Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
652K
+ 127.46%
N/A
1.16M $387M
AAPL
Apple Inc.

Technology
196K
+ 8.49%
$202.38 - $256.87 $39.7M - $50.4M
2.51M $638M
NVDA
Nvidia Corp

Technology
328K
+ 11.07%
$153.3 - $186.58 $50.3M - $61.2M
3.29M $614M
IVV
Ishares Core S&P 500 ETF

ETFs
125K
+ 10.17%
$620.67 - $670.08 $77.6M - $83.8M
1.35M $906M
Blackrock ETF Trust
2.22M
+ 84.14%
N/A
4.85M $166M
ITA
Ishares Tr

ETFs
410K
+ 1470.8%
$184.73 - $209.26 $75.7M - $85.7M
437K $91.5M
GOOGL
Alphabet Inc.

Communication Services
61.9K
+ 6.42%
$174.36 - $254.72 $10.8M - $15.8M
1.03M $249M
IAU
Ishares Gold Trust

ETFs
860K
+ 82.87%
$61.62 - $72.77 $53M - $62.5M
1.9M $138M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18.5K
+ 0.19%
$72.65 - $78.68 $1.34M - $1.45M
9.96M $780M
MSFT
Microsoft Corp

Technology
70.8K
+ 7.53%
$491.09 - $535.64 $34.8M - $37.9M
1.01M $524M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
452K
+ 3.19%
$39.8 - $42.86 $18M - $19.4M
14.6M $626M
GLDM
World Gold Trust

ETFs
653K
+ 508.43%
$64.73 - $76.45 $42.3M - $49.9M
782K $59.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
51.3K
+ 16.97%
$617.65 - $666.84 $31.7M - $34.2M
354K $236M
Pimco ETF Tr
1.75M
+ 131.14%
N/A
3.09M $82.9M
AVGO
Broadcom Inc.

Technology
47K
+ 8.12%
$264.74 - $369.57 $12.4M - $17.4M
626K $207M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
484K
+ 20.5%
$91.44 - $91.77 $44.2M - $44.4M
2.84M $261M
IEMG
Ishares Inc

ETFs
277K
+ 6.68%
N/A
4.42M $291M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
165K
+ 6.69%
$110.74 - $122.12 $18.2M - $20.1M
2.62M $317M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
155K
+ 180.26%
$225.11 - $247.9 $34.9M - $38.5M
241K $59.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
45.4K
+ 0.58%
$54.35 - $59.32 $2.47M - $2.7M
7.91M $468M
GOOG
Alphabet Inc.

Communication Services
59.7K
+ 15.59%
$175.16 - $255.24 $10.5M - $15.2M
443K $108M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
911K
+ 27.0%
$39.58 - $40.74 $36M - $37.1M
4.28M $174M
PLTR
Palantir Technologies Inc.

Technology
111K
+ 32.13%
$130.68 - $186.97 $14.6M - $20.8M
458K $83.6M
SPYG
Spdr Portfolio

ETFs
113K
+ 4.25%
$94.33 - $105.31 $10.7M - $11.9M
2.77M $290M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
624K
+ 44648.5%
$51.16 - $55.21 $31.9M - $34.5M
626K $34.5M
EFV
Msci Eafe Value ETF

ETFs
82.3K
+ 1.3%
$62.79 - $68.42 $5.17M - $5.63M
6.43M $436M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53.6K
+ 16.77%
$459.11 - $506.91 $24.6M - $27.2M
373K $188M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
143K
+ 10.39%
$172.72 - $179.11 $24.8M - $25.7M
1.52M $272M
JNJ
Johnson & Johnson

Healthcare
66.6K
+ 12.36%
$155.17 - $185.42 $10.3M - $12.4M
606K $112M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.16K
+ 1.36%
$546.99 - $602.2 $3.91M - $4.31M
532K $319M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
292K
+ 278.82%
$100.37 - $100.74 $29.3M - $29.4M
397K $39.9M
WMT
Walmart Inc.

Consumer Defensive
229K
+ 24.22%
$94.4 - $104.27 $21.6M - $23.9M
1.18M $121M
JPM
Jpmorgan Chase & CO

Financial Services
54.6K
+ 12.83%
$282.78 - $316.06 $15.4M - $17.3M
480K $152M
ABBV
Abb Vie Inc.

Healthcare
56.3K
+ 17.4%
$184.85 - $231.54 $10.4M - $13M
380K $87.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
275K
+ 14.68%
$99.12 - $99.52 $27.3M - $27.4M
2.15M $214M
XLK
Technology Sector Spdr

ETFs
37.6K
+ 6.51%
$250.97 - $282.66 $9.45M - $10.6M
616K $174M
VTI
Vanguard Total Stock Market Et

ETFs
70.5K
+ 48.52%
$303.93 - $329.86 $21.4M - $23.3M
216K $70.9M
AEP
American Electric Power CO Inc

Utilities
235K
+ 807.55%
$103.26 - $115.0 $24.2M - $27M
264K $29.7M
GLD
Spdr Gold Trust

ETFs
24.4K
+ 7.03%
$300.96 - $355.47 $7.34M - $8.68M
372K $132M
PVAL
Putnam ETF Tr Putnam Focused L
453K
+ 17.43%
$39.93 - $42.72 $18.1M - $19.4M
3.05M $130M
IEFA
Ishares Tr

ETFs
269K
+ 62.6%
$81.7 - $87.53 $22M - $23.6M
700K $61.1M
ORCL
Oracle Corp

Technology
17.1K
+ 5.49%
$218.96 - $328.33 $3.74M - $5.6M
328K $92.2M
WPC
W. P. Carey Inc.

Real Estate
353K
+ 1973.52%
$61.29 - $68.7 $21.7M - $24.3M
371K $25.1M
PEP
Pepsico Inc

Consumer Defensive
148K
+ 42.46%
$133.81 - $152.16 $19.8M - $22.6M
498K $69.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
404K
+ 22.68%
$40.2 - $44.58 $16.3M - $18M
2.19M $96M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
783K
+ 17.19%
$28.38 - $29.05 $22.2M - $22.8M
5.34M $154M
IVE
Ishares S&P 500 Value ETF

ETFs
9.16K
+ 0.49%
$194.44 - $206.51 $1.78M - $1.89M
1.88M $387M
SPTS
Spdr Portfolio Short Term Trea

ETFs
765K
+ 88.92%
$29.12 - $29.34 $22.3M - $22.4M
1.62M $47.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
458K
+ 21.23%
$45.26 - $46.63 $20.7M - $21.4M
2.62M $121M
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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