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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CWM, LLC INSTITUTION : CWM, LLC
CWM, LLC Portfolio (reported on 2019-10-22)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 546,563,000 1,830,908 7.95%
ISHARES TR    (US TREAS BD ETF) GOVT 380,611,000 14,458,152 5.54%
ISHARES TR    (USA MOMENTUM FCT) 191,886,000 1,609,103 2.79%
ISHARES TR    (CORE MSCI EAFE) IEFA 179,591,000 2,940,735 2.61%
ISHARES TR    (USA QUALITY FCTR) QUAL 157,892,000 1,708,783 2.29%
ISHARES TR    (MBS ETF) MBB 149,619,000 1,381,523 2.17%
ISHARES TR    (USD INV GRDE ETF) CFT 131,750,000 2,260,640 1.91%
ISHARES TR    (MULTIFACTOR INTL) 130,837,000 5,130,850 1.90%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 128,634,000 433,445 1.87%
ISHARES TR    (EDGE MSCI USA VL) VLUE 128,531,000 1,566,684 1.87%
ISHARES TR    (MSCI MIN VOL ETF) USMV 126,868,000 1,979,227 1.84%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 117,157,000 2,327,309 1.70%
SPDR SERIES TRUST    (PORTFOLIO SH TSR) SST 115,099,000 3,834,085 1.67%
ISHARES INC    (MSCI EQUAL WEITE) EUSA 105,501,000 1,768,910 1.53%
ISHARES INC    (CORE MSCI EMKT) IEMG 99,977,000 2,039,510 1.45%
ISHARES INC    (MLT FCTR EMG MKT) 68,579,000 1,677,558 0.99%
ISHARES TR    (EDGE INVT GRDE) 67,159,000 1,272,924 0.97%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 61,468,000 1,061,631 0.89%
INVESCO EXCHANGE TRADED FD T    (DWA MOMENTUM) 55,827,000 916,702 0.81%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 51,341,000 1,473,205 0.74%
ISHARES TR    (S&P 500 VAL ETF) IVE 51,168,000 429,482 0.74%
ISHARES TR    (S&P 500 GRWT ETF) IVW 50,657,000 281,382 0.73%
ISHARES TR    (CORE US AGGBD ET) AGG 49,604,000 438,314 0.72%
ISHARES TR    (CORE S&P MCP ETF) IJH 48,642,000 251,730 0.70%
PROCTER & GAMBLE CO    (COM) PG 44,926,000 361,199 0.65%
EXXON MOBIL CORP    (COM) XOM 43,421,000 614,941 0.63%
STARWOOD PPTY TR INC    (COM) STWD 39,395,000 1,626,565 0.57%
TJX COS INC NEW    (COM) TJX 38,458,000 689,959 0.55%
INVESCO ACTIVELY MANAGD ETF    (ULTRA SHRT DUR) 38,168,000 757,154 0.55%
US BANCORP DEL    (COM NEW) USB 36,206,000 654,251 0.52%
FIRST TR NASDAQ100 TECH INDE    (SHS) QTEC 34,091,000 389,475 0.49%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 34,078,000 523,077 0.49%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 33,941,000 163,162 0.49%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 32,404,000 615,404 0.47%
AT&T INC    (COM) T 31,967,000 844,787 0.46%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 31,873,000 236,730 0.46%
FIRST TR EXCHANGE TRADED FD    (UTILITIES ALPH) FXU 31,806,000 1,072,727 0.46%
ISHARES TR    (CORE S&P SCP ETF) IJR 31,631,000 406,362 0.46%
FIRST TR EXCHANGE-TRADED FD    (PFD SECS INC ETF) FPE 30,801,000 1,561,119 0.44%
LOCKHEED MARTIN CORP    (COM) LMT 29,790,000 76,372 0.43%
ISHARES TR    (SHORT TREAS BD) SHV 28,983,000 262,005 0.42%
APPLE INC    (COM) AAPL 27,933,000 124,717 0.40%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 27,689,000 934,161 0.40%
FIRST TR EXCHANGE TRADED FD    (FINLS ALPHADEX) FXO 27,109,000 852,231 0.39%
