Cwm, LLC Incresed Positions in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
9.37K
+ 303.01%
$4.26 - $10.55 $39.9K - $98.8K
12.5K $126K
ET
Energy Transfer LP

Energy
9.4K
+ 6.91%
$15.65 - $18.93 $147K - $178K
145K $2.64M
CSQ
Calamos Strategic Total Return Fund

Financial Services
5.63K
+ 246.89%
$13.86 - $18.24 $78K - $103K
7.91K $144K
SSRM
Ssr Mining Inc.

Basic Materials
2.56K
+ 9.42%
$9.09 - $13.07 $23.3K - $33.5K
29.8K $380K
FDL
First Tr Morningstar Dividend

ETFs
3.19K
+ 18.63%
$38.19 - $43.19 $122K - $138K
20.3K $852K
First Tr Exchng Traded Fd Vi
5.12K
+ 2047.2%
N/A
5.37K $111K
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.22K
+ 68.16%
$95.65 - $116.49 $117K - $142K
3.01K $314K
BLBD
Blue Bird Corp

Consumer Cyclical
1.51K
+ 39.99%
$31.28 - $43.16 $47.2K - $65.1K
5.28K $228K
AGI
Alamos Gold Inc

Basic Materials
3.97K
+ 125.87%
$23.81 - $30.33 $94.4K - $120K
7.12K $189K
Critical Metals Corp
25.7K
+ 456.56%
N/A
31.3K $112K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2.17K
+ 6.83%
$22.63 - $26.95 $49K - $58.4K
33.9K $913K
KAPR
Innovator U.S. Small Cap Power

ETFs
1.17K
+ 2.75%
$28.5 - $32.39 $33.3K - $37.9K
43.7K $1.42M
SAFT
Safety Insurance Group Inc

Financial Services
1.21K
+ 11.3%
$73.02 - $83.49 $88.6K - $101K
12K $949K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.88K
+ 2.87%
$24.31 - $25.29 $69.9K - $72.8K
103K $2.61M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.1K
+ 19.32%
$90.85 - $102.31 $99.6K - $112K
6.77K $682K
HII
Huntington Ingalls Industries, Inc.

Industrials
274
+ 29.49%
$183.31 - $241.46 $50.2K - $66.2K
1.2K $291K
Agenus Inc
13.5K
+ 105.82%
N/A
26.2K $120K
REZI
Resideo Technologies, Inc.

Industrials
3.97K
+ 132.72%
$14.69 - $22.46 $58.3K - $89.2K
6.96K $154K
UTG
Reaves Utility Income Fund

Financial Services
525
+ 2.36%
$29.08 - $36.18 $15.3K - $19K
22.8K $824K
ALG
Alamo Group Inc

Industrials
278
+ 28.34%
$158.47 - $219.45 $44.1K - $61K
1.26K $275K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.01K
+ 94.54%
$33.85 - $44.55 $68K - $89.5K
4.14K $183K
AMBA
Ambarella Inc

Technology
103
+ 1.74%
$40.3 - $69.3 $4.15K - $7.14K
6.02K $398K
HTLD
Heartland Express Inc

Industrials
11.9K
+ 252.22%
$7.37 - $9.3 $87.5K - $110K
16.6K $143K
LUV
Southwest Airlines CO

Industrials
3.91K
+ 16.81%
$24.04 - $34.36 $93.9K - $134K
27.1K $880K
WRLD
World Acceptance Corp

Financial Services
526
+ 163.35%
$112.54 - $169.1 $59.2K - $88.9K
848 $140K
Innovator Etfs Trust
470
+ 2.09%
N/A
23K $1.17M
JBLU
Jetblue Airways Corp

Industrials
29.5K
+ 63.65%
$3.43 - $5.42 $101K - $160K
75.8K $321K
AVT
Avnet Inc

Technology
1.74K
+ 149.74%
$41.51 - $53.08 $72.4K - $92.5K
2.91K $154K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.72K
+ 60.45%
$48.03 - $58.9 $82.7K - $101K
4.57K $252K
MEAR
Blackrock Short Maturity Munic

ETFs
1.84K
+ 1.24%
$49.74 - $50.27 $91.3K - $92.3K
150K $7.53M
ENOV
Enovis Corp

Industrials
3.22K
+ 564.91%
$29.65 - $37.35 $95.5K - $120K
3.79K $119K
Fidelis Insurance Holdings L
5.82K
+ 444.35%
N/A
7.13K $118K
SYY
Sysco Corp

Consumer Defensive
823
+ 1.69%
$68.0 - $75.91 $56K - $62.5K
49.4K $3.74M
INMU
Blackrock ETF Tr Ii Intermedia
4.32K
+ 21.59%
$22.95 - $23.7 $99.2K - $102K
24.3K $570K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
19.9K
+ 1.5%
$18.11 - $18.97 $360K - $377K
1.35M $25.3M
KBH
Kb Home

Consumer Cyclical
1.99K
+ 99.2%
$50.15 - $58.93 $99.8K - $117K
4K $212K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
416
+ 4.47%
$58.52 - $71.7 $24.3K - $29.8K
9.73K $668K
INDA
Ishares Msci India Index Fund

ETFs
1.69K
+ 858.88%
$49.13 - $55.86 $83.1K - $94.5K
1.89K $105K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
2.49K
+ 79.29%
$26.99 - $33.86 $67.2K - $84.3K
5.63K $189K
MAX
Media Alpha, Inc.

Communication Services
6.16K
+ 37.27%
$7.49 - $11.12 $46.1K - $68.5K
22.7K $248K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
137
+ 7.85%
$87.64 - $143.29 $12K - $19.6K
1.88K $270K
Sitio Royalties Corp
5.73K
+ 85.43%
N/A
12.4K $228K
First Tr Exchng Traded Fd Vi
4.1K
+ 832.45%
N/A
4.6K $105K
USLM
United States Lime & Minerals Inc

Basic Materials
641
+ 24.44%
$85.25 - $107.02 $54.6K - $68.6K
3.26K $326K
XFIV
Bondbloxx ETF Tr 5 Yr Target D
1.86K
+ 22.59%
N/A
10.1K $498K
KFRC
Kforce Inc

Industrials
2.35K
+ 783.0%
$36.59 - $49.86 $85.9K - $117K
2.65K $109K
UVE
Universal Insurance Holdings, Inc.

Financial Services
2.83K
+ 80.16%
$21.25 - $28.47 $60.2K - $80.7K
6.37K $177K
MGRC
Mcgrath Rentcorp

Industrials
439
+ 4.8%
$101.45 - $118.14 $44.5K - $51.9K
9.58K $1.11M
RGTI
Rigetti Computing, Inc.

Technology
2.06K
+ 11.87%
$7.5 - $14.29 $15.4K - $29.4K
19.4K $230K
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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