Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
473K
+ 96.97%
$19.31 - $35.5 $9.13M - $16.8M
961K $32.2M
Pimco ETF Tr
425K
+ 544.64%
N/A
503K $25M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
747K
+ 42.13%
$23.5 - $24.94 $17.5M - $18.6M
2.52M $62.8M
CGDV
Capital Group Divid Value ETF

ETFs
392K
+ 23.18%
$39.59 - $42.21 $15.5M - $16.5M
2.08M $87.5M
GE
General Electric CO

Industrials
40.2K
+ 20.25%
$244.75 - $305.63 $9.84M - $12.3M
239K $71.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
27.9K
+ 0.38%
$28.92 - $32.19 $806K - $897K
7.3M $233M
AMZN
Amazon Com Inc

Consumer Cyclical
87.8K
+ 6.35%
$211.65 - $238.24 $18.6M - $20.9M
1.47M $323M
XOM
Exxon Mobil Corp

Energy
137K
+ 17.76%
$105.83 - $117.22 $14.5M - $16.1M
909K $102M
MRK
Merck & Co., Inc.

Healthcare
183K
+ 23.72%
$77.6 - $87.37 $14.2M - $16M
955K $80.2M
Tidal Trust I
753K
+ 3422.72%
N/A
775K $19.4M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
434K
+ 13.89%
$40.49 - $40.7 $17.6M - $17.7M
3.56M $145M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.5K
+ 1.28%
$236.25 - $257.69 $2.73M - $2.98M
911K $234M
MU
Micron Technology Inc

Technology
72.6K
+ 65.25%
$104.88 - $168.89 $7.61M - $12.3M
184K $30.8M
RBLX
Roblox Corp

Communication Services
72K
+ 34.93%
$100.65 - $141.56 $7.25M - $10.2M
278K $38.5M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
211K
+ 21960.73%
$73.94 - $78.51 $15.6M - $16.6M
212K $16.4M
PG
Procter & Gamble CO

Consumer Defensive
123K
+ 23.41%
$150.47 - $161.22 $18.5M - $19.8M
649K $99.7M
JGRO
J P Morgan Exchange Traded Fd
50K
+ 3.49%
N/A
1.48M $139M
PCG
Pg&E Corp

Utilities
1.02M
+ 560.16%
$13.0 - $15.73 $13.2M - $16M
1.2M $18.1M
SPMD
Spdr Portfolio

ETFs
33.6K
+ 0.72%
$54.43 - $58.29 $1.83M - $1.96M
4.73M $270M
FNDF
Schwab Fundamental Intl Large

ETFs
341K
+ 446.66%
$39.84 - $43.15 $13.6M - $14.7M
417K $17.9M
GD
General Dynamics Corp

Industrials
32.5K
+ 44.45%
$293.92 - $341.0 $9.54M - $11.1M
105K $36M
BOND
Pimco Active Bond Exchange Tra

ETFs
109K
+ 2.81%
$90.83 - $93.81 $9.86M - $10.2M
3.97M $371M
AVDE
American Centy ETF Tr Avantis

ETFs
129K
+ 14.92%
$73.24 - $79.04 $9.44M - $10.2M
993K $78.3M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
513K
+ 16.94%
$25.83 - $26.47 $13.2M - $13.6M
3.54M $93.2M
MUB
Ishares National Muni Bond ETF

ETFs
123K
+ 23.89%
$103.24 - $106.68 $12.7M - $13.2M
640K $68.2M
HD
Home Depot, Inc.

Consumer Cyclical
14.6K
+ 6.95%
$357.4 - $423.42 $5.21M - $6.18M
225K $91M
FDX
Fedex Corp

Industrials
58K
+ 244.39%
$217.1 - $243.2 $12.6M - $14.1M
81.7K $19.3M
UNH
Unitedhealth Group Inc

Healthcare
27K
+ 20.25%
$237.77 - $353.61 $6.43M - $9.56M
160K $55.4M
XLE
Energy Sector Spdr

ETFs
130K
+ 33.22%
$84.25 - $91.99 $10.9M - $11.9M
520K $46.5M
CAT
Caterpillar Inc

Industrials
10.6K
+ 11.65%
$390.92 - $477.15 $4.13M - $5.04M
101K $48.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
50.4K
+ 101.76%
$171.01 - $228.24 $8.62M - $11.5M
99.9K $21.4M
AVDV
American Centy ETF Tr Avantis

ETFs
137K
+ 335.46%
$79.24 - $89.03 $10.9M - $12.2M
178K $15.8M
CVX
Chevron Corp

Energy
57.7K
+ 19.38%
$145.57 - $161.83 $8.4M - $9.33M
355K $55.2M
DBND
Doubleline ETF Tr Opportunisti

ETFs
263K
+ 23.74%
$45.57 - $46.76 $12M - $12.3M
1.37M $63.7M
MEDP
Medpace Holdings, Inc.

Healthcare
21.6K
+ 311.38%
$308.88 - $514.16 $6.66M - $11.1M
28.5K $14.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
73.2K
+ 3.34%
$42.67 - $46.91 $3.12M - $3.43M
2.26M $106M
TJX
Tjx Companies Inc

Consumer Cyclical
39.8K
+ 12.72%
$121.35 - $144.54 $4.83M - $5.76M
353K $51M
TAXF
American Centy ETF Tr Diversif

ETFs
216K
+ 19.2%
$48.42 - $50.27 $10.4M - $10.8M
1.34M $67.2M
RE
Everest Re Group LTD

Financial Services
33.2K
+ 60.1%
N/A
88.5K $31M
PNC
Pnc Financial Services Group, Inc.

Financial Services
55.3K
+ 75.01%
$185.88 - $207.44 $10.3M - $11.5M
129K $25.9M
FIX
Comfort Systems Usa Inc

Industrials
8.61K
+ 50.84%
$521.66 - $825.18 $4.49M - $7.1M
25.5K $21.1M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
23.8K
+ 431.33%
$311.12 - $482.13 $7.4M - $11.5M
29.3K $13.4M
BAC
Bank Of America Corp

Financial Services
138K
+ 13.28%
$44.92 - $52.42 $6.19M - $7.22M
1.18M $60.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
103K
+ 7.33%
$69.02 - $73.57 $7.14M - $7.61M
1.51M $111M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
17.9K
+ 50.41%
$534.91 - $598.71 $9.57M - $10.7M
53.4K $30M
CHWY
Chewy, Inc.

Consumer Cyclical
281K
+ 8785.04%
$34.27 - $42.33 $9.64M - $11.9M
284K $11.5M
ARKW
Ark Next Generation Internet E

ETFs
55K
+ 89.02%
$144.46 - $174.76 $7.94M - $9.61M
117K $20.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.89K
+ 0.83%
$567.77 - $614.76 $1.07M - $1.16M
229K $140M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
106K
+ 836.73%
$98.53 - $107.1 $10.5M - $11.4M
119K $12.5M
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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