• 13F History

CWM, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$24.1B
Signature - Title
James Clements - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by CWM, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CWM, LLC reported 4867 stock holdings with total value $24.1B as of Q4 2024. Top holdings included IVV, IUSB, QUAL, AAPL, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 4,867 $24.1B +$2.12B -$860M +$1.26B IVV, IUSB, QUAL, AAPL, IVW 13F-HR 2/4/2025, 11:49 AM
Q3 2024 4,778 $23.2B +$2.04B -$1.01B +$1.02B IVV, IUSB, QUAL, IVW, SPLG 13F-HR 10/8/2024, 02:08 PM
Q2 2024 4,544 $21.2B +$1.86B -$1.29B +$564M IVV, IUSB, QUAL, IVW, SPLG 13F-HR 7/9/2024, 05:46 PM
Q1 2024 4,228 $20.6B +$2.67B -$1.8B +$878M IVV, IUSB, QUAL, SPLG, IVW 13F-HR 4/5/2024, 10:00 AM
Q4 2023 3,927 $18.6B +$2.21B -$1.33B +$875M IVV, IUSB, QUAL, AAPL, SPLG 13F-HR 2/1/2024, 09:18 AM
Q3 2023 3,986 $16.3B +$2.34B -$1.61B +$736M IVV, IUSB, QUAL, AAPL, IEFA 13F-HR 10/11/2023, 01:56 PM
Q2 2023 3,938 $16.2B +$1.47B -$641M +$829M IVV, IUSB, QUAL, MBB, AAPL 13F-HR 8/3/2023, 01:07 PM
Q1 2023 3,811 $14.8B +$2.34B -$1.68B +$665M IVV, IUSB, QUAL, MBB, GOVT 13F-HR 4/28/2023, 05:55 PM
Q4 2022 3,746 $13.6B +$1.67B -$1.43B +$241M IVV, IUSB, ESGU, GOVT, MTUM 13F-HR 2/1/2023, 08:40 AM
Q3 2022 3,645 $12.6B +$1.09B -$581M +$509M IVV, ESGU, IUSB, GOVT, MINT 13F-HR 10/27/2022, 11:27 AM
Q2 2022 3,524 $12.9B +$1.81B -$1.07B +$741M IVV, ESGU, IUSB, GOVT, QUAL 13F-HR 7/28/2022, 03:00 PM
Q1 2022 3,327 $14.1B +$2.24B -$1.45B +$783M IVV, ESGU, IUSB, GOVT, QUAL 13F-HR 4/21/2022, 09:48 AM
Q4 2021 3,283 $14.2B +$2.62B -$1.31B +$1.31B IVV, ESGU, GOVT, IUSB, VLUE 13F-HR 1/31/2022, 02:06 PM
Q2 2021 2,810 $12.5B $0 $0 IVV, ESGU, GOVT, IUSB, VLUE Restatement 9/15/2021, 02:42 PM
Q1 2021 2,637 $12.4B $0 $0 IVV, ESGU, GOVT, IUSB, VLUE Restatement 9/15/2021, 02:28 PM
Q4 2020 1,854 $10.7B IVV, ESGU, GOVT, IUSB, MTUM Restatement 9/15/2021, 02:21 PM
Q3 2020 914 $5.23B GOVT, IUSB, MTUM, IGSB, FALN Restatement 9/15/2021, 02:15 PM
Q2 2020 854 $4.02B GOVT, IUSB, IGSB, FALN, MINT Restatement 9/15/2021, 01:59 PM
Q1 2020 656 $3.58B GOVT, IUSB, IGSB, MINT, IGEB Restatement 9/15/2021, 01:51 PM
Q4 2019 1,405 $6.37B GOVT, IUSB, VLUE, EFV, IGSB Restatement 9/14/2021, 04:55 PM
