Cwm, LLC Incresed Positions in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
40.2K
+ 35.6%
$36.46 - $82.38 $1.47M - $3.31M
153K $11.6M
BAC
Bank Of America Corp

Financial Services
81.3K
+ 9.18%
$39.22 - $47.77 $3.19M - $3.88M
966K $42.5M
SNOW
Snowflake Inc.

Technology
2.89K
+ 1.68%
$109.65 - $186.51 $316K - $538K
175K $27M
JGRO
J P Morgan Exchange Traded Fd
38.3K
+ 3.98%
N/A
1M $81M
VNLA
Janus Henderson Short Duration

ETFs
144K
+ 33.88%
$48.82 - $49.11 $7.05M - $7.09M
571K $27.9M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
140K
+ 38.82%
$50.0 - $50.27 $7.01M - $7.05M
502K $25.1M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
115K
+ 27.53%
$42.05 - $48.31 $4.85M - $5.57M
534K $24.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
277K
+ 6.38%
$51.09 - $55.27 $14.2M - $15.3M
4.63M $237M
LLY
Eli Lilly & CO

Healthcare
19.6K
+ 26.14%
$727.2 - $932.06 $14.3M - $18.3M
94.7K $73.1M
PULS
Pgim ETF Tr

ETFs
133K
+ 398.75%
$49.51 - $49.79 $6.59M - $6.62M
166K $8.25M
MA
Mastercard Inc

Financial Services
8.1K
+ 13.99%
$491.3 - $536.15 $3.98M - $4.34M
66K $34.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
258K
+ 46.35%
$23.29 - $23.93 $6M - $6.16M
813K $19.1M
CRM
Salesforce, Inc.

Technology
2.77K
+ 3.59%
$270.87 - $367.87 $750K - $1.02M
79.9K $26.7M
NANR
Spdr Index Shs Fds S&P North A

ETFs
109K
+ 8899.26%
$50.02 - $58.31 $5.43M - $6.33M
110K $5.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
79K
+ 12.95%
$53.94 - $58.15 $4.26M - $4.6M
689K $38.9M
ZG
Zillow Group, Inc.

Communication Services
70.5K
+ 205.77%
$56.08 - $82.33 $3.95M - $5.8M
105K $7.42M
COST
Costco Wholesale Corp

Consumer Defensive
3.73K
+ 6.81%
$873.59 - $994.69 $3.26M - $3.71M
58.5K $53.6M
FYX
First Tr Small Cap Core Alphad

ETFs
49.3K
+ 1108.11%
$96.51 - $110.53 $4.76M - $5.45M
53.7K $5.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.59K
+ 4.05%
$275.15 - $388.2 $712K - $1.01M
66.5K $22.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
34.8K
+ 78.64%
$116.4 - $138.52 $4.05M - $4.81M
78.9K $10M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.27K
+ 10.15%
$370.24 - $418.94 $2.69M - $3.05M
78.9K $31.7M
XLF
Financial Sector Spdr

ETFs
52.2K
+ 6.92%
$44.89 - $51.34 $2.34M - $2.68M
807K $39M
CGGR
Capital Group Growth ETF Shs C

ETFs
83.7K
+ 12.12%
$34.49 - $39.24 $2.89M - $3.29M
774K $28.8M
VTHR
Vanguard Russell 3000 ETF

ETFs
17.9K
+ 205.83%
$251.33 - $271.45 $4.5M - $4.86M
26.6K $6.91M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
109K
+ 135.47%
$41.66 - $43.47 $4.52M - $4.72M
189K $8.05M
XLE
Energy Sector Spdr

ETFs
62K
+ 20.33%
$83.32 - $97.27 $5.16M - $6.03M
367K $31.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
143K
+ 7.82%
$57.53 - $60.83 $8.24M - $8.72M
1.98M $114M
DXCM
Dexcom Inc

Healthcare
42.2K
+ 35.17%
$65.68 - $81.01 $2.77M - $3.42M
162K $12.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72.7K
+ 8.22%
$61.68 - $67.87 $4.48M - $4.93M
956K $59.6M
LRGF
Ishares Tr

ETFs
71.8K
+ 607.91%
$58.25 - $63.26 $4.18M - $4.54M
83.7K $5.05M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
32.8K
+ 276.99%
$101.51 - $140.63 $3.33M - $4.62M
44.7K $5.61M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
200K
+ 11.05%
$39.3 - $41.34 $7.87M - $8.28M
2.01M $79.3M
Ishares Bitcoin Trust ETF
54.4K
+ 68.25%
N/A
134K $7.12M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
9.89K
+ 300.15%
$260.53 - $404.79 $2.58M - $4M
13.2K $5.04M
JMEE
J P Morgan Exchange Traded Fd

ETFs
71.3K
+ 20.57%
$60.1 - $66.4 $4.29M - $4.74M
418K $25.3M
MS
Morgan Stanley

Financial Services
8.98K
+ 6.54%
$104.42 - $134.99 $937K - $1.21M
146K $18.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
143K
+ 11.25%
$44.87 - $46.86 $6.43M - $6.71M
1.42M $63.6M
WFC
Wells Fargo & Company

Financial Services
8.41K
+ 3.43%
$54.98 - $77.35 $463K - $651K
254K $17.8M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
80.9K
+ 87.41%
$47.07 - $48.75 $3.81M - $3.95M
174K $8.3M
GDDY
Go Daddy Inc.

Technology
18.6K
+ 308.95%
$153.16 - $209.03 $2.86M - $3.9M
24.7K $4.87M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
32.6K
+ 42.79%
$105.85 - $112.84 $3.45M - $3.67M
109K $12M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
48.9K
+ 58.98%
$72.18 - $81.41 $3.53M - $3.98M
132K $9.95M
BRBR
Bellring Brands, Inc.

Consumer Defensive
50.7K
+ 1291.83%
$60.38 - $78.79 $3.06M - $4M
54.7K $4.12M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
283K
+ 273.8%
$22.63 - $47.53 $6.4M - $13.4M
386K $8.77M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
53.1K
+ 1292.46%
N/A
57.3K $4.15M
VOT
Vanguard Mid Cap Growth Index

ETFs
14.3K
+ 74.16%
$241.48 - $274.89 $3.45M - $3.92M
33.5K $8.5M
XLC
Select Sector Spdr Tr Communic

ETFs
19.2K
+ 6.68%
$89.66 - $102.16 $1.72M - $1.96M
307K $29.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
33.4K
+ 78.11%
$115.08 - $119.55 $3.84M - $3.99M
76.1K $8.79M
ICVT
Ishares Tr Convertible Bond Et

ETFs
39.5K
+ 21.61%
$83.09 - $89.28 $3.28M - $3.53M
222K $18.9M
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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