Cwc Advisors, Llc. Purchases in Q1 2025

Cwc Advisors, Llc.

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
259K
New
$25.44 - $25.58 $6.59M - $6.63M
259K $6.62B
CLOI
Vaneck ETF Tr

ETFs
125K
New
$52.68 - $53.16 $6.57M - $6.63M
125K $6.59B
Valued Advisers Tr
257K
New
N/A
257K $6.54B
EDV
Vanguard Extended Duration Tre

ETFs
64.2K
+ 393.79%
$65.05 - $73.43 $4.18M - $4.71M
80.5K $5.72B
TLT
Ishares Barclays 20+ Year Trea

ETFs
48.3K
+ 336.07%
$85.29 - $92.57 $4.12M - $4.47M
62.7K $5.71B
IVW
Ishares S&P 500 Growth ETF

ETFs
44.5K
New
$92.45 - $106.69 $4.12M - $4.75M
44.5K $4.13B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
125K
New
$27.47 - $30.62 $3.45M - $3.84M
125K $3.71B
VGIT
Vanguard Intermediate Term Tre

ETFs
59.4K
+ 105.81%
$57.44 - $59.4 $3.41M - $3.53M
115K $6.86B
Series Portfolios Tr
124K
New
N/A
124K $3.3B
BXSL
Blackstone Secured Lending Fund

Financial Services
78.3K
+ 100.99%
$31.3 - $34.5 $2.45M - $2.7M
156K $5.04B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.78K
+ 413.95%
$468.34 - $539.52 $2.24M - $2.58M
5.93K $2.78B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
22.3K
New
$55.52 - $69.21 $1.24M - $1.54M
22.3K $1.32B
NVDA
Nvidia Corp

Technology
11.6K
New
$106.98 - $149.43 $1.24M - $1.73M
11.6K $1.25B
XLE
Energy Sector Spdr

ETFs
10.5K
+ 34.79%
$85.7 - $93.96 $897K - $983K
40.6K $3.79B
XLV
Select Sector Spdr Fund Health

ETFs
7.07K
+ 54.42%
$137.61 - $149.68 $973K - $1.06M
20.1K $2.93B
OUNZ
Van Eck Merk Gold Trust

ETFs
36.3K
New
$25.41 - $30.14 $922K - $1.09M
36.3K $1.09B
GE
General Electric CO

Industrials
3.84K
+ 54.69%
$168.59 - $212.13 $648K - $815K
10.9K $2.18B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
23.1K
New
$39.61 - $42.65 $914K - $985K
23.1K $941M
XLF
Financial Sector Spdr

ETFs
16.5K
+ 51.56%
$47.32 - $52.19 $783K - $863K
48.6K $2.42B
MSFT
Microsoft Corp

Technology
2.63K
+ 68.19%
$375.39 - $447.2 $986K - $1.17M
6.48K $2.43B
NKE
Nike, Inc.

Consumer Cyclical
14.1K
+ 179.08%
$63.29 - $81.72 $894K - $1.15M
22K $1.4B
GS
Goldman Sachs Group Inc

Financial Services
1.61K
+ 44.4%
$524.81 - $672.19 $847K - $1.08M
5.25K $2.87B
XLP
Consumer Staples Sector Spdr

ETFs
8.63K
+ 56.32%
N/A
24K $1.96B
AMG
Affiliated Managers Group, Inc.

Financial Services
5.19K
+ 47.91%
$154.65 - $189.71 $803K - $985K
16K $2.69B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.98K
+ 52.06%
$175.5 - $209.86 $698K - $835K
11.6K $2.11B
META
Meta Platforms, Inc.

Communication Services
1.11K
New
$576.36 - $736.67 $641K - $819K
1.11K $641M
WFC
Wells Fargo & Company

Financial Services
8.4K
+ 50.0%
$66.78 - $81.42 $561K - $684K
25.2K $1.81B
UNH
Unitedhealth Group Inc

Healthcare
1.09K
+ 57.93%
$461.52 - $548.18 $504K - $599K
2.98K $1.56B
SGOL
Abrdn Gold ETF Trust

ETFs
19.4K
New
$25.14 - $29.82 $487K - $577K
19.4K $577M
PSX
Phillips 66

Energy
3.7K
+ 37.93%
$113.93 - $131.55 $421K - $486K
13.4K $1.66B
VGSH
Vanguard

ETFs
8.66K
+ 12.21%
$58.07 - $58.69 $503K - $508K
79.5K $4.67B
CME
Cme Group Inc.

Financial Services
1.67K
+ 57.02%
$225.82 - $266.54 $376K - $444K
4.59K $1.22B
QCOM
Qualcomm Inc

Technology
3.38K
+ 41.4%
$151.94 - $175.86 $514K - $595K
11.6K $1.78B
VUSB
Vanguard Bd Index Fds
9.89K
+ 11.61%
N/A
95K $4.74B
XLC
Select Sector Spdr Tr Communic

ETFs
5.35K
+ 56.55%
$94.84 - $105.31 $508K - $564K
14.8K $1.43B
Ge Vernova Inc
1.76K
+ 94.28%
N/A
3.63K $1.11B
XOM
Exxon Mobil Corp

Energy
3.66K
+ 170.6%
$105.44 - $118.93 $385K - $435K
5.8K $690M
XLK
Technology Sector Spdr

ETFs
2.83K
+ 56.99%
$206.38 - $242.18 $585K - $686K
7.8K $1.61B
INDA
Ishares Msci India Index Fund

ETFs
8.76K
+ 136.76%
$47.8 - $53.4 $419K - $468K
15.2K $780M
Vaneck Bitcoin ETF
18.2K
New
N/A
18.2K $425M
XLU
Utilities Sector Spdr

ETFs
4.61K
+ 45.4%
$74.7 - $80.27 $345K - $370K
14.8K $1.16B
JPM
Jpmorgan Chase & CO

Financial Services
1.6K
New
$225.19 - $279.95 $360K - $448K
1.6K $392M
XLB
Select Sector Spdr Fd Material

ETFs
4.18K
+ 56.44%
$83.19 - $90.99 $347K - $380K
11.6K $995M
IBM
International Business Machines Corp

Technology
1.46K
New
$217.4 - $264.74 $317K - $386K
1.46K $363M
BROS
Dutch Bros Inc.

Consumer Cyclical
4.61K
+ 78.5%
$55.77 - $85.37 $257K - $393K
10.5K $647M
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 109.29%
$190.26 - $242.06 $389K - $495K
3.92K $745M
NTNX
Nutanix, Inc.

Technology
4.66K
New
$61.28 - $77.44 $285K - $361K
4.66K $325M
SIVR
Abrdn Silver ETF Trust

ETFs
9.88K
New
$28.07 - $32.82 $277K - $324K
9.88K $321M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.29K
New
$50.24 - $50.57 $316K - $318K
6.29K $318M
Activity Summary
Buys All Purchases 112 New Holdings 26 Increased Positions 86 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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