Avoid Fraud, Get The Facts, And Find The Best
Reported Holdings Of The
CPWM LLC
Legal Name: CPWM, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Amazon.com Inc (023135106)
|
19,075 |
$36,121k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
179,321 |
$28,214k |
|
|
Apple Inc (037833100)
|
111,071 |
$21,983k |
|
|
ISHARES TR (464288257)
|
233,611 |
$17,219k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
139,074 |
$15,486k |
|
|
ENTERPRISE PRODS (293792107)
|
449,197 |
$12,968k |
|
|
COSTCO WHSL CORP (22160K105)
|
42,419 |
$11,210k |
|
|
CISCO SYSTEMS INC (17275R102)
|
193,119 |
$10,569k |
|
|
ALPHABET INC (02079K305)
|
9,050 |
$9,799k |
|
|
ISHARES (464287234)
|
225,524 |
$9,677k |
|
|
Alphabet Inc (02079K107)
|
8,757 |
$9,466k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
30,975 |
$9,130k |
|
|
ISHARES TR (464288422)
|
226,217 |
$8,601k |
|
|
INTEL CORP (458140100)
|
152,343 |
$7,293k |
|
|
ISHARES TR (464287176)
|
62,063 |
$7,168k |
|
|
JOHNSON & JOHNSON (478160104)
|
47,764 |
$6,653k |
|
|
Boeing Co/The (097023105)
|
17,772 |
$6,469k |
|
|
ISHARES (46429B747)
|
63,284 |
$6,365k |
|
|
KIMBERLY CLARK CORP (494368103)
|
43,403 |
$5,785k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
25,341 |
$5,402k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
30,127 |
$4,904k |
|
|
ISHARES (464287465)
|
63,525 |
$4,176k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
35,567 |
$3,976k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
24,852 |
$3,864k |
|
|
ISHARES (464287242)
|
27,043 |
$3,363k |
|
|
ISHARES (464288273)
|
53,286 |
$3,059k |
|
|
ABBOTT LABS (002824100)
|
30,539 |
$2,568k |
|
|
ISHARES (464287168)
|
23,685 |
$2,358k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
18,327 |
$2,332k |
|
|
ISHARES (464288869)
|
24,156 |
$2,251k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
7 |
$2,228k |
|
|
HOME DEPOT INC (437076102)
|
10,362 |
$2,155k |
|
|
ISHARES (464287630)
|
16,921 |
$2,039k |
|
|
GILEAD SCIENCES INC (375558103)
|
29,456 |
$1,990k |
|
|
Chevron Corp (166764100)
|
13,297 |
$1,655k |
|
|
CROWN HOLDINGS INC (228368106)
|
25,867 |
$1,580k |
|
|
INSPIRE MED SYS INC COM (457730109)
|
23,989 |
$1,455k |
|
|
AMGEN INC (031162100)
|
7,843 |
$1,445k |
|
|
ISHARES U (464287739)
|
15,845 |
$1,383k |
|
|
MERCK & CO INC (58933Y105)
|
16,467 |
$1,381k |
|
|
Exxon Mobil Corp (30231G102)
|
15,446 |
$1,184k |
|
|
CITIGROUP INC (172967424)
|
16,607 |
$1,163k |
|
|
CME GROUP INC (12572Q105)
|
5,856 |
$1,137k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
5,116 |
$1,046k |
|
|
EATON CORPORATION (G29183103)
|
12,089 |
$1,007k |
|
|
BCE INC (05534B760)
|
21,318 |
$970k |
|
|
AES CORP (00130H105)
|
57,194 |
$959k |
|
|
ANHEUSER BUSCH INBEV (03524A108)
|
10,772 |
$953k |
|
|
ISHARES (464288885)
|
11,698 |
$945k |
|
|
LILLY ELI & CO (532457108)
|
8,474 |
$939k |
|
|
MASTERCARD INC (57636Q104)
|
3,539 |
$936k |
|
|
Caterpillar Inc (149123101)
|
6,828 |
$931k |
|
|
Eaton Vance Sr Fltg Rate Trust (27828Q105)
|
69,109 |
$905k |
|
|
Bank of America Corp. (060505104)
|
30,087 |
$873k |
|
|
ADP (053015103)
|
5,235 |
$866k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
11,897 |
$853k |
|
|
AT&T INC (00206R102)
|
24,334 |
$815k |
|
|
DIGITAL RLTY TR INC (253868103)
|
6,752 |
$795k |
|
|
ENBRIDGE INC (29250N105)
|
21,746 |
$785k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
4,023 |
$781k |
|
|
ALLSTATE CORP (020002101)
|
7,682 |
$781k |
|
|
CENTERPOINT ENERGY (15189T107)
|
26,890 |
$770k |
|
|
ASTRAZENECA (046353108)
|
18,609 |
$768k |
|
|
MAGNA INTL INC (559222401)
|
15,025 |
$747k |
|
|
American International Group (026874784)
|
13,440 |
$716k |
|
|
KLA-TENCOR CORP (482480100)
|
5,905 |
$698k |
|
|
MCDONALDS CORP (580135101)
|
3,357 |
$697k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
47,915 |
$662k |
|
|
CSX CORP (126408103)
|
7,548 |
$584k |
|
|
3M CO (88579Y101)
|
3,271 |
$567k |
|
|
ISHARES TR (464288687)
|
14,960 |
$551k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
5,080 |
$541k |
|
|
BAXTER INTL INC (071813109)
|
6,508 |
$533k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
7,027 |
$525k |
|
|
BANK MONTREAL QUE (063671101)
|
6,140 |
$463k |
|
|
HONEYWELL INTL INC (438516106)
|
2,581 |
$451k |
|
|
KOHLS CORP (500255104)
|
8,636 |
$411k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,832 |
$391k |
|
|
COCA-COLA CO (191216100)
|
7,572 |
$386k |
|
|
LOWES CO (548661107)
|
3,730 |
$376k |
|
|
American Express Co. (025816109)
|
2,929 |
$362k |
|
|
ANTHEM INC (036752103)
|
1,165 |
$329k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
5,749 |
$321k |
|
|
EOG Resources Inc (26875P101)
|
3,368 |
$314k |
|
|
Lockheed Martin Corp (539830109)
|
834 |
$303k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,629 |
$301k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
2,568 |
$291k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,500 |
$283k |
|
|
Intuit Inc (461202103)
|
1,003 |
$262k |
|
|
ISHARES TR (464287788)
|
1,839 |
$231k |
|
|
ADOBE INC (00724F101)
|
767 |
$226k |
|
|
Deere & Co (244199105)
|
1,340 |
$222k |
|
|
LEGGETT & PLATT INC (524660107)
|
5,760 |
$221k |
|
|
DANAHER CORP (235851102)
|
1,539 |
$220k |
|
|
DIAGEO P L C (25243Q205)
|
1,268 |
$219k |
|
|
MARRIOTT INTL INC (571903202)
|
1,520 |
$213k |
|
|
COLUMBIA BKG SYS INC (197236102)
|
5,894 |
$213k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,078 |
$202k |
|
|
SWEDISH EXPT CR CORP (870297801)
|
34,265 |
$179k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.