Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

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

CWM, LLC INSTITUTION : CWM, LLC
CWM, LLC Portfolio (reported on 2020-07-22)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 458,238,000 1,479,665 5.43%
ISHARES TR    (US TREAS BD ETF) GOVT 429,959,000 15,361,169 5.10%
ISHARES TR    (EDGE MSCI USA VL) VLUE 290,323,000 4,016,640 3.44%
ISHARES TR    (ESG MSCI USA ETF) 254,171,000 3,631,536 3.01%
ISHARES TR    (USD INV GRDE ETF) CFT 253,318,000 4,192,615 3.00%
ISHARES TR    (USA QUALITY FCTR) QUAL 191,550,000 1,996,973 2.27%
ISHARES TR    (CORE MSCI EAFE) IEFA 182,377,000 3,190,644 2.16%
ISHARES TR    (SH TR CRPORT ETF) CSJ 176,061,000 3,218,071 2.08%
ISHARES TR    (LNG TR CRPRT BD) CLY 166,866,000 2,382,434 1.97%
ISHARES TR    (MULTIFACTOR INTL) 156,198,000 6,814,911 1.85%
ISHARES TR    (MSCI MIN VOL ETF) USMV 140,266,000 2,313,477 1.66%
ISHARES TR    (USA MOMENTUM FCT) 132,599,000 1,012,203 1.57%
ISHARES INC    (ESG MSCI EM ETF) 129,569,000 4,038,929 1.53%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 129,080,000 2,151,687 1.53%
ISHARES TR    (0-5YR HI YL CP) SHYG 123,128,000 2,870,775 1.46%
SPDR SER TR    (PORTFOLIO SH TSR) SST 113,067,000 3,680,582 1.34%
ISHARES TR    (CORE S&P SCP ETF) IJR 99,479,000 1,456,720 1.18%
ISHARES TR    (EDGE INVT GRDE) 94,677,000 1,740,389 1.12%
ISHARES TR    (EAFE GRWTH ETF) EFG 94,090,000 1,132,110 1.11%
ISHARES TR    (MULTIFACTOR USA) 92,918,000 2,602,009 1.10%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 92,358,000 299,514 1.09%
ISHARES TR    (CORE US AGGBD ET) AGG 85,823,000 726,024 1.01%
ISHARES INC    (MLT FCTR EMG MKT) 75,996,000 1,929,321 0.90%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 75,581,000 1,379,463 0.89%
ISHARES TR    (GLOBAL TECH ETF) IXN 75,194,000 319,242 0.89%
ISHARES TR    (U.S. MED DVC ETF) IHI 67,334,000 254,313 0.79%
ISHARES TR    (S&P 500 GRWT ETF) IVW 64,110,000 308,978 0.76%
MICROSOFT CORP    (COM) MSFT 61,594,000 302,656 0.73%
INVESCO QQQ TR    (UNIT SER 1) 56,959,000 230,043 0.67%
SPDR SER TR    (PORTFOLIO S&P500) ELR 56,703,000 1,564,207 0.67%
ISHARES TR    (S&P 500 VAL ETF) IVE 55,854,000 516,162 0.66%
APPLE INC    (COM) AAPL 54,271,000 148,768 0.64%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 52,098,000 2,828,351 0.61%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 50,825,000 1,007,632 0.60%
AMAZON COM INC    (COM) AMZN 48,132,000 17,446 0.57%
ISHARES TR    (SHORT TREAS BD) SHV 43,098,000 389,185 0.51%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 42,150,000 236,122 0.50%
UNITEDHEALTH GROUP INC    (COM) UNH 41,049,000 139,174 0.48%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 40,038,000 393,725 0.47%
PROCTER AND GAMBLE CO    (COM) PG 39,913,000 333,806 0.47%
VISA INC    (COM CL A) V 39,489,000 204,428 0.46%
PFIZER INC    (COM) PFE 37,409,000 1,144,014 0.44%
VERIZON COMMUNICATIONS INC    (COM) VZ 36,530,000 662,617 0.43%
AT&T INC    (COM) T 35,874,000 1,186,707 0.42%
ISHARES TR    (U.S. FIN SVC ETF) IYG 35,169,000 294,546 0.41%
SPDR SER TR    (PORTFOLI S&P1500) TMW 34,662,000 917,474 0.41%
INTEL CORP    (COM) INTC 34,146,000 570,722 0.40%
CLOROX CO DEL    (COM) CLX 33,887,000 154,474 0.40%
