Cwm, LLC Purchases in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
6.6K
+ 9.16%
$55.22 - $63.94 $365K - $422K
78.7K $5.03M
VNQ
Vanguard Specialized Funds Van

ETFs
7.58K
+ 11.29%
$79.79 - $91.42 $605K - $693K
74.7K $6.65M
LEVI
Levi Strauss & CO

Consumer Cyclical
29.5K
+ 321.06%
$12.42 - $18.62 $366K - $549K
38.6K $715K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.61K
+ 59.28%
$48.48 - $67.3 $321K - $445K
17.8K $1.19M
VC
Visteon Corp

Consumer Cyclical
5.74K
+ 277.17%
$67.04 - $94.19 $385K - $541K
7.82K $729K
CMPR
Cimpress PLC

Communication Services
11.9K
+ 222.75%
$39.23 - $47.35 $465K - $561K
17.2K $807K
Wells Fargo CO New
482
+ 730.3%
N/A
548 $644K
MO
Altria Group, Inc.

Consumer Defensive
17.6K
+ 5.23%
$55.56 - $60.91 $977K - $1.07M
354K $20.7M
CNI
Canadian National Railway CO

Industrials
4.82K
+ 56.54%
$92.66 - $108.13 $447K - $522K
13.4K $1.39M
KMI
Kinder Morgan, Inc.

Energy
7.72K
+ 2.05%
$25.21 - $29.4 $195K - $227K
384K $11.3M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
5.62K
+ 2.5%
$37.28 - $45.23 $209K - $254K
230K $10.1M
SBAC
Sba Communications Corp

Real Estate
1.49K
+ 11.08%
$208.57 - $243.4 $312K - $364K
15K $3.52M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.03K
+ 33.67%
$273.67 - $366.17 $281K - $376K
4.08K $1.49M
OHI
Omega Healthcare Investors Inc

Real Estate
15.9K
+ 67.58%
$35.55 - $39.05 $567K - $623K
39.5K $1.45M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
22K
+ 37.08%
$23.32 - $24.45 $513K - $538K
81.3K $1.99M
NEAR
Blackrock Short Maturity Bond

ETFs
9.16K
+ 2.6%
$50.41 - $51.17 $462K - $469K
361K $18.5M
VLO
Valero Energy Corp

Energy
3.35K
+ 8.46%
$104.69 - $141.77 $351K - $475K
43K $5.78M
Northern Lts Fd Tr Iv
1.64K
+ 23.35%
N/A
8.67K $1.99M
LPG
Dorian Lpg Ltd.

Energy
22.1K
+ 851.49%
$17.34 - $25.75 $383K - $568K
24.7K $601K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
5.33K
+ 17.45%
$50.1 - $63.16 $267K - $337K
35.9K $2.27M
MLM
Martin Marietta Materials Inc

Basic Materials
578
+ 18.34%
$452.51 - $568.19 $262K - $328K
3.73K $2.05M
DMLP
Dorchester Minerals, L.P.

Energy
19.5K
+ 1784.5%
$26.77 - $30.37 $521K - $591K
20.5K $572K
SLM
Slm Corp

Financial Services
11.8K
+ 27.75%
$24.84 - $34.36 $293K - $406K
54.4K $1.78M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
79
+ 0.54%
$468.22 - $566.51 $37K - $44.8K
14.7K $8.35M
PH
Parker Hannifin Corp

Industrials
134
+ 2.8%
$517.23 - $700.54 $69.3K - $93.9K
4.92K $3.44M
BRKR
Bruker Corp

Healthcare
13.3K
+ 30.59%
$35.5 - $42.18 $473K - $562K
56.9K $2.35M
EWBC
East West Bancorp Inc

Financial Services
3.95K
+ 36.99%
$71.03 - $101.75 $280K - $402K
14.6K $1.48M
SYK
Stryker Corp

Healthcare
282
+ 1.62%
$337.37 - $395.63 $95.1K - $112K
17.7K $6.98M
BIIB
Biogen Inc.

Healthcare
6.64K
+ 23.59%
$113.38 - $135.49 $753K - $900K
34.8K $4.37M
CNXC
Concentrix Corp

Technology
13.3K
+ 19.93%
$45.73 - $57.88 $607K - $769K
79.9K $4.22M
GPC
Genuine Parts CO

Consumer Cyclical
4.17K
+ 108.65%
$105.54 - $129.09 $440K - $539K
8.01K $972K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.18K
+ 18.97%
$50.5 - $71.23 $211K - $298K
26.2K $1.77M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.14K
+ 9.76%
$70.44 - $86.87 $221K - $272K
35.3K $3.06M
DLB
Dolby Laboratories, Inc.

Industrials
7.97K
+ 57.79%
$69.36 - $81.21 $553K - $647K
21.8K $1.62M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.72K
+ 36.79%
$139.8 - $197.22 $240K - $339K
6.39K $1.26M
CAH
Cardinal Health Inc

Healthcare
774
+ 6.26%
$125.0 - $168.0 $96.8K - $130K
13.1K $2.21M
ARKQ
Ark Autonomous Technology & Ro

ETFs
264
+ 1.26%
$58.8 - $89.17 $15.5K - $23.5K
21.2K $1.89M
HRL
Hormel Foods Corp

Consumer Defensive
29.1K
+ 5.29%
$29.11 - $31.44 $848K - $916K
580K $17.5M
ASB
Associated Banc Corp

Financial Services
19.6K
+ 154.52%
$18.91 - $24.56 $370K - $480K
32.2K $786K
LVHD
Franklin U.S. Low Volatility H

ETFs
12.7K
+ 272.19%
$37.37 - $40.85 $474K - $518K
17.3K $691K
DVY
Ishares Tr

ETFs
4.28K
+ 8.97%
$118.37 - $134.86 $507K - $577K
52K $6.9M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.18K
+ 0.8%
$23.45 - $26.56 $51.1K - $57.8K
275K $7.31M
WTW
Willis Towers Watson PLC

Financial Services
1.95K
+ 61.1%
$295.96 - $337.43 $577K - $658K
5.14K $1.58M
PFE
Pfizer Inc

Healthcare
84.2K
+ 5.99%
$21.59 - $24.84 $1.82M - $2.09M
1.49M $36.1M
Fortrea Hldgs Inc
110K
+ 585.38%
N/A
129K $637K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
21.5K
+ 367.44%
$14.1 - $22.95 $303K - $493K
27.3K $589K
Tidal Trust I
21.6K
+ 4789.78%
N/A
22K $499K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
23.3K
+ 14.14%
$17.99 - $18.99 $420K - $443K
188K $3.58M
KOMP
Spdr S&P Kensho New Economies

ETFs
124
+ 0.2%
$40.86 - $54.38 $5.07K - $6.74K
61K $3.32M
Activity Summary
Buys All Purchases 3050 New Holdings 222 Increased Positions 2828 Sells All Sells 1559 Reductions 1559 Sold out 0 Options Calls 2 Puts 1
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