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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 2020-04-28)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (US TREAS BD ETF) GOVT 634,004,000 22,634,931 9.44%
ISHARES TR    (CORE S&P500 ETF) IVV 517,417,000 2,002,389 7.70%
ISHARES TR    (USA QUALITY FCTR) QUAL 264,760,000 3,267,030 3.94%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 220,520,000 3,735,733 3.28%
ISHARES TR    (CORE MSCI EAFE) IEFA 174,242,000 3,492,523 2.59%
ISHARES TR    (MBS ETF) MBB 132,586,000 1,200,528 1.97%
ISHARES TR    (USD INV GRDE ETF) CFT 129,240,000 2,307,031 1.92%
ISHARES TR    (USA MOMENTUM FCT) 127,138,000 1,194,012 1.89%
ISHARES TR    (EDGE MSCI USA VL) VLUE 120,224,000 1,908,316 1.79%
SPDR SER TR    (PORTFOLIO SH TSR) SST 112,266,000 3,654,501 1.67%
ISHARES TR    (ESG MSCI USA ETF) 112,161,000 1,950,964 1.67%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 103,728,000 1,967,907 1.54%
ISHARES TR    (MULTIFACTOR INTL) 103,679,000 5,117,407 1.54%
ISHARES TR    (0-5YR HI YL CP) SHYG 102,183,000 2,500,199 1.52%
ISHARES INC    (MSCI EQUAL WEITE) EUSA 101,436,000 2,175,344 1.51%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 86,451,000 335,407 1.28%
ISHARES TR    (MSCI MIN VOL ETF) USMV 75,349,000 1,395,085 1.12%
ISHARES INC    (MLT FCTR EMG MKT) 70,807,000 2,061,352 1.05%
ISHARES INC    (ESG MSCI EM ETF) 68,486,000 2,502,218 1.01%
ISHARES TR    (EDGE INVT GRDE) 56,811,000 1,155,391 0.84%
ISHARES TR    (CORE US AGGBD ET) AGG 51,380,000 445,349 0.76%
SPDR SER TR    (PORTFOLIO S&P500) ELR 50,606,000 1,672,912 0.75%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 49,594,000 1,005,762 0.73%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 48,178,000 993,565 0.71%
ISHARES TR    (S&P 500 GRWT ETF) IVW 47,696,000 288,980 0.71%
ISHARES TR    (SHORT TREAS BD) SHV 46,549,000 419,281 0.69%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 45,017,000 882,692 0.67%
ISHARES TR    (S&P 500 VAL ETF) IVE 44,460,000 461,925 0.66%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 40,275,000 744,863 0.59%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 37,143,000 203,157 0.55%
PROCTER & GAMBLE CO    (COM) PG 36,520,000 331,999 0.54%
PFIZER INC    (COM) PFE 36,102,000 1,106,068 0.53%
APPLE INC    (COM) AAPL 36,033,000 141,702 0.53%
WALMART INC    (COM) WMT 34,947,000 307,576 0.52%
ISHARES INC    (CORE MSCI EMKT) IEMG 34,491,000 852,253 0.51%
LILLY ELI & CO    (COM) LLY 32,637,000 235,269 0.48%
ISHARES TR    (USA SIZE FACTOR) SIZE 32,479,000 455,015 0.48%
INTEL CORP    (COM) INTC 31,653,000 584,858 0.47%
LOCKHEED MARTIN CORP    (COM) LMT 30,934,000 91,264 0.46%
VERIZON COMMUNICATIONS INC    (COM) VZ 30,404,000 565,875 0.45%
JOHNSON & JOHNSON    (COM) JNJ 30,362,000 231,544 0.45%
AT&T INC    (COM) T 30,288,000 1,039,027 0.45%
CLOROX CO DEL    (COM) CLX 30,213,000 174,389 0.44%
MERCK & CO. INC    (COM) MRK 29,753,000 386,710 0.44%
WEC ENERGY GROUP INC    (COM) 29,334,000 332,847 0.43%
US BANCORP DEL    (COM NEW) USB 28,845,000 837,305 0.42%
SOUTHERN CO    (COM) SO 28,148,000 519,920 0.41%
KIMBERLY CLARK CORP    (COM) KMB 27,773,000 217,194 0.41%
ISHARES TR    (JPMORGAN USD EMG) EMB 27,461,000 284,040 0.40%