VERIZON COMMUNICATIONS INC    (COM) VZ 26,721,000 442,700 0.38%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 25,689,000 237,682 0.37%
WALMART INC    (COM) WMT 25,008,000 210,716 0.36%
SOUTHERN CO    (COM) SO 24,881,000 402,808 0.36%
WEC ENERGY GROUP INC    (COM) 24,406,000 256,638 0.35%
DISNEY WALT CO    (COM DISNEY) DIS 24,329,000 186,688 0.35%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 24,328,000 286,957 0.35%
MCDONALDS CORP    (COM) MCD 23,921,000 111,412 0.34%
ALLSTATE CORP    (COM) ALL 23,707,000 218,135 0.34%
ISHARES TR    (MULTIFACTOR USA) 23,680,000 593,637 0.34%
MERCK & CO INC    (COM) MRK 23,613,000 280,508 0.34%
INTEL CORP    (COM) INTC 23,380,000 453,712 0.34%
FIRST TR EXCH TRD ALPHA FD I    (EMERG MKT ALPH) FEM 23,342,000 991,569 0.33%
INVESCO QQQ TR    (UNIT SER 1) 23,212,000 122,940 0.33%
SYSCO CORP    (COM) SYY 23,212,000 292,347 0.33%
SPDR SERIES TRUST    (PORTFOLIO TL STK) TMW 22,923,000 623,916 0.33%
AMERICAN ELEC PWR CO INC    (COM) AEP 22,890,000 244,315 0.33%
UNITED PARCEL SERVICE INC    (CL B) UPS 22,688,000 189,347 0.33%
WELLS FARGO CO NEW    (COM) WFC 22,609,000 448,231 0.32%
DUKE ENERGY CORP NEW    (COM NEW) DUK 22,539,000 235,119 0.32%
STRYKER CORP    (COM) SYK 22,504,000 104,040 0.32%
KIMBERLY CLARK CORP    (COM) KMB 22,428,000 157,888 0.32%
DOMINION ENERGY INC    (COM) D 22,326,000 275,492 0.32%
ISHARES TR    (FLTG RATE NT ETF) FLOT 22,076,000 433,110 0.32%
RAYTHEON CO    (COM NEW) RTN 21,796,000 111,099 0.31%
KELLOGG CO    (COM) K 21,775,000 338,381 0.31%
FIRST TR EXCHANGE TRADED FD    (SSI STRG ETF) 21,369,000 684,894 0.31%
TYSON FOODS INC    (CL A) TSN 21,210,000 246,229 0.30%
FIRST TR EXCHANG TRADED FD I    (MANAGD MUN ETF) FMB 21,143,000 380,542 0.30%
UNION PACIFIC CORP    (COM) UNP 20,989,000 129,580 0.30%
EXELON CORP    (COM) EXC 20,813,000 430,817 0.30%
MCCORMICK & CO INC    (COM NON VTG) MKC 20,622,000 131,938 0.30%
FEDEX CORP    (COM) FDX 20,217,000 138,882 0.29%
LILLY ELI & CO    (COM) LLY 20,194,000 180,579 0.29%
INVESCO LTD    (SHS) IVZ 20,155,000 1,189,813 0.29%
PFIZER INC    (COM) PFE 20,093,000 559,232 0.29%
CLOROX CO DEL    (COM) CLX 19,776,000 130,219 0.28%
FIRST TR EXCH TRD ALPHA FD I    (DEV MRK EX US) FDT 19,579,000 374,066 0.28%
AMERISOURCEBERGEN CORP    (COM) ABC 19,285,000 234,235 0.28%
ISHARES TR    (JPMORGAN USD EMG) EMB 18,875,000 166,520 0.27%
TARGET CORP    (COM) TGT 18,527,000 173,295 0.26%
PRICE T ROWE GROUP INC    (COM) TROW 18,268,000 159,898 0.26%
ARCHER DANIELS MIDLAND CO    (COM) ADM 17,666,000 430,140 0.25%
INGREDION INC    (COM) INGR 17,504,000 214,137 0.25%
PEPSICO INC    (COM) PEP 17,327,000 126,380 0.25%
MYRIAD GENETICS INC    (COM) MYGN 17,102,000 597,335 0.24%
BLACKROCK INC    (COM) BLK 17,000,000 38,148 0.24%
AMAZON COM INC    (COM) AMZN 16,717,000 9,630 0.24%
VICTORY PORTFOLIOS II    (VCSHS US EQ INCM) 16,506,000 354,743 0.24%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 16,381,000 296,172 0.23%
NORTHROP GRUMMAN CORP    (COM) NOC 16,041,000 42,799 0.23%
NIKE INC    (CL B) NKE 15,861,000 168,883 0.23%
VISA INC    (COM CL A) V 15,811,000 91,921 0.23%
SPDR SERIES TRUST    (WELLS FG PFD ETF) PSK 15,772,000 357,161 0.22%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 15,750,000 144,840 0.22%
