Cwm, LLC Incresed Positions in Q3 2024

Cwm, LLC

  • $23.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.48M
+ 19.52%
$44.83 - $47.42 $156M - $165M
21.3M $1B
EFV
Msci Eafe Value ETF

ETFs
3.14M
+ 103.4%
$51.72 - $57.96 $162M - $182M
6.18M $355M
AAPL
Apple Inc.

Technology
71.5K
+ 3.57%
$207.23 - $234.82 $14.8M - $16.8M
2.07M $483M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
548K
+ 8.22%
$60.84 - $67.51 $33.3M - $37M
7.21M $487M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
907K
+ 8.62%
$33.74 - $37.96 $30.6M - $34.4M
11.4M $429M
BOND
Pimco Active Bond Exchange Tra

ETFs
506K
+ 16.28%
$90.01 - $95.32 $45.5M - $48.2M
3.61M $342M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
314K
+ 8035.93%
$151.63 - $169.74 $47.6M - $53.3M
318K $53.8M
SPMD
Spdr Portfolio

ETFs
607K
+ 11.88%
$50.29 - $54.92 $30.5M - $33.4M
5.72M $313M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.36M
+ 42.12%
$28.1 - $29.89 $38.2M - $40.6M
4.59M $137M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.05M
+ 7.53%
$24.86 - $26.33 $26.2M - $27.8M
15.1M $394M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
446K
+ 19.53%
$56.04 - $62.99 $25M - $28.1M
2.73M $167M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
212K
+ 5.11%
$48.51 - $52.86 $10.3M - $11.2M
4.35M $230M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
235K
+ 20.92%
$77.02 - $85.06 $18.1M - $20M
1.36M $115M
SCHR
Schwab Intermediate Term Us Tr

ETFs
510K
+ 89.5%
$48.4 - $50.91 $24.7M - $26M
1.08M $54.6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
548K
+ 43.36%
$39.37 - $41.68 $21.6M - $22.8M
1.81M $75M
META
Meta Platforms, Inc.

Communication Services
15.2K
+ 6.76%
$453.41 - $572.44 $6.9M - $8.71M
240K $138M
Tidal Tr Ii
760K
+ 36.39%
N/A
2.85M $71.1M
MBB
Ishares Tr

ETFs
154K
+ 6.89%
$90.85 - $96.66 $14M - $14.9M
2.39M $229M
TJX
Tjx Companies Inc

Consumer Cyclical
195K
+ 200.89%
$107.93 - $120.23 $21M - $23.4M
292K $34.3M
GTO
Invesco Actively Managed ETF T

ETFs
439K
+ 42.9%
$46.22 - $48.77 $20.3M - $21.4M
1.46M $70.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
109K
+ 10.48%
$85.84 - $85.84 $9.39M - $9.39M
1.15M $112M
SPYG
Spdr Portfolio

ETFs
185K
+ 8.66%
$73.38 - $84.1 $13.6M - $15.6M
2.32M $193M
TSLA
Tesla, Inc.

Consumer Cyclical
505
+ 0.16%
$191.76 - $263.26 $96.8K - $133K
307K $80.2M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
275K
+ 36.07%
$50.64 - $55.7 $13.9M - $15.3M
1.04M $57.7M
AVGO
Broadcom Inc.

Technology
475K
+ 1056.31%
$136.27 - $1745.86 $64.7M - $829M
520K $89.7M
NVDA
Nvidia Corp

Technology
181K
+ 7.68%
$98.91 - $134.91 $17.9M - $24.4M
2.54M $308M
CORP
Pimco Investment Grade Corp Bd

ETFs
125K
+ 12.0%
$94.36 - $100.01 $11.8M - $12.5M
1.16M $116M
Blackrock ETF Trust Ii
250K
+ 13.88%
N/A
2.05M $110M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
417K
+ 16.19%
$27.8 - $29.26 $11.6M - $12.2M
2.99M $87M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
273K
+ 27.27%
$44.65 - $47.21 $12.2M - $12.9M
1.27M $59.5M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
610K
+ 43.04%
$26.82 - $30.58 $16.4M - $18.7M
2.03M $57.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
260K
+ 74.09%
$49.7 - $56.11 $12.9M - $14.6M
610K $33.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.0%
$405.19 - $478.57 $2.43K - $2.87K
258K $119M
MUB
Ishares National Muni Bond ETF

ETFs
113K
+ 16.61%
$106.13 - $108.7 $12M - $12.3M
792K $86.1M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
317K
+ 311.04%
$37.45 - $44.25 $11.9M - $14M
419K $17.9M
HD
Home Depot, Inc.

Consumer Cyclical
4.67K
+ 2.44%
$333.64 - $405.2 $1.56M - $1.89M
196K $79.4M
FTGS
First Tr Exchange Traded Fd Gr
428K
+ 632.43%
N/A
495K $15.5M
WMT
Walmart Inc.

Consumer Defensive
16.7K
+ 1.83%
$66.91 - $81.4 $1.12M - $1.36M
932K $75.2M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
265K
+ 119.08%
$44.46 - $48.11 $11.8M - $12.7M
487K $23.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
51.5K
+ 413.51%
$217.89 - $392.15 $11.2M - $20.2M
63.9K $17.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
105K
+ 20.05%
$96.25 - $101.98 $10.1M - $10.7M
631K $63.9M
DBND
Doubleline ETF Tr Opportunisti

ETFs
229K
+ 22.35%
$44.93 - $47.6 $10.3M - $10.9M
1.26M $59.5M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
207K
+ 44.52%
$51.3 - $59.04 $10.6M - $12.2M
673K $37M
SPTL
Spdr Portfolio Long Term Treas

ETFs
306K
+ 17.85%
$26.69 - $29.87 $8.16M - $9.13M
2.02M $58.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
16.8K
+ 91.27%
$531.86 - $624.21 $8.91M - $10.5M
35.1K $21.7M
AVDE
American Centy ETF Tr Avantis

ETFs
143K
+ 35.14%
$60.09 - $67.67 $8.57M - $9.65M
548K $36.8M
JNJ
Johnson & Johnson

Healthcare
30.7K
+ 7.59%
$145.48 - $167.38 $4.46M - $5.13M
435K $70.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
70.6K
+ 10.73%
$83.76 - $91.82 $5.91M - $6.48M
729K $66.5M
JGRO
J P Morgan Exchange Traded Fd
126K
+ 15.13%
N/A
961K $73.9M
Activity Summary
Buys All Purchases 3216 New Holdings 398 Increased Positions 2818 Sells All Sells 1363 Reductions 1363 Sold out 0 Options Calls 1 Puts 1
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