Q3 2019 1,240 $5.26B GOVT, IUSB, EFV, IGSB, FALN Restatement 9/14/2021, 04:50 PM
Q2 2019 1,255 $5.2B GOVT, IUSB, EFV, IGSB, FALN Restatement 9/14/2021, 04:46 PM
Q1 2019 1,215 $4.92B GOVT, IUSB, EFV, IGSB, FALN Restatement 9/2/2021, 02:10 PM
Q4 2018 1,898 $3.98B +$1.06B -$439M +$623M IVV, NEAR, MTUM, SPY, IEFA 13F-HR 1/25/2019, 10:48 AM
Q3 2018 1,698 $3.91B +$949M -$175M +$774M IVV, MTUM, SPY, SPLG, NEAR 13F-HR 10/29/2018, 12:39 PM
Q2 2018 1,585 $3.03B +$736M -$218M +$518M IVV, SPY, SPLG, MTUM, AGG 13F-HR 7/31/2018, 02:42 PM
Q1 2018 1,278 $2.51B +$596M -$275M +$321M IVV, SPY, SPLG, AGG, IEFA 13F-HR 4/26/2018, 11:16 AM
Q4 2017 1,357 $2.25B +$510M -$463M +$46.8M IVV, SPY, SPLG, IEFA, AGG 13F-HR 1/16/2018, 12:05 PM
Q3 2017 1,364 $2.11B +$367M -$259M +$108M IVV, SPY, AGG, IEFA, APAXXXX 13F-HR 10/16/2017, 04:34 PM
Q2 2017 1,093 $1.95B +$365M -$212M +$153M IVV, SPY, AGG, IEFA, FLOT 13F-HR 7/17/2017, 04:24 PM
Q1 2017 1,069 $1.77B +$448M -$344M +$104M IVV, SPY, AGG, MA, IEFA 13F-HR 4/17/2017, 04:08 PM
Q4 2016 1,046 $1.63B +$423M -$215M +$208M IVV, XOM, RSPXXXX, IWM, MSFT 13F-HR 1/19/2017, 04:14 PM
Q3 2016 944 $1.45B +$252M -$187M +$64.7M IVV, RSPXXXX, XOM, MA, OXY 13F-HR 10/17/2016, 03:36 PM
Q2 2016 744 $1.36B +$467M -$215M +$253M IVV, AGG, RSPXXXX, XOM, OXY 13F-HR 7/21/2016, 05:21 PM
Q1 2016 710 $1.14B +$278M -$169M +$109M AAPL, AGG, SYY, XOM, QQQXXXX 13F-HR 4/18/2016, 11:06 AM
Q4 2015 643 $1.02B +$138M -$101M +$36.8M AAPL, SYY, QQQXXXX, ABBV, MRK 13F-HR 2/1/2016, 09:10 AM
Q3 2015 603 $980M +$206M -$136M +$70M AAPL, SYY, ACTG, ABBV, MRK 13F-HR 10/30/2015, 10:51 AM
Q2 2015 185 $1.03B +$160M -$46.9M +$113M AAPL, ABBV, SYY, MRK, WFC 13F-HR 7/9/2015, 03:28 PM
Q1 2015 181 $986M +$235M -$36.6M +$199M AAPL, SYY, ABBV, MRK, DOW 13F-HR 4/30/2015, 02:48 PM
Q4 2014 171 $816M +$223M -$73.8M +$150M AAPL, MRK, SYY, DOW, UNH 13F-HR 2/12/2015, 02:26 PM
Q3 2014 180 $685M +$184M -$18.7M +$165M AAPL, MRK, SYY, ETN, CELG 13F-HR 11/14/2014, 12:07 PM
Q2 2014 177 $557M +$184M -$313M -$128M AAPL, ETN, MRK, WFC, SYY 13F-HR 8/13/2014, 07:20 PM
Q1 2014 137 $707M +$155M -$24.2M +$131M SPY, AAPL, XLV, XLI, XLF 13F-HR 5/15/2014, 06:08 PM
Q4 2013 612 $635M SPY, AAPL, XLY, XLI, XLV 13F-HR 2/14/2014, 12:03 PM