Cwc Advisors, Llc. Incresed Positions in Q3 2025

Cwc Advisors, Llc.

  • $204 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
6.87K
+ 158.33%
$232.56 - $304.78 $1.6M - $2.09M
11.2K $2.76B
AAPL
Apple Inc.

Technology
60
+ 0.22%
$202.38 - $256.87 $12.1K - $15.4K
27.1K $6.9B
AVGO
Broadcom Inc.

Technology
5
+ 0.02%
$264.74 - $369.57 $1.32K - $1.85K
22.4K $7.38B
NVDA
Nvidia Corp

Technology
1.97K
+ 6.76%
$153.3 - $186.58 $302K - $368K
31.1K $5.81B
UNH
Unitedhealth Group Inc

Healthcare
2.91K
+ 66.52%
$237.77 - $353.61 $691K - $1.03M
7.28K $2.51B
MSFT
Microsoft Corp

Technology
1.04K
+ 15.53%
$491.09 - $535.64 $509K - $555K
7.72K $4B
GS
Goldman Sachs Group Inc

Financial Services
146
+ 2.73%
$696.56 - $806.32 $102K - $118K
5.5K $4.38B
GE
General Electric CO

Industrials
306
+ 2.74%
$244.75 - $305.63 $74.9K - $93.5K
11.5K $3.45B
IBM
International Business Machines Corp

Technology
1.67K
+ 100.73%
$234.77 - $292.47 $391K - $488K
3.32K $937M
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
+ 45.68%
$211.65 - $238.24 $408K - $460K
6.16K $1.35B
BRO
Brown & Brown, Inc.

Financial Services
4.64K
+ 131.06%
$90.88 - $108.93 $422K - $506K
8.18K $768M
COLB
Columbia Banking System, Inc.

Financial Services
11.5K
+ 89.81%
$23.26 - $27.31 $267K - $314K
24.3K $625M
COLM
Columbia Sportswear CO

Consumer Cyclical
6.62K
+ 161.82%
$49.3 - $64.28 $326K - $425K
10.7K $560M
LHX
L3 Harris Technologies, Inc.

Industrials
132
+ 3.11%
$252.18 - $305.41 $33.3K - $40.3K
4.38K $1.34B
PSX
Phillips 66

Energy
80
+ 0.6%
$118.37 - $139.46 $9.47K - $11.2K
13.4K $1.82B
LGND
Ligand Pharmaceuticals Inc

Healthcare
20
+ 0.57%
$112.56 - $177.14 $2.25K - $3.54K
3.54K $627M
COST
Costco Wholesale Corp

Consumer Defensive
267
+ 73.35%
$915.95 - $994.57 $245K - $266K
631 $584M
LSCC
Lattice Semiconductor Corp

Technology
46
+ 0.52%
$48.73 - $74.71 $2.24K - $3.44K
8.86K $650M
MU
Micron Technology Inc

Technology
108
+ 2.42%
$104.88 - $168.89 $11.3K - $18.2K
4.56K $763M
LITE
Lumentum Holdings Inc.

Technology
14
+ 0.45%
$90.44 - $171.5 $1.27K - $2.4K
3.09K $503M
XLC
Select Sector Spdr Tr Communic

ETFs
492
+ 3.23%
$105.99 - $119.41 $52.1K - $58.7K
15.7K $1.86B
STRL
Sterling Construction CO Inc

Industrials
13
+ 0.7%
$222.54 - $371.84 $2.89K - $4.83K
1.87K $636M
XLV
Select Sector Spdr Fund Health

ETFs
807
+ 3.89%
$129.01 - $139.72 $104K - $113K
21.5K $3B
EDV
Vanguard Extended Duration Tre

ETFs
1.37K
+ 1.66%
$63.28 - $69.5 $86.4K - $94.9K
83.7K $5.73B
NMRK
Newmark Group, Inc.

Real Estate
156
+ 0.61%
$12.2 - $19.58 $1.9K - $3.05K
25.9K $482M
IWM
Ishares Russell 2000 ETF

ETFs
21
+ 0.36%
$214.92 - $244.84 $4.51K - $5.14K
5.82K $1.41B
USPH
U S Physical Therapy Inc

Healthcare
1.5K
+ 46.88%
$69.98 - $88.52 $105K - $133K
4.71K $400M
TLT
Ishares Barclays 20+ Year Trea

ETFs
491
+ 0.77%
$85.01 - $90.35 $41.7K - $44.4K
64.5K $5.76B
QCOM
Qualcomm Inc

Technology
197
+ 1.7%
$145.84 - $173.55 $28.7K - $34.2K
11.8K $1.96B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
157
+ 2.83%
$83.08 - $100.2 $13K - $15.7K
5.71K $572M
TIP
Ishares Tr Tips Bd ETF

ETFs
881
+ 9.31%
$109.11 - $111.88 $96.1K - $98.6K
10.3K $1.15B
XLU
Utilities Sector Spdr

ETFs
406
+ 3.26%
$81.14 - $87.32 $32.9K - $35.5K
12.9K $1.12B
VTV
Vanguard Value ETF

ETFs
330
+ 8.07%
$175.51 - $186.57 $57.9K - $61.6K
4.42K $824M
JLL
Jones Lang Lasalle Inc

Real Estate
15
+ 0.68%
$248.95 - $319.66 $3.73K - $4.79K
2.21K $659M
Ge Vernova Inc
27
+ 2.9%
N/A
957 $588M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.02K
+ 0.86%
$58.97 - $60.36 $60.1K - $61.5K
120K $7.21B
EWW
Ishares Inc Msci Mexico ETF

ETFs
243
+ 2.64%
N/A
9.44K $644M
XCEM
Columbia ETF Tr Ii

ETFs
476
+ 1.65%
$33.85 - $36.86 $16.1K - $17.5K
29.4K $1.07B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.36K
+ 13.99%
$28.92 - $32.19 $39.4K - $43.8K
11.1K $354M
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 10.08%
$617.65 - $666.84 $32.7K - $35.3K
579 $386M
XLB
Select Sector Spdr Fd Material

ETFs
416
+ 3.49%
$86.72 - $92.61 $36.1K - $38.5K
12.3K $1.11B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
422
+ 0.73%
$78.96 - $80.04 $33.3K - $33.8K
58.5K $4.67B
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.48K
+ 18.03%
$27.61 - $29.15 $40.8K - $43.1K
9.68K $282M
IEF
Ishares Barclays

ETFs
527
+ 11.97%
$93.91 - $97.26 $49.5K - $51.3K
4.93K $475M
CCS
Century Communities, Inc.

Consumer Cyclical
39
+ 0.66%
$56.29 - $69.8 $2.2K - $2.72K
5.92K $375M
XOM
Exxon Mobil Corp

Energy
106
+ 1.71%
$105.83 - $117.22 $11.2K - $12.4K
6.31K $712M
XLRE
Select Sector Spdr Tr Real Est

ETFs
834
+ 13.32%
$40.94 - $42.85 $34.1K - $35.7K
7.1K $299M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
154
+ 5.61%
$98.53 - $107.1 $15.2K - $16.5K
2.9K $304M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
463
+ 2.41%
$21.69 - $23.34 $10K - $10.8K
19.7K $459M
Activity Summary
Buys All Purchases 88 New Holdings 8 Increased Positions 80 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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