Notify me when CWM, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 5,325 | $36,903,175,000 | +$4,500,662,807 | -$1,163,699,813 | +$3,336,962,994 | IVV, SPYM, IUSB, AAPL, SPDW | 13F-HR | 26 Jan 2026, 10:34 |
| Q3 2025 | 5,239 | $33,246,145,000 | +$4,054,135,572 | -$898,274,088 | +$3,155,861,484 | IVV, IUSB, SPLG, AAPL, QUAL | 13F-HR | 15 Oct 2025, 17:08 |
| Q2 2025 | 5,093 | $28,354,606,000 | +$3,066,364,360 | -$1,650,790,552 | +$1,415,573,808 | IUSB, IVV, SPLG, QUAL, IVW | 13F-HR | 25 Jul 2025, 12:16 |
| Q1 2025 | 5,022 | $25,074,302,000 | +$2,825,958,148 | -$1,332,439,011 | +$1,493,519,137 | IVV, IUSB, QUAL, SPLG, AAPL | 13F-HR | 01 May 2025, 14:46 |
| Q4 2024 | 4,867 | $24,093,027,000 | +$2,124,237,436 | -$859,663,085 | +$1,264,574,351 | IVV, IUSB, QUAL, AAPL, IVW | 13F-HR | 04 Feb 2025, 11:49 |
| Q3 2024 | 4,778 | $23,240,846,000 | +$2,037,263,514 | -$1,013,289,787 | +$1,023,973,727 | IVV, IUSB, QUAL, IVW, SPLG | 13F-HR | 08 Oct 2024, 14:08 |
| Q2 2024 | 4,544 | $21,200,803,000 | +$1,858,424,519 | -$1,294,125,820 | +$564,298,699 | IVV, IUSB, QUAL, IVW, SPLG | 13F-HR | 09 Jul 2024, 17:46 |
| Q1 2024 | 4,267 | $20,553,969,000 | +$2,674,822,358 | -$1,796,960,501 | +$877,861,857 | IVV, IUSB, QUAL, SPLG, IVW | 13F-HR | 05 Apr 2024, 10:00 |
| Q4 2023 | 4,083 | $18,590,565,000 | +$2,209,076,010 | -$1,333,887,579 | +$875,188,431 | IVV, IUSB, QUAL, AAPL, SPLG | 13F-HR | 01 Feb 2024, 09:18 |
| Q3 2023 | 4,132 | $16,309,464,005 | +$2,343,309,420 | -$1,616,396,247 | +$726,913,173 | IVV, IUSB, QUAL, AAPL, IEFA | 13F-HR | 11 Oct 2023, 13:56 |
| Q2 2023 | 4,122 | $16,170,812,000 | +$1,469,629,380 | -$656,882,647 | +$812,746,733 | IVV, IUSB, QUAL, MBB, AAPL | 13F-HR | 03 Aug 2023, 13:07 |
| Q1 2023 | 3,990 | $14,790,876,000 | +$2,348,910,398 | -$1,709,111,874 | +$639,798,524 | IVV, IUSB, QUAL, MBB, GOVT | 13F-HR | 28 Apr 2023, 17:55 |
| Q4 2022 | 3,918 | $13,568,665,000 | +$1,673,694,355 | -$1,469,742,059 | +$203,952,296 | IVV, IUSB, ESGU, GOVT, MTUM | 13F-HR | 01 Feb 2023, 09:40 |
| Q3 2022 | 3,851 | $12,583,250,000 | +$1,089,887,274 | -$596,895,919 | +$492,991,355 | IVV, ESGU, IUSB, GOVT, MINT | 13F-HR | 27 Oct 2022, 11:27 |
| Q2 2022 | 3,718 | $12,904,862,000 | +$1,813,453,374 | -$1,164,301,608 | +$649,151,766 | IVV, ESGU, IUSB, GOVT, QUAL | 13F-HR | 28 Jul 2022, 15:00 |
| Q1 2022 | 3,465 | $14,093,522,000 | +$2,244,989,095 | -$1,562,857,184 | +$682,131,911 | IVV, ESGU, IUSB, GOVT, QUAL | 13F-HR | 21 Apr 2022, 09:48 |
| Q4 2021 | 3,442 | $14,200,210,000 | +$2,627,359,504 | -$1,368,816,082 | +$1,258,543,422 | IVV, ESGU, GOVT, IUSB, VLUE | 13F-HR | 31 Jan 2022, 15:06 |
| Q2 2021 | 2,875 | $12,526,980,000 | $0 | $0 | $0 | IVV, ESGU, GOVT, IUSB, VLUE | Restatement | 15 Sep 2021, 14:42 |
| Q1 2021 | 2,875 | $12,069,592,000 | $0 | $0 | $0 | IVV, ESGU, GOVT, IUSB, VLUE | Restatement | 15 Sep 2021, 14:28 |
| Q4 2020 | 2,875 | $10,681,909,000 | $0 | $0 | $0 | IVV, ESGU, GOVT, IUSB, MTUM | Restatement | 15 Sep 2021, 14:21 |
| Q3 2020 | 2,875 | $5,230,502,000 | $0 | $0 | $0 | GOVT, IUSB, MTUM, IGSB, FALN | Restatement | 15 Sep 2021, 14:15 |
| Q2 2020 | 2,875 | $4,069,090,000 | $0 | $0 | $0 | GOVT, IUSB, IGSB, FALN, MINT | Restatement | 15 Sep 2021, 13:59 |
| Q1 2020 | 2,875 | $3,582,533,000 | $0 | $0 | $0 | GOVT, IUSB, IGSB, MINT, IGEB | Restatement | 15 Sep 2021, 13:51 |
