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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 2020-01-27)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 679,654,000 2,102,631 8.68%
ISHARES TR    (US TREAS BD ETF) GOVT 540,422,000 20,833,542 6.90%
ISHARES TR    (USA QUALITY FCTR) QUAL 279,425,000 2,766,582 3.57%
ISHARES TR    (CORE MSCI EAFE) IEFA 221,971,000 3,402,377 2.83%
ISHARES TR    (MBS ETF) MBB 175,583,000 1,624,863 2.24%
ISHARES TR    (USA MOMENTUM FCT) 163,263,000 1,300,275 2.08%
ISHARES TR    (MULTIFACTOR INTL) 148,831,000 5,502,072 1.90%
ISHARES TR    (MSCI MIN VOL ETF) USMV 146,121,000 2,227,458 1.86%
ISHARES TR    (EDGE MSCI USA VL) VLUE 144,757,000 1,613,250 1.84%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 136,170,000 423,074 1.73%
ISHARES INC    (MSCI EQUAL WEITE) EUSA 131,357,000 2,053,418 1.67%
ISHARES INC    (CORE MSCI EMKT) IEMG 127,402,000 2,369,823 1.62%
ISHARES TR    (USD INV GRDE ETF) CFT 122,053,000 2,093,538 1.55%
SPDR SERIES TRUST    (PORTFOLIO SH TSR) SST 95,707,000 3,194,477 1.22%
ISHARES INC    (MLT FCTR EMG MKT) 81,957,000 1,799,283 1.04%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 69,003,000 1,182,778 0.88%
INVESCO EXCHANGE TRADED FD T    (DWA MOMENTUM) 66,642,000 1,035,455 0.85%
ISHARES TR    (S&P 500 VAL ETF) IVE 63,605,000 488,934 0.81%
ISHARES TR    (S&P 500 GRWT ETF) IVW 62,640,000 323,486 0.80%
ISHARES TR    (CORE S&P MCP ETF) IJH 60,400,000 293,458 0.77%
ISHARES TR    (EDGE INVT GRDE) 58,633,000 1,134,206 0.74%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 51,079,000 1,350,445 0.65%
ISHARES TR    (CORE US AGGBD ET) AGG 48,856,000 434,782 0.62%
PROCTER & GAMBLE CO    (COM) PG 48,599,000 389,104 0.62%
FIRST TR NASDAQ100 TECH INDE    (SHS) QTEC 48,408,000 483,681 0.61%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 47,242,000 650,979 0.60%
EXXON MOBIL CORP    (COM) XOM 45,949,000 658,480 0.58%
STARWOOD PPTY TR INC    (COM) STWD 43,648,000 1,755,741 0.55%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 43,416,000 312,079 0.55%
US BANCORP DEL    (COM NEW) USB 42,829,000 722,366 0.54%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 42,416,000 187,269 0.54%
FIRST TR EXCHANGE TRADED FD    (UTILITIES ALPH) FXU 42,181,000 1,444,070 0.53%
FIRST TR EXCHANGE TRADED FD    (FINLS ALPHADEX) FXO 41,540,000 1,239,619 0.53%
INVESCO ACTIVELY MANAGD ETF    (ULTRA SHRT DUR) 41,128,000 816,353 0.52%
APPLE INC    (COM) AAPL 39,102,000 133,159 0.49%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 38,428,000 764,730 0.49%
AT&T INC    (COM) T 37,410,000 957,257 0.47%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 36,398,000 702,398 0.46%
LOCKHEED MARTIN CORP    (COM) LMT 33,609,000 86,315 0.42%
WALMART INC    (COM) WMT 32,668,000 274,893 0.41%
INTEL CORP    (COM) INTC 32,414,000 541,587 0.41%
ISHARES TR    (SHORT TREAS BD) SHV 32,374,000 293,081 0.41%
MERCK & CO INC    (COM) MRK 31,792,000 349,551 0.40%
WELLS FARGO CO NEW    (COM) WFC 31,539,000 586,219 0.40%
FIRST TR EXCHANGE-TRADED FD    (PFD SECS INC ETF) FPE 31,427,000 1,565,878 0.40%
VERIZON COMMUNICATIONS INC    (COM) VZ 30,747,000 500,763 0.39%
