.1	$31M	+4%	315k	97.97	View chart
Micron Technology (MU)	0.1	$31M	+65%	184k	167.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$31M	-32%	382k	79.93	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$30M		615k	49.29	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$30M	+2%	655k	46.32	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$30M		659k	45.99	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$30M	+50%	53k	562.26	View chart
NiSource (NI)	0.1	$30M		693k	43.30	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$30M	+23%	238k	125.05	View chart
American Electric Power Company (AEP)	0.1	$30M	+807%	264k	112.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$30M	+20%	116k	254.28	View chart
Coreweave Com Cl A (CRWV)	0.1	$29M	+25%	210k	136.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$29M		151k	189.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$29M		478k	59.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$29M	-24%	568k	50.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$29M	+30%	116k	246.60	View chart
Raytheon Technologies Corp (RTX)	0.1	$28M	+27%	170k	167.33	View chart
Smucker J M Com New (SJM)	0.1	$28M	+7%	259k	108.60	View chart
Arista Networks Com Shs (ANET)	0.1	$28M	+16%	190k	145.71	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$28M		1.2M	23.94	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$28M	+7%	242k	113.86	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$27M	-6%	433k	63.43	View chart
Jacobs Engineering Group (J)	0.1	$27M		182k	149.86	View chart
Comcast Corp Cl A (CMCSA)	0.1	$27M		863k	31.42	View chart
Waste Management (WM)	0.1	$27M	+11%	123k	220.83	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$27M		533k	50.23	View chart
salesforce (CRM)	0.1	$27M	+11%	112k	237.00	View chart
Service Corporation International (SCI)	0.1	$27M		319k	83.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$26M	-16%	1.1M	23.12	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$26M		1.4M	19.43	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$26M	+10%	519k	50.47	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$26M	+54%	402k	65.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$26M	-85%	133k	195.86	View chart
Duke Energy Corp Com New (DUK)	0.1	$26M	+12%	210k	123.75	View chart
PNC Financial Services (PNC)	0.1	$26M	+75%	129k	200.93	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$26M		927k	27.75	View chart
Consolidated Edison (ED)	0.1	$26M	+12%	256k	100.52	View chart
Paccar (PCAR)	0.1	$26M	+3%	261k	98.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$26M	-2%	34.00	754205.88	View chart
Altria (MO)	0.1	$26M	+9%	388k	66.06	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$26M	+32%	735k	34.75	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$25M	-16%	708k	35.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$25M	+31%	253k	99.53	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$25M	-3%	342k	73.57	View chart
Wp Carey (WPC)	0.1	$25M	+1973%	371k	67.57	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$25M	+544%	503k	49.66	View chart
Intuit (INTU)	0.1	$25M	+40%	36k	682.90	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$24M	+6%	195k	122.45	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$24M	+16%	273k	87.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$24M	-8%	81k	293.75	View chart
Verisign (VRSN)	0.1	$24M	+58%	85k	279.57	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$24M	+3%	600k	39.54	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$24M	+25%	529k	44.57	View chart
W.R. Berkley Corporation (WRB)	0.1	$23M		306k	76.62	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$23M	+7%	516k	45.31	View chart
Arch Cap Group Ord (ACGL)	0.1	$23M		258k	90.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$23M	+6%	108k	215.79	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$23M	-6%	470k	48.03	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$23M	+23%	417k	53.99	View chart
Valmont Industries (VMI)	0.1	$23M	+18%	58k	387.72	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$23M	+22%	721k	31.19	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$23M		583k	38.57	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$23M	+13%	1.3M	16.87	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$22M		682k	32.82	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$22M	+4%	234k	95.68	View chart
Evergy (EVRG)	0.1	$22M		294k	76.02	View chart
Palo Alto Networks (PANW)	0.1	$22M	+46%	110k	203.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$22M		439k	50.07	View chart

Past Filings by CWM

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

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
CWM 2022 Q1 filed April 21, 2022
CWM 2021 Q4 filed Jan. 31, 2022

View all past filings

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