Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FMHI
First Tr ETF Iii Municipal Hig

ETFs
17.1K
+ 17.89%
$45.92 - $47.76 $783K - $815K
112K $5.34M
GHC
Graham Holdings CO

Consumer Defensive
707
+ 331.92%
$882.65 - $1184.8 $624K - $838K
920 $1.08M
Innovator Etfs Trust
32K
+ 63.06%
N/A
82.8K $2.17M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
29.9K
+ 30.67%
$28.34 - $28.67 $849K - $859K
128K $3.66M
RDN
Radian Group Inc

Financial Services
23.7K
+ 75.35%
$32.61 - $37.23 $772K - $881K
55.1K $2M
FLJP
Franklin Templeton ETF Tr

ETFs
24K
+ 205.7%
$30.82 - $35.17 $739K - $843K
35.6K $1.23M
NXPI
Nxp Semiconductors N.V.

Technology
3.38K
+ 37.02%
$205.16 - $239.07 $693K - $807K
12.5K $2.85M
PRF
Invesco Exchange Traded Fd Tr

ETFs
16.7K
+ 50.85%
$42.04 - $45.23 $702K - $755K
49.5K $2.24M
EPD
Enterprise Products Partners L.P.

Energy
26.1K
+ 21.45%
$30.74 - $32.14 $804K - $840K
148K $4.63M
DVY
Ishares Tr

ETFs
2.55K
+ 4.92%
$133.88 - $142.57 $342K - $364K
54.5K $7.75M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
19.6K
+ 386.84%
$41.8 - $43.15 $819K - $846K
24.7K $1.06M
HCI
Hci Group, Inc.

Financial Services
4.03K
+ 242.27%
$137.88 - $191.93 $556K - $773K
5.69K $1.09M
POR
Portland General Electric CO

Utilities
17.1K
+ 66.06%
$39.73 - $44.0 $678K - $751K
42.9K $1.89M
MMS
Maximus, Inc.

Industrials
7.45K
+ 102.87%
$69.89 - $91.37 $521K - $681K
14.7K $1.34M
ACIW
Aci Worldwide, Inc.

Technology
15.2K
+ 353.15%
$40.74 - $52.9 $620K - $806K
19.5K $1.03M
TTWO
Take Two Interactive Software Inc

Communication Services
2.97K
+ 75.63%
$217.37 - $259.96 $646K - $773K
6.9K $1.78M
BALT
Innovator Etfs Tr
10.1K
+ 1.5%
$32.11 - $32.82 $323K - $330K
682K $22.4M
USB
Us Bancorp \De\

Financial Services
5.42K
+ 2.95%
$43.94 - $50.41 $238K - $273K
189K $9.14M
EQR
Equity Residential

Real Estate
13K
+ 227.9%
$62.3 - $68.34 $808K - $886K
18.7K $1.21M
WEC
Wec Energy Group, Inc.

Utilities
5.11K
+ 22.53%
$103.66 - $114.59 $530K - $586K
27.8K $3.19M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.03K
+ 81.75%
$108.08 - $121.73 $652K - $734K
13.4K $1.62M
KURA
Kura Oncology, Inc.

Healthcare
77K
+ 185.86%
$5.54 - $9.05 $426K - $696K
118K $1.05M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.98K
+ 66.54%
$205.52 - $234.96 $613K - $701K
7.47K $1.75M
BSY
Bentley Systems Inc

Technology
17.8K
+ 38.93%
$51.48 - $58.72 $918K - $1.05M
63.6K $3.28M
CCL
Carnival Corp

Consumer Cyclical
25.2K
+ 27.31%
$28.37 - $32.49 $714K - $817K
117K $3.39M
Fidelity Covington Trust
21.4K
+ 132.41%
N/A
37.6K $1.33M
WSBC
Wesbanco Inc

Financial Services
24.5K
+ 104.44%
$29.44 - $33.7 $720K - $824K
47.9K $1.53M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
12.1K
+ 12.52%
$44.4 - $46.72 $537K - $565K
109K $5.08M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
29K
+ 1314.26%
$23.08 - $27.63 $670K - $802K
31.2K $831K
BOTZ
Global X Fds

ETFs
12.4K
+ 10.12%
$32.14 - $35.96 $398K - $445K
135K $4.77M
INVH
Invitation Homes Inc.

Real Estate
35.7K
+ 45.88%
$28.9 - $32.78 $1.03M - $1.17M
114K $3.33M
TGT
Target Corp

Consumer Defensive
11.4K
+ 41.46%
$86.56 - $107.43 $985K - $1.22M
38.8K $3.48M
SHOP
Shopify Inc.

Technology
1.66K
+ 10.5%
$112.11 - $157.12 $186K - $261K
17.5K $2.6M
PII
Polaris Inc.

Consumer Cyclical
846
+ 2.06%
$44.87 - $59.95 $38K - $50.7K
41.9K $2.44M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
17.3K
+ 18.79%
$42.75 - $43.37 $739K - $750K
109K $4.73M
DGX
Quest Diagnostics Inc

Healthcare
2.63K
+ 11.02%
N/A
26.5K $5.05M
ALLE
Allegion PLC

Industrials
53
+ 0.23%
$145.55 - $179.33 $7.71K - $9.5K
22.7K $4.02M
RPV
Invesco Exchange Traded Fd Tr

ETFs
4.18K
+ 6.78%
$90.97 - $99.42 $380K - $415K
65.8K $6.54M
AGNC
Agnc Investment Corp.

Real Estate
73.9K
+ 124.44%
$9.2 - $10.37 $680K - $766K
133K $1.31M
LHX
L3 Harris Technologies, Inc.

Industrials
1.44K
+ 24.7%
$252.18 - $305.41 $364K - $441K
7.29K $2.23M
MDLZ
Mondelez International, Inc.

Consumer Defensive
23.3K
+ 16.48%
$60.9 - $70.75 $1.42M - $1.65M
165K $10.3M
SNAP
Snap Inc

Communication Services
130K
+ 50.5%
$6.99 - $10.35 $910K - $1.35M
388K $2.99M
NSC
Norfolk Southern Corp

Industrials
591
+ 4.61%
$259.49 - $300.41 $153K - $178K
13.4K $4.03M
NGG
National Grid PLC

Utilities
10.7K
+ 65.38%
$67.98 - $74.38 $724K - $792K
26.9K $1.96M
APPN
Appian Corp

Technology
24K
+ 330.54%
$26.95 - $33.69 $648K - $810K
31.3K $958K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.09K
+ 0.93%
$45.07 - $47.56 $275K - $290K
659K $30.3M
EBAY
Ebay Inc

Consumer Cyclical
3.66K
+ 14.97%
$75.33 - $100.77 $276K - $369K
28.1K $2.56M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
9.08K
+ 24.37%
$71.6 - $76.11 $650K - $691K
46.4K $3.51M
SANM
Sanmina Corp

Technology
6.14K
+ 352.04%
$95.79 - $123.84 $588K - $760K
7.88K $907K
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
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email