Cwm, LLC Purchases in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EWRE
Invesco S&P 500 Equal Weight R

ETFs
14
+ 29.79%
N/A
61 $2K
NNBR
Nn Inc

Industrials
15
+ 7.69%
$1.63 - $2.35 $24.5 - $35.3
210 $0
TLYS
Tilly'S, Inc.

Consumer Cyclical
148
+ 56.49%
$0.69 - $2.23 $102 - $330
410 $1K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
48
+ 78.69%
$11.42 - $20.13 $548 - $966
109 $1K
Autonomix Med Inc
184
New
N/A
184 $0
FSUN
Firstsun Cap Bancorp Com
2
New
N/A
2 $0
LPTH
Lightpath Technologies Inc

Technology
12
New
$1.65 - $3.19 $19.8 - $38.3
12 $0
Innovator Etfs Trust
4
+ 2.52%
N/A
163 $4K
VMO
Invesco Municipal Opportunity Trust

Financial Services
6
+ 0.33%
$9.0 - $9.58 $54 - $57.5
1.84K $17K
EZPW
Ezcorp Inc

Financial Services
90
+ 6.33%
$12.97 - $16.38 $1.17K - $1.47K
1.51K $21K
WHF
White Horse Finance, Inc.

Financial Services
9
New
$8.67 - $9.84 $78 - $88.6
9 $0
AQST
Aquestive Therapeutics, Inc.

Healthcare
70
+ 7.51%
$2.22 - $3.58 $155 - $251
1K $3K
VPC
Etfis Ser Tr I Virtus Private

ETFs
9
+ 1.5%
$18.5 - $21.18 $167 - $191
611 $13K
IDA
Idacorp Inc

Utilities
21
+ 0.76%
$111.01 - $119.72 $2.33K - $2.51K
2.78K $321K
MLN
Vaneck Long Muni ETF

ETFs
14
+ 0.93%
$16.49 - $17.52 $231 - $245
1.52K $26K
IPX
Iperion X Limited

Basic Materials
11
New
N/A
11 $0
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
2
New
$40.57 - $43.22 $81.1 - $86.4
2 $0
Kvh Inds Inc
68
New
N/A
68 $0
Sonoma Pharmaceuticals Inc
1
New
N/A
1 $0
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
4
+ 2.65%
$10.72 - $12.16 $42.9 - $48.6
155 $2K
TRIN
Trinity Capital Inc.

Financial Services
10
+ 3.6%
$13.53 - $15.52 $135 - $155
288 $4K
OVID
Ovid Therapeutics Inc.

Healthcare
57
+ 3.93%
$0.26 - $0.35 $14.8 - $20
1.51K $0
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
22
+ 2.31%
$8.28 - $9.42 $182 - $207
975 $9K
MVIS
Microvision, Inc.

Technology
156
+ 28.47%
N/A
704 $1K
RLGT
Radiant Logistics, Inc

Industrials
47
+ 0.98%
$5.57 - $6.54 $262 - $307
4.86K $30K
SBR
Sabine Royalty Trust

Energy
3
+ 1.28%
$60.25 - $68.76 $181 - $206
237 $16K
CZFS
Citizens Financial Services Inc

Financial Services
5
+ 5.75%
$53.5 - $63.28 $268 - $316
92 $5K
RYLD
Global X Fds Russell 2000 Cove

ETFs
1
+ 0.05%
$13.37 - $15.25 $13.4 - $15.3
1.94K $29K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
18
+ 36.0%
$3.75 - $4.3 $67.5 - $77.4
68 $0
Ameriserv Finl Inc
2
+ 2.08%
N/A
98 $0
HBIO
Harvard Bioscience Inc

Healthcare
2.02K
+ 150.71%
$0.28 - $0.69 $566 - $1.39K
3.36K $1K
Tevogen Bio Hldgs Inc
185
+ 25.17%
N/A
920 $1K
OARK
Yieldmax Innovation Option Inc
0
New
N/A
0 $0
Volatility Shs Tr
4
New
N/A
4 $0
ASUR
Asure Software Inc

Technology
4
+ 0.41%
$8.82 - $10.16 $35.3 - $40.6
972 $9K
VERX
Vertex, Inc.

Technology
1
+ 0.79%
$33.45 - $41.87 $33.5 - $41.9
127 $4K
VVR
Invesco Senior Income Trust

Financial Services
137
+ 7.52%
$3.31 - $3.8 $453 - $521
1.96K $7K
T1 Energy Inc
487
+ 17.26%
N/A
3.31K $4K
PRLD
Prelude Therapeutics Inc

Healthcare
668
+ 19.96%
$0.61 - $1.18 $407 - $788
4.01K $3K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
8
+ 0.77%
$6.87 - $8.24 $55 - $65.9
1.05K $8K
CLOI
Vaneck ETF Tr

ETFs
3
+ 1.2%
$51.16 - $53.02 $153 - $159
254 $13K
SNDA
Sonida Senior Living, Inc.

Healthcare
31
+ 140.91%
$19.84 - $27.13 $615 - $841
53 $1K
K
Kellogg CO

Consumer Defensive
511
+ 3.71%
$77.85 - $82.88 $39.8K - $42.4K
14.3K $1.14M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
9
+ 0.67%
$1.85 - $2.65 $16.7 - $23.8
1.36K $3K
Qvc Group Inc
11
New
N/A
11 $0
HQI
Hire Quest, Inc.

Industrials
9
+ 11.11%
$9.2 - $12.37 $82.8 - $111
90 $1K
NKSH
National Bankshares Inc

Financial Services
24
+ 14.04%
$24.0 - $27.88 $576 - $669
195 $5K
GLDX
Uscf ETF Tr Gold Strategy Plus
1
+ 0.5%
$34.47 - $36.35 $34.5 - $36.4
201 $7K
American Rebel Hldgs Inc
1
+ 100.0%
N/A
2 $0
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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