| Q4 2019 | 2,875 | $6,499,623,000 | $0 | $0 | $0 | GOVT, IUSB, VLUE, EFV, IGSB | Restatement | 14 Sep 2021, 16:55 |
| Q3 2019 | 2,875 | $5,264,266,000 | $0 | $0 | $0 | GOVT, IUSB, EFV, IGSB, FALN | Restatement | 14 Sep 2021, 16:50 |
| Q2 2019 | 2,875 | $5,201,372,000 | $0 | $0 | $0 | GOVT, IUSB, EFV, IGSB, FALN | Restatement | 14 Sep 2021, 16:46 |
| Q1 2019 | 2,875 | $4,920,771,000 | $0 | $0 | $0 | GOVT, IUSB, EFV, IGSB, FALN | Restatement | 02 Sep 2021, 14:10 |
| Q4 2018 | 2,066 | $3,990,794,000 | +$1,071,098,554 | -$458,643,627 | +$612,454,927 | IVV, NEAR, MTUM, SPY, IEFA | 13F-HR | 25 Jan 2019, 11:48 |
| Q3 2018 | 1,819 | $3,914,988,000 | +$945,169,148 | -$176,566,529 | +$768,602,619 | IVV, MTUM, SPY, SPLG, NEAR | 13F-HR | 29 Oct 2018, 12:39 |
| Q2 2018 | 1,673 | $3,028,483,000 | +$734,978,249 | -$277,669,561 | +$457,308,688 | IVV, SPY, SPLG, MTUM, AGG | 13F-HR | 31 Jul 2018, 14:42 |
| Q1 2018 | 1,385 | $2,511,035,000 | +$595,922,695 | -$295,413,029 | +$300,509,666 | IVV, SPY, SPLG, AGG, IEFA | 13F-HR | 26 Apr 2018, 11:16 |
| Q4 2017 | 1,437 | $2,250,411,000 | +$507,100,834 | -$470,702,510 | +$36,398,324 | IVV, SPY, SPLG, IEFA, AGG | 13F-HR | 16 Jan 2018, 13:05 |
| Q3 2017 | 1,454 | $2,114,483,000 | +$365,511,769 | -$272,221,577 | +$93,290,192 | IVV, SPY, AGG, IEFA, APA | 13F-HR | 16 Oct 2017, 16:34 |
| Q2 2017 | 1,183 | $1,950,107,000 | +$360,081,742 | -$217,194,965 | +$142,886,777 | IVV, SPY, AGG, IEFA, FLOT | 13F-HR | 17 Jul 2017, 16:24 |
| Q1 2017 | 1,151 | $1,763,310,000 | +$448,443,514 | -$349,005,218 | +$99,438,296 | IVV, SPY, AGG, MA, IEFA | 13F-HR | 17 Apr 2017, 16:08 |
| Q4 2016 | 1,092 | $1,622,889,000 | +$419,232,886 | -$241,451,563 | +$177,781,323 | IVV, XOM, RSP, IWM, MSFT | 13F-HR | 19 Jan 2017, 17:14 |
| Q3 2016 | 975 | $1,445,121,000 | +$251,531,980 | -$233,113,823 | +$18,418,157 | IVV, RSP, XOM, MA, OXY | 13F-HR | 17 Oct 2016, 15:36 |
| Q2 2016 | 781 | $1,364,618,000 | +$471,878,532 | -$258,768,174 | +$213,110,358 | IVV, AGG, RSP, XOM, OXY | 13F-HR | 21 Jul 2016, 17:21 |
| Q1 2016 | 740 | $1,136,877,000 | +$269,746,650 | -$178,956,308 | +$90,790,342 | AAPL, AGG, SYY, XOM, QQQ | 13F-HR | 18 Apr 2016, 11:06 |
| Q4 2015 | 682 | $1,016,668,000 | +$137,584,096 | -$124,940,557 | +$12,643,539 | AAPL, SYY, QQQ, ABBV, MRK | 13F-HR | 01 Feb 2016, 10:10 |
| Q3 2015 | 634 | $979,992,000 | +$205,557,445 | -$150,868,444 | +$54,689,001 | AAPL, SYY, ACTG, ABBV, MRK | 13F-HR | 30 Oct 2015, 10:51 |
| Q2 2015 | 185 | $1,033,807,000 | +$160,138,038 | -$101,285,705 | +$58,852,333 | AAPL, ABBV, SYY, MRK, WFC | 13F-HR | 09 Jul 2015, 15:28 |
| Q1 2015 | 181 | $986,024,000 | +$235,166,785 | -$71,071,286 | +$164,095,499 | AAPL, SYY, ABBV, MRK, DOW | 13F-HR | 30 Apr 2015, 14:48 |
| Q4 2014 | 171 | $816,144,000 | +$223,436,364 | -$117,229,363 | +$106,207,001 | AAPL, MRK, SYY, DOW, UNH | 13F-HR | 12 Feb 2015, 15:26 |
| Q3 2014 | 180 | $684,936,000 | +$183,568,487 | -$36,349,937 | +$147,218,550 | AAPL, MRK, SYY, ETN, CELG | 13F-HR | 14 Nov 2014, 13:07 |
| Q2 2014 | 177 | $557,318,000 | +$184,243,191 | -$334,936,500 | -$150,693,309 | AAPL, ETN, MRK, WFC, SYY | 13F-HR | 13 Aug 2014, 19:20 |
| Q1 2014 | 138 | $706,774,000 | +$149,706,330 | -$60,467,446 | +$89,238,884 | SPY, AAPL, XLV, XLI, XLF | 13F-HR | 15 May 2014, 18:08 |
| Q4 2013 | 577 | $600,159,000 | $0 | $0 | $0 | SPY, AAPL, XLY, XLI, XLV | 13F-HR | 14 Feb 2014, 13:03 |