Cwc Advisors, Llc. Purchases in Q4 2024

Cwc Advisors, Llc.

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.08%
$213.65 - $479.86 $427 - $960
2.62K $1.06B
Innovator Etfs Trust
7.46K
New
N/A
7.46K $359M
SMLR
Semler Scientific, Inc.

Healthcare
6.26K
New
$22.48 - $74.73 $141K - $468K
6.26K $338M
BROS
Dutch Bros Inc.

Consumer Cyclical
5.87K
New
$30.72 - $55.82 $180K - $328K
5.87K $307M
GS
Goldman Sachs Group Inc

Financial Services
50
+ 1.4%
$486.1 - $608.57 $24.3K - $30.4K
3.63K $2.08B
BXSL
Blackstone Secured Lending Fund

Financial Services
2.14K
+ 2.83%
$29.25 - $33.27 $62.5K - $71.1K
77.5K $2.5B
WFC
Wells Fargo & Company

Financial Services
365
+ 2.22%
$54.98 - $77.35 $20.1K - $28.2K
16.8K $1.18B
XLY
Select Sector Spdr Consumer Di

ETFs
197
+ 2.29%
$194.8 - $239.43 $38.4K - $47.2K
8.8K $1.97B
USB
Us Bancorp \De\

Financial Services
4.37K
New
$43.98 - $53.66 $192K - $234K
4.37K $209M
LITE
Lumentum Holdings Inc.

Technology
2.39K
New
$61.49 - $94.9 $147K - $227K
2.39K $201M
Ge Vernova Inc
36
+ 1.96%
N/A
1.87K $615M
XLF
Financial Sector Spdr

ETFs
682
+ 2.17%
$44.89 - $51.34 $30.6K - $35K
32.1K $1.55B
XLE
Energy Sector Spdr

ETFs
2.09K
+ 7.48%
$83.32 - $97.27 $174K - $204K
30.1K $2.58B
AMG
Affiliated Managers Group, Inc.

Financial Services
141
+ 1.32%
$175.77 - $196.52 $24.8K - $27.7K
10.8K $2B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
164
+ 2.19%
$180.39 - $205.43 $29.6K - $33.7K
7.64K $1.45B
VUSB
Vanguard Bd Index Fds
2.34K
+ 2.82%
N/A
85.1K $4.22B
XLC
Select Sector Spdr Tr Communic

ETFs
234
+ 2.54%
$89.66 - $102.16 $21K - $23.9K
9.46K $916M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.18K
+ 53.13%
$33.77 - $44.09 $107K - $140K
9.16K $311M
AMZN
Amazon Com Inc

Consumer Cyclical
56
+ 3.08%
$180.88 - $232.93 $10.1K - $13K
1.87K $411M
LUV
Southwest Airlines CO

Industrials
311
+ 2.39%
$28.99 - $34.84 $9.02K - $10.8K
13.3K $447M
XLK
Technology Sector Spdr

ETFs
106
+ 2.18%
$220.26 - $241.44 $23.3K - $25.6K
4.97K $1.16B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.17K
+ 19.17%
$39.4 - $40.57 $46.2K - $47.6K
7.29K $293M
CME
Cme Group Inc.

Financial Services
75
+ 2.63%
$221.17 - $246.02 $16.6K - $18.5K
2.92K $679M
SCHX
Schwab Strategic Tr Us Large C

ETFs
41K
+ 201.25%
$22.4 - $68.28 $918K - $2.8M
61.4K $1.42B
IEF
Ishares Barclays

ETFs
477
+ 15.25%
$92.08 - $98.18 $43.9K - $46.8K
3.6K $333M
LSCC
Lattice Semiconductor Corp

Technology
49
+ 0.77%
$48.58 - $63.46 $2.38K - $3.11K
6.43K $364M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
785
+ 2.94%
$77.86 - $79.27 $61.1K - $62.2K
27.5K $2.15B
VGSH
Vanguard

ETFs
1.36K
+ 1.96%
$58.02 - $58.88 $79K - $80.2K
70.9K $4.12B
VITL
Vital Farms, Inc.

Consumer Defensive
4
+ 0.06%
$28.13 - $40.91 $113 - $164
6.85K $258M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.3K
+ 300.0%
$25.93 - $105.3 $189K - $768K
9.73K $271M
VTV
Vanguard Value ETF

ETFs
179
+ 5.38%
$168.32 - $181.87 $30.1K - $32.6K
3.5K $593M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 2.07%
$567.81 - $607.81 $5.68K - $6.08K
492 $288M
COLB
Columbia Banking System, Inc.

Financial Services
123
+ 1.33%
$25.29 - $32.01 $3.11K - $3.94K
9.35K $253M
BSCU
Invesco Exc Self Ind Tr

ETFs
1.04K
+ 10.35%
$16.32 - $16.99 $17K - $17.7K
11.1K $181M
HAE
Haemonetics Corp

Healthcare
212
+ 7.38%
$71.16 - $93.38 $15.1K - $19.8K
3.08K $241M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.94K
+ 101.53%
$25.33 - $51.16 $252K - $509K
19.7K $510M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.4K
+ 202.38%
$27.54 - $83.04 $342K - $1.03M
18.6K $515M
ACN
Accenture PLC

Technology
24
+ 0.81%
$343.9 - $376.86 $8.25K - $9.04K
2.98K $1.05B
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
358
+ 3.56%
$23.7 - $24.51 $8.48K - $8.77K
10.4K $247M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
126
+ 1.56%
$24.61 - $25.12 $3.1K - $3.17K
8.2K $203M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
387
+ 4.16%
$46.33 - $48.6 $17.9K - $18.8K
9.7K $450M
NUSC
Nuveen Esg Small Cap ETF

ETFs
41
+ 0.8%
$41.74 - $46.2 $1.71K - $1.89K
5.15K $215M
VBR
Vanguard Small Cap Value ETF

ETFs
213
+ 1.21%
$197.36 - $217.3 $42K - $46.3K
17.8K $3.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.17%
$442.29 - $483.08 $442 - $483
582 $264M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.47K
+ 200.0%
$25.79 - $80.4 $141K - $439K
8.2K $214M
EWW
Ishares Inc Msci Mexico ETF

ETFs
506
+ 10.2%
N/A
5.47K $256M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
795
+ 4.97%
$28.89 - $31.63 $23K - $25.1K
16.8K $490M
EDV
Vanguard Extended Duration Tre

ETFs
2.23K
+ 15.88%
$67.27 - $79.67 $150K - $178K
16.3K $1.1B
XOM
Exxon Mobil Corp

Energy
3
+ 0.14%
$105.51 - $125.37 $317 - $376
2.14K $231M
Activity Summary
Buys All Purchases 71 New Holdings 5 Increased Positions 66 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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