HoldingsChannel.com
Cpwm LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
STARBUCKS CORP COM 685,305 -51,330 $50,946
     SBUX685,305-51,330$50,946
MICROSOFT CORP COM 373,370 +7,832 $44,035
     MSFT373,370+7,832$44,035
AMAZON COM INC COM 18,996 +541 $33,827
     AMZN18,996+541$33,827
ISHARES TR RUS 1000 GRW ETF (IWF) 177,074 +441 $26,802
     IWF177,074+441$26,802
APPLE INC COM 111,163 -5,885 $21,115
     AAPL111,163-5,885$21,115
SPDR S&P 500 ETF TR TR UNIT (SPY) 72,240 -602 $20,406
     SPY72,240-602$20,406
VANGUARD GROUP DIV APP ETF (VIG) 172,379 UNCH $18,900
     VIG172,379UNCH$18,900
ISHARES TR MSCI ACWI ETF (ACWI) 233,460 +3,638 $16,844
     ACWI233,460+3,638$16,844
VANGUARD WHITEHALL FDS INC HIGH DIV YLD (VYM) 195,928 +12,596 $16,783
     VYM195,928+12,596$16,783
ISHARES TR CORE US AGGBD ET (AGG) 140,245 +13,157 $15,297
     AGG140,245+13,157$15,297
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (VT) 194,361 +21,654 $14,221
     VT194,361+21,654$14,221
ENTERPRISE PRODS PARTNERS L COM 481,004 +10,553 $13,997
     EPD481,004+10,553$13,997
OMEROS CORP COM 721,934 -3,614 $12,540
     OMER721,934-3,614$12,540
ALPHABET INC CAP STK CL A 9,039 -268 $10,638
     GOOGL9,039-268$10,638
COSTCO WHSL CORP NEW COM 43,386 +30,807 $10,505
     COST43,386+30,807$10,505
CISCO SYS INC COM 192,697 -124 $10,404
     CSCO192,697-124$10,404
ALPHABET INC CAP STK CL C 8,710 -343 $10,220
     GOOG8,710-343$10,220
ISHARES TR MSCI EMG MKT ETF (EEM) 232,481 -46,866 $9,978
     EEM232,481-46,866$9,978
ISHARES TR SH TR CRPORT ETF (IGSB) 175,761 +175,761 $9,284
     IGSB175,761+175,761$9,284
INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL (SPLV) 171,928 UNCH $9,050
     SPLV171,928UNCH$9,050
ISHARES TR CORE S&P500 ETF (IVV) 30,950 +19 $8,807
     IVV30,950+19$8,807
ISHARES TR INTL DEVPPTY ETF (WPS) 225,278 -2,040 $8,752
     WPS225,278-2,040$8,752
INTEL CORP COM 153,512 -106 $8,244
     INTC153,512-106$8,244
PACCAR INC COM 116,967 +266 $7,970
     PCAR116,967+266$7,970
ISHARES TR TIPS BD ETF (TIP) 67,898 -2,950 $7,677
     TIP67,898-2,950$7,677
BERKSHIRE HATHAWAY INC DEL CL B NEW      $7,520
     BRK.B26,935+106$5,411
     BRK.A7UNCH$2,109
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) 146,050 +29,680 $7,346
     JPST146,050+29,680$7,346
BOEING CO COM 18,666 +6,261 $7,119
     BA18,666+6,261$7,119
JOHNSON & JOHNSON COM 48,464 +263 $6,775
     JNJ48,464+263$6,775
ISHARES TR 0 5 YR TIPS ETF (STIP) 65,794 -2,278 $6,558
     STIP65,794-2,278$6,558
ALIGN TECHNOLOGY INC COM 22,248 UNCH $6,326
     ALGN22,248UNCH$6,326
AMERICAN WTR WKS CO INC NEW COM 52,795 +62 $5,504
     AWK52,795+62$5,504
KIMBERLY CLARK CORP COM 43,400 UNCH $5,377
     KMB43,400UNCH$5,377
PFIZER INC COM 122,392 -41 $5,198
     PFE122,392-41$5,198
ISHARES TR RUS 1000 ETF (IWB) 31,067 +6,360 $4,887
     IWB31,067+6,360$4,887
OMNICOM GROUP INC COM 65,152 -17 $4,755
     OMC65,152-17$4,755
MPLX LP COM UNIT REP LTD 136,068 -3,575 $4,475
     MPLX136,068-3,575$4,475
ISHARES TR RUSSELL 2000 ETF (IWM) 27,248 UNCH $4,171
     IWM27,248UNCH$4,171
ISHARES TR MSCI EAFE ETF (EFA) 62,916 -65,291 $4,081
     EFA62,916-65,291$4,081
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 84,212 UNCH $3,928
     BAM84,212UNCH$3,928
WELLS FARGO CO NEW COM 73,479 -18 $3,551
     WFC73,479-18$3,551
ISHARES TR IBOXX INV CP ETF (LQD) 29,566 -1,460 $3,520
     LQD29,566-1,460$3,520
FACEBOOK INC CL A 20,884 -690 $3,481
     FB20,884-690$3,481
VANGUARD BD INDEX FD INC SHORT TRM BOND (BSV) 42,477 -1,054 $3,381
     BSV42,477-1,054$3,381
AMERICAN AIRLS GROUP INC COM 97,217 +83 $3,088
     AAL97,217+83$3,088
ISHARES TR EAFE SML CP ETF (SCZ) 53,118 -52,132 $3,051
     SCZ53,118-52,132$3,051
JPMORGAN CHASE & CO COM 29,215 -504 $2,957
     JPM29,215-504$2,957
VANGUARD INDEX FDS REAL ESTATE ETF (VNQ) 33,383 +1,714 $2,901
     VNQ33,383+1,714$2,901
PROCTER AND GAMBLE CO COM 26,967 -100 $2,806
     PG26,967-100$2,806
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 10,210 UNCH $2,650
     VOO10,210UNCH$2,650

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 03/31/2019: $697,042
At 12/31/2018: $609,771

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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