Cwm, LLC Purchases in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
33.9K
+ 145.46%
$59.11 - $67.35 $2M - $2.28M
57.2K $3.8M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
36K
+ 3.05%
$43.1 - $44.6 $1.55M - $1.6M
1.22M $53.8M
Ferguson Enterprises Inc
10K
+ 86.69%
N/A
21.6K $4.86M
American Centy ETF Tr
25.4K
+ 22.14%
N/A
140K $9.47M
MDB
Mongo Db, Inc.

Technology
2.01K
+ 11.85%
$201.0 - $334.87 $404K - $673K
19K $5.89M
VCIT
Vanguard Intermediate Term Cor

ETFs
21.8K
+ 5.37%
$81.75 - $84.54 $1.78M - $1.84M
427K $35.9M
CTRA
Coterra Energy Inc.

Energy
107K
+ 84.97%
$23.09 - $25.45 $2.47M - $2.72M
233K $5.51M
BIIB
Biogen Inc.

Healthcare
12.7K
+ 36.44%
$122.68 - $148.84 $1.55M - $1.89M
47.5K $6.65M
FGLD
Franklin Templeton Holdings Trust
44K
New
N/A
44K $2.28M
LSCC
Lattice Semiconductor Corp

Technology
16.6K
+ 38.44%
$48.73 - $74.71 $810K - $1.24M
59.9K $4.39M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.3K
+ 4.32%
$62.54 - $68.42 $834K - $912K
322K $21.7M
LECO
Lincoln Electric Holdings Inc

Industrials
7.48K
+ 44.3%
$210.22 - $247.76 $1.57M - $1.85M
24.4K $5.75M
ROST
Ross Stores, Inc.

Consumer Cyclical
12K
+ 75.73%
$127.59 - $152.81 $1.54M - $1.84M
28K $4.26M
MAIN
Main Street Capital Corp

Financial Services
32.7K
+ 100.27%
$59.28 - $67.54 $1.94M - $2.21M
65.2K $4.15M
ARMK
Aramark

Industrials
58K
+ 4228.96%
$37.46 - $44.15 $2.17M - $2.56M
59.4K $2.28M
Bny Mellon ETF Trust
59.2K
+ 24.52%
N/A
301K $11.7M
VLO
Valero Energy Corp

Energy
4K
+ 9.3%
$131.77 - $175.63 $527K - $702K
47K $8M
Ea Series Trust
17.1K
+ 7.62%
N/A
242K $27.5M
APP
App Lovin Corp

Technology
1.01K
+ 25.25%
$335.1 - $718.54 $338K - $726K
5.01K $3.6M
GBIL
Goldman Sachs Access Treasury

ETFs
21.9K
+ 1610.79%
$99.82 - $100.23 $2.19M - $2.2M
23.3K $2.34M
A
Agilent Technologies, Inc.

Healthcare
12.3K
+ 21.16%
$112.04 - $128.75 $1.38M - $1.58M
70.4K $9.04M
PPA
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 67.67%
$139.82 - $155.45 $1.73M - $1.93M
30.7K $4.77M
HAS
Hasbro, Inc.

Consumer Cyclical
27.5K
+ 60.73%
$73.92 - $81.85 $2.03M - $2.25M
72.7K $5.52M
LRGF
Ishares Tr

ETFs
24.7K
+ 26.39%
$64.13 - $69.24 $1.58M - $1.71M
118K $8.17M
UNM
Unum Group

Financial Services
28.4K
+ 196.9%
$68.55 - $82.12 $1.95M - $2.34M
42.9K $3.34M
American Beacon Select Funds
24.8K
+ 15.44%
N/A
185K $7.5M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.54K
+ 0.93%
$128.6 - $136.01 $326K - $345K
276K $37.3M
BKH
Black Hills Corp

Utilities
33.9K
+ 378.35%
$55.87 - $61.62 $1.9M - $2.09M
42.9K $2.64M
DAL
Delta Air Lines, Inc.

Industrials
14.5K
+ 8.38%
$49.0 - $61.97 $711K - $899K
188K $10.7M
FCX
Freeport Mcmoran Inc

Basic Materials
69.9K
+ 47.49%
$35.34 - $47.21 $2.47M - $3.3M
217K $8.51M
DHR
Danaher Corp

Healthcare
10.6K
+ 28.64%
$181.46 - $212.2 $1.92M - $2.25M
47.5K $9.42M
EVRG
Evergy, Inc.

Utilities
555
+ 0.19%
$67.73 - $76.02 $37.6K - $42.2K
294K $22.3M
GWRE
Guidewire Software, Inc.

Technology
9.67K
+ 43.75%
$207.82 - $261.88 $2.01M - $2.53M
31.8K $7.3M
SCHW
Schwab Charles Corp

Financial Services
17.4K
+ 16.86%
$91.03 - $98.69 $1.58M - $1.71M
120K $11.5M
MINO
Pimco ETF Tr Municipal Income

ETFs
34.6K
+ 7.2%
$43.6 - $45.33 $1.51M - $1.57M
516K $23.4M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
24.8K
+ 20.39%
$65.91 - $70.63 $1.63M - $1.75M
146K $10.3M
MSCI
Msci Inc.

Financial Services
3.76K
+ 34.8%
$526.48 - $588.0 $1.98M - $2.21M
14.6K $8.27M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
53K
+ 51.1%
$29.62 - $33.45 $1.57M - $1.77M
157K $5.13M
Innovator Etfs Trust
68.8K
+ 66.34%
N/A
172K $4.94M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
15.9K
+ 24.62%
$71.86 - $87.45 $1.14M - $1.39M
80.5K $6.71M
SF
Stifel Financial Corp

Financial Services
16.6K
+ 127.44%
$105.26 - $116.4 $1.75M - $1.93M
29.7K $3.37M
GIS
General Mills Inc

Consumer Defensive
47.1K
+ 17.78%
$48.44 - $53.83 $2.28M - $2.54M
312K $15.7M
Franklin Templeton ETF Tr
70.7K
+ 113.39%
N/A
133K $3.69M
XLB
Select Sector Spdr Fd Material

ETFs
19.1K
+ 11.94%
$86.72 - $92.61 $1.66M - $1.77M
179K $16.1M
DAUG
First Tr ETF Viii Cboe Vest Us
41.6K
+ 44.29%
N/A
136K $5.91M
ACN
Accenture PLC

Technology
26.9K
+ 30.28%
$232.56 - $304.78 $6.25M - $8.19M
116K $28.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.5K
+ 17.76%
$49.43 - $54.52 $1.21M - $1.34M
163K $8.81M
NRZ
New Residential Investment Corp.

Real Estate
173K
+ 646.49%
N/A
200K $2.28M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
55.1K
+ 187.96%
$33.07 - $34.84 $1.82M - $1.92M
84.5K $2.94M
Activity Summary
Buys All Purchases 3475 New Holdings 426 Increased Positions 3049 Sells All Sells 1492 Reductions 1491 Sold out 1 Options Calls 3 Puts 4
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