Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NULV
Nuveen Esg Large Cap Value ETF

ETFs
15.2K
+ 43.69%
$41.5 - $43.83 $633K - $668K
50.1K $2.2M
UHS
Universal Health Services Inc

Healthcare
2.33K
+ 20.94%
$154.95 - $204.44 $360K - $476K
13.4K $2.75M
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.29K
+ 10.79%
$86.2 - $111.56 $197K - $255K
23.5K $2.62M
VST
Vistra Corp.

Utilities
3.59K
+ 28.54%
$182.0 - $217.92 $653K - $781K
16.2K $3.17M
EHC
Encompass Health Corp

Healthcare
5.29K
+ 41.18%
$107.13 - $127.02 $567K - $672K
18.1K $2.3M
CELH
Celsius Holdings, Inc.

Consumer Defensive
8.55K
+ 41.32%
$42.74 - $62.88 $366K - $538K
29.3K $1.68M
WWD
Woodward, Inc.

Industrials
2.36K
+ 14.38%
$237.33 - $266.1 $559K - $627K
18.7K $4.74M
ET
Energy Transfer LP

Energy
50.1K
+ 34.49%
$17.11 - $18.16 $858K - $911K
196K $3.36M
VLY
Valley National Bancorp

Financial Services
52.9K
+ 56.64%
$9.18 - $11.1 $485K - $587K
146K $1.55M
KEYS
Keysight Technologies, Inc.

Technology
3.26K
+ 24.76%
$158.51 - $178.15 $516K - $580K
16.4K $2.87M
PRIM
Primoris Services Corp

Industrials
2.28K
+ 34.47%
$79.61 - $137.33 $181K - $312K
8.87K $1.22M
CRDO
Credo Technology Group Holding LTD

Technology
1.71K
+ 20.13%
$87.59 - $172.31 $150K - $295K
10.2K $1.49M
ECL
Ecolab Inc.

Basic Materials
2.17K
+ 9.48%
$259.39 - $285.47 $564K - $620K
25.1K $6.88M
Rocket Lab Corp
12.4K
+ 145.48%
N/A
20.8K $999K
MCHP
Microchip Technology Inc

Technology
15.8K
+ 30.39%
$60.95 - $75.26 $960K - $1.19M
67.6K $4.34M
WK
Workiva Inc

Technology
6.11K
+ 66.05%
$63.83 - $86.08 $390K - $526K
15.3K $1.32M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
30.4K
+ 137.6%
$9.83 - $19.88 $299K - $604K
52.5K $898K
CSTM
Constellium Se

Basic Materials
42.3K
+ 136.37%
$13.08 - $16.36 $553K - $692K
73.3K $1.09M
PFG
Principal Financial Group Inc

Financial Services
7.53K
+ 49.63%
$75.53 - $82.95 $569K - $625K
22.7K $1.88M
AGX
Argan Inc

Industrials
1.35K
+ 21.92%
$202.53 - $271.07 $274K - $367K
7.53K $2.03M
IDXX
Idexx Laboratories Inc

Healthcare
139
+ 2.47%
$514.61 - $682.78 $71.5K - $94.9K
5.78K $3.69M
BCPC
Balchem Corp

Basic Materials
4.49K
+ 430.27%
$148.82 - $165.12 $668K - $742K
5.54K $831K
CINF
Cincinnati Financial Corp

Financial Services
3.03K
+ 15.0%
$145.8 - $158.1 $441K - $478K
23.2K $3.67M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
21K
+ 1.85%
$23.54 - $23.97 $495K - $504K
1.16M $27.7M
PFBC
Preferred Bank

Financial Services
7.2K
+ 301.55%
$89.02 - $97.01 $640K - $698K
9.58K $866K
BC
Brunswick Corp

Consumer Cyclical
5.64K
+ 14.93%
$56.64 - $66.85 $319K - $377K
43.4K $2.75M
APA
Apa Corp

Energy
17.5K
+ 45.63%
$18.06 - $24.69 $316K - $432K
55.8K $1.36M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
5.59K
+ 10.91%
$49.31 - $57.77 $276K - $323K
56.8K $3.23M
CIVI
Civitas Resources, Inc.

Energy
19.6K
+ 584.09%
$27.85 - $37.37 $545K - $731K
22.9K $745K
FRPT
Freshpet, Inc.

Consumer Defensive
15.5K
+ 98.27%
$49.25 - $74.51 $762K - $1.15M
31.2K $1.72M
PCTY
Paylocity Holding Corp

Technology
5.01K
+ 73.42%
$159.27 - $190.36 $798K - $954K
11.8K $1.88M
NUE
Nucor Corp

Basic Materials
3.24K
+ 9.17%
$133.3 - $150.33 $432K - $487K
38.6K $5.23M
GTLB
Gitlab Inc.

Technology
14.4K
+ 24.03%
$38.82 - $50.43 $558K - $725K
74.2K $3.34M
CSHI
Shp ETF Tr Neos Enhanced Incom
13K
+ 59.12%
N/A
35K $1.74M
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.7K
+ 1.91%
$43.95 - $45.8 $207K - $215K
251K $11.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
904
+ 9.23%
$435.72 - $463.74 $394K - $419K
10.7K $4.96M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.28K
+ 2.65%
$137.51 - $145.26 $313K - $331K
88.2K $12.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.7K
+ 3.47%
$58.97 - $60.36 $572K - $585K
289K $17.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
369
+ 10.64%
$5364.25 - $5815.92 $1.98M - $2.15M
3.84K $20.7M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
17.3K
+ 1807.53%
$30.06 - $36.69 $519K - $634K
18.2K $669K
VRTS
Virtus Investment Partners, Inc.

Financial Services
3.27K
+ 153.4%
$187.14 - $213.98 $612K - $700K
5.41K $1.03M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.8K
+ 117.91%
$82.96 - $95.7 $564K - $651K
12.6K $1.13M
BIBL
Northern Lts Fd Tr Iv

ETFs
1.41K
+ 0.76%
$41.43 - $44.43 $58.6K - $62.8K
187K $8.3M
NVO
Novo Nordisk A S

Healthcare
37.8K
+ 35.0%
$45.38 - $71.7 $1.72M - $2.71M
146K $8.09M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
7.06K
+ 16.11%
$81.76 - $86.36 $577K - $610K
50.9K $4.32M
CABO
Cable One, Inc.

Communication Services
3.01K
+ 131.9%
$119.56 - $177.68 $359K - $534K
5.29K $936K
AFRM
Affirm Holdings, Inc.

Technology
8.29K
+ 173.94%
$64.05 - $92.18 $531K - $764K
13.1K $954K
AVLV
American Centy ETF Tr Avantis
8.51K
+ 589.95%
$68.33 - $72.69 $582K - $619K
9.96K $719K
FCFS
First Cash Holdings, Inc.

Financial Services
3.48K
+ 116.58%
$120.08 - $158.42 $418K - $551K
6.47K $1.03M
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
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