HoldingsChannel.com
Cpwm LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP COM 368,265 -2,151 $58,075
     MSFT368,265-2,151$58,075
STARBUCKS CORP COM 638,809 -2,709 $56,164
     SBUX638,809-2,709$56,164
AMAZON COM INC COM 20,546 +1,818 $37,966
     AMZN20,546+1,818$37,966
PACCAR INC COM 453,839 +99,722 $35,899
     PCAR453,839+99,722$35,899
APPLE INC COM 112,948 +299 $33,167
     AAPL112,948+299$33,167
ISHARES TR RUS 1000 GRW ETF (IWF) 172,649 -4,746 $30,372
     IWF172,649-4,746$30,372
SPDR S&P 500 ETF TR TR UNIT (SPY) 69,653 +729 $22,418
     SPY69,653+729$22,418
VANGUARD GROUP DIV APP ETF (VIG) 168,747 +5 $21,036
     VIG168,747+5$21,036
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (VT) 236,630 +20,631 $19,165
     VT236,630+20,631$19,165
ISHARES TR MSCI ACWI ETF (ACWI) 234,448 -1,878 $18,580
     ACWI234,448-1,878$18,580
VANGUARD WHITEHALL FDS INC HIGH DIV YLD (VYM) 193,652 +34 $18,147
     VYM193,652+34$18,147
ISHARES TR CORE US AGGBD ET (AGG) 142,342 -332 $15,995
     AGG142,342-332$15,995
ENTERPRISE PRODS PARTNERS L COM 480,303 +179 $13,525
     EPD480,303+179$13,525
COSTCO WHSL CORP NEW COM 42,956 +93 $12,626
     COST42,956+93$12,626
ALPHABET INC CAP STK CL A 9,096 UNCH $12,183
     GOOGL9,096UNCH$12,183
ALPHABET INC CAP STK CL C 8,899 +96 $11,898
     GOOG8,899+96$11,898
ISHARES TR CORE S&P500 ETF (IVV) 35,486 -54 $11,470
     IVV35,486-54$11,470
INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL (SPLV) 177,477 -3,426 $10,354
     SPLV177,477-3,426$10,354
OMEROS CORP COM 706,741 -400 $9,958
     OMER706,741-400$9,958
ISHARES TR MSCI EMG MKT ETF (EEM) 214,132 -921 $9,608
     EEM214,132-921$9,608
INTEL CORP COM 159,413 +4,820 $9,541
     INTC159,413+4,820$9,541
CISCO SYS INC COM 191,288 -5,725 $9,174
     CSCO191,288-5,725$9,174
ISHARES TR INTL DEVPPTY ETF (WPS) 231,964 +6,733 $8,989
     WPS231,964+6,733$8,989
BERKSHIRE HATHAWAY INC DEL CL B NEW      $8,396
     BRK.B26,574-204$6,019
     BRK.A7UNCH$2,377
ISHARES TR SH TR CRPORT ETF (IGSB) 151,594 -6,741 $8,130
     IGSB151,594-6,741$8,130
TRINET GROUP INC COM 133,397 -7,100 $7,552
     TNET133,397-7,100$7,552
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) 146,062 -37,659 $7,366
     JPST146,062-37,659$7,366
JOHNSON & JOHNSON COM 48,901 +241 $7,133
     JNJ48,901+241$7,133
ISHARES TR TIPS BD ETF (TIP) 57,400 -1,797 $6,691
     TIP57,400-1,797$6,691
BOEING CO COM 19,628 +499 $6,394
     BA19,628+499$6,394
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 20,991 +7,061 $6,209
     VOO20,991+7,061$6,209
ALIGN TECHNOLOGY INC COM 22,235 +17 $6,204
     ALGN22,235+17$6,204
AMERICAN WTR WKS CO INC NEW COM 50,428 -2,157 $6,195
     AWK50,428-2,157$6,195
ISHARES TR 0 5 YR TIPS ETF (STIP) 59,473 -1,896 $5,990
     STIP59,473-1,896$5,990
KIMBERLY CLARK CORP COM 43,435 UNCH $5,975
     KMB43,435UNCH$5,975
ISHARES TR RUS 1000 ETF (IWB) 29,629 -1,053 $5,286
     IWB29,629-1,053$5,286
JPMORGAN CHASE & CO COM 37,354 +50 $5,207
     JPM37,354+50$5,207
ISHARES TR MSCI EAFE ETF (EFA) 70,731 +6,097 $4,912
     EFA70,731+6,097$4,912
OMNICOM GROUP INC COM 55,152 UNCH $4,468
     OMC55,152UNCH$4,468
PFIZER INC COM 111,056 -1,546 $4,351
     PFE111,056-1,546$4,351
ISHARES TR RUSSELL 2000 ETF (IWM) 25,988 +1 $4,305
     IWM25,988+1$4,305
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 71,812 UNCH $4,151
     BAM71,812UNCH$4,151
FACEBOOK INC CL A 19,185 -2,912 $3,938
     FB19,185-2,912$3,938
ISHARES TR EAFE SML CP ETF (SCZ) 63,083 +1,643 $3,929
     SCZ63,083+1,643$3,929
WELLS FARGO CO NEW COM 72,862 +17 $3,920
     WFC72,862+17$3,920
ABBVIE INC COM 39,898 +1,099 $3,533
     ABBV39,898+1,099$3,533
PROCTER & GAMBLE CO COM 27,910 +126 $3,486
     PG27,910+126$3,486
ALPS ETF TR ALERIAN MLP (AMLP) 398,904 +228,549 $3,391
     AMLP398,904+228,549$3,391
ISHARES TR IBOXX INV CP ETF (LQD) 26,175 -512 $3,349
     LQD26,175-512$3,349
MPLX LP COM UNIT REP LTD 129,054 UNCH $3,286
     MPLX129,054UNCH$3,286

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 12/31/2019: $820,103
At 09/30/2019: $762,304

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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