Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
182
+ 1.93%
$136.51 - $154.58 $24.8K - $28.1K
9.61K $1.49M
COMP
Compass, Inc.

Technology
13K
+ 63.93%
$5.35 - $10.24 $69.4K - $133K
33.3K $290K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.19K
+ 22.71%
$21.77 - $22.25 $157K - $160K
38.9K $865K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
21.6K
+ 16774.42%
$7.93 - $13.21 $172K - $286K
21.8K $173K
DOCS
Doximity, Inc.

Healthcare
2.57K
+ 53.01%
$49.71 - $83.14 $128K - $214K
7.42K $430K
IWS
Ishares Russell Midcap Value E

ETFs
3.11K
+ 4.73%
$122.59 - $135.24 $381K - $420K
68.9K $8.68M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.75K
+ 492.11%
$96.85 - $111.39 $169K - $195K
2.1K $207K
Kenvue Inc
4.31K
+ 17.21%
N/A
29.3K $704K
EOG
Eog Resources Inc

Energy
452
+ 2.3%
$120.54 - $138.05 $54.5K - $62.4K
20.1K $2.57M
OMC
Omnicom Group Inc.

Communication Services
4.05K
+ 7.64%
$79.43 - $88.34 $321K - $357K
57K $4.72M
SRE
Sempra Energy

Utilities
5.72K
+ 38.76%
$67.85 - $87.67 $388K - $501K
20.5K $1.46M
GLW
Corning Inc

Technology
4.58K
+ 18.0%
$44.91 - $54.25 $206K - $248K
30K $1.37M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
787
+ 0.11%
$49.75 - $50.27 $39.2K - $39.6K
702K $35.1M
OSBC
Old Second Bancorp Inc

Financial Services
10.6K
+ 108.34%
$16.18 - $19.4 $171K - $205K
20.3K $338K
BRO
Brown & Brown, Inc.

Financial Services
227
+ 3.71%
$100.54 - $124.4 $22.8K - $28.2K
6.34K $789K
VSAT
Viasat Inc

Technology
15.2K
+ 974.44%
$7.51 - $11.81 $114K - $180K
16.8K $175K
RUN
Sunrun Inc.

Technology
29.2K
+ 1064.72%
$5.86 - $11.37 $171K - $331K
31.9K $187K
KURA
Kura Oncology, Inc.

Healthcare
25.5K
+ 892.75%
$6.6 - $9.05 $168K - $231K
28.4K $187K
NNN
National Retail Properties, Inc.

Real Estate
3.5K
+ 51.45%
$38.0 - $43.19 $133K - $151K
10.3K $439K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
3.39K
+ 29.18%
$35.15 - $41.31 $119K - $140K
15K $584K
AA
Alcoa Corp

Basic Materials
7.76K
+ 73.76%
$30.5 - $39.53 $237K - $307K
18.3K $557K
AEE
Ameren Corp

Utilities
56
+ 0.41%
$86.87 - $103.67 $4.86K - $5.81K
13.8K $1.38M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
3.3K
+ 263.06%
$47.6 - $51.91 $157K - $172K
4.56K $220K
CF
Cf Industries Holdings, Inc.

Basic Materials
5.64K
+ 14.23%
$75.03 - $97.25 $423K - $548K
45.2K $3.54M
CGXU
Capital Group Intl Focus Equit

ETFs
6.98K
+ 9.28%
$24.48 - $26.59 $171K - $185K
82.2K $2.01M
AMBA
Ambarella Inc

Technology
3.95K
+ 200.25%
$48.94 - $82.94 $193K - $328K
5.92K $298K
IYM
Ishares Tr

ETFs
1.12K
+ 167.01%
$128.53 - $142.03 $144K - $160K
1.8K $242K
FR
First Industrial Realty Trust Inc

Real Estate
2.67K
+ 101.44%
$48.46 - $57.99 $129K - $155K
5.3K $286K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.91K
+ 70.23%
$63.07 - $73.5 $121K - $141K
4.64K $326K
EEM
Ishares Msci Emerging Markets

ETFs
1.88K
+ 5.07%
$40.81 - $45.34 $76.7K - $85.2K
39K $1.7M
COLD
Americold Realty Trust

Real Estate
7.05K
+ 156.38%
$20.74 - $23.05 $146K - $163K
11.6K $248K
BAX
Baxter International Inc

Healthcare
2.68K
+ 22.84%
$29.26 - $36.57 $78.5K - $98.2K
14.4K $494K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.9K
+ 4.08%
$20.1 - $20.8 $98.4K - $102K
125K $2.59M
Lineage Inc
2.56K
+ 3508.22%
N/A
2.63K $154K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
3.96K
+ 160.26%
N/A
6.43K $186K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.05K
+ 4.07%
$39.96 - $43.3 $122K - $132K
78.1K $3.22M
MOS
Mosaic CO

Basic Materials
4.38K
+ 37.28%
$23.08 - $28.8 $101K - $126K
16.1K $436K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 26.6%
$89.18 - $104.04 $200K - $234K
10.7K $979K
ATEC
Alphatec Holdings, Inc.

Healthcare
12.6K
+ 67.23%
$9.06 - $12.53 $114K - $158K
31.3K $318K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
282
+ 12.1%
$272.79 - $355.88 $76.9K - $100K
2.61K $865K
ALG
Alamo Group Inc

Industrials
823
+ 520.89%
$172.9 - $190.49 $142K - $157K
981 $175K
ALHC
Alignment Healthcare, Inc.

Healthcare
6.11K
+ 137.63%
$11.32 - $18.62 $69.2K - $114K
10.6K $196K
JOE
St Joe CO

Real Estate
3.06K
+ 472.38%
$43.61 - $49.45 $133K - $151K
3.71K $174K
THFF
First Financial Corp

Financial Services
2.57K
+ 37.15%
$43.45 - $53.53 $112K - $138K
9.5K $465K
RAMP
Live Ramp Holdings, Inc.

Technology
5.92K
+ 248.36%
$25.18 - $35.61 $149K - $211K
8.31K $217K
NRG
Nrg Energy, Inc.

Utilities
1.07K
+ 13.47%
$84.82 - $113.33 $90.8K - $121K
9.02K $861K
REAL
The Real Real, Inc.

Consumer Cyclical
28.9K
+ 1395.74%
$5.11 - $9.93 $147K - $286K
30.9K $167K
BSY
Bentley Systems Inc

Technology
9.11K
+ 31.09%
$39.34 - $47.7 $358K - $435K
38.4K $1.51M
GPOR
Gulfport Energy Corp

Energy
776
+ 55.75%
$159.2 - $196.22 $124K - $152K
2.17K $399K
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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