FIRST TR EXCH TRD ALPHA FD I    (EMERG MKT ALPH) FEM 30,531,000 1,150,367 0.39%
SOUTHERN CO    (COM) SO 30,370,000 476,769 0.38%
JOHNSON & JOHNSON    (COM) JNJ 30,286,000 207,620 0.38%
DISNEY WALT CO    (COM DISNEY) DIS 30,206,000 208,851 0.38%
LILLY ELI & CO    (COM) LLY 29,752,000 226,369 0.38%
SYSCO CORP    (COM) SYY 29,715,000 347,387 0.37%
TJX COS INC NEW    (COM) TJX 29,512,000 483,335 0.37%
ALLSTATE CORP    (COM) ALL 29,465,000 262,031 0.37%
RAYTHEON CO    (COM NEW) RTN 29,109,000 132,469 0.37%
WEC ENERGY GROUP INC    (COM) 28,505,000 309,066 0.36%
AMERICAN ELEC PWR CO INC    (COM) AEP 28,301,000 299,447 0.36%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 28,081,000 955,800 0.35%
PFIZER INC    (COM) PFE 28,050,000 715,921 0.35%
DOMINION ENERGY INC    (COM) D 27,892,000 336,777 0.35%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 27,534,000 73,350 0.35%
SPDR SERIES TRUST    (PORTFOLIO TL STK) TMW 27,414,000 687,747 0.35%
MCCORMICK & CO INC    (COM NON VTG) MKC 27,313,000 160,920 0.34%
MCDONALDS CORP    (COM) MCD 27,202,000 137,655 0.34%
DUKE ENERGY CORP NEW    (COM NEW) DUK 26,897,000 294,895 0.34%
KIMBERLY CLARK CORP    (COM) KMB 26,737,000 194,378 0.34%
STRYKER CORP    (COM) SYK 26,661,000 126,995 0.34%
CLOROX CO DEL    (COM) CLX 25,455,000 165,790 0.32%
FIRST TR EXCH TRD ALPHA FD I    (DEV MRK EX US) FDT 24,421,000 438,918 0.31%
XCEL ENERGY INC    (COM) XEL 24,282,000 382,448 0.31%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 24,110,000 308,309 0.30%
ISHARES TR    (IBOXX HI YD ETF) HYG 24,005,000 272,972 0.30%
TARGET CORP    (COM) TGT 23,672,000 184,632 0.30%
TYSON FOODS INC    (CL A) TSN 23,486,000 257,970 0.30%
ISHARES TR    (JPMORGAN USD EMG) EMB 23,278,000 203,199 0.29%
ISHARES TR    (CORE S&P SCP ETF) IJR 23,092,000 275,394 0.29%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 23,012,000 210,075 0.29%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 22,893,000 197,831 0.29%
BANK AMER CORP    (COM) BAC 22,331,000 634,037 0.28%
INVESCO QQQ TR    (UNIT SER 1) 21,155,000 99,501 0.27%
KELLOGG CO    (COM) K 20,757,000 300,134 0.26%
PEPSICO INC    (COM) PEP 20,229,000 148,011 0.25%
VISA INC    (COM CL A) V 20,110,000 107,027 0.25%
UNITEDHEALTH GROUP INC    (COM) UNH 19,960,000 67,896 0.25%
NIKE INC    (CL B) NKE 19,928,000 196,703 0.25%
UNITED PARCEL SERVICE INC    (CL B) UPS 19,659,000 167,939 0.25%
ISHARES TR    (FLTG RATE NT ETF) FLOT 19,498,000 382,913 0.24%
FIRST TR EXCHANGE TRADED FD    (SSI STRG ETF) 19,225,000 580,996 0.24%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 19,180,000 91,086 0.24%
AMAZON COM INC    (COM) AMZN 18,713,000 10,127 0.23%
HONEYWELL INTL INC    (COM) HON 18,675,000 105,510 0.23%
FIRST TR EXCHANG TRADED FD I    (MANAGD MUN ETF) FMB 18,263,000 328,787 0.23%
INVESCO LTD    (SHS) IVZ 18,263,000 1,015,753 0.23%
HORMEL FOODS CORP    (COM) HRL 18,125,000 401,804 0.23%
WASTE MGMT INC DEL    (COM) WMI 17,963,000 157,625 0.22%
SPDR SERIES TRUST    (WELLS FG PFD ETF) PSK 17,908,000 406,915 0.22%
EVEREST RE GROUP LTD    (COM) RE 17,859,000 64,510 0.22%
HARTFORD FINL SVCS GROUP INC    (COM) HIG 17,705,000 291,349 0.22%
ARCHER DANIELS MIDLAND CO    (COM) ADM 17,696,000 381,801 0.22%