ALLSTATE CORP    (COM) ALL 27,441,000 299,151 0.40%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 27,432,000 1,672,684 0.40%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 27,405,000 906,855 0.40%
DUKE ENERGY CORP NEW    (COM NEW) DUK 27,155,000 335,742 0.40%
DOMINION ENERGY INC    (COM) D 27,101,000 375,408 0.40%
XCEL ENERGY INC    (COM) XEL 26,633,000 441,674 0.39%
AMERICAN ELEC PWR CO INC    (COM) AEP 26,503,000 331,366 0.39%
MCDONALDS CORP    (COM) MCD 25,928,000 156,806 0.38%
MCCORMICK & CO INC    (COM NON VTG) MKC 25,926,000 183,600 0.38%
SPDR SER TR    (PORTFOLI S&P1500) TMW 25,879,000 822,851 0.38%
TJX COS INC NEW    (COM) TJX 25,741,000 538,405 0.38%
STRYKER CORP    (COM) SYK 24,442,000 146,810 0.36%
EXXON MOBIL CORP    (COM) XOM 22,203,000 584,753 0.33%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 21,423,000 323,605 0.31%
AMAZON COM INC    (COM) AMZN 21,243,000 10,895 0.31%
SYSCO CORP    (COM) SYY 20,495,000 449,150 0.30%
HORMEL FOODS CORP    (COM) HRL 20,476,000 439,026 0.30%
WELLS FARGO CO NEW    (COM) WFC 20,313,000 707,778 0.30%
PEPSICO INC    (COM) PEP 19,946,000 166,081 0.29%
RAYTHEON CO    (COM NEW) RTN 19,935,000 152,005 0.29%
DISNEY WALT CO    (COM DISNEY) DIS 19,203,000 198,786 0.28%
MICROSOFT CORP    (COM) MSFT 18,963,000 120,239 0.28%
UNITEDHEALTH GROUP INC    (COM) UNH 18,833,000 75,520 0.28%
VISA INC    (COM CL A) V 18,797,000 116,664 0.27%
COLGATE PALMOLIVE CO    (COM) CL 18,711,000 281,960 0.27%
TARGET CORP    (COM) TGT 18,564,000 199,672 0.27%
INVESCO QQQ TR    (UNIT SER 1) 18,513,000 97,230 0.27%
NIKE INC    (CL B) NKE 18,184,000 219,772 0.27%
HONEYWELL INTL INC    (COM) HON 17,870,000 133,570 0.26%
NORTHROP GRUMMAN CORP    (COM) NOC 17,017,000 56,244 0.25%
EVERGY INC    (COM) 16,906,000 307,098 0.25%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 16,807,000 102,948 0.25%
PINNACLE WEST CAP CORP    (COM) PNW 16,679,000 220,072 0.24%
WASTE MGMT INC DEL    (COM) WMI 16,409,000 177,281 0.24%
STARWOOD PPTY TR INC    (COM) STWD 15,912,000 1,552,407 0.23%
PROSHARES TR    (SHORT S&P 500 NE) 15,418,000 557,411 0.22%
DARDEN RESTAURANTS INC    (COM) DRI 14,754,000 270,923 0.21%
REINSURANCE GRP OF AMERICA I    (COM NEW) RGA 14,636,000 173,948 0.21%
VICTORY PORTFOLIOS II    (VCSHS US EQ INCM) 14,555,000 351,615 0.21%
EVEREST RE GROUP LTD    (COM) RE 14,480,000 75,252 0.21%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 14,448,000 315,805 0.21%
YUM BRANDS INC    (COM) YUM 13,861,000 202,255 0.20%
ISHARES TR    (FLTG RATE NT ETF) FLOT 13,778,000 282,683 0.20%
AMERISOURCEBERGEN CORP    (COM) ABC 13,222,000 149,401 0.19%
MCKESSON CORP    (COM) MCK 13,154,000 97,252 0.19%
KELLOGG CO    (COM) K 12,952,000 215,900 0.19%
HARTFORD FINL SVCS GROUP INC    (COM) HIG 12,868,000 365,158 0.19%
ABBVIE INC    (COM) ABBV 12,455,000 163,472 0.18%
TYSON FOODS INC    (CL A) TSN 12,030,000 207,877 0.17%
SANOFI    (SPONSORED ADR) SNY 11,942,000 273,148 0.17%
FIRST TR EXCHANGE-TRADED FD    (DORSY WR MOMNT) 11,740,000 654,272 0.17%
ISHARES TR    (CORE S&P TTL STK) ISI 11,528,000 201,508 0.17%
ISHARES TR    (CORE S&P MCP ETF) IJH 11,396,000 79,216 0.16%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 11,291,000 471,657 0.16%
