CWM as of Dec. 31, 2014
Portfolio Holdings for CWM
CWM holds 171 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 50.4 | $828M | 4.0M | 205.51 | |
Apple (AAPL) | 2.4 | $39M | 357k | 110.38 | |
Merck & Co (MRK) | 1.2 | $20M | 360k | 56.79 | |
SYSCO Corporation (SYY) | 1.1 | $18M | 452k | 39.69 | |
Dow Chemical Company | 1.1 | $17M | 377k | 45.61 | |
UnitedHealth (UNH) | 1.0 | $16M | 160k | 101.09 | |
Celgene Corporation | 1.0 | $16M | 144k | 111.86 | |
Amgen (AMGN) | 0.9 | $16M | 97k | 159.29 | |
MasterCard Incorporated (MA) | 0.9 | $15M | 176k | 86.16 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $15M | 233k | 62.58 | |
Wells Fargo & Company (WFC) | 0.9 | $14M | 256k | 54.82 | |
Corning Incorporated (GLW) | 0.8 | $14M | 602k | 22.93 | |
Verizon Communications (VZ) | 0.8 | $14M | 290k | 46.78 | |
Synaptics, Incorporated (SYNA) | 0.8 | $14M | 197k | 68.84 | |
MetLife (MET) | 0.8 | $14M | 252k | 54.09 | |
Delta Air Lines (DAL) | 0.8 | $13M | 269k | 49.19 | |
Ecolab (ECL) | 0.8 | $13M | 123k | 104.52 | |
Monsanto Company | 0.8 | $12M | 104k | 119.47 | |
Precision Castparts | 0.7 | $12M | 49k | 240.89 | |
0.7 | $11M | 21k | 530.63 | ||
Abbvie (ABBV) | 0.7 | $11M | 172k | 65.44 | |
Acacia Research Corporation (ACTG) | 0.6 | $10M | 616k | 16.94 | |
Te Connectivity Ltd for (TEL) | 0.6 | $11M | 166k | 63.25 | |
Union Pacific Corporation (UNP) | 0.6 | $10M | 85k | 119.13 | |
International Paper Company (IP) | 0.6 | $10M | 186k | 53.58 | |
eBay (EBAY) | 0.6 | $10M | 180k | 56.12 | |
Qualcomm (QCOM) | 0.5 | $8.8M | 118k | 74.33 | |
BE Aerospace | 0.5 | $8.7M | 149k | 58.02 | |
Hertz Global Holdings | 0.5 | $8.5M | 341k | 24.94 | |
Darden Restaurants (DRI) | 0.5 | $8.3M | 142k | 58.63 | |
Stanley Black & Decker (SWK) | 0.5 | $8.1M | 84k | 96.08 | |
ConocoPhillips (COP) | 0.5 | $8.0M | 116k | 69.06 | |
PowerShares QQQ Trust, Series 1 | 0.5 | $7.3M | 71k | 103.25 | |
iShares S&P MidCap 400 Growth (IJK) | 0.5 | $7.3M | 46k | 159.66 | |
Rydex S&P Equal Weight ETF | 0.4 | $7.2M | 91k | 80.05 | |
Knowles (KN) | 0.4 | $7.2M | 305k | 23.55 | |
Eaton (ETN) | 0.4 | $7.1M | 105k | 67.96 | |
Abbott Laboratories (ABT) | 0.4 | $6.1M | 136k | 45.02 | |
Potash Corp. Of Saskatchewan I | 0.4 | $6.0M | 170k | 35.32 | |
Carnival Corporation (CCL) | 0.3 | $5.7M | 125k | 45.33 | |
Invesco (IVZ) | 0.3 | $5.4M | 136k | 39.52 | |
Express Scripts Holding | 0.3 | $5.5M | 65k | 84.67 | |
Exxon Mobil Corporation (XOM) | 0.3 | $5.2M | 56k | 92.46 | |
Cracker Barrel Old Country Store (CBRL) | 0.3 | $5.2M | 37k | 140.75 | |
BB&T Corporation | 0.3 | $5.3M | 136k | 38.89 | |
PowerShares Dynamic Pharmaceuticals | 0.3 | $5.3M | 80k | 66.53 | |
BP (BP) | 0.3 | $5.2M | 135k | 38.12 | |
Expeditors International of Washington (EXPD) | 0.3 | $5.1M | 114k | 44.61 | |
Harris Corporation | 0.3 | $5.1M | 71k | 71.81 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.3 | $5.1M | 37k | 137.77 | |
Groupon | 0.3 | $5.1M | 623k | 8.26 | |
Kohl's Corporation (KSS) | 0.3 | $5.0M | 82k | 61.04 | |
Intel Corporation (INTC) | 0.3 | $4.8M | 134k | 36.29 | |
Plantronics | 0.3 | $4.9M | 92k | 53.02 | |
Adtran | 0.3 | $4.9M | 227k | 21.80 | |
Pepsi (PEP) | 0.3 | $4.9M | 52k | 94.55 | |
Exelon Corporation (EXC) | 0.3 | $5.0M | 134k | 37.08 | |
Rovi Corporation | 0.3 | $5.0M | 220k | 22.59 | |
