Cwm, LLC Incresed Positions in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
M
Macy'S, Inc.

Consumer Cyclical
2.98K
+ 28.11%
$14.56 - $18.1 $43.3K - $53.8K
13.6K $230K
SF
Stifel Financial Corp

Financial Services
148
+ 3.76%
$93.4 - $117.72 $13.8K - $17.4K
4.09K $434K
HDB
Hdfc Bank LTD

Financial Services
947
+ 30.61%
$59.45 - $68.01 $56.3K - $64.4K
4.04K $258K
AGCO
Agco Corp

Industrials
734
+ 62.36%
$89.46 - $101.89 $65.7K - $74.8K
1.91K $179K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
866
+ 25.61%
$77.23 - $82.11 $66.9K - $71.1K
4.25K $330K
FAF
First American Financial Corp

Financial Services
1.76K
+ 13.18%
$61.55 - $70.63 $109K - $125K
15.1K $946K
Cava Group Inc
736
+ 39.74%
N/A
2.59K $292K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
3.5K
+ 6.24%
N/A
59.6K $1.45M
BKU
Bank United, Inc.

Financial Services
1.46K
+ 34.65%
$34.61 - $43.2 $50.5K - $63K
5.67K $216K
PTCT
Ptc Therapeutics, Inc.

Healthcare
930
+ 34.61%
$34.99 - $52.07 $32.5K - $48.4K
3.62K $163K
TDS
Telephone & Data Systems Inc

Communication Services
216
+ 4.32%
$22.86 - $35.22 $4.94K - $7.61K
5.21K $178K
EXP
Eagle Materials Inc

Basic Materials
458
+ 36.67%
$246.48 - $315.29 $113K - $144K
1.71K $421K
MAX
Media Alpha, Inc.

Communication Services
5.86K
+ 833.29%
$10.71 - $20.73 $62.7K - $121K
6.56K $74K
NRC
National Research Corp

Healthcare
3.73K
+ 418.76%
$17.07 - $21.78 $63.6K - $81.2K
4.62K $81K
RF
Regions Financial Corp

Financial Services
2.25K
+ 5.31%
$22.45 - $27.47 $50.4K - $61.7K
44.6K $1.05M
IONQ
Ion Q, Inc.

Technology
689
+ 70.67%
$8.17 - $48.24 $5.63K - $33.2K
1.66K $70K
Arcadium Lithium PLC
685
+ 2.79%
N/A
25.3K $130K
JBLU
Jetblue Airways Corp

Industrials
90
+ 0.2%
$5.63 - $8.05 $507 - $725
45.8K $360K
CRS
Carpenter Technology Corp

Industrials
268
+ 18.31%
$149.5 - $196.14 $40.1K - $52.6K
1.73K $294K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
93
+ 0.78%
$70.54 - $79.61 $6.56K - $7.4K
11.9K $909K
SYY
Sysco Corp

Consumer Defensive
1.7K
+ 3.83%
$73.63 - $81.77 $125K - $139K
46K $3.52M
NDAQ
Nasdaq, Inc.

Financial Services
60
+ 0.48%
$70.87 - $83.05 $4.25K - $4.98K
12.6K $976K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
2.86K
+ 4.3%
$28.25 - $28.72 $80.7K - $82K
69.2K $1.96M
AMBA
Ambarella Inc

Technology
489
+ 32.97%
$54.22 - $76.22 $26.5K - $37.3K
1.97K $143K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
177K
+ 202.21%
$27.54 - $83.04 $4.89M - $14.7M
265K $7.35M
Dimensional ETF Trust
850
+ 23.06%
N/A
4.54K $291K
PDCO
Patterson Companies, Inc.

Healthcare
1.46K
+ 103.91%
$19.57 - $31.4 $28.6K - $45.9K
2.87K $89K
NFE
New Fortress Energy Inc.

Utilities
2.16K
+ 54.02%
$8.0 - $15.12 $17.3K - $32.7K
6.17K $93K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
16.5K
+ 826.64%
$3.38 - $3.72 $55.9K - $61.5K
18.5K $64K
FFIV
F5, Inc.

Technology
13
+ 0.75%
$213.56 - $263.36 $2.78K - $3.42K
1.74K $438K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
941
+ 15.73%
$17.13 - $34.23 $16.1K - $32.2K
6.92K $167K
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
4.25K
+ 178.85%
N/A
6.63K $87K
RLI
Rli Corp

Financial Services
117
+ 3.02%
$151.91 - $180.89 $17.8K - $21.2K
3.99K $658K
KO
Coca Cola CO

Consumer Defensive
67.9K
+ 15.63%
$61.74 - $71.71 $4.19M - $4.87M
503K $31.3M
STRA
Strategic Education, Inc.

Consumer Defensive
593
+ 41.58%
$85.85 - $101.62 $50.9K - $60.3K
2.02K $189K
L
Loews Corp

Financial Services
405
+ 10.07%
$76.49 - $87.05 $31K - $35.3K
4.43K $375K
IDCC
Inter Digital, Inc.

Communication Services
67
+ 7.87%
$142.61 - $200.59 $9.55K - $13.4K
918 $178K
MNST
Monster Beverage Corp

Consumer Defensive
932
+ 5.61%
$49.24 - $56.38 $45.9K - $52.5K
17.5K $922K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.81K
+ 26.26%
$26.53 - $28.09 $48K - $50.8K
8.7K $240K
EWX
Spdr S&P Emerging Markets Smal

ETFs
976
+ 621.66%
$58.61 - $64.79 $57.2K - $63.2K
1.13K $66K
SDRL
Seadrill Limited

Energy
1.43K
+ 109.32%
N/A
2.74K $107K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.45K
+ 56.53%
$26.61 - $29.85 $65.2K - $73.2K
6.79K $183K
Pgim ETF Tr
450
+ 20.41%
N/A
2.66K $253K
PTEN
Patterson Uti Energy Inc

Energy
6.29K
+ 134.8%
$7.26 - $8.7 $45.7K - $54.7K
11K $91K
WTTR
Select Energy Services, Inc.

Energy
2.18K
+ 18.3%
$10.31 - $15.0 $22.4K - $32.6K
14.1K $186K
MTX
Minerals Technologies Inc

Basic Materials
731
+ 39.09%
$74.88 - $84.6 $54.7K - $61.8K
2.6K $198K
FIVN
Five9, Inc.

Technology
1.03K
+ 100.29%
$27.26 - $43.41 $27.9K - $44.5K
2.05K $83K
AVB
Avalonbay Communities Inc

Real Estate
285
+ 17.39%
$216.28 - $237.81 $61.6K - $67.8K
1.92K $423K
YELP
Yelp Inc

Communication Services
1.04K
+ 29.04%
$33.38 - $40.61 $34.6K - $42.1K
4.6K $178K
Activity Summary
Buys All Purchases 3004 New Holdings 242 Increased Positions 2762 Sells All Sells 1592 Reductions 1591 Sold out 1 Options Calls 2 Puts 1
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