HoldingsChannel.com
CWM LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (GOVT) 22,634,931 +1,801,389 $634,004
     GOVT22,634,931+1,801,389$634,004
ISHARES TR (IVV) 2,002,389 -100,242 $517,417
     IVV2,002,389-100,242$517,417
ISHARES TR (QUAL) 3,267,030 +500,448 $264,760
     QUAL3,267,030+500,448$264,760
FIRST TR EXCHANGE TRADED FD (FTSM) 3,735,733 +3,552,067 $220,520
     FTSM3,735,733+3,552,067$220,520
ISHARES TR (IEFA) 3,492,523 +90,146 $174,242
     IEFA3,492,523+90,146$174,242
ISHARES TR (MBB) 1,200,528 -424,335 $132,586
     MBB1,200,528-424,335$132,586
ISHARES TR (USIG) 2,307,031 +213,493 $129,240
     USIG2,307,031+213,493$129,240
ISHARES TR (MTUM) 1,194,012 -106,263 $127,138
     MTUM1,194,012-106,263$127,138
ISHARES TR (VLUE) 1,908,316 +295,066 $120,224
     VLUE1,908,316+295,066$120,224
SPDR SER TR (SPTS) 3,654,501 +460,024 $112,266
     SPTS3,654,501+460,024$112,266
ISHARES TR (ESGU) 1,950,964 +1,856,251 $112,161
     ESGU1,950,964+1,856,251$112,161
FIRST TR EXCHNG TRADED FD VI (FIXD) 1,967,907 +1,265,509 $103,728
     FIXD1,967,907+1,265,509$103,728
ISHARES TR (INTF) 5,117,407 -384,665 $103,679
     INTF5,117,407-384,665$103,679
ISHARES TR (SHYG) 2,500,199 +2,485,199 $102,183
     SHYG2,500,199+2,485,199$102,183
ISHARES INC (EUSA) 2,175,344 +121,926 $101,436
     EUSA2,175,344+121,926$101,436
SPDR S&P 500 ETF TR (SPY)      $85,477
     SPY335,407-87,667$86,451
     Put129,400-8,000$7,714
     Call409,900-15,600$6,740
ISHARES TR (USMV) 1,395,085 -832,373 $75,349
     USMV1,395,085-832,373$75,349
ISHARES INC (EMGF) 2,061,352 +262,069 $70,807
     EMGF2,061,352+262,069$70,807
ISHARES INC (ESGE) 2,502,218 +2,461,409 $68,486
     ESGE2,502,218+2,461,409$68,486
ISHARES TR (IGEB) 1,155,391 +21,185 $56,811
     IGEB1,155,391+21,185$56,811
ISHARES TR (AGG) 445,349 +10,567 $51,380
     AGG445,349+10,567$51,380
SPDR SER TR (SPLG) 1,672,912 +322,467 $50,606
     SPLG1,672,912+322,467$50,606
INVESCO ACTIVELY MANAGED ETF (GSY) 1,005,762 +189,409 $49,594
     GSY1,005,762+189,409$49,594
ISHARES U S ETF TR (NEAR) 993,565 +228,835 $48,178
     NEAR993,565+228,835$48,178
ISHARES TR (IVW) 288,980 -34,506 $47,696
     IVW288,980-34,506$47,696
ISHARES TR (SHV) 419,281 +126,200 $46,549
     SHV419,281+126,200$46,549
FIRST TR EXCHANGE TRADED FD (LMBS) 882,692 +879,857 $45,017
     LMBS882,692+879,857$45,017
ISHARES TR (IVE) 461,925 -27,009 $44,460
     IVE461,925-27,009$44,460
BERKSHIRE HATHAWAY INC DEL      $42,039
     BRK.B203,157+15,888$37,143
     BRK.A18-1$4,896
FIRST TR EXCH TRADED FD III (FMB) 744,863 +416,076 $40,275
     FMB744,863+416,076$40,275
PROCTER & GAMBLE CO 331,999 -57,105 $36,520
     PG331,999-57,105$36,520
PFIZER INC 1,106,068 +391,947 $36,102
     PFE1,106,068+390,147$36,102
APPLE INC 141,702 +8,843 $36,033
     AAPL141,702+8,543$36,033
WALMART INC 307,576 +33,283 $34,947
     WMT307,576+32,683$34,947
ISHARES INC (IEMG) 852,253 -1,517,570 $34,491
     IEMG852,253-1,517,570$34,491
LILLY ELI & CO 235,269 +8,900 $32,637
     LLY235,269+8,900$32,637
ISHARES TR (SIZE) 455,015 +455,015 $32,479
     SIZE455,015+455,015$32,479
INTEL CORP      $31,616
     INTC584,858+43,271$31,653
     Put4,500UNCH$37
LOCKHEED MARTIN CORP 91,264 +4,949 $30,934
     LMT91,264+4,949$30,934
VERIZON COMMUNICATIONS INC 565,875 +65,112 $30,404
     VZ565,875+65,112$30,404
JOHNSON & JOHNSON 231,544 +25,024 $30,362
     JNJ231,544+23,924$30,362
AT&T INC 1,039,027 +81,770 $30,288
     T1,039,027+81,770$30,288
CLOROX CO DEL 174,389 +8,599 $30,213
     CLX174,389+8,599$30,213
MERCK & CO. INC 386,710 +37,159 $29,753
     MRK386,710+37,159$29,753
WEC ENERGY GROUP INC 332,847 +23,781 $29,334
     WEC332,847+23,781$29,334
US BANCORP DEL 837,305 +114,939 $28,845
     USB837,305+114,939$28,845
SOUTHERN CO 519,920 +43,151 $28,148
     SO519,920+43,151$28,148
KIMBERLY CLARK CORP 217,194 +22,816 $27,773
     KMB217,194+22,816$27,773
ISHARES TR (EMB) 284,040 +80,841 $27,461
     EMB284,040+80,841$27,461
ALLSTATE CORP 299,151 +37,120 $27,441
     ALL299,151+37,120$27,441

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

See Details: Top 10 Stocks Held By CWM LLC

Size ($ in 1000's)
At 03/31/2020: $6,716,227
At 12/31/2019: $7,826,872

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

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

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