Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ALE
Allete Inc

Utilities
2.08K
+ 49.06%
$64.9 - $65.91 $135K - $137K
6.33K $416K
PRIM
Primoris Services Corp

Industrials
3.22K
+ 139.51%
$57.27 - $89.03 $184K - $287K
5.53K $317K
NEU
Newmarket Corp

Basic Materials
246
+ 546.67%
$482.93 - $570.11 $119K - $140K
291 $165K
THC
Tenet Healthcare Corp

Healthcare
659
+ 10.58%
$119.51 - $144.98 $78.8K - $95.5K
6.89K $926K
HRL
Hormel Foods Corp

Consumer Defensive
12K
+ 2.23%
$28.29 - $31.52 $340K - $378K
551K $17M
LNT
Alliant Energy Corp

Utilities
450
+ 2.16%
$56.66 - $66.04 $25.5K - $29.7K
21.3K $1.37M
Ab Active Etfs Inc
2.04K
+ 344.67%
N/A
2.63K $185K
YOU
Clear Secure, Inc.

Technology
5.66K
+ 40.92%
$22.12 - $27.62 $125K - $156K
19.5K $505K
LEVI
Levi Strauss & CO

Consumer Cyclical
8.79K
+ 2290.1%
$15.59 - $19.22 $137K - $169K
9.18K $143K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.01K
+ 50.55%
$31.63 - $35.22 $159K - $177K
14.9K $477K
UNM
Unum Group

Financial Services
199
+ 1.42%
$71.8 - $83.34 $14.3K - $16.6K
14.2K $1.16M
AGL
Agilon Health, Inc.

Healthcare
24.3K
+ 198.95%
$1.92 - $4.61 $46.7K - $112K
36.5K $158K
IHDG
Wisdomtree Tr

ETFs
3.11K
+ 92.86%
$43.4 - $47.51 $135K - $148K
6.45K $280K
NDAQ
Nasdaq, Inc.

Financial Services
2.01K
+ 15.93%
$72.17 - $83.76 $145K - $168K
14.6K $1.11M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.25K
+ 167.25%
$89.88 - $110.11 $112K - $138K
2K $201K
MPW
Medical Properties Trust Inc

Real Estate
16.6K
+ 103.22%
$3.83 - $6.21 $63.6K - $103K
32.7K $197K
Capital Group Dividend Growe
4.27K
+ 365.04%
N/A
5.44K $168K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.2K
+ 72.64%
$51.39 - $57.43 $113K - $126K
5.23K $290K
TFC
Truist Financial Corp

Financial Services
5.93K
+ 11.68%
$39.48 - $48.15 $234K - $286K
56.7K $2.33M
BRZE
Braze, Inc.

Technology
3.86K
+ 237.88%
$32.44 - $47.22 $125K - $182K
5.48K $198K
X
United States Steel Corp

Basic Materials
2.59K
+ 103.44%
$30.47 - $43.0 $78.9K - $111K
5.09K $215K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.86K
+ 208.42%
$73.27 - $96.21 $136K - $179K
2.75K $201K
VHT
Vanguard Health Care ETF

ETFs
343
+ 9.95%
$254.06 - $273.83 $87.1K - $93.9K
3.79K $1M
BOKF
Bok Financial Corp

Financial Services
1.37K
+ 22.52%
$98.85 - $114.26 $135K - $156K
7.45K $776K
DWM
Wisdomtree Tr

ETFs
1.98K
+ 82.51%
$52.19 - $59.86 $103K - $118K
4.37K $254K
IRT
Independence Realty Trust, Inc.

Real Estate
3.28K
+ 7.82%
$18.23 - $21.8 $59.8K - $71.5K
45.3K $961K
CWT
California Water Service Group

Utilities
2.41K
+ 76.33%
$41.88 - $48.46 $101K - $117K
5.56K $269K
HYD
Vaneck High Yield Muni ETF

ETFs
5.01K
+ 2.81%
$50.79 - $52.53 $254K - $263K
183K $9.39M
Celestica Inc
1.65K
+ 603.66%
N/A
1.92K $151K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
245
+ 0.08%
$29.72 - $31.94 $7.28K - $7.83K
303K $9.36M
CPB
Campbell Soup CO

Consumer Defensive
3.39K
+ 66.4%
$37.29 - $42.04 $127K - $143K
8.5K $339K
SYY
Sysco Corp

Consumer Defensive
2.54K
+ 5.52%
$70.0 - $77.13 $178K - $196K
48.6K $3.65M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.39K
+ 3.5%
$24.21 - $25.09 $82K - $85K
100K $2.51M
Peakstone Realty Trust
2.18K
+ 3.47%
N/A
65.1K $820K
EMN
Eastman Chemical CO

Basic Materials
1.58K
+ 34.15%
$87.05 - $103.47 $137K - $163K
6.2K $546K
RIOT
Riot Blockchain, Inc.

Technology
20.6K
+ 281.3%
$7.12 - $13.54 $147K - $279K
27.9K $199K
CLSK
Cleanspark, Inc.

Technology
18.9K
+ 2308.81%
$6.72 - $12.03 $127K - $227K
19.7K $132K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.02K
+ 28.53%
$46.77 - $52.97 $141K - $160K
13.6K $639K
SEMR
Se Mrush Holdings, Inc.

Technology
13.4K
+ 1813.51%
$9.27 - $18.37 $124K - $247K
14.2K $132K
CHRD
Oasis Petroleum Inc.

Energy
1.33K
+ 20.73%
$101.34 - $127.78 $135K - $170K
7.75K $874K
ASML
Asml Holding Nv

Technology
369
+ 9.27%
$662.63 - $776.99 $245K - $287K
4.35K $2.88M
VRSK
Verisk Analytics, Inc.

Industrials
71
+ 1.55%
$268.63 - $301.33 $19.1K - $21.4K
4.66K $1.39M
FDL
First Tr Morningstar Dividend

ETFs
1.68K
+ 10.88%
$39.69 - $43.83 $66.8K - $73.8K
17.1K $745K
SPYC
Simplify Exchange Traded Fds U
3.83K
+ 117.28%
N/A
7.09K $244K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
16.3K
+ 270.27%
$6.22 - $8.25 $102K - $135K
22.4K $162K
NSP
Insperity, Inc.

Industrials
1.33K
+ 1095.04%
$69.6 - $94.21 $92.2K - $125K
1.45K $129K
BRX
Brixmor Property Group Inc.

Real Estate
4.58K
+ 276.3%
N/A
6.24K $166K
IAT
Ishares Tr

ETFs
3.88K
+ 23.51%
$44.84 - $53.56 $174K - $208K
20.4K $949K
MNST
Monster Beverage Corp

Consumer Defensive
254
+ 1.45%
$46.16 - $58.58 $11.7K - $14.9K
17.8K $1.04M
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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