HoldingsChannel.com
CWM LLC Top Holdings
As of  03/31/2024, below is a summary of the CWM LLC top holdings by largest position size, as per the latest 13f filing made by CWM LLC. In the CWM LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by CWM LLC in that top holding, then the share count change between reporting periods, and finally the CWM LLC top holding position size for that row.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (IVV) 2,615,013 -699,255 $1,374,791
     IVV2,615,013-699,255$1,374,791
ISHARES TR (IUSB) 20,004,086 +3,632,500 $911,986
     IUSB20,004,086+3,632,500$911,986
ISHARES TR (QUAL) 4,153,846 -191,874 $682,685
     QUAL4,153,846-191,874$682,685
SPDR SER TR (SPLG) 6,508,814 +587,774 $400,487
     SPLG6,508,814+587,774$400,487
ISHARES TR (IVW) 4,419,212 +1,604,659 $373,158
     IVW4,419,212+1,604,659$373,158
SPDR INDEX SHS FDS (SPDW) 9,915,606 +889,153 $355,375
     SPDW9,915,606+889,153$355,375
MICROSOFT CORP 818,261 +47,704 $344,259
     MSFT818,261+47,704$344,259
APPLE INC 1,954,296 +69,569 $335,123
     AAPL1,954,296+62,369$335,123
BLACKROCK ETF TRUST (DYNF) 7,510,306 +7,510,306 $333,458
     DYNF7,510,306+7,510,306$333,458
SPDR SER TR (SPAB) 12,200,401 +1,780,689 $308,426
     SPAB12,200,401+1,780,689$308,426
ISHARES TR (IVE) 1,496,348 +1,040,767 $279,533
     IVE1,496,348+1,040,767$279,533
ISHARES TR (EFV) 5,010,391 +801,848 $272,565
     EFV5,010,391+801,848$272,565
PIMCO ETF TR (BOND) 2,955,805 +327,264 $271,520
     BOND2,955,805+327,264$271,520
INVESCO QQQ TR 590,049 +11,245 $261,988
     QQQ590,049+11,245$261,988
SPDR SER TR (SPMD) 4,805,380 +463,113 $256,319
     SPMD4,805,380+463,113$256,319
SPDR SER TR (SPYV) 4,920,831 +576,063 $246,534
     SPYV4,920,831+576,063$246,534
ISHARES TR (MBB) 2,321,736 -6,304 $214,575
     MBB2,321,736-6,304$214,575
AMAZON COM INC 1,174,789 -26,804 $211,909
     AMZN1,174,789-26,804$211,909
SPDR SER TR (SPTM) 3,279,224 +342,595 $210,362
     SPTM3,279,224+342,595$210,362
PIMCO ETF TR (MINT) 1,925,635 -146,588 $193,603
     MINT1,925,635-146,588$193,603
NVIDIA CORPORATION      $191,303
     NVDA211,720+17,917$191,302
     Call400+400$1
ISHARES TR (EFG) 1,793,353 +739,023 $186,132
     EFG1,793,353+739,023$186,132
SPDR SER TR (SPYG) 2,428,034 +747,906 $177,611
     SPYG2,428,034+747,906$177,611
SPDR SER TR (BIL) 1,889,274 -181,938 $173,435
     BIL1,889,274-181,938$173,435
SPDR SER TR (BILS) 1,684,629 -52,400 $167,486
     BILS1,684,629-52,400$167,486
ISHARES TR (IYW) 1,173,803 +95,066 $158,534
     IYW1,173,803+95,066$158,534
SCHWAB STRATEGIC TR 1,705,477 +152,378 $158,132
     SCHG1,705,477+152,378$158,132
ISHARES TR (MTUM) 835,639 -298,578 $156,557
     MTUM835,639-298,578$156,557
SPDR S&P 500 ETF TR (SPY)      $155,441
     SPY274,572-34,731$143,620
     Call84,800-22,200$12,009
     Put15,100-3,800$188
VANGUARD INDEX FDS (VUG) 425,340 +63,950 $146,402
     VUG425,340+63,950$146,402
ISHARES INC (EMXC) 2,324,805 +888,232 $133,839
     EMXC2,324,805+888,232$133,839
ALPHABET INC 798,165 +87,036 $120,467
     GOOGL798,165+87,036$120,467
ISHARES TR (TLT) 1,169,938 -86,270 $110,700
     TLT1,169,938-86,270$110,700
BERKSHIRE HATHAWAY INC DEL      $110,696
     BRK.B254,182+11,454$106,889
     BRK.A6UNCH$3,807
META PLATFORMS INC 216,870 -4,368 $105,308
     META216,870-4,368$105,308
SCHWAB STRATEGIC TR 1,213,008 -53,428 $97,805
     SCHD1,213,008-53,428$97,805
PIMCO ETF TR (CORP) 1,006,535 +373,024 $96,678
     CORP1,006,535+373,024$96,678
SELECT SECTOR SPDR TR (XLK) 455,244 +20,463 $94,814
     XLK455,244+20,463$94,814
SPDR SER TR (SPSM) 2,197,839 +154,837 $94,595
     SPSM2,197,839+154,837$94,595
ISHARES TR (HEFA) 2,695,287 +2,695,287 $94,012
     HEFA2,695,287+2,695,287$94,012
PIMCO ETF TR (LDUR) 986,537 -106,356 $93,583
     LDUR986,537-106,356$93,583
ISHARES TR (USMV) 1,091,387 -484,935 $91,218
     USMV1,091,387-484,935$91,218
VANECK ETF TRUST (MOAT) 1,007,701 +247,541 $90,592
     MOAT1,007,701+247,541$90,592
WISDOMTREE TR 1,022,428 -6,552 $88,604
     DHS1,022,428-6,552$88,604
BLACKROCK ETF TRUST II (BINC) 1,667,755 +1,662,755 $87,490
     BINC1,667,755+1,662,755$87,490
WISDOMTREE TR 1,735,785 +6,148 $78,648
     WFHY1,735,785+6,148$78,648
ISHARES TR (IXC) 1,735,317 +155,547 $74,532
     IXC1,735,317+155,547$74,532
EXXON MOBIL CORP 634,358 +43,301 $73,738
     XOM634,358+43,301$73,738
ISHARES TR (EMB) 821,459 -32,295 $73,660
     EMB821,459-32,295$73,660
PROCTER AND GAMBLE CO 450,295 +11,525 $73,060
     PG450,295+11,525$73,060

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 03/31/2024: $20,566,163
At 12/31/2023: $18,601,240

Combined Holding Report Includes:
CWM LLC
Carson Group Investing

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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