Cwm, LLC Purchases in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CORP
Pimco Investment Grade Corp Bd

ETFs
109K
+ 8.26%
$93.89 - $97.32 $10.2M - $10.6M
1.43M $138M
JPM
Jpmorgan Chase & CO

Financial Services
40.9K
+ 10.59%
$225.19 - $279.95 $9.21M - $11.4M
427K $105M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
231K
+ 238.17%
N/A
327K $16M
VB
Vanguard Small Cap ETF

ETFs
51.3K
+ 160.07%
$217.89 - $252.64 $11.2M - $13M
83.4K $18.5M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
232K
+ 19.15%
$51.3 - $56.76 $11.9M - $13.2M
1.44M $76.4M
AMGN
Amgen Inc

Healthcare
11.2K
+ 8.04%
$258.59 - $327.36 $2.89M - $3.66M
150K $46.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
743K
+ 119.97%
$13.05 - $13.97 $9.7M - $10.4M
1.36M $18.6M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
200K
+ 31.77%
$50.24 - $50.57 $10M - $10.1M
828K $41.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
463K
+ 10.31%
$29.34 - $31.31 $13.6M - $14.5M
4.95M $147M
SPTS
Spdr Portfolio Short Term Trea

ETFs
324K
+ 37.79%
$28.92 - $29.24 $9.38M - $9.49M
1.18M $34.6M
LLY
Eli Lilly & CO

Healthcare
4.92K
+ 5.19%
$725.72 - $929.72 $3.57M - $4.57M
99.6K $82.3M
V
Visa Inc.

Financial Services
2.93K
+ 1.25%
$306.92 - $362.71 $901K - $1.06M
238K $83.4M
CVX
Chevron Corp

Energy
15.4K
+ 5.47%
$146.71 - $167.97 $2.25M - $2.58M
296K $49.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
102K
+ 175.35%
$74.85 - $84.89 $7.64M - $8.66M
160K $13.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
229K
+ 10.22%
$25.54 - $27.64 $5.84M - $6.32M
2.47M $67.2M
HYDB
Ishares Tr Edge High Yield Def

ETFs
176K
+ 53.89%
$46.82 - $47.8 $8.24M - $8.41M
503K $23.7M
PVAL
Putnam ETF Tr Putnam Focused L
170K
+ 10.13%
$36.8 - $39.59 $6.26M - $6.74M
1.85M $70.5M
KO
Coca Cola CO

Consumer Defensive
44.5K
+ 8.85%
$60.81 - $72.32 $2.7M - $3.22M
547K $39.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
154K
+ 8.57%
$37.07 - $40.63 $5.72M - $6.27M
1.96M $77M
VZ
Verizon Communications Inc

Communication Services
25.1K
+ 2.02%
$37.81 - $46.49 $949K - $1.17M
1.27M $57.4M
BALT
Innovator Etfs Tr
245K
+ 111.76%
$31.31 - $31.89 $7.66M - $7.8M
463K $14.5M
SYLD
Cambria Shareholder Yld ETF

ETFs
129K
+ 103.16%
$62.77 - $71.4 $8.09M - $9.2M
254K $16.2M
NEE
Nextera Energy Inc

Utilities
111K
+ 36.12%
$66.96 - $76.16 $7.42M - $8.44M
418K $29.6M
HYG
Ishares Tr

ETFs
94.9K
+ 716.21%
$78.51 - $80.11 $7.45M - $7.61M
108K $8.54M
MRVL
Marvell Technology, Inc.

Technology
143K
+ 525.86%
$61.57 - $126.06 $8.78M - $18M
170K $10.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
226K
+ 444.15%
$32.49 - $37.99 $7.34M - $8.58M
277K $9.27M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
195K
+ 175.2%
$37.69 - $39.76 $7.34M - $7.74M
306K $11.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
31.6K
+ 123.96%
$247.97 - $296.33 $7.83M - $9.36M
57.1K $14.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
143K
+ 27.13%
$50.29 - $50.5 $7.18M - $7.21M
669K $33.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
259K
+ 292.19%
$27.56 - $32.1 $7.14M - $8.32M
348K $9.79M
Tidal Tr Ii
274K
+ 8.69%
N/A
3.43M $80.3M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
341K
+ 1087.14%
$20.05 - $20.4 $6.84M - $6.96M
372K $7.58M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
298K
+ 36.67%
$23.32 - $23.84 $6.96M - $7.11M
1.11M $26M
Innovator Etfs Trust
228K
+ 187.78%
N/A
349K $10.7M
JSML
Janus Detroit Str Tr Henderson

ETFs
116K
+ 158.02%
$58.87 - $69.7 $6.83M - $8.08M
189K $11.5M
UNH
Unitedhealth Group Inc

Healthcare
8.88K
+ 8.18%
$461.52 - $548.18 $4.1M - $4.87M
117K $61.5M
ABT
Abbott Laboratories

Healthcare
12.6K
+ 5.05%
$111.1 - $140.22 $1.41M - $1.77M
263K $34.9M
PEP
Pepsico Inc

Consumer Defensive
45.5K
+ 18.41%
$142.64 - $156.42 $6.5M - $7.12M
293K $43.9M
COST
Costco Wholesale Corp

Consumer Defensive
4.8K
+ 8.2%
$890.62 - $1076.86 $4.27M - $5.16M
63.3K $59.9M
CMF
Ishares California Muni Bond E

ETFs
106K
New
$55.93 - $57.47 $5.94M - $6.1M
106K $5.98M
XLE
Energy Sector Spdr

ETFs
33.3K
+ 9.08%
$85.7 - $93.96 $2.86M - $3.13M
400K $37.4M
VRSN
Verisign Inc

Technology
19.9K
+ 103.4%
$205.1 - $254.74 $4.09M - $5.07M
39.2K $9.95M
WFC
Wells Fargo & Company

Financial Services
77.5K
+ 30.56%
$66.78 - $81.42 $5.18M - $6.31M
331K $23.8M
CGUS
Capital Group Core Equity ETF
193K
+ 52.66%
$33.08 - $36.62 $6.39M - $7.07M
560K $18.7M
ICF
Ishares Tr

ETFs
93.2K
+ 506.37%
$57.98 - $63.8 $5.4M - $5.95M
112K $6.87M
GTO
Invesco Actively Managed ETF T

ETFs
103K
+ 6.48%
$45.9 - $47.37 $4.74M - $4.89M
1.7M $79.6M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
313K
+ 12.68%
$24.88 - $26.85 $7.78M - $8.4M
2.78M $70.2M
CI
Cigna Corp

Healthcare
6.13K
+ 8.89%
$274.49 - $329.0 $1.68M - $2.02M
75K $24.7M
QCOM
Qualcomm Inc

Technology
36.3K
+ 26.43%
$151.94 - $175.86 $5.52M - $6.39M
174K $26.7M
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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