Quest Diagnostics Incorporated (DGX) | 0.3 | $4.6M | 69k | 67.05 | |
VeriFone Systems | 0.3 | $4.6M | 123k | 37.20 | |
Fidelity National Information Services (FIS) | 0.3 | $4.4M | 71k | 62.20 | |
United Parcel Service (UPS) | 0.3 | $4.5M | 40k | 111.17 | |
AeroVironment (AVAV) | 0.3 | $4.5M | 165k | 27.25 | |
Intuit (INTU) | 0.3 | $4.4M | 47k | 92.19 | |
Ishares Inc msci glb gold | 0.3 | $4.5M | 602k | 7.45 | |
C.H. Robinson Worldwide (CHRW) | 0.3 | $4.2M | 56k | 74.89 | |
Fleetmatics | 0.3 | $4.2M | 119k | 35.49 | |
McDonald's Corporation (MCD) | 0.2 | $4.1M | 44k | 93.71 | |
DENTSPLY International | 0.2 | $4.1M | 76k | 53.27 | |
Omnicare | 0.2 | $4.1M | 56k | 72.94 | |
Visa (V) | 0.2 | $4.1M | 16k | 262.23 | |
Jack Henry & Associates (JKHY) | 0.2 | $4.2M | 67k | 62.13 | |
Black Diamond | 0.2 | $4.1M | 471k | 8.75 | |
Sirius Xm Holdings (SIRI) | 0.2 | $4.1M | 1.2M | 3.50 | |
Coca-Cola Company (KO) | 0.2 | $3.9M | 92k | 42.22 | |
General Electric Company | 0.2 | $4.0M | 159k | 25.27 | |
Helmerich & Payne (HP) | 0.2 | $3.9M | 57k | 67.42 | |
Target Corporation (TGT) | 0.2 | $4.0M | 52k | 75.91 | |
Bob Evans Farms | 0.2 | $4.0M | 78k | 51.18 | |
Luminex Corporation | 0.2 | $3.9M | 211k | 18.76 | |
Bio-techne Corporation (TECH) | 0.2 | $4.0M | 44k | 92.41 | |
Ross Stores (ROST) | 0.2 | $3.7M | 39k | 94.27 | |
Texas Instruments Incorporated (TXN) | 0.2 | $3.8M | 71k | 53.47 | |
Oshkosh Corporation (OSK) | 0.2 | $3.7M | 77k | 48.64 | |
Myriad Genetics (MYGN) | 0.2 | $3.8M | 112k | 34.06 | |
iRobot Corporation (IRBT) | 0.2 | $3.8M | 109k | 34.72 | |
Wesco Aircraft Holdings | 0.2 | $3.9M | 276k | 13.98 | |
Chevron Corporation (CVX) | 0.2 | $3.7M | 33k | 112.17 | |
Stage Stores | 0.2 | $3.7M | 178k | 20.70 | |
Polypore International | 0.2 | $3.6M | 76k | 47.05 | |
Devon Energy Corporation (DVN) | 0.2 | $3.4M | 55k | 61.22 | |
International Business Machines (IBM) | 0.2 | $3.5M | 22k | 160.44 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $3.4M | 42k | 80.60 | |
TJX Companies (TJX) | 0.2 | $3.5M | 51k | 68.58 | |
Lowe's Companies (LOW) | 0.2 | $3.5M | 51k | 68.79 | |
Rpx Corp | 0.2 | $3.5M | 255k | 13.78 | |
Yum! Brands (YUM) | 0.2 | $3.3M | 45k | 72.85 | |
Forward Air Corporation (FWRD) | 0.2 | $3.2M | 64k | 50.37 | |
Coca-cola Enterprises | 0.2 | $3.3M | 74k | 44.22 | |
Homeaway | 0.2 | $3.3M | 111k | 29.78 | |
Vocera Communications | 0.2 | $3.4M | 322k | 10.42 | |
Berkshire Hathaway (BRK.B) | 0.2 | $3.1M | 21k | 150.13 | |
Monotype Imaging Holdings | 0.2 | $3.0M | 105k | 28.83 | |
Chicago Bridge & Iron Company | 0.2 | $3.1M | 74k | 41.98 | |
Masimo Corporation (MASI) | 0.2 | $3.1M | 120k | 26.34 | |
RealD | 0.2 | $3.1M | 262k | 11.80 | |
Klx Inc Com $0.01 | 0.2 | $3.1M | 75k | 41.25 | |
FedEx Corporation (FDX) | 0.2 | $3.0M | 17k | 173.68 | |
Covance | 0.2 | $2.9M | 28k | 103.84 | |
Williams Companies (WMB) | 0.2 | $2.8M | 62k | 44.95 | |
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.2 | $2.8M | 211k | 13.43 | |
Johnson Controls | 0.2 | $2.6M | 55k | 48.34 | |
Schlumberger (SLB) | 0.2 | $2.6M | 31k | 85.42 | |
Altera Corporation | 0.2 | $2.7M | 73k | 36.94 | |
Claymore/Sabrient Defensive Eq Idx | 0.2 | $2.7M | 71k | 37.72 | |
Claymore Etf gug blt2016 hy | 0.2 | $2.6M | 101k | 25.89 | |
