Notify me when CWM, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 5,239 | $33.2B | +$4.05B | -$898M | +$3.16B | IVV, IUSB, SPLG, AAPL, QUAL | 13F-HR | 15 Oct 2025, 17:08 |
| Q2 2025 | 5,093 | $28.4B | +$3.07B | -$1.65B | +$1.42B | IUSB, IVV, SPLG, QUAL, IVW | 13F-HR | 25 Jul 2025, 12:16 |
| Q1 2025 | 5,022 | $25.1B | +$2.83B | -$1.33B | +$1.49B | IVV, IUSB, QUAL, SPLG, AAPL | 13F-HR | 01 May 2025, 14:46 |
| Q4 2024 | 4,867 | $24.1B | +$2.12B | -$860M | +$1.26B | IVV, IUSB, QUAL, AAPL, IVW | 13F-HR | 04 Feb 2025, 11:49 |
| Q3 2024 | 4,778 | $23.2B | +$2.04B | -$1.01B | +$1.02B | IVV, IUSB, QUAL, IVW, SPLG | 13F-HR | 08 Oct 2024, 14:08 |
| Q2 2024 | 4,544 | $21.2B | +$1.86B | -$1.29B | +$564M | IVV, IUSB, QUAL, IVW, SPLG | 13F-HR | 09 Jul 2024, 17:46 |
| Q1 2024 | 4,228 | $20.6B | +$2.67B | -$1.8B | +$878M | IVV, IUSB, QUAL, SPLG, IVW | 13F-HR | 05 Apr 2024, 10:00 |
| Q4 2023 | 3,927 | $18.6B | +$2.21B | -$1.33B | +$875M | IVV, IUSB, QUAL, AAPL, SPLG | 13F-HR | 01 Feb 2024, 09:18 |
| Q3 2023 | 3,986 | $16.3B | +$2.34B | -$1.61B | +$736M | IVV, IUSB, QUAL, AAPL, IEFA | 13F-HR | 11 Oct 2023, 13:56 |
| Q2 2023 | 3,938 | $16.2B | +$1.47B | -$641M | +$829M | IVV, IUSB, QUAL, MBB, AAPL | 13F-HR | 03 Aug 2023, 13:07 |
| Q1 2023 | 3,811 | $14.8B | +$2.34B | -$1.68B | +$665M | IVV, IUSB, QUAL, MBB, GOVT | 13F-HR | 28 Apr 2023, 17:55 |
| Q4 2022 | 3,746 | $13.6B | +$1.67B | -$1.43B | +$241M | IVV, IUSB, ESGU, GOVT, MTUM | 13F-HR | 01 Feb 2023, 08:40 |
| Q3 2022 | 3,645 | $12.6B | +$1.09B | -$581M | +$509M | IVV, ESGU, IUSB, GOVT, MINT | 13F-HR | 27 Oct 2022, 11:27 |
| Q2 2022 | 3,524 | $12.9B | +$1.81B | -$1.07B | +$741M | IVV, ESGU, IUSB, GOVT, QUAL | 13F-HR | 28 Jul 2022, 15:00 |
| Q1 2022 | 3,327 | $14.1B | +$2.24B | -$1.45B | +$783M | IVV, ESGU, IUSB, GOVT, QUAL | 13F-HR | 21 Apr 2022, 09:48 |
| Q4 2021 | 3,283 | $14.2B | +$2.62B | -$1.31B | +$1.31B | IVV, ESGU, GOVT, IUSB, VLUE | 13F-HR | 31 Jan 2022, 14:06 |
| Q2 2021 | 2,810 | $12.5B | $0 | $0 | IVV, ESGU, GOVT, IUSB, VLUE | Restatement | 15 Sep 2021, 14:42 | |
| Q1 2021 | 2,637 | $12.4B | $0 | $0 | IVV, ESGU, GOVT, IUSB, VLUE | Restatement | 15 Sep 2021, 14:28 | |
| Q4 2020 | 1,854 | $10.7B | IVV, ESGU, GOVT, IUSB, MTUM | Restatement | 15 Sep 2021, 14:21 | |||
| Q3 2020 | 914 | $5.23B | GOVT, IUSB, MTUM, IGSB, FALN | Restatement | 15 Sep 2021, 14:15 | |||
| Q2 2020 | 854 | $4.02B | GOVT, IUSB, IGSB, FALN, MINT | Restatement | 15 Sep 2021, 13:59 | |||
| Q1 2020 | 656 | $3.58B | GOVT, IUSB, IGSB, MINT, IGEB | Restatement | 15 Sep 2021, 13:51 | |||
| Q4 2019 | 1,405 | $6.37B | GOVT, IUSB, VLUE, EFV, IGSB | Restatement | 14 Sep 2021, 16:55 | |||