UNITED PARCEL SERVICE INC    (CL B) UPS 11,152,000 119,371 0.16%
FEDEX CORP    (COM) FDX 11,087,000 91,433 0.16%
NUANCE COMMUNICATIONS INC    (COM) NUAN 11,000,000 655,547 0.16%
INGREDION INC    (COM) INGR 10,705,000 141,788 0.15%
MYRIAD GENETICS INC    (COM) MYGN 10,616,000 741,836 0.15%
FIRST TR EXCHANGE TRADED ALP    (EMERG MKT ALPH) FEM 10,507,000 597,323 0.15%
FIRST TR EXCHANGE TRADED ALP    (DEV MRK EX US) FDT 10,321,000 259,200 0.15%
BK OF AMERICA CORP    (COM) BAC 10,288,000 484,618 0.15%
CISCO SYS INC    (COM) CSCO 10,031,000 255,173 0.14%
THOMSON REUTERS CORP    (COM NEW) 9,983,000 147,112 0.14%
CARDINAL HEALTH INC    (COM) CAH 9,961,000 207,781 0.14%
IAA INC    (COM) 9,831,000 328,139 0.14%
ARCHER DANIELS MIDLAND CO    (COM) ADM 9,702,000 275,784 0.14%
NOVARTIS A G    (SPONSORED ADR) NVS 9,485,000 115,038 0.14%
AMGEN INC    (COM) AMGN 9,423,000 46,480 0.14%
TOTAL S.A.    (SPONSORED ADS) TOT 9,229,000 247,824 0.13%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 9,210,000 112,067 0.13%
SCOTTS MIRACLE GRO CO    (CL A) SMG 9,159,000 89,446 0.13%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 9,144,000 129,239 0.13%
BCE INC    (COM NEW) BCE 9,059,000 221,708 0.13%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 9,025,000 75,239 0.13%
ORACLE CORP    (COM) ORCL 8,972,000 185,641 0.13%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 8,961,000 89,126 0.13%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 8,890,000 401,518 0.13%
CHINA MOBILE LIMITED    (SPONSORED ADR) CHL 8,847,000 234,857 0.13%
HEALTHEQUITY INC    (COM) HQY 8,754,000 173,044 0.13%
UNILEVER PLC    (SPON ADR NEW) UL 8,730,000 172,631 0.12%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 8,619,000 69,662 0.12%
TELUS CORPORATION    (COM) TULCF 8,604,000 545,253 0.12%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 8,604,000 70,822 0.12%
ISHARES GOLD TRUST    (ISHARES) IAU 8,595,000 570,329 0.12%
ISHARES TR    (CORE MSCI TOTAL) IXUS 8,404,000 178,762 0.12%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 8,255,000 188,726 0.12%
ISHARES TR    (1 3 YR TREAS BD) SHY 8,083,000 93,265 0.12%
ETSY INC    (COM) ETSY 8,062,000 209,723 0.12%
CANON INC    (SPONSORED ADR) CAJ 7,980,000 368,764 0.11%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 7,941,000 74,795 0.11%
INFOSYS LTD    (SPONSORED ADR) INFY 7,849,000 956,068 0.11%
JUNIPER NETWORKS INC    (COM) JNPR 7,823,000 408,749 0.11%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 7,805,000 372,185 0.11%
AMDOCS LTD    (SHS) DOX 7,805,000 141,980 0.11%
QUEST DIAGNOSTICS INC    (COM) DGX 7,792,000 97,042 0.11%
TORONTO DOMINION BK ONT    (COM NEW) TD 7,780,000 183,529 0.11%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 7,757,000 130,590 0.11%
GENPACT LIMITED    (SHS) G 7,713,000 264,158 0.11%
CHUBB LIMITED    (COM) CB 7,573,000 67,803 0.11%
FIRST TR NASDAQ-100 TECH IND    (SHS) QTEC 7,508,000 88,828 0.11%
FIRST TR EXCHANGE TRADED FD    (UTILITIES ALPH) FXU 7,497,000 305,367 0.11%
CIENA CORP    (COM NEW) CIEN 7,481,000 187,909 0.11%
ISHARES TR    (CORE S&P SCP ETF) IJR 7,239,000 129,009 0.10%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 7,198,000 72,721 0.10%
