Cwm, LLC Incresed Positions in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
118K
+ 2.38%
$27.3 - $31.8 $3.22M - $3.75M
5.07M $161M
XLC
Select Sector Spdr Tr Communic

ETFs
90.8K
+ 27.89%
$86.13 - $108.53 $7.82M - $9.86M
416K $45.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
289K
+ 9.62%
$17.76 - $22.1 $5.13M - $6.39M
3.29M $72.7M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
136K
+ 19.05%
$35.12 - $48.24 $4.79M - $6.57M
852K $41.1M
RBLX
Roblox Corp

Communication Services
45.5K
+ 28.31%
$51.22 - $105.59 $2.33M - $4.8M
206K $21.7M
HDV
Ishares Core High Dividend ETF

ETFs
107K
+ 141.1%
$108.41 - $120.51 $11.6M - $12.9M
183K $21.4M
AVDE
American Centy ETF Tr Avantis

ETFs
82.4K
+ 10.54%
$59.32 - $74.36 $4.89M - $6.12M
864K $63.9M
GOOG
Alphabet Inc.

Communication Services
24.3K
+ 6.77%
$146.58 - $180.01 $3.56M - $4.37M
383K $68M
WMT
Walmart Inc.

Consumer Defensive
27.8K
+ 3.02%
$81.79 - $99.98 $2.27M - $2.78M
946K $92.5M
MU
Micron Technology Inc

Technology
77.9K
+ 233.51%
$64.72 - $127.91 $5.04M - $9.96M
111K $13.7M
Tidal Tr Ii
42.6K
+ 1.24%
N/A
3.47M $90.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
103K
+ 2.51%
$45.11 - $52.34 $4.63M - $5.37M
4.19M $219M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
207K
+ 25.01%
$50.29 - $50.56 $10.4M - $10.5M
1.04M $52.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
30.6K
+ 76.71%
$216.28 - $284.39 $6.61M - $8.7M
70.4K $20M
VOE
Vanguard Mid Cap Value Index F

ETFs
59.1K
+ 91.71%
$141.87 - $164.49 $8.39M - $9.72M
124K $20.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
50K
+ 211.16%
$149.76 - $186.42 $7.49M - $9.32M
73.7K $13.7M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
141K
+ 91.68%
$56.84 - $65.5 $7.99M - $9.21M
294K $19.3M
AMD
Advanced Micro Devices Inc

Technology
20.2K
+ 12.28%
$78.21 - $143.81 $1.58M - $2.9M
185K $26.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.89K
+ 0.55%
$57.46 - $75.58 $223K - $294K
717K $54.2M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
95.5K
+ 74.75%
$89.58 - $95.01 $8.56M - $9.08M
223K $21.2M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
71.1K
+ 5.96%
$40.73 - $50.06 $2.89M - $3.56M
1.26M $63.3M
INTU
Intuit Inc

Technology
6.82K
+ 35.73%
$544.07 - $787.63 $3.71M - $5.37M
25.9K $20.4M
COST
Costco Wholesale Corp

Consumer Defensive
5.95K
+ 9.39%
$908.13 - $1056.85 $5.4M - $6.28M
69.2K $68.5M
GLDM
World Gold Trust

ETFs
126K
+ 5959.01%
$58.96 - $67.97 $7.45M - $8.59M
128K $8.42M
BBUS
J P Morgan Exchg Traded Fd

ETFs
68K
+ 131.68%
$89.63 - $111.92 $6.1M - $7.62M
120K $13.4M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
348K
+ 20.36%
$21.55 - $22.2 $7.5M - $7.73M
2.06M $45.5M
Fidelity Covington Trust
222K
+ 2583.86%
N/A
231K $7.96M
Tidal Tr Ii
230K
+ 12.52%
N/A
2.06M $48.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
92.3K
+ 166.54%
$67.03 - $80.35 $6.19M - $7.42M
148K $11.8M
UPS
United Parcel Service Inc

Industrials
81.3K
+ 83.9%
$91.92 - $110.2 $7.47M - $8.96M
178K $18M
VEU
Vanguard Ftse All World Ex Us

ETFs
41.5K
+ 6.05%
$54.19 - $67.22 $2.25M - $2.79M
727K $48.9M
FSLR
First Solar, Inc.

Technology
43.4K
+ 2116.81%
$120.38 - $192.98 $5.23M - $8.38M
45.5K $7.53M
FTGS
First Tr Exchange Traded Fd Gr
44.3K
+ 3.56%
N/A
1.29M $44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.74K
+ 5.98%
$320.42 - $424.58 $1.52M - $2.01M
83.9K $35.6M
BALT
Innovator Etfs Tr
209K
+ 45.08%
$30.33 - $32.1 $6.34M - $6.71M
672K $21.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
70.1K
+ 58.98%
$72.61 - $88.75 $5.09M - $6.22M
189K $16.8M
IDV
Ishares Tr

ETFs
174K
+ 66.92%
$27.79 - $34.84 $4.82M - $6.05M
433K $14.9M
IAU
Ishares Gold Trust

ETFs
56.6K
+ 5.78%
$56.1 - $64.74 $3.18M - $3.67M
1.04M $64.7M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
290K
+ 10.61%
$25.57 - $26.34 $7.43M - $7.65M
3.03M $78.9M
Arista Networks Inc
33.2K
+ 25.35%
N/A
164K $16.8M
IBM
International Business Machines Corp

Technology
3.54K
+ 2.97%
$221.03 - $294.78 $782K - $1.04M
123K $36.1M
COF
Capital One Financial Corp

Financial Services
27.9K
+ 163.38%
$150.57 - $212.76 $4.2M - $5.93M
44.9K $9.56M
FLQH
Franklin Templeton Libertyq In

ETFs
121K
+ 17.0%
N/A
830K $29.6M
FIX
Comfort Systems Usa Inc

Industrials
8.66K
+ 104.64%
$296.51 - $536.21 $2.57M - $4.64M
16.9K $9.08M
LYFT
Lyft, Inc.

Technology
355K
+ 193.7%
$9.97 - $17.21 $3.54M - $6.12M
539K $8.49M
PM
Philip Morris International Inc.

Consumer Defensive
24.7K
+ 33.03%
$149.23 - $184.95 $3.69M - $4.57M
99.6K $18.1M
UBER
Uber Technologies, Inc

Technology
1.65K
+ 0.55%
$64.62 - $93.3 $106K - $153K
300K $28M
BAC
Bank Of America Corp

Financial Services
9.6K
+ 0.93%
$34.39 - $47.46 $330K - $456K
1.04M $49.1M
DDOG
Datadog, Inc.

Technology
42.6K
+ 325.2%
$87.0 - $134.33 $3.7M - $5.72M
55.7K $7.48M
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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