CARDINAL HEALTH INC    (COM) CAH 15,716,000 333,040 0.22%
SUNCOR ENERGY INC NEW    (COM) SU 15,437,000 488,827 0.22%
YUM BRANDS INC    (COM) YUM 15,264,000 134,569 0.22%
NUANCE COMMUNICATIONS INC    (COM) NUAN 15,232,000 933,933 0.22%
WASTE MGMT INC DEL    (COM) WMI 15,104,000 131,342 0.21%
COLGATE PALMOLIVE CO    (COM) CL 15,041,000 204,616 0.21%
BANK AMER CORP    (COM) BAC 14,955,000 512,693 0.21%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 14,931,000 77,624 0.21%
EVERGY INC    (COM) 14,837,000 222,918 0.21%
HONEYWELL INTL INC    (COM) HON 14,785,000 87,379 0.21%
HARTFORD FINL SVCS GROUP INC    (COM) HIG 14,667,000 241,997 0.21%
PINNACLE WEST CAP CORP    (COM) PNW 14,604,000 150,452 0.21%
HORMEL FOODS CORP    (COM) HRL 14,540,000 332,498 0.21%
BRUKER CORP    (COM) BRKR 14,507,000 330,219 0.21%
EVEREST RE GROUP LTD    (COM) RE 14,471,000 54,384 0.21%
COCA COLA CO    (COM) KO 14,410,000 264,702 0.20%
ROSS STORES INC    (COM) ROST 14,391,000 131,003 0.20%
CATALENT INC    (COM) CTLT 14,300,000 300,032 0.20%
DARDEN RESTAURANTS INC    (COM) DRI 14,081,000 119,106 0.20%
REINSURANCE GRP OF AMERICA I    (COM NEW) RGA 14,063,000 87,959 0.20%
ISHARES TR    (CORE S&P TTL STK) ISI 13,896,000 207,189 0.20%
PNC FINL SVCS GROUP INC    (COM) PNC 13,830,000 98,675 0.20%
MCKESSON CORP    (COM) MCK 13,717,000 100,375 0.19%
REGIONS FINL CORP NEW    (COM) RF 13,637,000 862,026 0.19%
OCCIDENTAL PETE CORP    (COM) OXY 13,527,000 304,187 0.19%
CABOT OIL & GAS CORP    (COM) COG 13,186,000 750,475 0.19%
VENTAS INC    (COM) VTR 13,121,000 179,672 0.19%
ISHARES GOLD TRUST    (ISHARES) IAU 12,787,000 906,904 0.18%
IAA INC    (COM) 12,524,000 300,118 0.18%
ISHARES TR    (20 YR TR BD ETF) TLT 12,483,000 87,242 0.18%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 12,126,000 150,580 0.17%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 12,028,000 246,031 0.17%
UNITEDHEALTH GROUP INC    (COM) UNH 11,999,000 55,213 0.17%
PUBLIC STORAGE    (COM) PSA 11,926,000 48,625 0.17%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 11,729,000 115,293 0.17%
INVESCO EXCHNG TRADED FD TR    (S&P MIDCP LOW) 11,601,000 220,510 0.16%
COMERICA INC    (COM) CMA 11,582,000 175,512 0.16%
MICROSOFT CORP    (COM) MSFT 11,233,000 80,792 0.16%
FRONTDOOR INC    (COM) 11,215,000 230,905 0.16%
ISHARES TR    (CORE MSCI TOTAL) IXUS 11,030,000 190,969 0.16%
ORACLE CORP    (COM) ORCL 11,010,000 200,065 0.16%
FIRST TR EXCHANGE TRADED FD    (CAP STRENGTH ETF) FDV 10,880,000 191,611 0.15%
RITCHIE BROS AUCTIONEERS    (COM) RBA 10,871,000 272,460 0.15%
ISHARES TR    (1 3 YR TREAS BD) SHY 10,858,000 128,008 0.15%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 10,800,000 30,641 0.15%
FRANKLIN RES INC    (COM) BEN 10,595,000 367,130 0.15%
EOG RES INC    (COM) EOG 10,522,000 141,767 0.15%
CHEVRON CORP NEW    (COM) CVX 10,324,000 87,052 0.15%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 10,253,000 349,203 0.14%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 9,982,000 468,627 0.14%
FIRST TR EXCHANGE TRADED FD    (FIRST TR ENH NEW) FTSM 9,705,000 161,554 0.14%
KAR AUCTION SVCS INC    (COM) KAR 9,654,000 393,230 0.14%
