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CIK: 0001535847
Total reported value
$38.1B
$38.1B
5201 檔
9.1%
The Q1 2025 SEC filing reveals that Cwm, LLC held a total portfolio value of $38.1B, covering 5201 public equity positions.
In Q1 2025, Cwm, LLC displayed an active expansion posture, initiating 6 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, QUAL) accounted for 9.1% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 5201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.04% | -0.27% | -6.50% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.32% | -0.03% | -4.28% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.26% | -0.26% | -11.62% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.01% | +7.79% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.03% | -0.18% | +5.25% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.99% | -0.17% | -0.05% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.88% | +0.25% | +3.40% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.63% | -0.33% | -2.28% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.56% | -0.12% | -4.77% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.53% | -0.14% | +11.10% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.37% | -0.06% | +24.62% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.25% | +5.08% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.34% | -0.21% | +15.32% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | -0.12% | +12.15% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.09% | -0.47% | -23.47% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.07% | +6.40% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | -0.12% | -11.39% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.86% | -0.03% | -6.10% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.01% | -11.73% | |
| 20 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.80% | -0.02% | +21.60% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.79% | -0.10% | +24.09% | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 0.76% | -0.01% | -15.05% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.74% | +0.02% | +10.41% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.27% | +4.32% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.74% | -0.05% | -1.90% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.72% | -0.11% | +3.35% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | -0.10% | -9.57% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.67% | -0.04% | +2.44% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.02% | +16.50% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.08% | +15.47% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.61% | -0.01% | -45.37% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.15% | +6.03% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.59% | -0.04% | -2.98% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.59% | — | +10.31% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.57% | -0.03% | +558.96% | |
| 36 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.57% | -0.03% | +139.69% | |
| 37 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.55% | — | +8.26% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | -0.44% | +52.61% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.08% | -5.16% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.54% | -0.01% | -12.45% | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.48% | +0.09% | +201.93% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.04% | -1.14% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.47% | +0.05% | +45.99% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.45% | -0.98% | +221.72% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.06% | -1.82% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.04% | +10.59% | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.42% | -0.03% | -1.04% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.04% | +24.77% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | -0.19% | +9.89% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | — | +49.23% |
According to official SEC Form 13F filings, Cwm, LLC reported a total U.S. public equity portfolio value of $38.1B across 5201 disclosed positions in Q1 2025.
During Q1 2025, Cwm, LLC's top holdings by market value included IVV (4.0%)、IUSB (3.3%)、QUAL (2.3%). The largest single position, IVV, represented 4.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DYNF
市值: $391.2M
Top Position Liquidated / Trimmed
ESGU
前期市值: $640.0M
In Q1 2025, Cwm, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 32 positions, trimming 12 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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