CWM, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 3.37M | $629.23M |
 | AAPL | 2.71M | $736.80M |
 | T | 2.32M | $57.55M |
 | PCG | 1.83M | $29.46M |
 | PFE | 1.63M | $40.47M |
 | AMZN | 1.54M | $355.61M |
 | ADT | 1.51M | $12.22M |
 | VZ | 1.49M | $60.56M |
 | BAC | 1.39M | $76.28M |
 | CSCO | 1.33M | $102.45M |
 | WMT | 1.23M | $137.43M |
 | BMY | 1.23M | $66.27M |
 | MSFT | 1.07M | $517.93M |
 | XOM | 1.05M | $126.82M |
 | GOOGL | 1.04M | $325.50M |
 | MRK | 1.02M | $107.05M |
 | INTC | 953K | $35.16M |
 | CMCSA | 867K | $25.90M |
 | LYFT | 846K | $16.39M |
 | CNC | 805K | $33.12M |
NVIDIA Corporation
NVDA
Shares Held
3.37M
Value
$629.23M
Apple Inc.
AAPL
Shares Held
2.71M
Value
$736.80M
AT&T Inc.
T
Shares Held
2.32M
Value
$57.55M
Pacific Gas & Electric Co.
PCG
Shares Held
1.83M
Value
$29.46M
Pfizer Inc.
PFE
Shares Held
1.63M
Value
$40.47M
Amazon.com, Inc.
AMZN
Shares Held
1.54M
Value
$355.61M
ADT Inc.
ADT
Shares Held
1.51M
Value
$12.22M
Verizon Communications Inc.
VZ
Shares Held
1.49M
Value
$60.56M
Bank of America Corporation
BAC
Shares Held
1.39M
Value
$76.28M
Cisco Systems, Inc.
CSCO
Shares Held
1.33M
Value
$102.45M
Walmart Inc.
WMT
Shares Held
1.23M
Value
$137.43M
Bristol-Myers Squibb Company
BMY
Shares Held
1.23M
Value
$66.27M
Microsoft Corporation
MSFT
Shares Held
1.07M
Value
$517.93M
Exxon Mobil Corporation
XOM
Shares Held
1.05M
Value
$126.82M
Alphabet Inc.
GOOGL
Shares Held
1.04M
Value
$325.50M
Merck & Co., Inc.
MRK
Shares Held
1.02M
Value
$107.05M
Intel Corporation
INTC
Shares Held
953K
Value
$35.16M
Comcast Corporation
CMCSA
Shares Held
867K
Value
$25.90M
Lyft, Inc.
LYFT
Shares Held
846K
Value
$16.39M
Centene Corporation
CNC
Shares Held
805K
Value
$33.12M