Cwm, LLC Purchases in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.17M
+ 558.96%
$97.25 - $104.79 $114M - $123M
1.38M $143M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
475K
+ 139.69%
$162.48 - $175.37 $77.1M - $83.3M
815K $142M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
878K
+ 201.93%
$91.76 - $103.26 $80.6M - $90.7M
1.31M $122M
OEF
Ishares S&P 100 ETF

ETFs
286K
+ 221.72%
N/A
415K $113M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
2.71M
+ 8652.39%
$25.21 - $26.38 $68.2M - $71.4M
2.74M $72.2M
IVE
Ishares S&P 500 Value ETF

ETFs
357K
+ 24.62%
$185.78 - $198.58 $66.3M - $70.8M
1.81M $344M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.73M
+ 438.87%
$34.83 - $37.52 $60.2M - $64.8M
2.12M $77M
IEMG
Ishares Inc

ETFs
867K
+ 52.61%
N/A
2.51M $136M
BOND
Pimco Active Bond Exchange Tra

ETFs
415K
+ 11.1%
$89.27 - $92.9 $37.1M - $38.6M
4.15M $384M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43.8K
+ 16.5%
$442.66 - $534.52 $19.4M - $23.4M
309K $165M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
926K
+ 45.99%
$38.99 - $40.37 $36.1M - $37.4M
2.94M $118M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
360K
+ 21.6%
$99.16 - $99.52 $35.7M - $35.8M
2.03M $202M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
816K
+ 315196.91%
$39.53 - $46.13 $32.3M - $37.7M
817K $35.9M
VTV
Vanguard Value ETF

ETFs
189K
+ 49.23%
$167.73 - $179.21 $31.6M - $33.8M
572K $98.8M
GLD
Spdr Gold Trust

ETFs
71.1K
+ 24.77%
$243.19 - $288.14 $17.3M - $20.5M
358K $103M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
474K
+ 77.45%
$58.04 - $65.84 $27.5M - $31.2M
1.09M $69.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
338K
+ 2564.36%
$79.17 - $82.04 $26.8M - $27.8M
352K $28.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
33
+ 1100.0%
$663000.0 - $801950.0 $21.9M - $26.5M
36 $28.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
845K
+ 109.07%
$33.98 - $39.84 $28.7M - $33.7M
1.62M $55.5M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
533K
+ 306.72%
$46.45 - $47.26 $24.7M - $25.2M
706K $33.3M
SPMD
Spdr Portfolio

ETFs
874K
+ 15.32%
$50.21 - $57.73 $43.9M - $50.5M
6.58M $337M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
757K
+ 15.47%
$27.01 - $28.54 $20.4M - $21.6M
5.65M $158M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
474K
+ 4492.14%
$49.69 - $50.76 $23.5M - $24.1M
484K $24.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
77.5K
+ 179.05%
$302.31 - $337.54 $23.4M - $26.2M
121K $37.1M
Blackrock ETF Trust
703K
New
N/A
703K $22.3M
CGDV
Capital Group Divid Value ETF

ETFs
608K
+ 116.46%
$34.95 - $37.36 $21.3M - $22.7M
1.13M $40.3M
VUG
Vanguard Growth ETF

ETFs
103K
+ 24.09%
$369.1 - $427.61 $38.1M - $44.2M
532K $197M
Capital Group Core Balanced
651K
+ 1006.29%
N/A
715K $22.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
319K
+ 81.07%
$62.72 - $71.92 $20M - $22.9M
713K $44.9M
IAU
Ishares Gold Trust

ETFs
213K
+ 27.68%
$49.74 - $58.96 $10.6M - $12.5M
981K $57.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
242K
+ 74.14%
$77.7 - $78.94 $18.8M - $19.1M
568K $44.9M
JNJ
Johnson & Johnson

Healthcare
50.2K
+ 10.64%
$142.06 - $167.7 $7.13M - $8.41M
522K $86.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
192K
+ 10.41%
$91.45 - $91.75 $17.5M - $17.6M
2.03M $186M
JGRO
J P Morgan Exchange Traded Fd
335K
+ 33.52%
N/A
1.33M $98.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
728K
+ 32.0%
$18.36 - $20.51 $13.4M - $14.9M
3M $59.4M
VEA
Vanguard Ftse Developed Market

ETFs
328K
+ 220.06%
$47.4 - $52.99 $15.5M - $17.4M
477K $24.3M
BNDX
Vanguard Total International B

ETFs
343K
+ 1051.69%
$48.33 - $49.5 $16.6M - $17M
375K $18.3M
AVDE
American Centy ETF Tr Avantis

ETFs
208K
+ 36.38%
$60.63 - $68.55 $12.6M - $14.3M
781K $51.8M
ABBV
Abb Vie Inc.

Healthcare
33.2K
+ 12.04%
$169.2 - $216.66 $5.62M - $7.2M
309K $64.8M
First Tr Exchange Traded Fd
1.1M
New
N/A
1.1M $15.6M
VO
Vanguard Mid Cap ETF

ETFs
60.3K
+ 224.15%
$251.87 - $277.95 $15.2M - $16.7M
87.1K $22.5M
XOM
Exxon Mobil Corp

Energy
63.6K
+ 9.3%
$105.44 - $118.93 $6.71M - $7.57M
748K $88.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
613K
+ 7.79%
$64.88 - $72.1 $39.8M - $44.2M
8.48M $558M
VGIT
Vanguard Intermediate Term Tre

ETFs
252K
+ 1335.57%
$57.44 - $59.4 $14.5M - $14.9M
270K $16.1M
AVEM
American Centy ETF Tr Avantis

ETFs
228K
+ 101.01%
$57.11 - $62.4 $13M - $14.2M
454K $27.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
72.7K
+ 580.78%
$192.82 - $222.1 $14M - $16.1M
85.2K $16.4M
GE
General Electric CO

Industrials
42.5K
+ 27.07%
$168.59 - $212.13 $7.17M - $9.02M
200K $40M
XSMO
Invesco S&P Smallcap Momentum

ETFs
212K
+ 157.74%
$59.97 - $70.03 $12.7M - $14.9M
347K $21.8M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
291K
New
$40.34 - $45.45 $11.7M - $13.2M
291K $12.8M
Activity Summary
Buys All Purchases 3110 New Holdings 192 Increased Positions 2918 Sells All Sells 1449 Reductions 1448 Sold out 1 Options Calls 2 Puts 7
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