Cpwm, LLC Incresed Positions in Q3 2022

Cpwm, LLC

  • $1.06 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
12.5K
+ 54.54%
$15.34 - $23.1 $191K - $288K
35.3K $542K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.51K
+ 7.76%
$94.88 - $110.28 $807K - $938K
118K $11.2M
VO
Vanguard Mid Cap ETF

ETFs
297
+ 19.12%
$187.98 - $227.42 $55.8K - $67.5K
1.85K $348K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
589
+ 26.65%
$90.93 - $115.63 $53.6K - $68.1K
2.8K $255K
AVSD
American Centy ETF Tr Avantis

ETFs
3.11K
+ 18.62%
$40.27 - $48.67 $125K - $151K
19.8K $800K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.78K
+ 8.99%
$46.02 - $50.19 $82K - $89.4K
21.6K $1M
CVS
Cvs Health Corp

Healthcare
202
+ 4.44%
$92.53 - $106.43 $18.7K - $21.5K
4.75K $453K
JEF
Jefferies Financial Group Inc.

Financial Services
31
+ 0.22%
$27.47 - $35.16 $852 - $1.09K
14.1K $416K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.92K
+ 18.26%
$45.75 - $54.53 $87.7K - $104K
12.4K $568K
QQQ
Invesco Qqq Trust, Series 1

ETFs
422
+ 6.13%
$267.26 - $333.06 $113K - $141K
7.31K $1.95M
AVDE
American Centy ETF Tr Avantis

ETFs
29.1K
+ 11.83%
$45.36 - $54.56 $1.32M - $1.59M
275K $12.5M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.06K
+ 3.23%
$46.65 - $48.89 $96.3K - $101K
65.9K $3.08M
REET
Ishares Global Reit ETF

ETFs
2.97K
+ 14.76%
$20.93 - $26.78 $62.2K - $79.5K
23.1K $491K
ZION
Zions Bancorporation, National Association

Financial Services
67
+ 0.12%
$20.08 - $58.97 $1.35K - $3.95K
58K $2.95M
WAFD
Washington Federal Inc

Financial Services
52
+ 0.1%
$20.21 - $34.13 $1.05K - $1.77K
53.7K $1.61M
OP
Ocean Pal Inc.

Industrials
656
+ 2.38%
$0.35 - $706.0 $230 - $463K
28.2K $9K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
184
+ 7.73%
$92.19 - $111.85 $17K - $20.6K
2.57K $238K
DSX
Diana Shipping Inc.

Industrials
737
+ 4.96%
$3.61 - $25.98 $2.66K - $19.1K
15.6K $56K
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.1%
$62.15 - $74.82 $435 - $524
7.18K $446K
IWM
Ishares Russell 2000 ETF

ETFs
359
+ 1.76%
$164.17 - $201.07 $58.9K - $72.2K
20.7K $3.41M
BLK
Black Rock Inc.

Financial Services
12
+ 1.73%
$550.28 - $757.07 $6.6K - $9.08K
706 $389K
PFF
Ishares Trust Ishares Pfd And

ETFs
209
+ 0.5%
$31.4 - $35.35 $6.56K - $7.39K
42.2K $1.34M
CAT
Caterpillar Inc

Industrials
195
+ 3.6%
$162.44 - $198.25 $31.7K - $38.7K
5.61K $920K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.78K
+ 7.69%
$48.3 - $59.56 $85.8K - $106K
24.9K $1.21M
AVSE
American Centy ETF Tr Avantis

ETFs
136
+ 1.28%
$38.73 - $44.82 $5.27K - $6.1K
10.7K $416K
WBD
Warner Bros. Discovery, Inc.

Communication Services
337
+ 1.2%
$11.32 - $17.48 $3.81K - $5.89K
28.3K $326K
PEP
Pepsico Inc

Consumer Defensive
34
+ 0.2%
$163.26 - $180.4 $5.55K - $6.13K
17.1K $2.79M
WHR
Whirlpool Corp

Consumer Cyclical
2
+ 0.07%
$134.81 - $175.71 $270 - $351
2.67K $360K
BA
Boeing CO

Industrials
1.82K
+ 10.22%
$121.08 - $172.08 $220K - $313K
19.6K $2.38M
IWD
Ishares Russell 1000 Val ETF

ETFs
339
+ 2.81%
$135.99 - $161.15 $46.1K - $54.6K
12.4K $1.68M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
96
+ 2.16%
$287.3 - $341.74 $27.6K - $32.8K
4.54K $1.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
780
+ 3.73%
$197.33 - $237.63 $154K - $185K
21.7K $4.28M
CMCSA
Comcast Corp

Communication Services
222
+ 2.35%
$29.33 - $65.5 $6.51K - $14.5K
9.67K $284K
JWN
Nordstrom Inc

Consumer Cyclical
358
+ 1.46%
$16.73 - $26.82 $5.99K - $9.6K
24.9K $416K
VZ
Verizon Communications Inc

Communication Services
4.07K
+ 19.66%
$37.97 - $51.64 $154K - $210K
24.8K $940K
AI
C3.Ai, Inc.

Technology
225
+ 1.1%
$12.34 - $22.81 $2.78K - $5.13K
20.6K $258K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
131
+ 0.46%
$79.41 - $95.97 $10.4K - $12.6K
28.7K $2.28M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
88
+ 0.43%
$51.06 - $62.46 $4.49K - $5.5K
20.6K $1.06M
STWD
Starwood Property Trust, Inc.

Real Estate
2.55K
+ 3.03%
$18.22 - $24.34 $46.4K - $62K
86.8K $1.58M
DLR
Digital Realty Trust, Inc.

Real Estate
38
+ 0.58%
$23.5 - $136.93 $893 - $5.2K
6.56K $650K
AMT
American Tower Corp

Real Estate
125
+ 1.56%
$213.72 - $281.52 $26.7K - $35.2K
8.13K $1.75M
ABT
Abbott Laboratories

Healthcare
527
+ 1.69%
$96.76 - $112.03 $51K - $59K
31.7K $3.07M
UPWK
Upwork, Inc

Industrials
50
+ 0.09%
$13.57 - $24.45 $679 - $1.22K
53.1K $723K
TSLA
Tesla, Inc.

Consumer Cyclical
14.2K
+ 124.98%
$265.25 - $927.96 $3.77M - $13.2M
25.6K $6.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
+ 2.09%
$357.18 - $429.7 $519K - $624K
71.1K $25.4M
AVEM
American Centy ETF Tr Avantis

ETFs
1.57K
+ 0.95%
$45.9 - $53.37 $72.2K - $84K
167K $7.69M
VIG
Vanguard Dividend Appreciation

ETFs
2.61K
+ 1.19%
N/A
222K $29.9M
INTC
Intel Corp

Technology
1.59K
+ 0.98%
$25.77 - $40.61 $40.9K - $64.5K
164K $4.23M
GOOGL
Alphabet Inc.

Communication Services
67.5K
+ 1689.21%
$95.65 - $122.08 $6.45M - $8.23M
71.4K $6.83M
Activity Summary
Buys All Purchases 127 New Holdings 26 Increased Positions 101 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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