Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSBI
Midland States Bancorp, Inc.

Financial Services
11.8K
+ 99.41%
$16.53 - $19.0 $194K - $223K
23.6K $404K
PPL
Ppl Corp

Utilities
3.72K
+ 19.92%
$33.54 - $37.24 $125K - $138K
22.4K $831K
TDVG
T Rowe Price Exchange Traded F

Technology
4.19K
+ 44.62%
$42.05 - $43.96 $176K - $184K
13.6K $597K
IESC
Ies Holdings, Inc.

Industrials
163
+ 12.41%
$289.3 - $397.65 $47.2K - $64.8K
1.48K $587K
KFRC
Kforce Inc

Industrials
7.58K
+ 286.26%
$29.56 - $46.91 $224K - $356K
10.2K $307K
MRCY
Mercury Systems Inc

Industrials
305
+ 4.15%
$50.09 - $77.4 $15.3K - $23.6K
7.66K $593K
Viking Holdings LTD
3.16K
+ 2870.0%
N/A
3.27K $203K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
2.43K
+ 9.83%
$32.71 - $37.2 $79.4K - $90.3K
27.1K $1.01M
PAAS
Pan American Silver Corp

Basic Materials
4.45K
+ 196.73%
$27.02 - $38.81 $120K - $173K
6.72K $260K
SHBI
Shore Bancshares Inc

Financial Services
9.18K
+ 14.18%
$15.18 - $17.45 $139K - $160K
74K $1.21M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.7K
+ 31.01%
$46.69 - $59.27 $126K - $160K
11.4K $606K
LEVI
Levi Strauss & CO

Consumer Cyclical
362
+ 0.94%
$18.87 - $23.3 $6.83K - $8.43K
39K $909K
NHC
National Healthcare Corp

Healthcare
629
+ 7.75%
$94.48 - $126.41 $59.4K - $79.5K
8.75K $1.06M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
328
+ 0.6%
$4.68 - $8.3 $1.54K - $2.72K
55.4K $451K
TTMI
Ttm Technologies Inc

Technology
2.19K
+ 54.65%
$40.06 - $57.75 $87.7K - $126K
6.2K $357K
WSM
Williams Sonoma Inc

Consumer Cyclical
444
+ 13.43%
$163.62 - $210.2 $72.6K - $93.3K
3.75K $733K
IONQ
Ion Q, Inc.

Technology
908
+ 12.35%
$36.79 - $75.14 $33.4K - $68.2K
8.26K $508K
IDEV
Ishares Core Msci Intl Develop

ETFs
564
+ 1.59%
$74.68 - $80.26 $42.1K - $45.3K
36.1K $2.89M
EXC
Exelon Corp

Utilities
3.04K
+ 8.96%
$42.73 - $45.54 $130K - $138K
37K $1.66M
NVT
N Vent Electric PLC

Industrials
165
+ 2.39%
$72.16 - $100.25 $11.9K - $16.5K
7.08K $698K
CSWC
Capital Southwest Corp

Financial Services
8.72K
+ 297.68%
$21.86 - $23.33 $191K - $203K
11.7K $255K
REVG
Rev Group, Inc.

Industrials
1.23K
+ 9.22%
$46.09 - $63.91 $56.5K - $78.3K
14.5K $822K
CG
Carlyle Group Inc.

Financial Services
983
+ 8.73%
$52.82 - $69.35 $51.9K - $68.2K
12.2K $768K
FFBC
First Financial Bancorp

Financial Services
7.39K
+ 276.93%
$23.55 - $26.79 $174K - $198K
10.1K $254K
MAX
Media Alpha, Inc.

Communication Services
15.7K
+ 69.23%
$9.56 - $13.41 $150K - $211K
38.4K $437K
Dimensional ETF Trust
3.23K
+ 137.79%
N/A
5.58K $316K
IOT
Samsara Inc.

Technology
5.13K
+ 426.37%
$32.22 - $42.09 $165K - $216K
6.33K $236K
BNL
Broadstone Net Lease, Inc.

Real Estate
9.69K
+ 124.62%
$15.75 - $18.78 $153K - $182K
17.5K $312K
EIPX
First Tr Exc Trd Fd Iv Ft Ener
5.31K
+ 5.85%
N/A
96K $2.51M
DHT
Dht Holdings, Inc.

Energy
14.7K
+ 162.33%
$10.72 - $12.95 $158K - $191K
23.8K $284K
ESS
Essex Property Trust, Inc.

Real Estate
771
+ 60.57%
N/A
2.04K $547K
NNI
Nelnet Inc

Financial Services
1.48K
+ 499.32%
$119.62 - $130.27 $177K - $193K
1.77K $222K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
6.89K
+ 61.43%
$13.39 - $18.85 $92.3K - $130K
18.1K $342K
DOCN
Digital Ocean Holdings, Inc.

Technology
2.43K
+ 13.29%
$25.74 - $37.71 $62.5K - $91.6K
20.7K $707K
Morgan Stanley ETF Trust
2.2K
+ 13.36%
N/A
18.6K $1.18M
DK
Delek Us Holdings, Inc.

Energy
4.41K
+ 121.35%
$20.04 - $33.59 $88.4K - $148K
8.04K $260K
Savers Value Vlg Inc
10.2K
+ 66.82%
N/A
25.6K $339K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
365
+ 2.2%
$79.52 - $89.63 $29K - $32.7K
16.9K $1.51M
FTDR
Frontdoor, Inc.

Consumer Cyclical
2.04K
+ 37.61%
$54.88 - $68.04 $112K - $139K
7.46K $502K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
2.32K
+ 1.81%
$31.28 - $32.14 $72.4K - $74.4K
130K $4.17M
TNC
Tennant CO

Industrials
2.08K
+ 56.85%
$79.52 - $85.34 $166K - $178K
5.74K $466K
CMRE
Costamare Inc.

Industrials
11.1K
+ 63.4%
$8.98 - $12.73 $99.3K - $141K
28.5K $340K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.04K
+ 9.37%
$39.06 - $43.42 $79.6K - $88.4K
23.8K $1.03M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
5.56K
+ 116.86%
$24.17 - $29.62 $134K - $165K
10.3K $297K
WFRD
Weatherford International PLC

Energy
884
+ 13.28%
$52.14 - $69.61 $46.1K - $61.5K
7.54K $516K
KBR
Kbr, Inc.

Industrials
3.89K
+ 57.58%
$45.52 - $51.61 $177K - $201K
10.6K $503K
INSM
Insmed Inc

Healthcare
724
+ 41.83%
$96.14 - $147.2 $69.6K - $107K
2.46K $354K
EAT
Brinker International, Inc

Consumer Cyclical
1.79K
+ 203.77%
$126.68 - $184.02 $226K - $328K
2.66K $337K
BRSP
Bright Spire Capital, Inc.

Real Estate
31.5K
+ 151.82%
$4.91 - $5.94 $155K - $187K
52.3K $284K
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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