C M Bidwell & Associates Ltd Top Holdings and 13F Report (2025) About C M Bidwell & Associates LtdInvestment ActivityC M Bidwell & Associates Ltd has $166.18 million in total holdings as of March 31, 2025.C M Bidwell & Associates Ltd owns shares of 439 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 8.43% of the portfolio was purchased this quarter.About 5.29% of the portfolio was sold this quarter.This quarter, C M Bidwell & Associates Ltd has purchased 485 new stocks and bought additional shares in 61 stocks.C M Bidwell & Associates Ltd sold shares of 116 stocks and completely divested from 95 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $12,452,785iShares Russell 1000 ETF $11,008,899Vanguard Total Stock Market ETF $6,851,924iShares Russell 2000 ETF $6,664,961iShares Intermediate Government/Credit Bond ETF $6,149,160 Largest New Holdings this Quarter 17275R102 - Cisco Systems $433,266 Holding72147K108 - Pilgrim's Pride $359,221 Holding808517692 - Schwab Short-Term Bond $304,164 Holding143130102 - CarMax $275,291 Holding26622P107 - Doximity $268,969 Holding Largest Purchases this Quarter iShares Russell 1000 ETF 12,429 shares (about $3.81M)Schwab Short-Term U.S. Treasury ETF 67,623 shares (about $1.65M)Vanguard Short-Term Inflation-Protected Securities ETF 17,504 shares (about $873.45K)Schwab U.S. TIPS ETF 17,120 shares (about $460.36K)Cisco Systems 7,021 shares (about $433.27K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 16,696 shares (about $828.46K)Vanguard Intermediate-Term Bond ETF 7,947 shares (about $608.50K)Costco Wholesale 380 shares (about $359.39K)Tesla 1,238 shares (about $320.83K)United Therapeutics 950 shares (about $292.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofC M Bidwell & Associates Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVVanguard Short-Term Bond ETF$12,452,785$287,131 ▲2.4%159,0807.5%ETFIWBiShares Russell 1000 ETF$11,008,899$3,812,472 ▲53.0%35,8906.6%ETFVTIVanguard Total Stock Market ETF$6,851,924$37,652 ▼-0.5%24,9314.1%ETFIWMiShares Russell 2000 ETF$6,664,961$9,177 ▼-0.1%33,4104.0%FinanceGVIiShares Intermediate Government/Credit Bond ETF$6,149,1600.0%58,0003.7%ETFVOOVanguard S&P 500 ETF$5,987,051$58,586 ▲1.0%11,6503.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,099,801$873,453 ▲20.7%102,2003.1%ManufacturingISTBiShares Core 1-5 Year USD Bond ETF$4,685,308$43,805 ▲0.9%96,9042.8%ManufacturingBNDVanguard Total Bond Market ETF$4,245,744$138,599 ▲3.4%57,8052.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,835,8650.0%69,1772.3%ManufacturingVEAVanguard FTSE Developed Markets ETF$3,708,556$113,453 ▼-3.0%72,9602.2%ETFSCHPSchwab U.S. TIPS ETF$3,403,793$460,357 ▲15.6%126,5822.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,212,241$1,645,941 ▲105.1%131,9741.9%ETFDFACDimensional U.S. Core Equity 2 ETF$3,191,728$67,696 ▼-2.1%96,7481.9%ETFBIVVanguard Intermediate-Term Bond ETF$2,898,724$608,505 ▼-17.4%37,8571.7%ETFSCHXSchwab US Large-Cap ETF$2,801,625$62,376 ▼-2.2%126,8851.7%ETFSCHBSchwab US Broad Market ETF$2,762,660$65 ▼0.0%128,3171.7%ETFVTEBVanguard Tax-Exempt Bond ETF$2,523,624$828,456 ▼-24.7%50,8591.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,290,173$105,953 ▲4.9%87,4111.4%ETFSCHASchwab US Small-Cap ETF$2,156,191$229,895 ▲11.9%92,0271.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,924,006$284,675 ▲17.4%29,2581.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,832,639$167,957 ▲10.1%79,1291.1%ETFAAPLApple$1,755,049$127,280 ▼-6.8%7,9011.1%Computer and TechnologySCHFSchwab International Equity ETF$1,680,741$62,465 ▲3.9%84,9721.0%ETFNVDANVIDIA$1,661,791$9,429 ▼-0.6%15,3331.0%Computer and TechnologyMSFTMicrosoft$1,560,496$63,066 ▼-3.9%4,1570.9%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,489,261$1,940 ▼-0.1%7,6770.9%ETFVYMVanguard High Dividend Yield ETF$1,349,875$1,419 ▼-0.1%10,4670.8%ETFVBRVanguard Small-Cap Value ETF$1,344,830$4,844 ▲0.4%7,2190.8%ETFVBVanguard Small-Cap ETF$1,177,470$94,907 ▼-7.5%5,3100.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,155,601$140,671 ▼-10.9%25,5320.7%ETFAMZNAmazon.com$1,082,770$11,796 ▼-1.1%5,6910.7%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,082,5460.0%14,3100.7%ETFSUBiShares Short-Term National Muni Bond ETF$1,033,296$227,357 ▲28.2%9,7850.6%ETFMUBiShares National Muni Bond ETF$1,032,8900.0%9,7960.6%ETFIDEViShares Core MSCI International Developed Markets ETF$1,001,6610.0%14,5400.6%ETFGOOGLAlphabet$987,840$75,000 ▼-7.1%6,3880.6%Computer and TechnologyMETAMeta Platforms$978,083$119,307 ▼-10.9%1,6970.