Cwm, LLC Incresed Positions in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LBRT
Liberty Energy Inc.

Energy
30.2K
+ 1410.27%
$10.0 - $16.08 $302K - $486K
32.4K $371K
PPBI
Pacific Premier Bancorp Inc

Financial Services
16.2K
+ 72.74%
$18.35 - $22.87 $297K - $370K
38.5K $811K
XDQQ
Innovator Etfs Tr Growth Accel
5.25K
+ 10.56%
$28.17 - $34.91 $148K - $183K
55K $1.92M
SWX
Southwest Gas Holdings, Inc.

Utilities
4.42K
+ 173.49%
$66.91 - $76.44 $296K - $338K
6.96K $518K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.79K
+ 8.83%
$105.23 - $109.61 $293K - $305K
34.4K $3.77M
Amentum Holdings Inc
13.1K
+ 303.37%
N/A
17.5K $413K
NTR
Nutrien Ltd.

Basic Materials
621
+ 1.8%
$46.88 - $62.89 $29.1K - $39.1K
35.2K $2.05M
LHX
L3 Harris Technologies, Inc.

Industrials
420
+ 7.74%
$200.21 - $256.99 $84.1K - $108K
5.85K $1.47M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
8.27K
+ 21.88%
$33.92 - $37.71 $280K - $312K
46.1K $1.74M
ON
On Semiconductor Corp

Technology
4.37K
+ 50.73%
$31.95 - $54.21 $139K - $237K
13K $680K
RPG
Invesco Exchange Traded Fd Tr

ETFs
2.09K
+ 6.8%
$33.86 - $45.77 $70.8K - $95.7K
32.8K $1.5M
UL
Unilever PLC

Consumer Defensive
2.37K
+ 2.12%
$57.9 - $65.43 $137K - $155K
114K $7M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
6.86K
+ 103.22%
$33.7 - $43.1 $231K - $296K
13.5K $581K
IGLB
Ishares 10+ Year Investment Gr

ETFs
6.5K
+ 498.24%
$47.55 - $50.44 $309K - $328K
7.81K $392K
UI
Ubiquiti Inc.

Technology
166
+ 6.55%
$273.45 - $456.69 $45.4K - $75.8K
2.7K $1.11M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
21.3K
+ 802.49%
$13.19 - $15.44 $280K - $328K
23.9K $363K
CVNA
Carvana Co.

Consumer Cyclical
191
+ 9.49%
$162.57 - $345.64 $31.1K - $66K
2.2K $742K
PKG
Packaging Corp Of America

Consumer Cyclical
2.29K
+ 19.5%
$175.97 - $201.36 $404K - $462K
14.1K $2.65M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.05K
+ 21.47%
$107.83 - $119.94 $437K - $486K
22.9K $2.47M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
27.2K
+ 1439.35%
$8.21 - $12.77 $223K - $347K
29.1K $341K
SPG
Simon Property Group Inc

Real Estate
2.31K
+ 22.1%
$140.37 - $171.44 $324K - $396K
12.8K $2.05M
LPX
Louisiana Pacific Corp

Industrials
3.86K
+ 132.2%
$81.16 - $95.48 $313K - $368K
6.78K $583K
NMIH
Nmi Holdings, Inc.

Financial Services
5.84K
+ 52.32%
$32.79 - $42.24 $192K - $247K
17K $718K
BKE
Buckle Inc

Consumer Cyclical
6.42K
+ 185.61%
$33.77 - $45.57 $217K - $293K
9.89K $448K
PODD
Insulet Corp

Healthcare
336
+ 8.33%
$238.57 - $327.47 $80.2K - $110K
4.37K $1.37M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.08K
+ 39.39%
$82.51 - $109.2 $172K - $228K
7.38K $805K
PEB
Pebblebrook Hotel Trust

Real Estate
31.5K
+ 1024.55%
$7.71 - $10.59 $243K - $333K
34.5K $345K
MTX
Minerals Technologies Inc

Basic Materials
5.78K
+ 763.54%
$50.93 - $63.06 $294K - $364K
6.54K $360K
First Tr Exchng Traded Fd Vi
7.88K
+ 1610.63%
N/A
8.37K $328K
ROK
Rockwell Automation, Inc

Industrials
411
+ 17.47%
$218.97 - $332.17 $90K - $137K
2.76K $918K
INSW
International Seaways, Inc.

Energy
7.98K
+ 149.38%
$28.76 - $40.96 $230K - $327K
13.3K $486K
Blackrock ETF Trust Ii
7.78K
+ 9.67%
N/A
88.2K $4.29M
DLX
Deluxe Corp

Communication Services
19.2K
+ 2242.17%
$13.64 - $16.25 $262K - $312K
20K $319K
RDN
Radian Group Inc

Financial Services
6.4K
+ 25.58%
$30.48 - $36.53 $195K - $234K
31.4K $1.13M
Te Connectivity PLC
798
+ 13.0%
N/A
6.94K $1.17M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
6.8K
+ 174.92%
$34.1 - $47.63 $232K - $324K
10.7K $479K
FLO
Flowers Foods Inc

Consumer Defensive
20K
+ 339.79%
$15.86 - $19.21 $318K - $385K
25.9K $414K
SCL
Stepan CO

Basic Materials
5.61K
+ 48.85%
$45.26 - $56.69 $254K - $318K
17.1K $933K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
6.52K
+ 36.28%
$47.79 - $56.03 $312K - $365K
24.5K $1.26M
JPIE
J P Morgan Exchange Traded Fd
6.45K
+ 228.69%
$45.12 - $46.32 $291K - $299K
9.27K $429K
ICF
Ishares Tr

ETFs
5.56K
+ 4.98%
$54.56 - $62.47 $303K - $347K
117K $7.17M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
10.9K
+ 14.61%
$25.21 - $34.03 $274K - $370K
85.2K $2.55M
CDW
Cdw Corp

Technology
1.36K
+ 45.87%
$144.49 - $190.68 $196K - $259K
4.32K $772K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4.82K
+ 134.26%
$55.57 - $62.73 $268K - $303K
8.42K $519K
IRM
Iron Mountain Inc

Real Estate
1.82K
+ 27.6%
$76.93 - $105.25 $140K - $192K
8.42K $863K
GTES
Gates Industrial Corp PLC

Industrials
1.64K
+ 2.94%
$15.56 - $23.13 $25.5K - $38K
57.5K $1.32M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.93K
+ 4.92%
$23.55 - $27.67 $140K - $164K
126K $3.49M
RSG
Republic Services, Inc.

Industrials
996
+ 9.14%
$227.2 - $258.07 $226K - $257K
11.9K $2.93M
FLRN
Spdr Bloomberg Investment Grad

ETFs
9.42K
+ 3.94%
$30.29 - $30.83 $285K - $291K
249K $7.67M
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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