Cwm, LLC Purchases in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.19K
New
$38.78 - $44.63 $46.2K - $53.2K
1.19K $46K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
468
+ 7.81%
$59.28 - $66.1 $27.7K - $30.9K
6.46K $410K
ERAS
Erasca, Inc.

Healthcare
34.4K
+ 1907.2%
$1.28 - $2.75 $44.1K - $94.7K
36.3K $50K
WCN
Waste Connections, Inc.

Industrials
77
+ 6.12%
$169.89 - $195.19 $13.1K - $15K
1.34K $261K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
367
New
$122.03 - $134.83 $44.8K - $49.5K
367 $45K
CYBR
Cyber Ark Software Ltd.

Technology
132
+ 146.67%
$312.8 - $414.31 $41.3K - $54.7K
222 $75K
AOR
Ishares Tr Core Growth Allocat

ETFs
755
+ 15.35%
$56.63 - $59.39 $42.8K - $44.8K
5.67K $327K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
797
New
$55.12 - $62.6 $43.9K - $49.9K
797 $45K
GES
Guess Inc

Consumer Cyclical
4.1K
+ 3084.96%
$9.27 - $14.23 $38K - $58.4K
4.24K $47K
PRCH
Porch Group, Inc.

Technology
4.62K
+ 112.2%
$3.79 - $7.96 $17.5K - $36.8K
8.73K $64K
HEI
Heico Corp

Industrials
65
+ 7.0%
$219.6 - $270.85 $14.3K - $17.6K
993 $265K
CLNE
Clean Energy Fuels Corp.

Energy
30.4K
+ 820.09%
$1.55 - $3.57 $47.1K - $109K
34.1K $53K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.67K
+ 33.16%
$37.35 - $43.35 $62.4K - $72.4K
6.71K $254K
EVR
Evercore Inc.

Financial Services
1.43K
+ 45.7%
$190.28 - $291.27 $272K - $417K
4.56K $911K
TMCI
Treace Medical Concepts, Inc.

Healthcare
4.85K
+ 125.95%
$7.3 - $10.54 $35.4K - $51.2K
8.71K $73K
Dimensional ETF Trust
1.45K
+ 962.91%
N/A
1.61K $49K
RWX
Spdr Dow Jones International R

ETFs
1.67K
+ 94.99%
$22.39 - $24.7 $37.3K - $41.2K
3.42K $84K
IESC
Ies Holdings, Inc.

Industrials
456
+ 50.78%
$162.26 - $316.26 $74K - $144K
1.35K $224K
OSTK
Overstock.Com, Inc

Consumer Cyclical
7.03K
+ 188.84%
N/A
10.7K $62K
UVSP
Univest Financial Corp

Financial Services
1.85K
+ 26.64%
$27.52 - $31.63 $50.9K - $58.5K
8.79K $249K
DAN
Dana Inc

Consumer Cyclical
2.74K
+ 69.04%
$11.27 - $16.88 $30.9K - $46.2K
6.71K $89K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
720
New
$55.6 - $66.5 $40K - $47.9K
720 $43K
CADE
Cadence Bank

Financial Services
1.93K
+ 49.81%
$29.1 - $35.93 $56.1K - $69.3K
5.8K $176K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
613
+ 14.25%
$113.13 - $127.79 $69.3K - $78.3K
4.91K $556K
PRU
Prudential Financial Inc

Financial Services
1.29K
+ 8.78%
$105.04 - $122.33 $136K - $158K
16K $1.78M
SFNC
Simmons First National Corp

Financial Services
2.3K
+ 99.01%
$19.68 - $23.3 $45.3K - $53.6K
4.63K $95K
ETNB
89bio, Inc.

Healthcare
5.84K
+ 9265.08%
$6.18 - $11.66 $36.1K - $68.1K
5.9K $43K
HALO
Halozyme Therapeutics, Inc.

Healthcare
438
+ 46.35%
$47.74 - $65.16 $20.9K - $28.5K
1.38K $88K
MKSI
Mks Instruments Inc

Technology
1.01K
+ 64.79%
$78.89 - $122.69 $79.8K - $124K
2.57K $206K
INSM
Insmed Inc

Healthcare
404
+ 24.51%
$65.25 - $83.83 $26.4K - $33.9K
2.05K $157K
HWC
Hancock Whitney Corp

Financial Services
950
+ 30.13%
$49.61 - $61.03 $47.1K - $58K
4.1K $215K
MLPA
Global X Mlp ETF

ETFs
792
New
$49.83 - $54.53 $39.5K - $43.2K
792 $42K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
493
+ 213.42%
$91.44 - $106.54 $45.1K - $52.5K
724 $66K
Direxion Shs ETF Tr
1.4K
New
N/A
1.4K $42K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
470
+ 423.42%
$70.96 - $92.65 $33.4K - $43.5K
581 $50K
PAYC
Paycom Software, Inc.

Technology
66
+ 3.28%
$199.42 - $225.82 $13.2K - $14.9K
2.08K $455K
VBTX
Veritex Holdings, Inc.

Financial Services
2.65K
+ 23.75%
$23.47 - $27.67 $62.3K - $73.4K
13.8K $345K
Stone Ridge Tr
271
New
N/A
271 $41K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.29K
+ 20.77%
$25.69 - $26.89 $33.2K - $34.8K
7.52K $202K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
9.5K
+ 254.98%
$6.67 - $12.72 $63.4K - $121K
13.2K $88K
BLNK
Blink Charging Co.

Industrials
44.8K
+ 2609.32%
$0.9 - $1.68 $40.3K - $75.2K
46.5K $43K
TMP
Tompkins Financial Corp

Financial Services
737
+ 66.34%
$62.44 - $72.73 $46K - $53.6K
1.85K $116K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
733
+ 28.53%
$58.09 - $67.05 $42.6K - $49.1K
3.3K $198K
BKU
Bank United, Inc.

Financial Services
1.8K
+ 31.73%
$31.36 - $41.63 $56.4K - $74.9K
7.46K $257K
SYM
Symbotic Inc.

Financial Services
2.09K
+ 408.2%
$20.16 - $33.5 $42.1K - $70K
2.6K $53K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.2K
+ 11.06%
$77.91 - $92.26 $249K - $295K
32.1K $2.55M
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.34K
+ 19.8%
$25.98 - $28.59 $34.9K - $38.4K
8.13K $223K
Innovator Etfs Trust
1.9K
+ 10.56%
N/A
19.9K $471K
WSO
Watsco Inc

Industrials
21
+ 2.48%
$463.86 - $530.75 $9.74K - $11.1K
867 $441K
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
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email