SCOTTS MIRACLE GRO CO    (CL A) SMG 9,645,000 94,724 0.14%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 9,620,000 215,839 0.14%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 9,569,000 87,874 0.13%
EATON VANCE CORP    (COM NON VTG) EV 9,563,000 212,845 0.13%
FISERV INC    (COM) FISV 9,438,000 91,107 0.13%
INTEGRA LIFESCIENCES HLDGS C    (COM NEW) IART 9,276,000 154,413 0.13%
COOPER COS INC    (COM NEW) COO 9,224,000 31,058 0.13%
PROSHARES TR    (SHORT S&P 500 NE) 9,063,000 346,847 0.13%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 8,958,000 256,907 0.13%
TRIPADVISOR INC    (COM) TRIP 8,849,000 228,764 0.12%
GENERAC HLDGS INC    (COM) GNRC 8,541,000 109,024 0.12%
ACI WORLDWIDE INC    (COM) ACIW 8,506,000 271,551 0.12%
BUNGE LIMITED    (COM) BG 8,483,000 149,816 0.12%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 8,382,000 244,516 0.12%
KORNIT DIGITAL LTD    (SHS) 8,376,000 272,113 0.12%
BRIGHTVIEW HLDGS INC    (COM) 8,138,000 474,513 0.11%
VONAGE HLDGS CORP    (COM) VG 7,950,000 703,583 0.11%
TRANSAMERICA ETF TR    (DELTASHS S&P 500) 7,921,000 139,464 0.11%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 7,879,000 52,177 0.11%
ISHARES TR    (CORE MSCI EURO) IEUR 7,826,000 171,105 0.11%
NATIONAL VISION HLDGS INC    (COM) 7,706,000 320,147 0.11%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2019 CB) 7,700,000 365,293 0.11%
ISHARES TR    (CORE TOTAL USD) IUSB 7,693,000 146,783 0.11%
MATADOR RES CO    (COM) MTDR 7,672,000 464,108 0.11%
CIENA CORP    (COM NEW) CIEN 7,651,000 195,017 0.11%
ELECTRONIC ARTS INC    (COM) ERTS 7,556,000 77,248 0.10%
EBAY INC    (COM) EBAY 7,549,000 193,666 0.10%
ISHARES TR    (US AER DEF ETF) ITA 7,537,000 33,541 0.10%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 HY) 7,448,000 311,027 0.10%
ISHARES TR    (CORE S&P US VLU) IWW 7,380,000 127,689 0.10%
CHUBB LIMITED    (COM) CB 7,379,000 45,706 0.10%
THOMSON REUTERS CORP    (COM NEW) 7,342,000 109,777 0.10%
BCE INC    (COM NEW) BCE 7,333,000 151,482 0.10%
FIRST TR EXCHANGE TRADED FD    (NY ARCA BIOTECH) FBT 7,325,000 59,181 0.10%
SANOFI    (SPONSORED ADR) SNY 7,312,000 157,816 0.10%
GENPACT LIMITED    (SHS) G 7,297,000 188,300 0.10%
F M C CORP    (COM NEW) FMC 7,243,000 82,613 0.10%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 7,115,000 52,905 0.10%
TORONTO DOMINION BK ONT    (COM NEW) TD 7,059,000 121,160 0.10%
DESIGNER BRANDS INC    (CL A) 7,058,000 412,285 0.10%
INFOSYS LTD    (SPONSORED ADR) INFY 7,055,000 620,524 0.10%
CASEYS GEN STORES INC    (COM) CASY 7,003,000 43,452 0.10%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 6,972,000 67,952 0.10%
BOEING CO    (COM) BA 6,962,000 18,299 0.10%
SPDR SERIES TRUST    (PORTFOLIO SHORT) SCPB 6,953,000 225,366 0.10%
NOVARTIS A G    (SPONSORED ADR) NVS 6,914,000 79,567 0.10%
UNILEVER PLC    (SPON ADR NEW) UL 6,857,000 114,097 0.09%
INVESCO ACTIVELY MANAGD ETF    (VAR RATE INVT) 6,734,000 270,546 0.09%
ETSY INC    (COM) ETSY 6,728,000 119,071 0.09%
1 2 3 4 5 6 7 8 9 10 11 12 Next >Full Portfolio View
Total Value As 2019-09-30: 6,869,329,000 SEC FILING
* Portfolios do not reflect changes after reporting
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