Cwc Advisors, Llc. Incresed Positions in Q1 2025

Cwc Advisors, Llc.

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
VGIT
Vanguard Intermediate Term Tre

ETFs
59.4K
+ 105.81%
$57.44 - $59.4 $3.41M - $3.53M
115K $6.86B
BXSL
Blackstone Secured Lending Fund

Financial Services
78.3K
+ 100.99%
$31.3 - $34.5 $2.45M - $2.7M
156K $5.04B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
28.7K
+ 104.4%
$77.7 - $78.94 $2.23M - $2.27M
56.2K $4.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.78K
+ 413.95%
$468.34 - $539.52 $2.24M - $2.58M
5.93K $2.78B
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
GE
General Electric CO

Industrials
3.84K
+ 54.69%
$168.59 - $212.13 $648K - $815K
10.9K $2.18B
XLF
Financial Sector Spdr

ETFs
16.5K
+ 51.56%
$47.32 - $52.19 $783K - $863K
48.6K $2.42B
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
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
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
XLU
Utilities Sector Spdr

ETFs
4.61K
+ 45.4%
$74.7 - $80.27 $345K - $370K
14.8K $1.16B
XLB
Select Sector Spdr Fd Material

ETFs
4.18K
+ 56.44%
$83.19 - $90.99 $347K - $380K
11.6K $995M
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
LHX
L3 Harris Technologies, Inc.

Industrials
1.52K
+ 58.4%
$194.65 - $222.86 $295K - $338K
4.11K $861M
AAPL
Apple Inc.

Technology
4.4K
+ 18.61%
$209.68 - $247.1 $922K - $1.09M
28K $6.22B
ACN
Accenture PLC

Technology
1.34K
+ 45.05%
$300.91 - $398.25 $404K - $534K
4.32K $1.35B
TXN
Texas Instruments Inc

Technology
1.74K
+ 55.09%
N/A
4.89K $879M
LUV
Southwest Airlines CO

Industrials
6.99K
+ 52.49%
$28.18 - $34.84 $197K - $243K
20.3K $682M
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.38K
+ 61.81%
N/A
8.84K $451M
MMSI
Merit Medical Systems Inc

Healthcare
1.4K
+ 32.25%
$95.64 - $110.29 $134K - $154K
5.74K $606M
HRB
H&R Block Inc

Consumer Cyclical
2.51K
+ 31.93%
$49.96 - $55.97 $125K - $140K
10.4K $569M
CSCO
Cisco Systems, Inc.

Technology
2.08K
+ 20.88%
$58.74 - $64.87 $122K - $135K
12K $742M
Bgc Group Inc
15K
+ 32.14%
N/A
61.8K $567M
XCEM
Columbia ETF Tr Ii

ETFs
4.58K
+ 20.66%
$29.18 - $30.72 $134K - $141K
26.7K $790M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.92K
+ 55.66%
$81.1 - $94.7 $156K - $182K
5.37K $435M
JLL
Jones Lang Lasalle Inc

Real Estate
522
+ 32.38%
$238.0 - $284.76 $124K - $149K
2.13K $529M
HCKT
Hackett Group, Inc.

Technology
3.93K
+ 32.15%
$28.16 - $32.09 $111K - $126K
16.2K $473M
BBSI
Barrett Business Services Inc

Industrials
2.6K
+ 31.86%
$39.0 - $44.37 $101K - $115K
10.8K $442M
LSCC
Lattice Semiconductor Corp

Technology
2.15K
+ 33.44%
$52.45 - $68.78 $113K - $148K
8.58K $450M
Innovator Etfs Trust
2.11K
+ 28.26%
N/A
9.57K $444M
LGND
Ligand Pharmaceuticals Inc

Healthcare
821
+ 31.47%
$105.14 - $122.23 $86.3K - $100K
3.43K $361M
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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