ISHARES TR    (CORE TOTAL USD) IUSB 7,142,000 136,038 0.10%
FIRST TR EXCHANGE TRADED FD    (HLTH CARE ALPH) FXH 7,119,000 96,244 0.10%
ISHARES TR    (MSCI USA ESG SLC) KLD 7,102,000 64,702 0.10%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 6,950,000 127,526 0.10%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 6,945,000 86,412 0.10%
BRUKER CORP    (COM) BRKR 6,784,000 189,178 0.10%
INTEGRA LIFESCIENCES HLDGS C    (COM NEW) IART 6,750,000 151,118 0.10%
QUALCOMM INC    (COM) QCOM 6,701,000 99,057 0.09%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 HY) 6,588,000 286,414 0.09%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 6,585,000 147,442 0.09%
KORNIT DIGITAL LTD    (SHS) 6,560,000 263,545 0.09%
CATALENT INC    (COM) CTLT 6,541,000 125,910 0.09%
ISHARES TR    (CORE MSCI EURO) IEUR 6,540,000 176,370 0.09%
PUBLIC STORAGE    (COM) PSA 6,540,000 32,929 0.09%
SITEONE LANDSCAPE SUPPLY INC    (COM) 6,523,000 88,610 0.09%
GENERAC HLDGS INC    (COM) GNRC 6,401,000 68,704 0.09%
ALPHABET INC    (CAP STK CL A) GOOGL 6,364,000 5,477 0.09%
CHEVRON CORP NEW    (COM) CVX 6,244,000 86,166 0.09%
AKAMAI TECHNOLOGIES INC    (COM) AKAM 6,244,000 68,253 0.09%
J P MORGAN EXCHANGE-TRADED F    (BETBULD JAPAN) 6,227,000 304,218 0.09%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 6,196,000 48,066 0.09%
BLACKROCK INC    (COM) BLK 6,160,000 14,002 0.09%
PNC FINL SVCS GROUP INC    (COM) PNC 6,130,000 64,040 0.09%
SERVICEMASTER GLOBAL HLDGS I    (COM) SERV 6,094,000 225,718 0.09%
TRANSAMERICA ETF TR    (DELTASHS S&P 500) 6,088,000 111,209 0.09%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 6,048,000 287,885 0.09%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 6,008,000 81,000 0.08%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 5,975,000 60,919 0.08%
PALOMAR HLDGS INC    (COM) 5,936,000 102,062 0.08%
ISHARES TR    (MSCI GLOBAL IMP) 5,877,000 102,236 0.08%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 5,784,000 103,775 0.08%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 5,759,000 105,721 0.08%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 5,736,000 55,480 0.08%
TABULA RASA HEALTHCARE INC    (COM) 5,584,000 106,786 0.08%
BALL CORP    (COM) BLL 5,575,000 86,225 0.08%
RITCHIE BROS AUCTIONEERS    (COM) RBA 5,564,000 162,794 0.08%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 5,514,000 62,254 0.08%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 5,500,000 99,264 0.08%
AEROVIRONMENT INC    (COM) AVAV 5,361,000 87,941 0.07%
SCHWAB CHARLES CORP    (COM) SCHW 5,341,000 158,871 0.07%
KAR AUCTION SVCS INC    (COM) KAR 5,176,000 431,314 0.07%
LIVERAMP HLDGS INC    (COM) 5,038,000 153,024 0.07%
ADOBE INC    (COM) ADBE 4,976,000 15,637 0.07%
MEDTRONIC PLC    (SHS) MDT 4,957,000 54,969 0.07%
GOLDMAN SACHS GROUP INC    (COM) GS 4,905,000 31,727 0.07%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 4,896,000 18 0.07%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next >Full Portfolio View
Total Value As 2020-03-31: 6,715,543,000 SEC FILING
* Portfolios do not reflect changes after reporting
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