HoldingsChannel.com
Cpwm LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
STARBUCKS CORP COM 678,189 -7,116 $56,853
     SBUX678,189-7,116$56,853
MICROSOFT CORP COM 363,420 -9,950 $48,684
     MSFT363,420-9,950$48,684
AMAZON COM INC COM 19,075 +79 $36,121
     AMZN19,075+79$36,121
ISHARES TR RUS 1000 GRW ETF (IWF) 179,321 +2,247 $28,214
     IWF179,321+2,247$28,214
APPLE INC COM 111,071 -92 $21,983
     AAPL111,071-92$21,983
SPDR S&P 500 ETF TR TR UNIT (SPY) 69,022 -3,218 $20,224
     SPY69,022-3,218$20,224
VANGUARD GROUP DIV APP ETF (VIG) 168,737 -3,642 $19,432
     VIG168,737-3,642$19,432
VANGUARD WHITEHALL FDS INC HIGH DIV YLD (VYM) 198,819 +2,891 $17,373
     VYM198,819+2,891$17,373
ISHARES TR MSCI ACWI ETF (ACWI) 233,611 +151 $17,219
     ACWI233,611+151$17,219
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (VT) 213,273 +18,912 $16,030
     VT213,273+18,912$16,030
ISHARES TR CORE US AGGBD ET (AGG) 139,074 -1,171 $15,486
     AGG139,074-1,171$15,486
ENTERPRISE PRODS PARTNERS L COM 449,197 -31,807 $12,968
     EPD449,197-31,807$12,968
COSTCO WHSL CORP NEW COM 42,419 -967 $11,210
     COST42,419-967$11,210
OMEROS CORP COM 707,141 -14,793 $11,095
     OMER707,141-14,793$11,095
CISCO SYS INC COM 193,119 +422 $10,569
     CSCO193,119+422$10,569
INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL (SPLV) 180,854 +8,926 $9,951
     SPLV180,854+8,926$9,951
ALPHABET INC CAP STK CL A 9,050 +11 $9,799
     GOOGL9,050+11$9,799
ISHARES TR MSCI EMG MKT ETF (EEM) 225,524 -6,957 $9,677
     EEM225,524-6,957$9,677
ALPHABET INC CAP STK CL C 8,757 +47 $9,466
     GOOG8,757+47$9,466
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) 184,221 +38,171 $9,283
     JPST184,221+38,171$9,283
ISHARES TR CORE S&P500 ETF (IVV) 30,975 +25 $9,130
     IVV30,975+25$9,130
ISHARES TR INTL DEVPPTY ETF (WPS) 226,217 +939 $8,601
     WPS226,217+939$8,601
ISHARES TR SH TR CRPORT ETF (IGSB) 159,816 -15,945 $8,541
     IGSB159,816-15,945$8,541
PACCAR INC COM 116,701 -266 $8,363
     PCAR116,701-266$8,363
BERKSHIRE HATHAWAY INC DEL CL B NEW      $7,630
     BRK.B25,341-1,594$5,402
     BRK.A7UNCH$2,228
INTEL CORP COM 152,343 -1,169 $7,293
     INTC152,343-1,169$7,293
ISHARES TR TIPS BD ETF (TIP) 62,063 -5,835 $7,168
     TIP62,063-5,835$7,168
JOHNSON & JOHNSON COM 47,764 -700 $6,653
     JNJ47,764-700$6,653
BOEING CO COM 17,772 -894 $6,469
     BA17,772-894$6,469
ISHARES TR 0 5 YR TIPS ETF (STIP) 63,284 -2,510 $6,365
     STIP63,284-2,510$6,365
AMERICAN WTR WKS CO INC NEW COM 52,796 +1 $6,124
     AWK52,796+1$6,124
ALIGN TECHNOLOGY INC COM 22,251 +3 $6,090
     ALGN22,251+3$6,090
KIMBERLY CLARK CORP COM 43,403 +3 $5,785
     KMB43,403+3$5,785
PFIZER INC COM 120,527 -1,865 $5,221
     PFE120,527-1,865$5,221
OMNICOM GROUP INC COM 60,152 -5,000 $4,929
     OMC60,152-5,000$4,929
ISHARES TR RUS 1000 ETF (IWB) 30,127 -940 $4,904
     IWB30,127-940$4,904
ISHARES TR MSCI EAFE ETF (EFA) 63,525 +609 $4,176
     EFA63,525+609$4,176
MPLX LP COM UNIT REP LTD 126,874 -9,194 $4,084
     MPLX126,874-9,194$4,084
FACEBOOK INC CL A 20,834 -50 $4,021
     FB20,834-50$4,021
JPMORGAN CHASE & CO COM 35,567 +6,352 $3,976
     JPM35,567+6,352$3,976
ISHARES TR RUSSELL 2000 ETF (IWM) 24,852 -2,396 $3,864
     IWM24,852-2,396$3,864
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 76,512 -7,700 $3,656
     BAM76,512-7,700$3,656
WELLS FARGO CO NEW COM 74,327 +848 $3,517
     WFC74,327+848$3,517
ISHARES TR IBOXX INV CP ETF (LQD) 27,043 -2,523 $3,363
     LQD27,043-2,523$3,363
AMERICAN AIRLS GROUP INC COM 97,015 -202 $3,164
     AAL97,015-202$3,164
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 11,435 +1,225 $3,078
     VOO11,435+1,225$3,078
ISHARES TR EAFE SML CP ETF (SCZ) 53,286 +168 $3,059
     SCZ53,286+168$3,059
PROCTER AND GAMBLE CO COM 26,592 -375 $2,916
     PG26,592-375$2,916
VANGUARD INDEX FDS REAL ESTATE ETF (VNQ) 33,065 -318 $2,890
     VNQ33,065-318$2,890
VANGUARD BD INDEX FD INC SHORT TRM BOND (BSV) 35,770 -6,707 $2,881
     BSV35,770-6,707$2,881

See Full List: All Stocks Held By Cpwm LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cpwm LLC

Size ($ in 1000's)
At 06/30/2019: $716,106
At 03/31/2019: $697,042

Cpwm LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cpwm LLC 13F filings. Link to 13F filings: SEC filings

Cpwm LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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