Cwc Advisors, Llc. Purchases in Q2 2025

Cwc Advisors, Llc.

  • $194 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
17.6K
+ 152.15%
$94.31 - $157.99 $1.66M - $2.78M
29.1K $4.61B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.93K
+ 15.56%
$82.96 - $110.1 $575K - $763K
51.5K $5.67B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.3K
New
$100.04 - $100.54 $1.13M - $1.13M
11.3K $1.13B
QQQ
Invesco Qqq Trust, Series 1

ETFs
926
+ 15.61%
$416.06 - $551.64 $385K - $511K
6.86K $3.78B
GS
Goldman Sachs Group Inc

Financial Services
103
+ 1.96%
$462.22 - $707.75 $47.6K - $72.9K
5.35K $3.79B
MSFT
Microsoft Corp

Technology
201
+ 3.1%
$354.56 - $497.45 $71.3K - $100K
6.68K $3.32B
GE
General Electric CO

Industrials
306
+ 2.82%
$166.81 - $257.39 $51K - $78.8K
11.2K $2.88B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
7.25K
+ 5.78%
$26.38 - $32.66 $191K - $237K
133K $4.34B
AMG
Affiliated Managers Group, Inc.

Financial Services
446
+ 2.78%
$143.35 - $197.67 $63.9K - $88.2K
16.5K $3.24B
BRO
Brown & Brown, Inc.

Financial Services
3.54K
New
$104.48 - $124.43 $370K - $441K
3.54K $393M
DHX
Dhi Group, Inc.

Industrials
6.14K
+ 2.6%
$1.21 - $2.97 $7.42K - $18.2K
242K $718M
Series Portfolios Tr
13.3K
+ 10.68%
N/A
138K $3.68B
ORCL
Oracle Corp

Technology
601
+ 23.07%
$122.82 - $218.63 $73.8K - $131K
3.21K $701M
LITE
Lumentum Holdings Inc.

Technology
3.08K
New
$49.56 - $95.06 $152K - $292K
3.08K $293M
Vaneck Bitcoin ETF
4.66K
+ 25.59%
N/A
22.9K $697M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.74K
New
$82.17 - $99.96 $225K - $274K
2.74K $270M
MTZ
Mastec Inc

Industrials
119
+ 2.57%
$106.07 - $171.99 $12.6K - $20.5K
4.75K $809M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.7K
+ 3.21%
$58.63 - $59.9 $217K - $222K
119K $7.13B
WFC
Wells Fargo & Company

Financial Services
692
+ 2.75%
$60.98 - $80.12 $42.2K - $55.4K
25.9K $2.07B
META
Meta Platforms, Inc.

Communication Services
111
+ 9.98%
$484.66 - $738.09 $53.8K - $81.9K
1.22K $903M
USPH
U S Physical Therapy Inc

Healthcare
3.21K
New
$65.08 - $79.84 $209K - $256K
3.21K $251M
MU
Micron Technology Inc

Technology
837
+ 23.13%
$64.72 - $127.91 $54.2K - $107K
4.46K $549M
IWF
Ishares Russell 1000 Gr ETF

ETFs
539
New
$320.42 - $424.58 $173K - $229K
539 $229M
NKE
Nike, Inc.

Consumer Cyclical
856
+ 3.89%
$53.27 - $72.04 $45.6K - $61.7K
22.9K $1.62B
XLC
Select Sector Spdr Tr Communic

ETFs
413
+ 2.79%
$86.13 - $108.53 $35.6K - $44.8K
15.2K $1.65B
STRL
Sterling Construction CO Inc

Industrials
43
+ 2.37%
$104.96 - $231.51 $4.51K - $9.95K
1.86K $429M
IVV
Ishares Core S&P 500 ETF

ETFs
339
New
$498.8 - $620.9 $169K - $210K
339 $210M
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.16K
New
$33.38 - $40.81 $172K - $210K
5.16K $210M
VBR
Vanguard Small Cap Value ETF

ETFs
276
+ 1.58%
$162.76 - $195.77 $44.9K - $54K
17.8K $3.46B
LHX
L3 Harris Technologies, Inc.

Industrials
138
+ 3.36%
$200.21 - $256.99 $27.6K - $35.5K
4.25K $1.07B
XCEM
Columbia ETF Tr Ii

ETFs
2.15K
+ 8.05%
$26.68 - $34.18 $57.4K - $73.6K
28.9K $988M
XLF
Financial Sector Spdr

ETFs
1.39K
+ 2.85%
$43.92 - $52.37 $60.8K - $72.5K
50K $2.62B
AMZN
Amazon Com Inc

Consumer Cyclical
307
+ 7.84%
$167.32 - $223.3 $51.4K - $68.6K
4.23K $927M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.81K
+ 3.22%
$77.94 - $79.5 $141K - $144K
58.1K $4.62B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.06K
+ 13.24%
$37.18 - $42.55 $114K - $130K
26.1K $1.11B
TXN
Texas Instruments Inc

Technology
148
+ 3.02%
N/A
5.04K $1.05B
DAL
Delta Air Lines, Inc.

Industrials
645
+ 2.8%
$35.88 - $52.99 $23.1K - $34.2K
23.7K $1.17B
VGSH
Vanguard

ETFs
2.33K
+ 2.93%
$58.32 - $58.95 $136K - $137K
81.9K $4.81B
INDA
Ishares Msci India Index Fund

ETFs
1.25K
+ 8.27%
$49.13 - $55.86 $61.6K - $70K
16.4K $914M
IBM
International Business Machines Corp

Technology
196
+ 13.43%
$221.03 - $294.78 $43.3K - $57.8K
1.66K $488M
VUSB
Vanguard Bd Index Fds
2.41K
+ 2.54%
N/A
97.4K $4.86B
IWM
Ishares Russell 2000 ETF

ETFs
78
+ 1.36%
$174.82 - $215.79 $13.6K - $16.8K
5.8K $1.25B
AGNC
Agnc Investment Corp.

Real Estate
11.8K
New
$8.12 - $9.49 $95.4K - $112K
11.8K $108M
PFMT
Performant Financial Corp

Industrials
2.29K
+ 2.44%
N/A
96K $384M
EWW
Ishares Inc Msci Mexico ETF

ETFs
349
+ 3.95%
N/A
9.19K $557M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.02K
+ 25.71%
$37.24 - $41.76 $75.1K - $84.2K
9.86K $412M
Valued Advisers Tr
3.15K
+ 1.23%
N/A
260K $6.63B
BROS
Dutch Bros Inc.

Consumer Cyclical
396
+ 3.78%
$51.37 - $73.72 $20.3K - $29.2K
10.9K $743M
CLOI
Vaneck ETF Tr

ETFs
1.51K
+ 1.21%
$51.16 - $53.02 $77.4K - $80.2K
126K $6.68B
Activity Summary
Buys All Purchases 104 New Holdings 9 Increased Positions 95 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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