| Q3 2019 | 1,240 | $5.26B | GOVT, IUSB, EFV, IGSB, FALN | Restatement | 14 Sep 2021, 16:50 | |||
| Q2 2019 | 1,255 | $5.2B | GOVT, IUSB, EFV, IGSB, FALN | Restatement | 14 Sep 2021, 16:46 | |||
| Q1 2019 | 1,215 | $4.92B | GOVT, IUSB, EFV, IGSB, FALN | Restatement | 02 Sep 2021, 14:10 | |||
| Q4 2018 | 1,898 | $3.98B | +$1.06B | -$439M | +$623M | IVV, NEAR, MTUM, SPY, IEFA | 13F-HR | 25 Jan 2019, 10:48 |
| Q3 2018 | 1,698 | $3.91B | +$949M | -$175M | +$774M | IVV, MTUM, SPY, SPLG, NEAR | 13F-HR | 29 Oct 2018, 12:39 |
| Q2 2018 | 1,585 | $3.03B | +$736M | -$218M | +$518M | IVV, SPY, SPLG, MTUM, AGG | 13F-HR | 31 Jul 2018, 14:42 |
| Q1 2018 | 1,278 | $2.51B | +$596M | -$275M | +$321M | IVV, SPY, SPLG, AGG, IEFA | 13F-HR | 26 Apr 2018, 11:16 |
| Q4 2017 | 1,357 | $2.25B | +$510M | -$463M | +$46.8M | IVV, SPY, SPLG, IEFA, AGG | 13F-HR | 16 Jan 2018, 12:05 |
| Q3 2017 | 1,364 | $2.11B | +$367M | -$259M | +$108M | IVV, SPY, AGG, IEFA, APAXXXX | 13F-HR | 16 Oct 2017, 16:34 |
| Q2 2017 | 1,093 | $1.95B | +$365M | -$212M | +$153M | IVV, SPY, AGG, IEFA, FLOT | 13F-HR | 17 Jul 2017, 16:24 |
| Q1 2017 | 1,069 | $1.77B | +$448M | -$344M | +$104M | IVV, SPY, AGG, MA, IEFA | 13F-HR | 17 Apr 2017, 16:08 |
| Q4 2016 | 1,046 | $1.63B | +$423M | -$215M | +$208M | IVV, XOM, RSPXXXX, IWM, MSFT | 13F-HR | 19 Jan 2017, 16:14 |
| Q3 2016 | 944 | $1.45B | +$252M | -$187M | +$64.7M | IVV, RSPXXXX, XOM, MA, OXY | 13F-HR | 17 Oct 2016, 15:36 |
| Q2 2016 | 744 | $1.36B | +$467M | -$215M | +$253M | IVV, AGG, RSPXXXX, XOM, OXY | 13F-HR | 21 Jul 2016, 17:21 |
| Q1 2016 | 710 | $1.14B | +$278M | -$169M | +$109M | AAPL, AGG, SYY, XOM, QQQXXXX | 13F-HR | 18 Apr 2016, 11:06 |
| Q4 2015 | 643 | $1.02B | +$138M | -$101M | +$36.8M | AAPL, SYY, QQQXXXX, ABBV, MRK | 13F-HR | 01 Feb 2016, 09:10 |
| Q3 2015 | 603 | $980M | +$206M | -$136M | +$70M | AAPL, SYY, ACTG, ABBV, MRK | 13F-HR | 30 Oct 2015, 10:51 |
| Q2 2015 | 185 | $1.03B | +$160M | -$46.9M | +$113M | AAPL, ABBV, SYY, MRK, WFC | 13F-HR | 09 Jul 2015, 15:28 |
| Q1 2015 | 181 | $986M | +$235M | -$36.6M | +$199M | AAPL, SYY, ABBV, MRK, DOW | 13F-HR | 30 Apr 2015, 14:48 |
| Q4 2014 | 171 | $816M | +$223M | -$73.8M | +$150M | AAPL, MRK, SYY, DOW, UNH | 13F-HR | 12 Feb 2015, 14:26 |
| Q3 2014 | 180 | $685M | +$184M | -$18.7M | +$165M | AAPL, MRK, SYY, ETN, CELG | 13F-HR | 14 Nov 2014, 12:07 |
| Q2 2014 | 177 | $557M | +$184M | -$313M | -$128M | AAPL, ETN, MRK, WFC, SYY | 13F-HR | 13 Aug 2014, 19:20 |
| Q1 2014 | 137 | $707M | +$155M | -$24.2M | +$131M | SPY, AAPL, XLV, XLI, XLF | 13F-HR | 15 May 2014, 18:08 |
| Q4 2013 | 612 | $635M | SPY, AAPL, XLY, XLI, XLV | 13F-HR | 14 Feb 2014, 12:03 |