Cwm, LLC Purchases in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
902
+ 48.08%
$308.87 - $383.33 $279K - $346K
2.78K $909K
EXPD
Expeditors International Of Washington Inc

Industrials
1.71K
+ 17.77%
$109.09 - $126.48 $187K - $217K
11.4K $1.37M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.31K
+ 11.15%
$45.56 - $47.23 $242K - $251K
53K $2.49M
EXC
Exelon Corp

Utilities
226
+ 0.67%
$37.3 - $46.08 $8.43K - $10.4K
33.8K $1.56M
WBS
Webster Financial Corp

Financial Services
6.23K
+ 77.63%
$47.55 - $61.41 $296K - $382K
14.3K $735K
SRLN
Ssga Active Trust

ETFs
8.49K
+ 8.91%
$41.02 - $41.99 $348K - $356K
104K $4.27M
Corpay Inc
761
+ 30.43%
N/A
3.26K $1.14M
ATKR
Atkore Inc.

Industrials
5.04K
+ 951.98%
$58.89 - $88.18 $297K - $444K
5.57K $334K
CODI
Compass Diversified Holdings

Industrials
19.6K
+ 115.07%
$18.67 - $22.9 $365K - $448K
36.6K $683K
STE
Steris PLC

Healthcare
1.04K
+ 42.08%
$202.46 - $232.74 $211K - $243K
3.52K $797K
NEM
Newmont Corp

Basic Materials
2.1K
+ 12.69%
$37.79 - $48.39 $79.5K - $102K
18.7K $901K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
9.14K
+ 6.86%
$75.47 - $84.24 $690K - $770K
143K $11M
XBAP
Innovator ETF Tr Us Equity Acc
7.73K
+ 46.09%
$33.63 - $34.94 $260K - $270K
24.5K $855K
Sandisk Corp
5.92K
New
N/A
5.92K $282K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.26K
+ 125.68%
$75.32 - $84.77 $245K - $276K
5.85K $478K
MC
Moelis & CO

Financial Services
5.41K
+ 213.29%
$57.91 - $81.2 $313K - $439K
7.95K $464K
J P Morgan Exchange Traded F
4.82K
+ 74.39%
N/A
11.3K $666K
TNL
Travel & Leisure Co.

Consumer Cyclical
7.24K
+ 50.36%
$46.29 - $57.86 $335K - $419K
21.6K $1M
FTLS
First Tr Long/Short Equity ETF

ETFs
9.19K
+ 5.06%
$63.42 - $68.17 $583K - $627K
191K $12.2M
MEAR
Blackrock Short Maturity Munic

ETFs
4.63K
+ 3.23%
$49.97 - $50.36 $231K - $233K
148K $7.43M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
9.63K
+ 417.21%
$28.22 - $30.06 $272K - $289K
11.9K $341K
CHX
Champion X Corp

Energy
8.57K
+ 124.71%
$27.3 - $31.27 $234K - $268K
15.4K $460K
FRSH
Freshworks Inc.

Technology
19.4K
+ 1328.44%
$14.11 - $19.75 $273K - $383K
20.8K $294K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
4.38K
+ 3.09%
$36.86 - $39.26 $162K - $172K
146K $5.52M
MET
Metlife Inc

Financial Services
3.74K
+ 18.37%
$77.7 - $87.0 $291K - $325K
24.1K $1.94M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.8K
+ 55.94%
$21.16 - $21.77 $250K - $258K
33K $718K
WEN
Wendy'S CO

Consumer Cyclical
37K
+ 22.61%
$14.17 - $16.17 $524K - $598K
200K $2.93M
Northern Lts Fd Tr Iv
1.48K
+ 26.76%
N/A
7.03K $1.44M
DAR
Darling Ingredients Inc.

Consumer Defensive
8.51K
+ 535.03%
$28.51 - $41.85 $243K - $356K
10.1K $315K
LECO
Lincoln Electric Holdings Inc

Industrials
1.37K
+ 88.36%
$180.51 - $216.81 $247K - $296K
2.91K $551K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.09K
+ 3.36%
$156.61 - $168.02 $328K - $352K
64.5K $10.3M
ACT
Enact Holdings, Inc.

Financial Services
6.98K
+ 96.61%
$31.15 - $35.03 $218K - $245K
14.2K $494K
XBJL
Innovator Etfs Tr Us Equity Ac
7.78K
+ 46.73%
$33.37 - $34.93 $259K - $272K
24.4K $826K
Fidelity Covington Trust
8.3K
+ 2748.34%
N/A
8.6K $268K
MUR
Murphy Oil Corp

Energy
9.3K
+ 251.28%
$24.02 - $33.9 $223K - $315K
13K $369K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
8.84K
+ 47.13%
$29.36 - $31.01 $260K - $274K
27.6K $822K
FN
Fabrinet

Technology
1.39K
+ 158.94%
$183.66 - $267.24 $255K - $370K
2.26K $446K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
9.34K
+ 47.1%
$27.88 - $29.48 $260K - $275K
29.2K $824K
JHPI
John Hancock ETF Preferred Inc

ETFs
11.3K
+ 205.96%
$22.23 - $22.87 $252K - $259K
16.8K $377K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
33.7K
+ 167.49%
$7.06 - $9.39 $238K - $316K
53.8K $403K
AMKR
Amkor Technology, Inc.

Technology
18.1K
+ 183.46%
$18.06 - $26.73 $328K - $485K
28K $506K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
20.8K
+ 795.21%
$12.29 - $16.38 $255K - $340K
23.4K $287K
TAFI
Ab Active Etfs Inc Tax Aware S
9.96K
+ 146.41%
N/A
16.8K $421K
ITT
Itt Inc.

Industrials
2.4K
+ 55.32%
$128.71 - $153.88 $309K - $369K
6.74K $871K
Bondbloxx ETF Trust
4.1K
+ 1.95%
N/A
214K $10.8M
Fidelity Covington Trust
7.92K
+ 122.09%
N/A
14.4K $429K
J P Morgan Exchange Traded F
3.92K
New
N/A
3.92K $249K
TDG
Trans Digm Group Inc

Industrials
106
+ 12.07%
$1251.32 - $1394.11 $133K - $148K
984 $1.36M
EPR
Epr Properties

Real Estate
3.86K
+ 71.71%
$43.98 - $53.81 $170K - $208K
9.25K $487K
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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