Cwm, LLC Incresed Positions in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
1.3K
+ 34.02%
$519.19 - $590.78 $672K - $765K
5.1K $2.89M
EPAM
Epam Systems, Inc.

Technology
3.5K
+ 117.57%
N/A
6.48K $1.15M
KLIC
Kulicke & Soffa Industries Inc

Technology
18.4K
+ 1401.98%
$27.65 - $35.38 $508K - $650K
19.7K $681K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
4.35K
+ 10.45%
$42.19 - $56.47 $184K - $246K
46K $2.6M
SNAP
Snap Inc

Communication Services
73.4K
+ 39.81%
$7.23 - $9.21 $531K - $676K
258K $2.24M
FRPT
Freshpet, Inc.

Consumer Defensive
10.5K
+ 200.4%
$67.88 - $89.64 $713K - $942K
15.8K $1.07M
ABCB
Ameris Bancorp

Financial Services
9.21K
+ 173.29%
$50.69 - $64.92 $467K - $598K
14.5K $939K
SOFI
So Fi Technologies, Inc.

Financial Services
4.93K
+ 5.99%
$9.5 - $18.21 $46.9K - $89.8K
87.3K $1.59M
IXN
Ishares Global Information Tec

ETFs
488
+ 1.38%
$65.81 - $92.34 $32.1K - $45.1K
35.7K $3.3M
NOG
Northern Oil & Gas, Inc.

Energy
22.2K
+ 998.61%
$20.6 - $32.16 $458K - $715K
24.5K $694K
ADBE
Adobe Inc.

Technology
1.05K
+ 1.62%
$340.0 - $420.68 $357K - $442K
66.1K $25.6M
FLMI
Franklin Dynamic Municipal Bon

ETFs
26.3K
+ 29.08%
$23.57 - $24.6 $620K - $648K
117K $2.83M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
28.5K
+ 910.21%
$20.31 - $21.71 $579K - $619K
31.7K $687K
TPIF
Timothy Plan Intl ETF (De)

ETFs
2K
+ 1.27%
$26.0 - $32.29 $52K - $64.5K
159K $5.14M
ALIT
Alight, Inc.

Technology
109K
+ 2141.58%
$4.69 - $5.89 $513K - $644K
114K $648K
SHW
Sherwin Williams CO

Basic Materials
1.94K
+ 23.88%
$313.51 - $363.51 $608K - $705K
10.1K $3.46M
SONO
Sonos Inc

Technology
57.1K
+ 2064.65%
$7.7 - $11.25 $440K - $643K
59.9K $647K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
17.3K
+ 144.29%
$27.46 - $33.2 $476K - $575K
29.3K $974K
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.6K
+ 1.06%
$51.14 - $57.0 $1.05M - $1.18M
1.96M $111M
PTC
Ptc Inc.

Technology
2.34K
+ 19.82%
$136.74 - $173.24 $320K - $405K
14.1K $2.44M
DMAR
First Tr Ex Tr Viii Cboe Vest
11.9K
+ 16.66%
$35.55 - $39.57 $424K - $472K
83.6K $3.31M
FORM
Formfactor Inc

Technology
17K
+ 739.04%
$23.18 - $35.26 $395K - $600K
19.3K $665K
LRGF
Ishares Tr

ETFs
249
+ 0.27%
$51.37 - $64.13 $12.8K - $16K
93.5K $6M
AGX
Argan Inc

Industrials
339
+ 5.81%
$120.08 - $243.11 $40.7K - $82.4K
6.18K $1.36M
SHOP
Shopify Inc.

Technology
2.94K
+ 22.78%
$76.89 - $115.35 $226K - $339K
15.8K $1.83M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.68K
+ 41.71%
$126.62 - $154.26 $593K - $722K
15.9K $2.03M
LFUS
Littelfuse Inc

Technology
2.58K
+ 2227.59%
$149.72 - $227.31 $387K - $587K
2.7K $612K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
27.9K
+ 46.44%
$54.08 - $68.32 $1.51M - $1.91M
88K $4.84M
Bank America Corp
486
+ 3240.0%
N/A
501 $607K
AZN
Astrazeneca PLC

Healthcare
8.89K
+ 88.09%
$64.87 - $75.0 $576K - $666K
19K $1.33M
AMKR
Amkor Technology, Inc.

Technology
23.9K
+ 85.33%
$14.88 - $21.18 $356K - $506K
51.9K $1.09M
CI
Cigna Corp

Healthcare
1.4K
+ 1.86%
$301.89 - $340.04 $422K - $476K
76.4K $25.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.2K
+ 13.76%
$151.62 - $183.47 $333K - $403K
18.2K $3.33M
DGRO
Ishares Core Dividend Growth E

ETFs
6.6K
+ 9.16%
$55.22 - $63.94 $365K - $422K
78.7K $5.03M
VNQ
Vanguard Specialized Funds Van

ETFs
7.58K
+ 11.29%
$79.79 - $91.42 $605K - $693K
74.7K $6.65M
LEVI
Levi Strauss & CO

Consumer Cyclical
29.5K
+ 321.06%
$12.42 - $18.62 $366K - $549K
38.6K $715K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.61K
+ 59.28%
$48.48 - $67.3 $321K - $445K
17.8K $1.19M
VC
Visteon Corp

Consumer Cyclical
5.74K
+ 277.17%
$67.04 - $94.19 $385K - $541K
7.82K $729K
CMPR
Cimpress PLC

Communication Services
11.9K
+ 222.75%
$39.23 - $47.35 $465K - $561K
17.2K $807K
Wells Fargo CO New
482
+ 730.3%
N/A
548 $644K
MO
Altria Group, Inc.

Consumer Defensive
17.6K
+ 5.23%
$55.56 - $60.91 $977K - $1.07M
354K $20.7M
CNI
Canadian National Railway CO

Industrials
4.82K
+ 56.54%
$92.66 - $108.13 $447K - $522K
13.4K $1.39M
KMI
Kinder Morgan, Inc.

Energy
7.72K
+ 2.05%
$25.21 - $29.4 $195K - $227K
384K $11.3M
IWN
Ishares Russell2000 Val ETF

ETFs
2.1K
+ 6.42%
$131.84 - $157.76 $277K - $332K
34.8K $5.5M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
5.62K
+ 2.5%
$37.28 - $45.23 $209K - $254K
230K $10.1M
SBAC
Sba Communications Corp

Real Estate
1.49K
+ 11.08%
$208.57 - $243.4 $312K - $364K
15K $3.52M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.03K
+ 33.67%
$273.67 - $366.17 $281K - $376K
4.08K $1.49M
OHI
Omega Healthcare Investors Inc

Real Estate
15.9K
+ 67.58%
$35.55 - $39.05 $567K - $623K
39.5K $1.45M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
22K
+ 37.08%
$23.32 - $24.45 $513K - $538K
81.3K $1.99M
Activity Summary
Buys All Purchases 3050 New Holdings 222 Increased Positions 2828 Sells All Sells 1559 Reductions 1559 Sold out 0 Options Calls 2 Puts 1
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