Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
13.9K
+ 72.89%
$39.4 - $42.61 $547K - $591K
32.9K $1.33M
EQH
Equitable Holdings, Inc.

Financial Services
9.94K
+ 114.31%
$47.64 - $55.68 $473K - $553K
18.6K $970K
ARW
Arrow Electronics Inc

Technology
5.52K
+ 337.35%
$101.93 - $119.3 $563K - $658K
7.16K $743K
OHI
Omega Healthcare Investors Inc

Real Estate
14.6K
+ 161.76%
$35.7 - $38.33 $521K - $559K
23.6K $899K
CATH
Global X Fds Global X S&P 500

ETFs
14.6K
+ 11.22%
$66.14 - $74.2 $968K - $1.09M
145K $9.8M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
20.4K
+ 29.5%
$28.04 - $28.63 $572K - $584K
89.6K $2.52M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
11.8K
+ 202.95%
N/A
17.7K $814K
GWRE
Guidewire Software, Inc.

Technology
1.14K
+ 6.34%
$166.74 - $218.22 $190K - $248K
19.1K $3.57M
TCHP
T Rowe Price Exchange Traded F

Technology
20K
+ 36.72%
$37.86 - $44.2 $759K - $886K
74.6K $2.84M
BSCU
Invesco Exc Self Ind Tr

ETFs
22.1K
+ 2.83%
$16.2 - $16.64 $358K - $368K
804K $13.3M
FIX
Comfort Systems Usa Inc

Industrials
3.24K
+ 64.34%
$313.26 - $550.27 $1.01M - $1.78M
8.27K $2.67M
ALGN
Align Technology Inc

Healthcare
4.75K
+ 105.82%
$158.86 - $234.89 $754K - $1.12M
9.24K $1.47M
RC
Ready Capital Corp

Real Estate
105K
+ 3355.67%
$4.9 - $7.05 $513K - $739K
108K $549K
PTEN
Patterson Uti Energy Inc

Energy
64.4K
+ 587.54%
$7.15 - $9.45 $460K - $608K
75.3K $619K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
12.6K
+ 26.75%
$55.52 - $69.21 $700K - $872K
59.7K $3.55M
MLM
Martin Marietta Materials Inc

Basic Materials
1.25K
+ 65.72%
$460.39 - $552.64 $575K - $691K
3.15K $1.51M
AFG
American Financial Group Inc

Financial Services
4.05K
+ 297.28%
$119.82 - $138.45 $485K - $560K
5.41K $710K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
43.8K
+ 12.15%
$21.23 - $23.75 $929K - $1.04M
404K $8.69M
NANR
Spdr Index Shs Fds S&P North A

ETFs
666
+ 0.61%
$51.78 - $56.0 $34.5K - $37.3K
110K $6.13M
MINO
Pimco ETF Tr Municipal Income

ETFs
14.6K
+ 3.56%
$44.44 - $45.83 $651K - $671K
426K $19.1M
CINF
Cincinnati Financial Corp

Financial Services
3.08K
+ 19.32%
$133.67 - $147.81 $411K - $455K
19K $2.81M
VFC
V F Corp

Consumer Cyclical
46.9K
+ 131.81%
$15.52 - $26.93 $728K - $1.26M
82.5K $1.28M
PK
Park Hotels & Resorts Inc.

Real Estate
67K
+ 113.13%
$10.68 - $14.19 $716K - $951K
126K $1.35M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.55K
+ 3.31%
$169.43 - $182.84 $771K - $832K
142K $24.6M
EWBC
East West Bancorp Inc

Financial Services
6.01K
+ 128.81%
$84.35 - $103.91 $507K - $624K
10.7K $958K
WELL
Welltower Inc.

Real Estate
767
+ 5.32%
$124.05 - $156.86 $95.1K - $120K
15.2K $2.33M
DCI
Donaldson CO Inc

Industrials
7.63K
+ 72.16%
$66.51 - $72.28 $507K - $551K
18.2K $1.22M
FFIV
F5, Inc.

Technology
1.79K
+ 102.75%
$251.75 - $310.6 $451K - $556K
3.53K $941K
ANSS
Ansys Inc

Technology
2.03K
+ 29.41%
$316.56 - $360.36 $643K - $732K
8.94K $2.83M
AWK
American Water Works Company, Inc.

Utilities
1.42K
+ 11.31%
$121.01 - $149.31 $172K - $212K
14K $2.06M
ES
Eversource Energy

Utilities
5.33K
+ 14.84%
$55.63 - $63.8 $297K - $340K
41.3K $2.56M
MSTR
Microstrategy Inc

Technology
1.79K
+ 11.24%
$239.27 - $396.5 $427K - $708K
17.7K $5.09M
EA
Electronic Arts Inc.

Communication Services
3.44K
+ 55.9%
$116.53 - $146.29 $401K - $504K
9.6K $1.39M
HEQT
Simplify Exchange Traded Fds H
33K
+ 6.5%
$28.48 - $30.52 $939K - $1.01M
540K $15.4M
PHYS
Sprott Physical Gold Trust

Financial Services
16K
+ 62.67%
$20.25 - $24.06 $324K - $385K
41.5K $998K
Aptiv PLC
8.24K
+ 139.21%
N/A
14.2K $842K
TRGP
Targa Resources Corp.

Energy
1.65K
+ 24.25%
$178.44 - $217.22 $294K - $358K
8.46K $1.7M
ADI
Analog Devices Inc

Technology
3.44K
+ 17.32%
$201.56 - $243.82 $693K - $838K
23.3K $4.69M
ROKU
Roku, Inc

Communication Services
7.07K
+ 113.46%
$67.36 - $99.07 $477K - $701K
13.3K $937K
ZG
Zillow Group, Inc.

Communication Services
13.3K
+ 12.72%
$66.41 - $85.29 $885K - $1.14M
118K $7.9M
SAGE
Sage Therapeutics, Inc.

Healthcare
58.4K
+ 1943.11%
$5.55 - $8.66 $324K - $506K
61.4K $488K
TPIF
Timothy Plan Intl ETF (De)

ETFs
4.77K
+ 3.13%
$26.06 - $29.44 $124K - $140K
157K $4.52M
Grail Inc
16.2K
+ 248.28%
N/A
22.7K $580K
Siriusxm Holdings Inc
20.9K
+ 64.6%
N/A
53.2K $1.2M
Super Micro Computer Inc
11.2K
+ 53.42%
N/A
32.1K $1.1M
RRC
Range Resources Corp

Energy
11.4K
+ 795.59%
$35.22 - $41.29 $400K - $469K
12.8K $510K
SMR
Nuscale Power Corp

Industrials
35K
+ 366.24%
$14.16 - $29.08 $495K - $1.02M
44.5K $630K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.68K
+ 133.77%
$76.77 - $82.22 $436K - $467K
9.93K $788K
ICE
Intercontinental Exchange, Inc.

Financial Services
563
+ 3.66%
$142.8 - $176.36 $80.4K - $99.3K
16K $2.75M
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
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