FEDEX CORP    (COM) FDX 17,692,000 117,004 0.22%
MCKESSON CORP    (COM) MCK 17,636,000 127,500 0.22%
EVERGY INC    (COM) 17,567,000 269,893 0.22%
AMERISOURCEBERGEN CORP    (COM) ABC 17,422,000 204,917 0.22%
REINSURANCE GRP OF AMERICA I    (COM NEW) RGA 17,271,000 105,919 0.22%
PRICE T ROWE GROUP INC    (COM) TROW 17,267,000 141,716 0.22%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 17,259,000 188,269 0.22%
COLGATE PALMOLIVE CO    (COM) CL 17,206,000 249,942 0.21%
NORTHROP GRUMMAN CORP    (COM) NOC 17,096,000 49,701 0.21%
BLACKROCK INC    (COM) BLK 17,042,000 33,901 0.21%
INGREDION INC    (COM) INGR 16,951,000 182,366 0.21%
PINNACLE WEST CAP CORP    (COM) PNW 16,912,000 188,063 0.21%
VICTORY PORTFOLIOS II    (VCSHS US EQ INCM) 16,782,000 342,344 0.21%
MYRIAD GENETICS INC    (COM) MYGN 16,618,000 610,279 0.21%
YUM BRANDS INC    (COM) YUM 16,587,000 164,666 0.21%
IAA INC    (COM) 16,324,000 346,885 0.20%
ISHARES TR    (CORE S&P TTL STK) ISI 16,191,000 222,741 0.20%
BRUKER CORP    (COM) BRKR 16,056,000 315,012 0.20%
CABOT OIL & GAS CORP    (COM) COG 16,003,000 919,163 0.20%
NUANCE COMMUNICATIONS INC    (COM) NUAN 15,961,000 895,153 0.20%
DARDEN RESTAURANTS INC    (COM) DRI 15,935,000 146,183 0.20%
EOG RES INC    (COM) EOG 15,921,000 190,082 0.20%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 15,668,000 265,746 0.20%
CARDINAL HEALTH INC    (COM) CAH 14,495,000 286,581 0.18%
SUNCOR ENERGY INC NEW    (COM) SU 14,178,000 432,243 0.18%
PNC FINL SVCS GROUP INC    (COM) PNC 14,020,000 87,830 0.17%
MICROSOFT CORP    (COM) MSFT 13,721,000 87,193 0.17%
ISHARES TR    (CORE MSCI EURO) IEUR 13,574,000 272,187 0.17%
SANOFI    (SPONSORED ADR) SNY 13,306,000 265,069 0.17%
REGIONS FINL CORP NEW    (COM) RF 13,116,000 764,329 0.16%
CATALENT INC    (COM) CTLT 12,391,000 220,093 0.15%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 12,169,000 388,161 0.15%
ISHARES TR    (MULTIFACTOR USA) 11,690,000 272,424 0.14%
FRONTDOOR INC    (COM) 11,686,000 246,428 0.14%
GENERAC HLDGS INC    (COM) GNRC 11,453,000 113,857 0.14%
COMERICA INC    (COM) CMA 11,157,000 155,498 0.14%
FIRST TR EXCHANGE TRADED FD    (FIRST TR ENH NEW) FTSM 11,036,000 183,666 0.14%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 10,972,000 291,890 0.14%
ISHARES GOLD TRUST    (ISHARES) IAU 10,967,000 756,374 0.14%
NATIONAL VISION HLDGS INC    (COM) 10,931,000 337,079 0.13%
THE CHARLES SCHWAB CORPORATI    (COM) SCHW 10,836,000 227,829 0.13%
ISHARES TR    (CORE MSCI TOTAL) IXUS 10,748,000 173,640 0.13%
SCOTTS MIRACLE GRO CO    (CL A) SMG 10,422,000 98,152 0.13%
ACI WORLDWIDE INC    (COM) ACIW 10,288,000 271,551 0.13%
CHEVRON CORP NEW    (COM) CVX 10,263,000 85,164 0.13%
TABULA RASA HEALTHCARE INC    (COM) 10,213,000 209,791 0.13%
GENPACT LIMITED    (SHS) G 10,094,000 239,367 0.12%
THOMSON REUTERS CORP    (COM NEW) 9,990,000 139,526 0.12%
NOVARTIS A G    (SPONSORED ADR) NVS 9,888,000 104,424 0.12%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 9,763,000 96,102 0.12%
ETSY INC    (COM) ETSY 9,716,000 219,327 0.12%
FIRST TR EXCHANGE TRADED FD    (CAP STRENGTH ETF) FDV 9,658,000 160,004 0.12%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 9,621,000 68,461 0.12%