WALMART INC    (COM) WMT 33,684,000 281,219 0.39%
TARGET CORP    (COM) TGT 33,410,000 278,582 0.39%
AMDOCS LTD    (SHS) DOX 33,325,000 547,393 0.39%
JOHNSON & JOHNSON    (COM) JNJ 33,194,000 236,039 0.39%
MCCORMICK & CO INC    (COM NON VTG) MKC 33,155,000 184,802 0.39%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 33,104,000 296,653 0.39%
LILLY ELI & CO    (COM) LLY 32,711,000 199,238 0.38%
LOCKHEED MARTIN CORP    (COM) LMT 31,565,000 86,499 0.37%
KIMBERLY CLARK CORP    (COM) KMB 31,151,000 220,385 0.36%
US BANCORP DEL    (COM NEW) USB 31,051,000 843,317 0.36%
DOMINION ENERGY INC    (COM) D 31,024,000 382,163 0.36%
MERCK & CO. INC    (COM) MRK 31,003,000 400,924 0.36%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 30,905,000 1,001,447 0.36%
MCDONALDS CORP    (COM) MCD 30,176,000 163,584 0.35%
ALLSTATE CORP    (COM) ALL 29,998,000 309,288 0.35%
FIRST TR EXCHANGE-TRADED FD    (SSI STRG ETF) 29,369,000 827,554 0.34%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 29,264,000 144,807 0.34%
WEC ENERGY GROUP INC    (COM) 29,062,000 331,571 0.34%
XCEL ENERGY INC    (COM) XEL 28,536,000 456,572 0.33%
TJX COS INC NEW    (COM) TJX 28,417,000 562,039 0.33%
REPUBLIC SVCS INC    (COM) RSG 28,186,000 343,517 0.33%
DUKE ENERGY CORP NEW    (COM NEW) DUK 28,070,000 351,360 0.33%
SOUTHERN CO    (COM) SO 27,931,000 538,689 0.33%
CITRIX SYS INC    (COM) CTXS 27,894,000 188,587 0.33%
FIRST TR EXCH TRADED FD III    (EME MRK BD ETF) FEMB 27,890,000 806,533 0.33%
AMERICAN ELEC PWR CO INC    (COM) AEP 27,815,000 349,265 0.32%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 27,638,000 272,189 0.32%
STRYKER CORPORATION    (COM) SYK 27,480,000 152,505 0.32%
ORACLE CORP    (COM) ORCL 25,642,000 463,946 0.30%
ADOBE INC    (COM) ADBE 25,074,000 57,601 0.29%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 24,861,000 203,996 0.29%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 24,501,000 309,902 0.29%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 23,374,000 108,858 0.27%
PEPSICO INC    (COM) PEP 22,928,000 173,357 0.27%
NIKE INC    (CL B) NKE 22,305,000 227,489 0.26%
ALPHABET INC    (CAP STK CL A) GOOGL 21,787,000 15,364 0.25%
COLGATE PALMOLIVE CO    (COM) CL 21,353,000 291,470 0.25%
HORMEL FOODS CORP    (COM) HRL 21,121,000 437,567 0.25%
ISHARES TR    (CORE TOTAL USD) IUSB 21,097,000 388,311 0.25%
HONEYWELL INTL INC    (COM) HON 21,062,000 145,665 0.24%
MEDTRONIC PLC    (SHS) MDT 20,868,000 227,568 0.24%
WASTE MGMT INC DEL    (COM) WMI 20,143,000 190,191 0.23%
SERVICENOW INC    (COM) NOW 19,726,000 48,698 0.23%
EVERGY INC    (COM) 19,427,000 327,659 0.23%
F M C CORP    (COM NEW) FMC 18,903,000 189,751 0.22%
MONDELEZ INTL INC    (CL A) MDLZ 18,504,000 361,897 0.21%
NORTHROP GRUMMAN CORP    (COM) NOC 17,985,000 58,500 0.21%
EVEREST RE GROUP LTD    (COM) RE 17,680,000 85,743 0.20%
PINNACLE WEST CAP CORP    (COM) PNW 17,674,000 241,154 0.20%
CIGNA CORP NEW    (COM) 16,986,000 90,518 0.20%
VICTORY PORTFOLIOS II    (VCSHS US EQ INCM) 16,646,000 357,429 0.19%
HARTFORD FINL SVCS GROUP INC    (COM) HIG 16,382,000 424,957 0.19%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 15,643,000 99,936 0.18%
