Cwc Advisors, Llc. Incresed Positions in Q1 2025

Cwc Advisors, Llc.

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DAL
Delta Air Lines, Inc.

Industrials
7.75K
+ 50.62%
$43.6 - $69.06 $338K - $535K
23.1K $1.01B
VTV
Vanguard Value ETF

ETFs
350
+ 9.99%
$167.73 - $179.21 $58.7K - $62.7K
3.85K $666M
CCS
Century Communities, Inc.

Consumer Cyclical
1.4K
+ 32.45%
$66.87 - $78.83 $93.9K - $111K
5.73K $385M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 5.5%
$442.66 - $534.52 $14.2K - $17.1K
614 $327M
PFMT
Performant Financial Corp

Industrials
22.4K
+ 31.37%
$2.38 - $3.03 $53.2K - $67.8K
93.7K $277M
NMRK
Newmark Group, Inc.

Real Estate
5.96K
+ 31.16%
$11.84 - $14.69 $70.5K - $87.5K
25.1K $305M
MTZ
Mastec Inc

Industrials
1.1K
+ 31.01%
$108.66 - $160.79 $119K - $176K
4.63K $540M
COLB
Columbia Banking System, Inc.

Financial Services
3.13K
+ 33.45%
$23.89 - $28.84 $74.7K - $90.2K
12.5K $311M
IWM
Ishares Russell 2000 ETF

ETFs
814
+ 16.6%
$198.1 - $229.79 $161K - $187K
5.72K $1.14B
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
19.7K
+ 69.45%
$10.75 - $16.2 $212K - $319K
48.1K $526M
IEF
Ishares Barclays

ETFs
389
+ 10.79%
$91.17 - $95.39 $35.5K - $37.1K
3.99K $381M
MET
Metlife Inc

Financial Services
631
+ 8.87%
$77.7 - $87.0 $49K - $54.9K
7.74K $622M
SYNA
Synaptics Inc

Technology
1.27K
+ 33.24%
$61.71 - $87.87 $78.2K - $111K
5.08K $324M
PPBI
Pacific Premier Bancorp Inc

Financial Services
2.91K
+ 31.74%
$21.05 - $26.35 $61.2K - $76.5K
12.1K $257M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
18
+ 0.44%
$75.32 - $84.77 $1.36K - $1.53K
4.09K $334M
BMY
Bristol Myers Squibb CO

Healthcare
11
+ 0.22%
$53.9 - $63.11 $593 - $694
5.1K $311M
HAE
Haemonetics Corp

Healthcare
1.04K
+ 33.57%
$59.34 - $80.05 $61.4K - $82.9K
4.12K $262M
TUA
Simpl Exch Traded Fds Sht Term
457
+ 3.56%
N/A
13.3K $292M
VITL
Vital Farms, Inc.

Consumer Defensive
2.23K
+ 32.61%
$29.32 - $45.12 $65.4K - $101K
9.08K $277M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
549
+ 7.53%
$38.92 - $41.1 $21.4K - $22.6K
7.84K $307M
DHX
Dhi Group, Inc.

Industrials
58.1K
+ 32.76%
$1.39 - $3.28 $80.8K - $191K
236K $327M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
25
+ 0.26%
$45.92 - $47.58 $1.15K - $1.19K
9.72K $462M
INN
Summit Hotel Properties, Inc.

Real Estate
6.54K
+ 31.52%
$5.4 - $6.84 $35.3K - $44.8K
27.3K $148M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
41
+ 0.39%
$23.56 - $24.16 $966 - $991
10.5K $252M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
45
+ 0.55%
$24.6 - $24.99 $1.11K - $1.12K
8.25K $206M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
8
+ 0.25%
$111.29 - $123.42 $890 - $987
3.27K $373M
OABI
Omniab Inc Com
4.06K
+ 31.81%
N/A
16.8K $40.3M
MRK
Merck & Co., Inc.

Healthcare
472
+ 9.29%
$83.01 - $101.02 $39.2K - $47.7K
5.55K $498M
Spdr Index Shs Fds
24
+ 0.24%
N/A
10.1K $357M
STRL
Sterling Construction CO Inc

Industrials
440
+ 32.0%
$108.65 - $200.56 $47.8K - $88.2K
1.82K $205M
SMLR
Semler Scientific, Inc.

Healthcare
2.08K
+ 33.16%
$32.62 - $64.94 $67.8K - $135K
8.34K $302M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
17
+ 0.18%
$120.24 - $134.3 $2.04K - $2.28K
9.51K $1.16B
ORCL
Oracle Corp

Technology
10
+ 0.39%
$139.81 - $186.47 $1.4K - $1.86K
2.61K $364M
DIS
Walt Disney CO

Communication Services
170
+ 1.21%
$96.87 - $114.0 $16.5K - $19.4K
14.2K $1.4B
AVGO
Broadcom Inc.

Technology
1.64K
+ 7.62%
$167.43 - $244.7 $275K - $401K
23.2K $3.88B
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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