KAR AUCTION SVCS INC    (COM) KAR 9,573,000 439,329 0.12%
KORNIT DIGITAL LTD    (SHS) 9,571,000 279,616 0.12%
INTEGRA LIFESCIENCES HLDGS C    (COM NEW) IART 9,524,000 163,425 0.12%
TELUS CORP    (COM) TULCF 9,493,000 245,103 0.12%
CHUBB LIMITED    (COM) CB 9,462,000 60,789 0.12%
TOTAL S A    (SPONSORED ADS) TOT 9,278,000 167,776 0.11%
PUBLIC STORAGE    (COM) PSA 9,176,000 43,087 0.11%
BCE INC    (COM NEW) BCE 9,152,000 197,461 0.11%
VENTAS INC    (COM) VTR 9,134,000 158,200 0.11%
TORONTO DOMINION BK ONT    (COM NEW) TD 9,008,000 160,481 0.11%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 8,975,000 54,854 0.11%
EATON VANCE CORP    (COM NON VTG) EV 8,794,000 188,339 0.11%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 8,772,000 81,369 0.11%
CANON INC    (SPONSORED ADR) CAJ 8,741,000 319,582 0.11%
INFOSYS LTD    (SPONSORED ADR) INFY 8,730,000 845,953 0.11%
UNILEVER PLC    (SPON ADR NEW) UL 8,724,000 152,605 0.11%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 8,697,000 78,376 0.11%
FISERV INC    (COM) FISV 8,633,000 74,661 0.11%
CHINA MOBILE LIMITED    (SPONSORED ADR) CHL 8,588,000 203,165 0.10%
CIENA CORP    (COM NEW) CIEN 8,559,000 200,491 0.10%
SITEONE LANDSCAPE SUPPLY INC    (COM) 8,547,000 94,288 0.10%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 8,528,000 171,043 0.10%
ISHARES TR    (CORE TOTAL USD) IUSB 8,381,000 160,837 0.10%
BRIGHTVIEW HLDGS INC    (COM) 8,263,000 489,823 0.10%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 8,161,000 65,069 0.10%
MATADOR RES CO    (COM) MTDR 8,150,000 453,524 0.10%
FRANKLIN RES INC    (COM) BEN 8,022,000 308,762 0.10%
TRANSAMERICA ETF TR    (DELTASHS S&P 500) 7,910,000 129,142 0.10%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 7,862,000 83,900 0.10%
JP MORGAN EXCHANGE TRADED FD    (BETBULD JAPAN) 7,850,000 319,890 0.10%
RITCHIE BROS AUCTIONEERS    (COM) RBA 7,656,000 178,246 0.09%
STITCH FIX INC    (COM CL A) 7,552,000 294,324 0.09%
BRISTOL MYERS SQUIBB CO    (COM) BMY 7,519,000 117,140 0.09%
BUNGE LIMITED    (COM) BG 7,466,000 129,723 0.09%
VANGUARD GROUP    (DIV APP ETF) VIG 7,450,000 59,764 0.09%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 7,395,000 145,346 0.09%
HEALTHEQUITY INC    (COM) HQY 7,211,000 97,359 0.09%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 HY) 7,208,000 301,210 0.09%
VANECK VECTORS ETF TRUST    (MORNINGSTAR WIDE) 7,087,000 129,373 0.09%
ISHARES TR    (US AER DEF ETF) ITA 7,058,000 31,783 0.09%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 7,042,000 195,446 0.08%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 7,035,000 65,396 0.08%
TRIPADVISOR INC    (COM) TRIP 6,993,000 230,184 0.08%
ISHARES TR    (1 3 YR TREAS BD) SHY 6,919,000 81,757 0.08%
ISHARES TR    (CORE S&P US VLU) IWW 6,906,000 109,586 0.08%
ELECTRONIC ARTS INC    (COM) ERTS 6,872,000 63,924 0.08%
MEDTRONIC PLC    (SHS) MDT 6,867,000 60,532 0.08%
PROSHARES TR    (SHORT S&P 500 NE) 6,813,000 283,757 0.08%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next >Full Portfolio View
Total Value As 2019-12-31: 7,826,594,000 SEC FILING
* Portfolios do not reflect changes after reporting
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