PIMCO ETF TR    (SHTRM MUN BD ACT) SMMU 15,131,000 296,382 0.17%
ETSY INC    (COM) ETSY 14,950,000 140,737 0.17%
REINSURANCE GRP OF AMERICA I    (COM NEW) RGA 14,925,000 190,276 0.17%
PIMCO ETF TR    (ENHNCD LW DUR AC) LDUR 14,758,000 144,773 0.17%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 14,619,000 529,292 0.17%
NUANCE COMMUNICATIONS INC    (COM) NUAN 14,520,000 573,787 0.17%
ISHARES TR    (RUS MD CP GR ETF) IWP 14,232,000 90,007 0.16%
ISHARES TR    (CORE S&P MCP ETF) IJH 13,742,000 77,282 0.16%
ISHARES TR    (CORE S&P TTL STK) ISI 13,713,000 197,485 0.16%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 13,402,000 590,638 0.15%
FACEBOOK INC    (CL A) FB 12,659,000 55,750 0.15%
ISHARES TR    (ESG AWRE USD ETF) 12,585,000 455,631 0.14%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 12,382,000 57,404 0.14%
ISHARES TR    (IBOXX INV CP ETF) LQD 12,244,000 91,034 0.14%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 12,025,000 237,045 0.14%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 11,682,000 140,542 0.13%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 11,660,000 131,992 0.13%
SANOFI    (SPONSORED ADR) SNY 11,528,000 225,824 0.13%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 11,491,000 217,267 0.13%
PIMCO ETF TR    (INTER MUN BD ACT) MUNI 11,464,000 206,081 0.13%
ABBVIE INC    (COM) ABBV 11,437,000 116,485 0.13%
PROSHARES TR    (SHORT S&P 500 NE) 11,426,000 511,004 0.13%
CISCO SYS INC    (COM) CSCO 11,244,000 241,077 0.13%
IAA INC    (COM) 11,239,000 291,381 0.13%
SERVICEMASTER GLOBAL HLDGS I    (COM) SERV 11,015,000 308,617 0.13%
ISHARES GOLD TRUST    (ISHARES) IAU 10,814,000 636,465 0.12%
ISHARES TR    (MBS ETF) MBB 10,764,000 97,232 0.12%
ISHARES TR    (IBOXX HI YD ETF) HYG 10,705,000 131,157 0.12%
DBX ETF TR    (XTRACKERS LOW) 10,611,000 217,576 0.12%
ISHARES TR    (3 7 YR TREAS BD) IEI 10,512,000 78,641 0.12%
SALESFORCE COM INC    (COM) CRM 10,161,000 54,240 0.12%
PIMCO ETF TR    (INV GRD CRP BD) CORP 10,106,000 88,435 0.11%
MASTERCARD INCORPORATED    (CL A) MA 9,906,000 33,501 0.11%
NOVARTIS AG    (SPONSORED ADR) NVS 9,892,000 113,257 0.11%
MCKESSON CORP    (COM) MCK 9,876,000 64,372 0.11%
INVESCO EXCHANGE TRADED FD T    (S&P MDCP MOMNTUM) 9,857,000 166,190 0.11%
ISHARES TR    (MSCI GLOBAL IMP) 9,851,000 144,546 0.11%
AMERISOURCEBERGEN CORP    (COM) ABC 9,822,000 97,472 0.11%
ISHARES TR    (CORE MSCI EURO) IEUR 9,738,000 227,731 0.11%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 9,713,000 454,532 0.11%
FISERV INC    (COM) FISV 9,657,000 98,927 0.11%
ISHARES INC    (CORE MSCI EMKT) IEMG 9,633,000 202,384 0.11%
SCOTTS MIRACLE GRO CO    (CL A) SMG 9,604,000 71,424 0.11%
ISHARES TR    (FLTG RATE NT ETF) FLOT 9,546,000 188,693 0.11%
THOMSON REUTERS CORP.    (COM NEW) 9,543,000 140,396 0.11%
KELLOGG CO    (COM) K 9,453,000 143,094 0.11%
TOTAL S.A.    (SPONSORED ADS) TOT 9,441,000 245,474 0.11%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 9,409,000 87,583 0.11%
UNILEVER PLC    (SPON ADR NEW) UL 9,406,000 171,395 0.11%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 9,361,000 74,509 0.11%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 9,339,000 171,774 0.11%
WISDOMTREE TR    (US HIGH DIVIDEND) DHS 9,331,000 149,806 0.11%
