Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.97K
+ 6.25%
$107.24 - $116.37 $211K - $229K
33.4K $3.88M
SFLR
Innovator Etfs Tr Equity Manag
14.7K
+ 191.29%
N/A
22.4K $704K
CCI
Crown Castle International Corp

Real Estate
2.08K
+ 12.2%
$84.33 - $106.39 $176K - $222K
19.2K $2M
Kiniksa Pharmaceuticals Intl
19.8K
+ 867.37%
N/A
22.1K $491K
ILMN
Illumina, Inc.

Healthcare
18K
+ 99.44%
$79.34 - $144.22 $1.43M - $2.59M
36K $2.86M
FLMI
Franklin Dynamic Municipal Bon

ETFs
18K
+ 24.89%
$24.22 - $24.86 $437K - $448K
90.5K $2.21M
LEA
Lear Corp

Consumer Cyclical
5.08K
+ 433.93%
$87.96 - $99.36 $447K - $504K
6.25K $551K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
6.29K
+ 657.53%
$66.3 - $74.17 $417K - $466K
7.24K $503K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.28K
+ 30.04%
$69.81 - $78.9 $299K - $337K
18.5K $1.44M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
42.4K
+ 332.5%
$10.98 - $17.34 $466K - $735K
55.2K $641K
BAC
Bank Of America Corp

Financial Services
61.5K
+ 6.36%
$39.61 - $47.74 $2.44M - $2.94M
1.03M $42.9M
IBDV
Ishares Tr

Technology
17.2K
+ 13.51%
$21.11 - $21.73 $363K - $374K
145K $3.14M
CLX
Clorox CO

Consumer Defensive
5.96K
+ 19.71%
$141.76 - $162.89 $845K - $971K
36.2K $5.33M
RPRX
Royalty Pharma PLC

Healthcare
11.9K
+ 136.05%
$25.75 - $33.86 $306K - $402K
20.6K $642K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.4K
+ 45.7%
$79.66 - $108.41 $191K - $260K
7.65K $829K
NWSA
News Corp

Communication Services
15.5K
+ 161.2%
$26.29 - $30.49 $406K - $471K
25.1K $682K
PGNY
Progyny, Inc.

Healthcare
17.1K
+ 268.76%
$17.43 - $23.88 $298K - $409K
23.5K $525K
ALLY
Ally Financial Inc.

Financial Services
11.2K
+ 195.93%
$32.99 - $40.09 $370K - $449K
16.9K $617K
EWJ
Ishares Msci Japan ETF

ETFs
5.93K
+ 258.68%
$65.24 - $71.7 $387K - $425K
8.22K $564K
PPBI
Pacific Premier Bancorp Inc

Financial Services
19.6K
+ 749.73%
$21.05 - $26.35 $413K - $518K
22.3K $475K
TEQI
T Rowe Price Exchange Traded F

Technology
7.3K
+ 9.32%
$40.26 - $42.96 $294K - $313K
85.6K $3.58M
CGGO
Capital Group Global Growth Eq

ETFs
17.5K
+ 17.07%
$28.33 - $30.84 $496K - $540K
120K $3.4M
AFL
Aflac Inc

Financial Services
1.69K
+ 6.11%
$100.99 - $111.19 $171K - $188K
29.4K $3.27M
ESNT
Essent Group Ltd.

Financial Services
6.94K
+ 1036.27%
$53.6 - $59.25 $372K - $411K
7.61K $439K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
3.1K
+ 17.13%
$120.5 - $145.97 $374K - $453K
21.2K $2.8M
SYK
Stryker Corp

Healthcare
513
+ 3.04%
$355.18 - $399.9 $182K - $205K
17.4K $6.47M
XDQQ
Innovator Etfs Tr Growth Accel
15.4K
+ 44.87%
$31.75 - $36.66 $489K - $565K
49.7K $1.58M
LZ
Legalzoom.Com, Inc.

Industrials
44.5K
+ 608.45%
$7.52 - $10.26 $335K - $456K
51.8K $446K
EBAY
Ebay Inc

Consumer Cyclical
4.03K
+ 19.91%
$61.61 - $70.93 $248K - $286K
24.3K $1.64M
ISRG
Intuitive Surgical Inc

Healthcare
3.25K
+ 7.11%
$476.63 - $610.45 $1.55M - $1.99M
49K $24.3M
IEF
Ishares Barclays

ETFs
584
+ 0.52%
$91.17 - $95.39 $53.2K - $55.7K
113K $10.8M
ARDX
Ardelyx, Inc.

Healthcare
78.1K
+ 4554.43%
$4.91 - $6.36 $383K - $496K
79.8K $392K
DGRO
Ishares Core Dividend Growth E

ETFs
5.7K
+ 8.58%
$60.46 - $64.42 $344K - $367K
72.1K $4.46M
YUM
Yum Brands Inc

Consumer Cyclical
375
+ 2.7%
$123.25 - $162.53 $46.2K - $60.9K
14.3K $2.25M
FISV
Fiserv Inc

Technology
165
+ 0.74%
N/A
22.5K $4.97M
MPC
Marathon Petroleum Corp

Energy
1.59K
+ 6.62%
$134.72 - $159.03 $214K - $253K
25.6K $3.73M
MELI
Mercadolibre Inc

Consumer Cyclical
88
+ 10.67%
$1739.0 - $2260.0 $153K - $199K
913 $1.78M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 37.13%
$32.57 - $35.82 $382K - $420K
43.3K $1.44M
OLN
Olin Corp

Basic Materials
17.4K
+ 297.59%
$23.36 - $34.41 $407K - $600K
23.3K $564K
FNDF
Schwab Fundamental Intl Large

ETFs
7.1K
+ 19.57%
$32.9 - $37.45 $233K - $266K
43.4K $1.57M
VRNS
Varonis Systems Inc

Technology
9.28K
+ 265.57%
$39.16 - $46.84 $363K - $435K
12.8K $517K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5.51K
+ 217.78%
$69.67 - $86.15 $384K - $475K
8.04K $575K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.75K
+ 98.75%
$158.1 - $217.71 $435K - $600K
5.54K $876K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
11.1K
+ 116.84%
$31.01 - $32.71 $345K - $364K
20.6K $660K
PHO
Invesco Exchange Traded Fd Tr

ETFs
8.04K
+ 6.42%
$63.77 - $68.75 $513K - $553K
133K $8.6M
TPL
Texas Pacific Land Corp

Energy
156
+ 23.49%
$1180.08 - $1431.01 $184K - $223K
820 $1.09M
OGE
Oge Energy Corp.

Utilities
667
+ 0.98%
$39.76 - $46.32 $26.5K - $30.9K
68.6K $3.15M
MGM
Mgm Resorts International

Consumer Cyclical
18.2K
+ 48.02%
$29.64 - $40.37 $540K - $735K
56.1K $1.66M
TWST
Twist Bioscience Corp

Healthcare
10K
+ 161.44%
$36.71 - $54.07 $369K - $543K
16.3K $639K
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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