Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XFIV
Bondbloxx ETF Tr 5 Yr Target D
1.43K
+ 14.22%
N/A
11.5K $570K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.24K
+ 18.14%
$41.29 - $44.71 $51.3K - $55.5K
8.09K $356K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.12K
+ 3.62%
N/A
31.9K $612K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.4K
+ 171.8%
$42.88 - $49.1 $59.8K - $68.5K
2.21K $107K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
3.76K
+ 20.3%
$14.33 - $15.38 $53.8K - $57.8K
22.3K $342K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.04K
+ 9.49%
$33.13 - $36.31 $34.4K - $37.7K
12K $433K
SYNA
Synaptics Inc

Technology
746
+ 12.68%
$59.7 - $74.35 $44.5K - $55.5K
6.63K $453K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.33K
+ 55.43%
$47.63 - $50.52 $63.4K - $67.3K
3.74K $188K
ALLO
Allogene Therapeutics, Inc.

Healthcare
55.9K
+ 665.31%
$1.03 - $1.66 $57.6K - $92.8K
64.3K $80K
EXP
Eagle Materials Inc

Basic Materials
178
+ 18.46%
$209.12 - $242.26 $37.2K - $43.1K
1.14K $266K
GNTX
Gentex Corp

Consumer Cyclical
467
+ 5.09%
$22.66 - $29.06 $10.6K - $13.6K
9.65K $273K
Grayscale Bitcoin Mini Tr Et
1.29K
+ 69.88%
N/A
3.14K $159K
IONS
Ionis Pharmaceuticals Inc

Healthcare
170
+ 7.33%
$39.94 - $65.42 $6.79K - $11.1K
2.49K $163K
LYV
Live Nation Entertainment, Inc.

Communication Services
246
+ 9.43%
$143.56 - $174.06 $35.3K - $42.8K
2.85K $466K
LOGI
Logitech International S.A.

Technology
402
+ 28.76%
$89.67 - $113.08 $36K - $45.5K
1.8K $197K
MMI
Marcus & Millichap, Inc.

Real Estate
2.45K
+ 299.63%
$28.74 - $33.19 $70.3K - $81.1K
3.26K $96K
WYNN
Wynn Resorts LTD

Consumer Cyclical
35
+ 1.81%
$101.96 - $132.43 $3.57K - $4.64K
1.97K $253K
GFF
Griffon Corp

Industrials
878
+ 91.36%
$67.97 - $82.65 $59.7K - $72.6K
1.84K $140K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
2.03K
+ 61.03%
$32.65 - $34.4 $66.3K - $69.9K
5.36K $180K
SPNS
Sapiens International Corp N V

Technology
1.14K
+ 74.9%
$26.49 - $43.05 $30.3K - $49.2K
2.67K $115K
CLH
Clean Harbors Inc

Industrials
290
+ 28.49%
$225.84 - $250.43 $65.5K - $72.6K
1.31K $304K
FDUS
Fidus Investment Corp

Financial Services
3.37K
+ 450.47%
$20.18 - $21.99 $68.1K - $74.2K
4.12K $84K
ING
Ing Groep Nv

Financial Services
1.07K
+ 10.72%
$22.0 - $26.08 $23.5K - $27.8K
11K $287K
Sei Exchange Traded Funds
2.29K
+ 1695.56%
N/A
2.42K $73K
UCBI
United Community Banks Inc

Financial Services
1.69K
+ 16.77%
N/A
11.8K $370K
F&G Annuities & Life Inc
2.26K
+ 76.17%
N/A
5.22K $163K
FIVN
Five9, Inc.

Technology
2.83K
+ 800.57%
$24.05 - $29.16 $68K - $82.4K
3.18K $77K
Ftai Aviation LTD
74
+ 6.83%
N/A
1.16K $193K
MOGA
Moog Inc Cla
259
+ 46.92%
N/A
811 $168K
PVH
Pvh Corp.

Consumer Cyclical
440
+ 21.01%
$70.6 - $89.52 $31.1K - $39.4K
2.53K $212K
Sila Realty Trust Inc
1.65K
+ 8.73%
N/A
20.5K $514K
JOE
St Joe CO

Real Estate
912
+ 7.24%
$48.26 - $52.64 $44K - $48K
13.5K $668K
TRST
Trustco Bank Corp N Y

Financial Services
1.35K
+ 20.79%
$32.89 - $40.72 $44.5K - $55.1K
7.86K $285K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
315
+ 11.06%
$133.48 - $144.38 $42K - $45.5K
3.16K $451K
HWC
Hancock Whitney Corp

Financial Services
418
+ 5.34%
$57.63 - $64.31 $24.1K - $26.9K
8.25K $516K
HIW
Highwoods Properties, Inc.

Real Estate
1.93K
+ 23.73%
$28.32 - $32.39 $54.7K - $62.5K
10.1K $320K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
157
+ 4.01%
$54.83 - $84.09 $8.61K - $13.2K
4.07K $325K
AA
Alcoa Corp

Basic Materials
112
+ 0.6%
$28.4 - $33.85 $3.18K - $3.79K
18.7K $616K
BMRC
Bank Of Marin Bancorp

Financial Services
2.48K
+ 63.7%
$21.87 - $25.83 $54.3K - $64.1K
6.38K $155K
Bondbloxx ETF Trust
1.26K
+ 88.53%
N/A
2.68K $139K
PSTL
Postal Realty Trust, Inc.

Real Estate
4.1K
+ 183.24%
$13.7 - $16.35 $56.2K - $67K
6.34K $99K
Waystar Hldg Corp
1.76K
+ 515.84%
N/A
2.1K $80K
WPM
Wheaton Precious Metals Corp.

Basic Materials
52
+ 1.92%
$86.72 - $111.84 $4.51K - $5.82K
2.76K $309K
FGRO
Fidelity Covington Tr

ETFs
2.1K
+ 248.52%
N/A
2.95K $87K
HUBG
Hub Group, Inc.

Industrials
1.64K
+ 19.41%
$33.6 - $37.58 $55.1K - $61.6K
10.1K $347K
IBOC
International Bancshares Corp

Financial Services
904
+ 73.56%
$67.44 - $72.68 $61K - $65.7K
2.13K $147K
LADR
Ladder Capital Corp

Real Estate
5.87K
+ 154.66%
$10.86 - $11.81 $63.8K - $69.4K
9.67K $106K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
16K
+ 101.23%
$2.59 - $3.75 $41.5K - $60K
31.8K $104K
SNX
Td Synnex Corp

Technology
227
+ 22.5%
$135.82 - $166.01 $30.8K - $37.7K
1.24K $202K
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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