Cwc Advisors, Llc. Purchases and Sells in Q3 2025

Cwc Advisors, Llc.

$204 Billion
Q3 2025

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACN	6.87K + 158.33%	$232.56 - $304.78 $1.6M - $2.09M	11.2K $2.76B
AAPL	60 + 0.22%	$202.38 - $256.87 $12.1K - $15.4K	27.1K $6.9B
AVGO	5 + 0.02%	$264.74 - $369.57 $1.32K - $1.85K	22.4K $7.38B
NVDA	1.97K + 6.76%	$153.3 - $186.58 $302K - $368K	31.1K $5.81B
UNH	2.91K + 66.52%	$237.77 - $353.61 $691K - $1.03M	7.28K $2.51B
MSFT	1.04K + 15.53%	$491.09 - $535.64 $509K - $555K	7.72K $4B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	4.02K New	$174.36 - $254.72 $702K - $1.02M	4.02K $978M
ARK 21SHARES BITCOIN ETF	8.45K New	N/A	8.45K $321M
INNOVATOR ETFS TRUST	9.55K New	N/A	9.55K $277M
AVUV	2.27K New	$90.37 - $102.12 $206K - $232K	2.27K $226M
FIRST TR EXCHNG TRADED FD VI	6.03K New	N/A	6.03K $221M
PDI	10.8K New	$18.85 - $20.07 $204K - $218K	10.8K $215M

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VALUED ADVISERS TR	-70.2K - 26.99%	N/A	190K $4.83B
FLTR	-70.2K - 26.86%	$25.39 - $25.57 $1.78M - $1.79M	191K $4.89B
IVW	-17K - 33.07%	$108.97 - $121.65 $1.85M - $2.07M	34.4K $4.16B
QQQ	-1.58K - 22.97%	$546.99 - $602.2 $862K - $948K	5.28K $3.17B
WAB	-185 - 1.55%	$185.65 - $214.38 $34.3K - $39.7K	11.7K $2.35B
SERIES PORTFOLIOS TR	-5.43K - 3.95%	N/A	132K $3.54B

Activity Summary All Purchases 88 New Holdings 8 Increased Positions 80 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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