Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
430
+ 12.11%
$56.98 - $61.66 $24.5K - $26.5K
3.98K $244K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
267
+ 92.71%
$93.14 - $127.13 $24.9K - $33.9K
555 $69K
PNW
Pinnacle West Capital Corp

Utilities
429
+ 7.58%
$85.87 - $94.45 $36.8K - $40.5K
6.09K $546K
PIPR
Piper Sandler Companies

Financial Services
47
+ 13.62%
$284.8 - $369.4 $13.4K - $17.4K
392 $136K
SBSI
Southside Bancshares Inc

Financial Services
1.6K
+ 35.87%
$28.25 - $31.39 $45.3K - $50.3K
6.08K $172K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
39
+ 4.67%
$231.32 - $272.35 $9.02K - $10.6K
875 $238K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
930
+ 5.97%
$14.53 - $17.13 $13.5K - $15.9K
16.5K $276K
T Rowe Price ETF Inc
494
+ 8.79%
N/A
6.11K $267K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.54K
+ 554.32%
$25.39 - $25.57 $39.1K - $39.4K
1.82K $47K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
15.4K
+ 18.08%
$25.09 - $33.65 $386K - $518K
101K $2.59M
FMBH
First Mid Bancshares, Inc.

Financial Services
992
+ 20.05%
$37.18 - $40.64 $36.9K - $40.3K
5.94K $225K
FSBC
Five Star Bancorp

Financial Services
1.08K
+ 103.34%
$29.1 - $33.75 $31.5K - $36.5K
2.13K $69K
FRSH
Freshworks Inc.

Technology
8.55K
+ 43.53%
$11.77 - $15.36 $101K - $131K
28.2K $332K
HDSN
Hudson Technologies Inc

Basic Materials
1.7K
+ 13.67%
$8.02 - $10.44 $13.6K - $17.7K
14.1K $140K
JJSF
J&J Snack Foods Corp

Consumer Defensive
532
+ 76.33%
$95.27 - $119.44 $50.7K - $63.5K
1.23K $118K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.29K
+ 188.87%
$13.29 - $16.05 $30.4K - $36.8K
3.5K $56K
MFG
Mizuho Financial Group Inc

Financial Services
1.76K
+ 7.54%
$5.42 - $6.85 $9.56K - $12.1K
25.2K $169K
NRC
National Research Corp

Healthcare
5.2K
+ 75.9%
$12.5 - $17.01 $65K - $88.4K
12K $154K
RIG
Transocean Ltd.

Energy
9.39K
+ 54.0%
$2.55 - $3.64 $24K - $34.2K
26.8K $84K
PCVX
Vaxcyte, Inc.

Healthcare
926
+ 55.12%
$29.67 - $37.37 $27.5K - $34.6K
2.61K $94K
Alumis Inc
9.46K
+ 1028.7%
N/A
10.4K $41K
IBUY
Amplify ETF Tr Amplify Online

ETFs
3
+ 0.06%
$69.25 - $78.71 $208 - $236
5.3K $404K
ACHR
Archer Aviation Inc.

Industrials
5.96K
+ 39.76%
$8.25 - $13.4 $49.1K - $79.8K
20.9K $201K
EQBK
Equity Bancshares Inc

Financial Services
948
+ 53.96%
N/A
2.71K $110K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
342
+ 6.51%
$61.56 - $66.95 $21.1K - $22.9K
5.59K $374K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
232
+ 2.35%
$34.96 - $39.55 $8.11K - $9.18K
10.1K $395K
KOD
Kodiak Sciences Inc.

Healthcare
50
+ 1.7%
$3.68 - $16.37 $184 - $819
2.99K $49K
Liberty Global LTD
3.02K
+ 195.35%
N/A
4.57K $54K
MSM
Msc Industrial Direct CO Inc

Industrials
220
+ 8.72%
$84.9 - $92.9 $18.7K - $20.4K
2.74K $253K
Nb Bancorp Inc
2.18K
+ 169.66%
N/A
3.46K $61K
PFIS
Peoples Financial Services Corp.

Financial Services
786
+ 434.25%
$46.9 - $53.69 $36.9K - $42.2K
967 $47K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.41K
+ 73.28%
$23.8 - $25.39 $33.5K - $35.7K
3.33K $84K
WETF
Wisdom Tree Investments, Inc.

Financial Services
559
+ 4.5%
N/A
13K $181K
CTKB
Cytek Biosciences, Inc.

Healthcare
9.65K
+ 21.24%
$3.1 - $4.17 $29.9K - $40.2K
55.1K $191K
EOSE
Eos Energy Enterprises, Inc.

Industrials
2.48K
+ 162.94%
$4.63 - $11.17 $11.5K - $27.6K
3.99K $45K
MLPX
Global X Mlp & Energy Infrastr

ETFs
567
+ 4.0%
$59.5 - $62.99 $33.7K - $35.7K
14.7K $924K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
1.53K
+ 351.61%
$23.1 - $23.9 $35.3K - $36.5K
1.96K $47K
IBP
Installed Building Products, Inc.

Consumer Cyclical
23
+ 4.89%
$184.09 - $279.47 $4.23K - $6.43K
493 $122K
PDP
Invesco Exchange Traded Fd Tr

ETFs
49
+ 1.5%
$107.15 - $118.05 $5.25K - $5.78K
3.31K $391K
PLBC
Plumas Bancorp

Financial Services
875
+ 408.88%
$40.01 - $47.52 $35K - $41.6K
1.09K $47K
Proshares Tr
702
+ 1300.0%
N/A
756 $40K
RXO
Rxo, Inc.
2.48K
+ 141.63%
$14.25 - $17.9 $35.3K - $44.4K
4.23K $65K
LUV
Southwest Airlines CO

Industrials
1.58K
+ 5.84%
$29.06 - $37.7 $46K - $59.7K
28.7K $917K
BLD
Top Build Corp

Industrials
26
+ 6.62%
$343.19 - $443.31 $8.92K - $11.5K
419 $164K
UTMD
Utah Medical Products Inc

Healthcare
501
+ 60.43%
$54.95 - $63.44 $27.5K - $31.8K
1.33K $84K
Xperi Inc
6.02K
+ 485.55%
N/A
7.26K $47K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
172
+ 4.95%
$71.0 - $90.32 $12.2K - $15.5K
3.65K $281K
BDC
Belden Inc.

Technology
263
+ 28.52%
$115.58 - $133.49 $30.4K - $35.1K
1.19K $143K
CERS
Cerus Corp

Healthcare
10.3K
+ 9.26%
$1.16 - $1.6 $11.9K - $16.4K
121K $192K
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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