Clean Harbors (CLH) | 0.1 | $2.2M | 46k | 48.04 | |
Nuance Communications | 0.1 | $2.3M | 164k | 14.27 | |
National-Oilwell Var | 0.1 | $2.3M | 35k | 65.54 | |
Campbell Soup Company (CPB) | 0.1 | $2.3M | 52k | 44.00 | |
Trimble Navigation (TRMB) | 0.1 | $2.1M | 80k | 26.55 | |
Dover Corporation (DOV) | 0.1 | $2.2M | 30k | 71.71 | |
Core Laboratories | 0.1 | $1.9M | 16k | 120.35 | |
Market Vectors High Yield Muni. Ind | 0.1 | $1.8M | 59k | 30.84 | |
Kinder Morgan (KMI) | 0.1 | $1.8M | 42k | 42.31 | |
Continental Resources | 0.1 | $1.7M | 44k | 38.35 | |
Altria (MO) | 0.1 | $1.3M | 26k | 49.28 | |
Johnson & Johnson (JNJ) | 0.1 | $1.2M | 11k | 104.60 | |
Vanguard Scottsdale Fds vng rus2000grw (VTWG) | 0.1 | $1.2M | 11k | 104.01 | |
Microsoft Corporation (MSFT) | 0.1 | $987k | 21k | 46.46 | |
Seagate Technology Com Stk | 0.1 | $1.0M | 15k | 66.47 | |
Pfizer (PFE) | 0.1 | $878k | 28k | 31.15 | |
Bristol Myers Squibb (BMY) | 0.1 | $812k | 14k | 59.03 | |
At&t (T) | 0.1 | $774k | 23k | 33.60 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $750k | 4.5k | 166.96 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $595k | 5.1k | 115.60 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $642k | 4.4k | 144.72 | |
Level 3 Communications | 0.0 | $586k | 12k | 49.34 | |
Northstar Rlty Fin | 0.0 | $623k | 35k | 17.59 | |
Health Care SPDR (XLV) | 0.0 | $482k | 7.1k | 68.33 | |
Eastman Chemical Company (EMN) | 0.0 | $493k | 6.5k | 75.85 | |
Berkshire Hathaway (BRK.A) | 0.0 | $452k | 2.00 | 226000.00 | |
DTE Energy Company (DTE) | 0.0 | $538k | 6.2k | 86.41 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $435k | 5.9k | 73.78 | |
Utilities SPDR (XLU) | 0.0 | $516k | 11k | 47.23 | |
Pimco Etf Tr 1-3yr ustreidx | 0.0 | $506k | 9.9k | 50.96 | |
Google Inc Class C | 0.0 | $549k | 1.0k | 526.87 | |
Cme (CME) | 0.0 | $337k | 3.8k | 88.68 | |
Mattel (MAT) | 0.0 | $300k | 9.7k | 30.93 | |
iShares S&P 500 Index (IVV) | 0.0 | $320k | 1.5k | 207.12 | |
Gilead Sciences (GILD) | 0.0 | $264k | 2.8k | 94.29 | |
Whole Foods Market | 0.0 | $287k | 5.7k | 50.41 | |
iShares Russell 2000 Index (IWM) | 0.0 | $349k | 2.9k | 119.48 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $255k | 2.1k | 119.61 | |
PowerShares FTSE RAFI US 1000 | 0.0 | $274k | 3.0k | 91.33 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $402k | 4.3k | 93.34 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $255k | 4.8k | 53.61 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $255k | 4.8k | 52.96 | |
Wp Carey (WPC) | 0.0 | $329k | 4.7k | 70.12 | |
Chambers Str Pptys | 0.0 | $358k | 44k | 8.07 | |
Columbia Ppty Tr | 0.0 | $311k | 12k | 25.33 | |
Chubb Corporation | 0.0 | $207k | 2.0k | 103.50 | |
Regions Financial Corporation (RF) | 0.0 | $115k | 11k | 10.60 | |
Lockheed Martin Corporation (LMT) | 0.0 | $218k | 1.1k | 192.75 | |
Technology SPDR (XLK) | 0.0 | $203k | 4.9k | 41.41 | |
Financial Select Sector SPDR (XLF) | 0.0 | $224k | 9.1k | 24.70 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 0.0 | $234k | 2.3k | 100.65 | |
American Realty Capital Prop | 0.0 | $148k | 16k | 9.04 | |
Fs Investment Corporation | 0.0 | $208k | 21k | 9.93 | |
Healthcare Tr Amer Inc cl a | 0.0 | $238k | 8.8k | 26.93 | |
Echelon Corporation | 0.0 | $55k | 33k | 1.69 |