Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIV
Global X Superdividend Us ETF

ETFs
8.72K
+ 54.07%
N/A
24.8K $439K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
2.71K
+ 21.93%
$21.94 - $29.24 $59.4K - $79.2K
15.1K $440K
OII
Oceaneering International Inc

Energy
4.02K
+ 29.39%
$20.47 - $25.66 $82.3K - $103K
17.7K $439K
PGC
Peapack Gladstone Financial Corp

Financial Services
5.68K
+ 622.45%
$24.75 - $30.42 $141K - $173K
6.6K $182K
ROK
Rockwell Automation, Inc

Industrials
309
+ 11.18%
$328.67 - $358.52 $102K - $111K
3.07K $1.07M
APPF
Appfolio Inc

Technology
447
+ 62.87%
$229.81 - $321.25 $103K - $144K
1.16K $319K
ARGX
Argenx Se

Healthcare
158
+ 77.83%
$538.64 - $768.0 $85.1K - $121K
361 $267K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
6.26K
+ 100.69%
$23.6 - $24.47 $148K - $153K
12.5K $305K
KEY
Keycorp

Financial Services
5.23K
+ 11.55%
$17.37 - $19.39 $90.8K - $101K
50.5K $943K
AGI
Alamos Gold Inc

Basic Materials
2.68K
+ 37.71%
$24.3 - $34.86 $65.2K - $93.5K
9.8K $342K
Fidelis Insurance Holdings L
7.76K
+ 108.88%
N/A
14.9K $270K
IBEX
Ibex LTD

Technology
2.52K
+ 57.53%
$27.75 - $42.0 $69.8K - $106K
6.89K $279K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
6.37K
+ 369.24%
$23.75 - $25.0 $151K - $159K
8.1K $195K
AZZ
Azz Inc

Industrials
1.22K
+ 100.41%
$96.74 - $119.54 $118K - $146K
2.43K $266K
CNO
Cno Financial Group, Inc.

Financial Services
3.75K
+ 117.73%
$35.49 - $40.41 $133K - $152K
6.94K $274K
Latam Airlines Group Sa
3.33K
+ 2004.22%
N/A
3.49K $158K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
5.81K
+ 40.36%
$19.02 - $28.4 $111K - $165K
20.2K $509K
Kodiak Gas Svcs Inc
2.98K
+ 20.13%
N/A
17.8K $657K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
12.2K
+ 21.63%
$15.26 - $18.63 $186K - $227K
68.6K $1.19M
OKE
Oneok Inc

Energy
7.22K
+ 16.53%
$71.36 - $83.47 $515K - $603K
50.9K $3.72M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.32K
+ 106.57%
$30.76 - $33.01 $133K - $142K
8.37K $274K
DTM
Dt Midstream, Inc.

Energy
1.19K
+ 26.9%
$99.17 - $113.27 $118K - $134K
5.59K $632K
RACE
Ferrari N.V.

Consumer Cyclical
312
+ 53.7%
$436.24 - $517.65 $136K - $162K
893 $433K
FBIZ
First Business Financial Services, Inc.

Financial Services
2.86K
+ 181.25%
$46.69 - $54.69 $134K - $157K
4.44K $228K
FXG
First Tr Exchange Traded First

ETFs
2.37K
+ 204.67%
$61.54 - $65.93 $146K - $156K
3.53K $221K
First Tr Exchng Traded Fd Vi
3.8K
+ 437.28%
N/A
4.67K $180K
IIIN
Insteel Industries Inc

Industrials
3.73K
+ 76.27%
$35.31 - $39.67 $132K - $148K
8.62K $330K
BUSE
First Busey Corp

Financial Services
6.22K
+ 56.16%
$22.08 - $25.14 $137K - $156K
17.3K $401K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
2.22K
+ 7.37%
$32.8 - $39.43 $72.8K - $87.6K
32.4K $1.12M
NEWT
Newtek Business Services Corp.

Financial Services
12.7K
+ 147.26%
$11.16 - $12.53 $141K - $159K
21.3K $244K
ATEC
Alphatec Holdings, Inc.

Healthcare
1.61K
+ 4.52%
$10.31 - $16.55 $16.6K - $26.6K
37.1K $540K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.19K
+ 139.53%
$108.03 - $117.04 $128K - $139K
2.04K $238K
Safehold Inc
9.51K
+ 59.91%
N/A
25.4K $393K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
16.6K
+ 39.8%
$4.0 - $5.89 $66.5K - $97.9K
58.4K $305K
CNXN
Pc Connection Inc

Technology
2.61K
+ 61.64%
$58.97 - $67.71 $154K - $176K
6.83K $423K
Dimensional ETF Trust
4.07K
+ 73.87%
N/A
9.58K $315K
XPRO
Expro Group Holdings N.V.

Energy
5.02K
+ 19.52%
$8.27 - $12.66 $41.5K - $63.6K
30.8K $365K
SJW
Sjw Group

Utilities
3.28K
+ 69.51%
N/A
8K $389K
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.15K
+ 703.58%
$44.34 - $45.94 $139K - $144K
3.59K $164K
SITM
Sitime Corp

Technology
296
+ 47.97%
$190.16 - $318.05 $56.3K - $94.1K
913 $275K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
2.54K
+ 162.88%
N/A
4.1K $198K
CDAY
Ceridian Hcm Holding Inc.

Technology
1.05K
+ 20.04%
N/A
6.3K $434K
DGICA
Donegal Group Inc

Financial Services
7.6K
+ 120.69%
$16.75 - $19.72 $127K - $150K
13.9K $269K
HON
Honeywell International Inc

Industrials
5.76K
+ 12.05%
$207.7 - $240.4 $1.2M - $1.38M
53.6K $11.3M
RNG
Ring Central, Inc.

Technology
5.06K
+ 56.1%
$23.62 - $32.44 $120K - $164K
14.1K $399K
BHP
Bhp Group LTD

Basic Materials
1.9K
+ 39.83%
$48.67 - $56.22 $92.3K - $107K
6.66K $371K
WRE
Washington Real Estate Investment Trust
8.31K
+ 399.66%
N/A
10.4K $175K
HSII
Heidrick & Struggles International Inc

Industrials
2.8K
+ 357.02%
$43.05 - $51.79 $120K - $145K
3.58K $178K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.01K
+ 66.17%
$60.01 - $65.01 $120K - $130K
5.04K $327K
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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