Cwc Advisors, Llc. Purchases and Sells in Q1 2025

Cwc Advisors, Llc.

$176 Billion
Q1 2025

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EDV	64.2K + 393.79%	$65.05 - $73.43 $4.18M - $4.71M	80.5K $5.72B
TLT	48.3K + 336.07%	$85.29 - $92.57 $4.12M - $4.47M	62.7K $5.71B
VGIT	59.4K + 105.81%	$57.44 - $59.4 $3.41M - $3.53M	115K $6.86B
BXSL	78.3K + 100.99%	$31.3 - $34.5 $2.45M - $2.7M	156K $5.04B
VCSH	28.7K + 104.4%	$77.7 - $78.94 $2.23M - $2.27M	56.2K $4.44B
QQQ	4.78K + 413.95%	$468.34 - $539.52 $2.24M - $2.58M	5.93K $2.78B

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLTR	259K New	$25.44 - $25.58 $6.59M - $6.63M	259K $6.62B
CLOI	125K New	$52.68 - $53.16 $6.57M - $6.63M	125K $6.59B
VALUED ADVISERS TR	257K New	N/A	257K $6.54B
IVW	44.5K New	$92.45 - $106.69 $4.12M - $4.75M	44.5K $4.13B
CWI	125K New	$27.47 - $30.62 $3.45M - $3.84M	125K $3.71B
SERIES PORTFOLIOS TR	124K New	N/A	124K $3.3B

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLY	-2.38K - 27.0%	$192.6 - $233.2 $458K - $554K	6.42K $1.27B
TSLA	-33 - 1.26%	$222.15 - $428.22 $7.33K - $14.1K	2.58K $669M
SCHC	-9.93K - 54.11%	$33.57 - $37.22 $333K - $369K	8.42K $302M
VBR	-328 - 1.84%	$183.02 - $207.75 $60K - $68.1K	17.5K $3.26B
SCHX	-182 - 0.3%	$21.75 - $24.28 $3.96K - $4.42K	61.2K $1.35B
LMT	-12 - 0.89%	$423.19 - $506.29 $5.08K - $6.08K	1.34K $597M

Activity Summary All Purchases 112 New Holdings 26 Increased Positions 86 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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