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$964,676$363 ▼0.0%34,5020.6%ETFVTVVanguard Value ETF$875,508$1,037 ▼-0.1%5,0680.5%ETFVTWOVanguard Russell 2000 ETF$821,017$43,148 ▼-5.0%10,1800.5%ETFSCHESchwab Emerging Markets Equity ETF$817,693$115,986 ▲16.5%29,6590.5%ETFVTVanguard Total World Stock ETF$730,744$52,759 ▼-6.7%6,3020.4%ETFVGSHVanguard Short-Term Treasury Index ETF$719,011$221,672 ▲44.6%12,2510.4%ETFSPYSPDR S&P 500 ETF Trust$718,8090.0%1,2850.4%FinanceNFLXNetflix$710,588$5,595 ▼-0.8%7620.4%Consumer DiscretionaryDFSVDimensional US Small Cap Value ETF$706,375$58,327 ▲9.0%25,0930.4%ETFApplovin Corp$704,555$135,930 ▲23.9%2,6590.4%COMDFAUDimensional US Core Equity Market ETF$685,2700.0%17,8270.4%ETFHWMHowmet Aerospace$640,477$100,152 ▲18.5%4,9370.4%AerospaceDISVDimensional International Small Cap Value ETF$632,283$8,416 ▼-1.3%21,7130.4%ETFCORCencora$631,820$212,183 ▲50.6%2,2720.4%MedicalRCLRoyal Caribbean Cruises$619,812$411 ▼-0.1%3,0170.4%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$615,876$5,935 ▼-1.0%6,2260.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$608,511$5,447 ▲0.9%7,7090.4%ETFDFICDimensional International Core Equity 2 ETF$587,946$108,358 ▼-15.6%21,1720.4%ETFVOEVanguard Mid-Cap Value ETF$583,2420.0%3,6330.4%ETFJPMJPMorgan Chase & Co.$537,698$5,642 ▼-1.0%2,1920.3%FinanceRSGRepublic Services$532,994$7,749 ▼-1.4%2,2010.3%Business ServicesPWZInvesco California AMT-Free Municipal Bond ETF$527,8480.0%22,1320.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$526,8390.0%4,3180.3%ETFBSXBoston Scientific$489,369$290,534 ▲146.1%4,8510.3%MedicalVVVanguard Large-Cap ETF$487,329$130,571 ▼-21.1%1,8960.3%ETFCLXClorox$457,358$45,647 ▲11.1%3,1060.3%Consumer StaplesJMSTJPMorgan Ultra-Short Municipal ETF$450,7850.0%8,8650.3%ETFCOINCoinbase Global$437,292$254,211 ▲138.9%2,5390.3%FinanceCSCOCisco Systems$433,266$433,266 ▲New Holding7,0210.3%Computer and TechnologyGILDGilead Sciences$419,179$6,723 ▼-1.6%3,7410.3%MedicalDFAIDimensional International Core Equity Market ETF$411,080$4,747 ▼-1.1%13,1630.2%ETFCEGConstellation Energy$399,429$4,436 ▼-1.1%1,9810.2%EnergyBKBank of New York Mellon$386,641$8,303 ▼-2.1%4,6100.2%FinanceTMUST-Mobile US$383,796$13,869 ▼-3.5%1,4390.2%Computer and TechnologyPGRProgressive$383,479$69,055 ▲22.0%1,3550.2%FinanceVRTVertiv$375,657$3,754 ▼-1.0%5,2030.2%Computer and TechnologyTAPMolson Coors Beverage$367,594$23,374 ▲6.8%6,0390.2%Consumer StaplesPYPLPayPal$365,465$848 ▼-0.2%5,6010.2%Computer and TechnologyMPCMarathon Petroleum$365,391$728 ▼-0.2%2,5080.2%EnergyBKRBaker Hughes$362,675$7,735 ▼-2.1%8,2520.2%EnergyPPCPilgrim's Pride$359,221$359,221 ▲New Holding6,5900.2%Consumer StaplesMGCVanguard Mega Cap ETF$355,234$14,499 ▼-3.9%1,7640.2%ETFSPGIS&P Global$346,016$9,146 ▼-2.6%6810.2%Business ServicesPODDInsulet$342,969$6,040 ▼-1.7%1,3060.2%MedicalRMDResMed$341,595$25,071 ▲7.9%1,5260.2%MedicalPFEPfizer$339,480$5,651 ▼-1.6%13,3970.2%MedicalIBMInternational Business Machines$335,442$5,968 ▼-1.7%1,3490.2%Computer and TechnologyAIZAssurant$316,513$5,244 ▼-1.6%1,5090.2%FinanceVYMIVanguard International High Dividend Yield ETF$312,3330.0%4,2380.2%ETFSchwab Short-Term Bond$304,164$304,164 ▲New Holding31,5850.2%COMMUSTColumbia Multi-Sector Municipal Income ETF$299,5480.0%14,8770.2%ETFBlackRock Inc$297,195$8,518 ▼-2.8%3140.2%COMTYLTyler Technologies$293,602$4,070 ▼-1.4%5050.2%Computer and TechnologyCHRWC.H. Robinson Worldwide$286,618$6,758 ▲2.4%2,7990.2%TransportationVXUSVanguard Total International Stock ETF$282,803$20,369 ▲7.8%4,5540.2%ETFKMXCarMax$275,291$275,291 ▲New Holding3,5330.2%Retail/WholesaleArista Networks Inc$271,180$187,424 ▼-40.9%3,5000.2%COMDOCSDoximity$268,969$268,969 ▲New Holding4,6350.2%MedicalDECKDeckers Outdoor$268,232$13,305 ▼-4.7%2,3990.2%Retail/WholesaleOKTAOkta$265,680$263,365 ▲11,377.3%2,5250.2%Computer and TechnologySYFSynchrony Financial$265,653$3,018 ▼-1.1%5,0180.2%FinanceKMIKinder Morgan$260,1650.0%9,1190.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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