HoldingsChannel.com
Cpwm LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
STARBUCKS CORP COM 641,518 -36,671 $56,723
     SBUX641,518-36,671$56,723
MICROSOFT CORP COM 370,416 +6,996 $51,499
     MSFT370,416+6,996$51,499
AMAZON COM INC COM 18,728 -347 $32,510
     AMZN18,728-347$32,510
ISHARES TR RUS 1000 GRW ETF (IWF) 177,395 -1,926 $28,318
     IWF177,395-1,926$28,318
APPLE INC COM 112,649 +1,578 $25,230
     AAPL112,649+1,578$25,230
PACCAR INC COM 354,117 +237,416 $24,792
     PCAR354,117+237,416$24,792
SPDR S&P 500 ETF TR TR UNIT (SPY) 68,924 -98 $20,454
     SPY68,924-98$20,454
VANGUARD GROUP DIV APP ETF (VIG) 168,742 +5 $20,178
     VIG168,742+5$20,178
ISHARES TR MSCI ACWI ETF (ACWI) 236,326 +2,715 $17,429
     ACWI236,326+2,715$17,429
VANGUARD WHITEHALL FDS INC HIGH DIV YLD (VYM) 193,618 -5,201 $17,180
     VYM193,618-5,201$17,180
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (VT) 215,999 +2,726 $16,161
     VT215,999+2,726$16,161
ISHARES TR CORE US AGGBD ET (AGG) 142,674 +3,600 $16,146
     AGG142,674+3,600$16,146
ENTERPRISE PRODS PARTNERS L COM 480,124 +30,927 $13,722
     EPD480,124+30,927$13,722
COSTCO WHSL CORP NEW COM 42,863 +444 $12,349
     COST42,863+444$12,349
OMEROS CORP COM 707,141 UNCH $11,548
     OMER707,141UNCH$11,548
ALPHABET INC CAP STK CL A 9,096 +46 $11,107
     GOOGL9,096+46$11,107
ALPHABET INC CAP STK CL C 8,803 +46 $10,731
     GOOG8,803+46$10,731
ISHARES TR CORE S&P500 ETF (IVV) 35,540 +4,565 $10,609
     IVV35,540+4,565$10,609
INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL (SPLV) 180,903 +49 $10,474
     SPLV180,903+49$10,474
CISCO SYS INC COM 197,013 +3,894 $9,734
     CSCO197,013+3,894$9,734
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) 183,721 -500 $9,264
     JPST183,721-500$9,264
ISHARES TR MSCI EMG MKT ETF (EEM) 215,053 -10,471 $8,789
     EEM215,053-10,471$8,789
TRINET GROUP INC COM 140,497 +140,497 $8,738
     TNET140,497+140,497$8,738
ISHARES TR INTL DEVPPTY ETF (WPS) 225,231 -986 $8,672
     WPS225,231-986$8,672
ISHARES TR SH TR CRPORT ETF (IGSB) 158,335 -1,481 $8,498
     IGSB158,335-1,481$8,498
INTEL CORP COM 154,593 +2,250 $7,966
     INTC154,593+2,250$7,966
BERKSHIRE HATHAWAY INC DEL CL B NEW      $7,753
     BRK.B26,778+1,437$5,570
     BRK.A7UNCH$2,183
BOEING CO COM 19,129 +1,357 $7,278
     BA19,129+1,357$7,278
ISHARES TR TIPS BD ETF (TIP) 59,197 -2,866 $6,884
     TIP59,197-2,866$6,884
AMERICAN WTR WKS CO INC NEW COM 52,585 -211 $6,533
     AWK52,585-211$6,533
JOHNSON & JOHNSON COM 48,660 +896 $6,296
     JNJ48,660+896$6,296
KIMBERLY CLARK CORP COM 43,435 +32 $6,170
     KMB43,435+32$6,170
ISHARES TR 0 5 YR TIPS ETF (STIP) 61,369 -1,915 $6,147
     STIP61,369-1,915$6,147
ISHARES TR RUS 1000 ETF (IWB) 30,682 +555 $5,048
     IWB30,682+555$5,048
JPMORGAN CHASE & CO COM 37,304 +1,737 $4,390
     JPM37,304+1,737$4,390
OMNICOM GROUP INC COM 55,152 -5,000 $4,318
     OMC55,152-5,000$4,318
ISHARES TR MSCI EAFE ETF (EFA) 64,634 +1,109 $4,215
     EFA64,634+1,109$4,215
PFIZER INC COM 112,602 -7,925 $4,046
     PFE112,602-7,925$4,046
ALIGN TECHNOLOGY INC COM 22,218 -33 $4,020
     ALGN22,218-33$4,020
FACEBOOK INC CL A 22,097 +1,263 $3,935
     FB22,097+1,263$3,935
ISHARES TR RUSSELL 2000 ETF (IWM) 25,987 +1,135 $3,933
     IWM25,987+1,135$3,933
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 71,812 -4,700 $3,813
     BAM71,812-4,700$3,813
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 13,930 +2,495 $3,797
     VOO13,930+2,495$3,797
WELLS FARGO CO NEW COM 72,845 -1,482 $3,674
     WFC72,845-1,482$3,674
MPLX LP COM UNIT REP LTD 129,054 +2,180 $3,615
     MPLX129,054+2,180$3,615
ISHARES TR EAFE SML CP ETF (SCZ) 61,440 +8,154 $3,516
     SCZ61,440+8,154$3,516
PROCTER & GAMBLE CO COM 27,784 +1,192 $3,456
     PG27,784+1,192$3,456
ISHARES TR IBOXX INV CP ETF (LQD) 26,687 -356 $3,402
     LQD26,687-356$3,402
VANGUARD INDEX FDS REAL ESTATE ETF (VNQ) 32,993 -72 $3,077
     VNQ32,993-72$3,077
ABBVIE INC COM 38,799 +8,057 $2,938
     ABBV38,799+8,057$2,938

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 09/30/2019: $762,304
At 06/30/2019: $716,106

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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