INFOSYS LTD    (SPONSORED ADR) INFY 9,312,000 963,975 0.11%
BCE INC    (COM NEW) BCE 9,224,000 220,836 0.10%
UNITED PARCEL SERVICE INC    (CL B) UPS 9,188,000 82,640 0.10%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 9,177,000 204,292 0.10%
KORNIT DIGITAL LTD    (SHS) 9,163,000 171,662 0.10%
TELUS CORPORATION    (COM) TULCF 9,088,000 541,894 0.10%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 9,052,000 213,538 0.10%
ACTIVISION BLIZZARD INC    (COM) ATVI 9,038,000 119,083 0.10%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 8,970,000 219,902 0.10%
CIENA CORP    (COM NEW) CIEN 8,912,000 164,547 0.10%
CHUBB LIMITED    (COM) CB 8,807,000 69,556 0.10%
SITEONE LANDSCAPE SUPPLY INC    (COM) 8,798,000 77,193 0.10%
HEALTHEQUITY INC    (COM) HQY 8,727,000 148,742 0.10%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 8,699,000 30,691 0.10%
ISHARES TR    (CORE MSCI TOTAL) IXUS 8,643,000 158,532 0.10%
EDWARDS LIFESCIENCES CORP    (COM) EW 8,514,000 123,191 0.10%
TORONTO DOMINION BK ONT    (COM NEW) TD 8,432,000 189,006 0.10%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 8,408,000 42,125 0.09%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 8,359,000 80,002 0.09%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 8,343,000 137,900 0.09%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 8,333,000 159,553 0.09%
BK OF AMERICA CORP    (COM) BAC 8,299,000 349,430 0.09%
FIRST TR EXCHANGE-TRADED FD    (DORSY WR MOMNT) 8,282,000 405,399 0.09%
EXACT SCIENCES CORP    (COM) EXAS 8,273,000 95,159 0.09%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 8,131,000 85,466 0.09%
INVESCO EXCHANGE TRADED FD T    (S&P SMLCP MOMENT) 8,090,000 223,854 0.09%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 8,054,000 67,475 0.09%
ILLUMINA INC    (COM) ILMN 8,007,000 21,620 0.09%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 8,004,000 101,604 0.09%
CHINA MOBILE LIMITED    (SPONSORED ADR) CHL 7,982,000 237,270 0.09%
FIRST TR EXCH TRD ALPHDX FD    (EMERG MKT ALPH) FEM 7,914,000 377,137 0.09%
CATALENT INC    (COM) CTLT 7,812,000 106,575 0.09%
VONAGE HLDGS CORP    (COM) VG 7,802,000 775,512 0.09%
CHEVRON CORP NEW    (COM) CVX 7,771,000 87,084 0.09%
INGREDION INC    (COM) INGR 7,766,000 93,570 0.09%
CANON INC    (SPONSORED ADR) CAJ 7,642,000 382,671 0.09%
GENERAC HLDGS INC    (COM) GNRC 7,627,000 62,549 0.09%
PALOMAR HLDGS INC    (COM) 7,565,000 88,215 0.08%
TYSON FOODS INC    (CL A) TSN 7,540,000 126,280 0.08%
FIRST TR EXCH TRD ALPHDX FD    (DEV MRK EX US) FDT 7,527,000 160,424 0.08%
AMGEN INC    (COM) AMGN 7,525,000 31,903 0.08%
WELLS FARGO CO NEW    (COM) WFC 7,438,000 290,540 0.08%
ISHARES TR    (MSCI KLD400 SOC) DSI 7,340,000 62,195 0.08%
ARCHER DANIELS MIDLAND CO    (COM) ADM 7,229,000 181,167 0.08%
ISHARES TR    (BROAD USD HIGH) 7,137,000 186,732 0.08%
CARDINAL HEALTH INC    (COM) CAH 7,082,000 135,700 0.08%
GLOBAL X FDS    (US PFD ETF) 7,077,000 301,162 0.08%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next >Full Portfolio View
Total Value As 2020-06-30: 8,429,985,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
CWM, LLC

Matching performance of CWM, LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*