Cwm, LLC Incresed Positions in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
151K
+ 9.35%
$21.21 - $23.5 $3.21M - $3.56M
1.77M $41.7M
Ge Vernova Inc
1.84K
+ 7.99%
N/A
24.9K $13.2M
DASH
Door Dash, Inc.

Communication Services
14.1K
+ 34.84%
$163.16 - $246.51 $2.3M - $3.47M
54.5K $13.4M
AVEM
American Centy ETF Tr Avantis

ETFs
32K
+ 7.05%
$53.08 - $68.54 $1.7M - $2.19M
485K $33.3M
VEEV
Veeva Systems Inc

Healthcare
19K
+ 215.82%
$209.39 - $289.94 $3.97M - $5.5M
27.7K $7.99M
IEFA
Ishares Tr

ETFs
34.1K
+ 8.62%
$67.83 - $84.09 $2.32M - $2.87M
430K $35.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
84.8K
+ 52.25%
$68.13 - $74.77 $5.78M - $6.34M
247K $18M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
123K
+ 32.19%
$46.41 - $47.7 $5.69M - $5.85M
503K $23.9M
BA
Boeing CO

Industrials
1.28K
+ 0.94%
$136.59 - $217.51 $175K - $278K
137K $28.8M
VRSN
Verisign Inc

Technology
14.5K
+ 37.02%
$234.49 - $288.8 $3.4M - $4.19M
53.7K $15.5M
MNST
Monster Beverage Corp

Consumer Defensive
85.8K
+ 481.97%
$55.01 - $64.24 $4.72M - $5.51M
104K $6.49M
Ishares Bitcoin Trust ETF
35.6K
+ 15.87%
N/A
260K $15.9M
A
Agilent Technologies, Inc.

Healthcare
45.4K
+ 358.79%
$99.29 - $120.52 $4.51M - $5.48M
58.1K $6.86M
JCPB
J P Morgan Exchange Traded Fd

ETFs
111K
+ 208.87%
$45.9 - $47.2 $5.08M - $5.22M
164K $7.7M
DAL
Delta Air Lines, Inc.

Industrials
95.5K
+ 123.09%
$35.88 - $52.99 $3.43M - $5.06M
173K $8.52M
TOL
Toll Brothers, Inc.

Consumer Cyclical
43.2K
+ 269.12%
$90.5 - $114.3 $3.91M - $4.94M
59.2K $6.76M
PANW
Palo Alto Networks Inc

Technology
14.7K
+ 24.47%
$152.44 - $204.64 $2.23M - $3M
74.6K $15.3M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
69.1K
+ 131.83%
$54.98 - $67.95 $3.8M - $4.7M
122K $8.21M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
24.3K
+ 121.41%
$153.22 - $199.8 $3.72M - $4.85M
44.3K $8.29M
BKNG
Booking Holdings Inc.

Consumer Cyclical
186
+ 5.67%
$4164.15 - $5789.24 $775K - $1.08M
3.47K $20.1M
DIS
Walt Disney CO

Communication Services
6.05K
+ 3.68%
$81.72 - $124.01 $494K - $750K
171K $21.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
53.7K
+ 15.28%
$79.56 - $82.92 $4.27M - $4.46M
405K $33.6M
MANH
Manhattan Associates Inc

Technology
23.1K
+ 219.0%
$143.9 - $197.47 $3.33M - $4.57M
33.7K $6.66M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
80.3K
+ 155.05%
$59.8 - $60.07 $4.8M - $4.82M
132K $7.91M
NOW
Service Now, Inc.

Technology
2.57K
+ 28.06%
$721.65 - $1040.18 $1.85M - $2.67M
11.7K $12.1M
APH
Amphenol Corp

Technology
12.7K
+ 12.26%
$59.09 - $98.75 $753K - $1.26M
117K $11.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.57K
+ 1.09%
$243.75 - $303.93 $382K - $476K
145K $44.2M
ARW
Arrow Electronics Inc

Technology
34.9K
+ 488.36%
$90.32 - $128.28 $3.16M - $4.48M
42.1K $5.36M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6.99K
+ 53.25%
$328.01 - $475.68 $2.29M - $3.33M
20.1K $9.42M
TXN
Texas Instruments Inc

Technology
9.82K
+ 10.92%
N/A
99.7K $20.7M
LVHI
Franklin International Low Vol

ETFs
137K
+ 32.92%
$28.91 - $33.28 $3.97M - $4.57M
555K $18.1M
ILMN
Illumina, Inc.

Healthcare
40.7K
+ 112.88%
$70.3 - $95.41 $2.86M - $3.88M
76.7K $7.32M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
46.5K
+ 16.0%
$39.69 - $51.24 $1.85M - $2.38M
337K $17.3M
MRK
Merck & Co., Inc.

Healthcare
140K
+ 22.18%
$73.47 - $87.12 $10.3M - $12.2M
772K $61.1M
VB
Vanguard Small Cap ETF

ETFs
13K
+ 15.58%
$193.73 - $237.37 $2.52M - $3.08M
96.3K $22.8M
EXPE
Expedia Group, Inc.

Consumer Cyclical
25.1K
+ 102.9%
$136.63 - $176.62 $3.43M - $4.43M
49.5K $8.35M
Innovator Etfs Trust
110K
+ 31.62%
N/A
460K $15M
First Tr Exchng Traded Fd Vi
138K
+ 25.08%
N/A
687K $17.1M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
18.4K
+ 14.38%
$40.51 - $71.03 $747K - $1.31M
147K $10.3M
KMX
Carmax Inc

Consumer Cyclical
68.6K
+ 170.81%
$62.27 - $82.77 $4.27M - $5.68M
109K $7.31M
Tempus Ai Inc
28.2K
+ 18.13%
N/A
184K $11.7M
Jacobs Solutions Inc
18.5K
+ 11.44%
N/A
180K $23.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
39.4K
+ 273.14%
$102.02 - $103.5 $4.02M - $4.08M
53.8K $5.54M
USFR
Wisdomtree Floating Rate Treas

ETFs
80.6K
+ 12.04%
$50.28 - $50.47 $4.05M - $4.07M
749K $37.7M
AMAT
Applied Materials Inc

Technology
8.4K
+ 12.83%
$126.95 - $183.52 $1.07M - $1.54M
73.9K $13.5M
NWSA
News Corp

Communication Services
133K
+ 529.96%
$23.97 - $29.72 $3.18M - $3.95M
158K $4.69M
EVR
Evercore Inc.

Financial Services
13.5K
+ 295.17%
$163.77 - $271.5 $2.2M - $3.65M
18K $4.87M
PEGA
Pegasystems Inc

Technology
85.5K
+ 182.05%
$49.95 - $103.29 $4.27M - $8.83M
132K $7.17M
Pimco ETF Tr
77.5K
+ 13840.36%
N/A
78.1K $3.83M
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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