The Analysis of CWM, LLC's Holdings
Currently, CWM, LLC holds 5559 types of securities in its portfolio with a total value $36.9M. In the most recent quarter, they have increased their positions in IVE (+703.0K shares, valued at $149.1K), XLK (+789.1K shares, valued at $113.6K), SPY (+148.5K shares, valued at $101.3K); decreased their positions in QUAL (-1.0M shares, valued at $198.9K), EFV (-924.7K shares, valued at $66.0K), SPMD (-1.1M shares, valued at $65.9K); initiated new positions in XTL (+221.6K shares, valued at $34.0K), GLOW (+783.0K shares, valued at $24.1K), INTL (+418.8K shares, valued at $11.7K).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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Call Option Holdings
SUPER MICRO COMPUTER INC Call CallSUPER MICRO COMPUTER INC3.0K sharesnew addition2025-12-312026-01-26
Put Option Holdings