Cwc Advisors, Llc. Purchases in Q2 2025

Cwc Advisors, Llc.

  • $194 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NTNX
Nutanix, Inc.

Technology
746
+ 16.02%
$58.17 - $83.07 $43.4K - $62K
5.4K $413M
CME
Cme Group Inc.

Financial Services
137
+ 2.99%
$252.37 - $290.71 $34.6K - $39.8K
4.73K $1.3B
Bgc Group Inc
1.73K
+ 2.8%
N/A
63.6K $650M
VITL
Vital Farms, Inc.

Consumer Defensive
231
+ 2.54%
$30.52 - $38.52 $7.05K - $8.9K
9.31K $359M
QCOM
Qualcomm Inc

Technology
40
+ 0.35%
$124.66 - $159.48 $4.99K - $6.38K
11.6K $1.85B
OUNZ
Van Eck Merk Gold Trust

ETFs
246
+ 0.68%
$28.68 - $33.09 $7.06K - $8.14K
36.5K $1.17B
SCHC
Schwab Strategic Tr Intl Small

ETFs
215
+ 2.55%
$32.41 - $42.59 $6.97K - $9.16K
8.63K $368M
Innovator Etfs Trust
432
+ 4.52%
N/A
10K $507M
VTV
Vanguard Value ETF

ETFs
234
+ 6.07%
$153.67 - $176.74 $36K - $41.4K
4.09K $723M
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 9.13%
$496.48 - $617.85 $21.8K - $27.2K
526 $325M
SIVR
Abrdn Silver ETF Trust

ETFs
1K
+ 10.12%
$28.36 - $35.37 $28.4K - $35.4K
10.9K $374M
XLB
Select Sector Spdr Fd Material

ETFs
347
+ 3.0%
$74.27 - $88.92 $25.8K - $30.9K
11.9K $1.05B
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 10.64%
$908.13 - $1056.85 $31.8K - $37K
364 $360M
TIP
Ishares Tr Tips Bd ETF

ETFs
500
+ 5.58%
$107.93 - $110.97 $54K - $55.5K
9.46K $1.04B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.17K
+ 0.84%
$24.96 - $25.5 $54.1K - $55.3K
261K $6.66B
IEF
Ishares Barclays

ETFs
409
+ 10.24%
$93.15 - $96.56 $38.1K - $39.5K
4.4K $422M
XLP
Consumer Staples Sector Spdr

ETFs
701
+ 2.93%
N/A
24.7K $2B
LGND
Ligand Pharmaceuticals Inc

Healthcare
88
+ 2.57%
$96.67 - $118.22 $8.51K - $10.4K
3.52K $400M
XLRE
Select Sector Spdr Tr Real Est

ETFs
885
+ 16.46%
$37.08 - $42.26 $32.8K - $37.4K
6.26K $259M
JLL
Jones Lang Lasalle Inc

Real Estate
61
+ 2.86%
$204.57 - $256.96 $12.5K - $15.7K
2.2K $561M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.18K
+ 3.89%
$22.68 - $23.28 $26.6K - $27.4K
31.4K $730M
SMLR
Semler Scientific, Inc.

Healthcare
211
+ 2.53%
$28.89 - $45.11 $6.1K - $9.52K
8.55K $331M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
183
+ 3.41%
$69.8 - $85.28 $12.8K - $15.6K
5.55K $460M
TUA
Simpl Exch Traded Fds Sht Term
1.07K
+ 8.05%
N/A
14.4K $317M
First Tr Exchng Traded Fd Vi
5
+ 0.06%
N/A
8.56K $331M
BBSI
Barrett Business Services Inc

Industrials
268
+ 2.49%
$38.05 - $42.61 $10.2K - $11.4K
11K $459M
SYNA
Synaptics Inc

Technology
132
+ 2.6%
$42.92 - $66.11 $5.67K - $8.73K
5.22K $338M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
263
+ 5.05%
$50.36 - $50.68 $13.2K - $13.3K
5.47K $277M
HRB
H&R Block Inc

Consumer Cyclical
251
+ 2.42%
$54.32 - $63.04 $13.6K - $15.8K
10.6K $582M
SCHP
Schwab Strategic Us Tips ETF

ETFs
384
+ 3.41%
$26.18 - $26.93 $10.1K - $10.3K
11.7K $311M
NMRK
Newmark Group, Inc.

Real Estate
628
+ 2.5%
$10.09 - $12.35 $6.34K - $7.76K
25.7K $312M
PPBI
Pacific Premier Bancorp Inc

Financial Services
314
+ 2.6%
$18.35 - $22.87 $5.76K - $7.18K
12.4K $261M
LUV
Southwest Airlines CO

Industrials
674
+ 3.32%
$24.04 - $34.36 $16.2K - $23.2K
21K $680M
INN
Summit Hotel Properties, Inc.

Real Estate
767
+ 2.81%
$3.74 - $5.47 $2.87K - $4.2K
28.1K $143M
OABI
Omniab Inc Com
460
+ 2.74%
N/A
17.3K $30M
COLB
Columbia Banking System, Inc.

Financial Services
317
+ 2.54%
$20.71 - $25.63 $6.57K - $8.12K
12.8K $299M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
1.4K
+ 2.9%
$9.46 - $11.0 $13.2K - $15.3K
49.5K $509M
COLM
Columbia Sportswear CO

Consumer Cyclical
565
+ 16.03%
$59.62 - $77.36 $33.7K - $43.7K
4.09K $250M
LSCC
Lattice Semiconductor Corp

Technology
236
+ 2.75%
$37.84 - $56.0 $8.93K - $13.2K
8.82K $432M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 3.26%
$483.48 - $539.8 $9.67K - $10.8K
634 $308M
XOM
Exxon Mobil Corp

Energy
409
+ 7.05%
$99.93 - $119.04 $40.9K - $48.7K
6.21K $669M
TRNO
Terreno Realty Corp

Real Estate
92
+ 2.53%
$51.18 - $63.89 $4.71K - $5.88K
3.72K $209M
HCKT
Hackett Group, Inc.

Technology
428
+ 2.65%
$23.5 - $29.2 $10.1K - $12.5K
16.6K $422M
ACN
Accenture PLC

Technology
18
+ 0.42%
$279.23 - $323.21 $5.03K - $5.82K
4.34K $1.3B
CCS
Century Communities, Inc.

Consumer Cyclical
148
+ 2.58%
$51.04 - $67.94 $7.55K - $10.1K
5.88K $331M
MMSI
Merit Medical Systems Inc

Healthcare
155
+ 2.7%
$88.48 - $107.04 $13.7K - $16.6K
5.89K $551M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.28K
+ 2.04%
$83.97 - $92.85 $107K - $119K
64K $5.65B
BMY
Bristol Myers Squibb CO

Healthcare
6
+ 0.12%
$44.12 - $59.6 $265 - $358
5.11K $236M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.28K
+ 2.75%
$26.88 - $32.74 $115K - $140K
160K $4.92B
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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