Cwc Advisors, Llc. Purchases in Q1 2025

Cwc Advisors, Llc.

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
1.52K
+ 58.4%
$194.65 - $222.86 $295K - $338K
4.11K $861M
MU
Micron Technology Inc

Technology
3.62K
New
$86.89 - $109.38 $314K - $396K
3.62K $314M
COST
Costco Wholesale Corp

Consumer Defensive
329
New
$890.62 - $1076.86 $293K - $354K
329 $311M
AAPL
Apple Inc.

Technology
4.4K
+ 18.61%
$209.68 - $247.1 $922K - $1.09M
28K $6.22B
ACN
Accenture PLC

Technology
1.34K
+ 45.05%
$300.91 - $398.25 $404K - $534K
4.32K $1.35B
TXN
Texas Instruments Inc

Technology
1.74K
+ 55.09%
N/A
4.89K $879M
COLM
Columbia Sportswear CO

Consumer Cyclical
3.52K
New
$75.3 - $92.08 $265K - $324K
3.52K $267M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.21K
New
$50.39 - $50.66 $262K - $264K
5.21K $264M
BAC
Bank Of America Corp

Financial Services
6K
New
$39.61 - $47.74 $238K - $286K
6K $250M
LUV
Southwest Airlines CO

Industrials
6.99K
+ 52.49%
$28.18 - $34.84 $197K - $243K
20.3K $682M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.38K
New
$39.18 - $43.52 $211K - $234K
5.38K $225M
Naya Biosciences Inc
100K
New
N/A
100K $200M
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.38K
+ 61.81%
N/A
8.84K $451M
MMSI
Merit Medical Systems Inc

Healthcare
1.4K
+ 32.25%
$95.64 - $110.29 $134K - $154K
5.74K $606M
HRB
H&R Block Inc

Consumer Cyclical
2.51K
+ 31.93%
$49.96 - $55.97 $125K - $140K
10.4K $569M
CSCO
Cisco Systems, Inc.

Technology
2.08K
+ 20.88%
$58.74 - $64.87 $122K - $135K
12K $742M
Bgc Group Inc
15K
+ 32.14%
N/A
61.8K $567M
XCEM
Columbia ETF Tr Ii

ETFs
4.58K
+ 20.66%
$29.18 - $30.72 $134K - $141K
26.7K $790M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.92K
+ 55.66%
$81.1 - $94.7 $156K - $182K
5.37K $435M
JLL
Jones Lang Lasalle Inc

Real Estate
522
+ 32.38%
$238.0 - $284.76 $124K - $149K
2.13K $529M
HCKT
Hackett Group, Inc.

Technology
3.93K
+ 32.15%
$28.16 - $32.09 $111K - $126K
16.2K $473M
BBSI
Barrett Business Services Inc

Industrials
2.6K
+ 31.86%
$39.0 - $44.37 $101K - $115K
10.8K $442M
LSCC
Lattice Semiconductor Corp

Technology
2.15K
+ 33.44%
$52.45 - $68.78 $113K - $148K
8.58K $450M
Innovator Etfs Trust
2.11K
+ 28.26%
N/A
9.57K $444M
LGND
Ligand Pharmaceuticals Inc

Healthcare
821
+ 31.47%
$105.14 - $122.23 $86.3K - $100K
3.43K $361M
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
TIP
Ishares Tr Tips Bd ETF

ETFs
123
+ 1.39%
$106.22 - $111.09 $13.1K - $13.7K
8.96K $996M
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
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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