Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FXO
First Tr Exchange Traded Fd Fi

ETFs
61.2K
+ 362.53%
$50.93 - $57.24 $3.12M - $3.5M
78.1K $4.14M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
77.3K
+ 117.5%
$41.74 - $43.57 $3.22M - $3.37M
143K $6.03M
RGLD
Royal Gold Inc

Basic Materials
16.1K
+ 91.76%
$132.55 - $163.51 $2.14M - $2.64M
33.7K $5.52M
MCK
Mckesson Corp

Healthcare
3.05K
+ 28.35%
$566.21 - $672.99 $1.73M - $2.05M
13.8K $9.3M
NOC
Northrop Grumman Corp

Industrials
5.51K
+ 71.73%
$433.45 - $513.82 $2.39M - $2.83M
13.2K $6.75M
TRV
Travelers Companies, Inc.

Financial Services
1.11K
+ 0.92%
$232.43 - $265.13 $258K - $294K
122K $32.2M
MO
Altria Group, Inc.

Consumer Defensive
9.37K
+ 2.87%
$50.81 - $60.02 $476K - $562K
336K $20.2M
SCHW
Schwab Charles Corp

Financial Services
25.2K
+ 9.83%
$71.24 - $83.64 $1.8M - $2.11M
282K $22M
GRMN
Garmin LTD

Technology
13.4K
+ 105.48%
$204.55 - $241.93 $2.74M - $3.24M
26.1K $5.66M
ABNB
Airbnb, Inc.

Consumer Cyclical
29.7K
+ 69.67%
$119.38 - $161.42 $3.55M - $4.8M
72.4K $8.65M
BMY
Bristol Myers Squibb CO

Healthcare
6.11K
+ 1.03%
$53.9 - $63.11 $329K - $386K
599K $36.6M
VGSH
Vanguard

ETFs
49.6K
+ 417.42%
$58.07 - $58.69 $2.88M - $2.91M
61.5K $3.61M
VLUE
Ishares Msci Usa Value Factor

ETFs
25.7K
+ 15.26%
$104.89 - $113.56 $2.69M - $2.92M
194K $20.7M
JCI
Johnson Controls International PLC

Industrials
35.6K
+ 175.92%
$76.12 - $90.6 $2.71M - $3.22M
55.8K $4.47M
AXS
Axis Capital Holdings LTD

Financial Services
25.1K
+ 81.75%
$85.54 - $100.24 $2.14M - $2.51M
55.7K $5.59M
SPSB
Spdr Portfolio Short Term Corp

ETFs
89.1K
+ 15.6%
$29.82 - $30.1 $2.66M - $2.68M
660K $19.9M
PCG
Pg&E Corp

Utilities
179K
+ 191.2%
$15.16 - $20.4 $2.71M - $3.65M
272K $4.68M
POCT
Innovator U.S. Equity Power Bu

ETFs
72.4K
+ 81.31%
$38.53 - $40.49 $2.79M - $2.93M
161K $6.27M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
18.1K
+ 2.51%
$34.52 - $39.32 $624K - $711K
739K $28.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
41.9K
+ 139.08%
N/A
72K $4.62M
TIP
Ishares Tr Tips Bd ETF

ETFs
23.1K
+ 80.88%
$106.22 - $111.09 $2.45M - $2.56M
51.6K $5.73M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
18.2K
+ 1.92%
$94.87 - $96.11 $1.72M - $1.75M
967K $92.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
51.5K
+ 20.39%
$50.44 - $50.7 $2.6M - $2.61M
304K $15.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
69.9K
+ 50.24%
$39.81 - $42.17 $2.78M - $2.95M
209K $8.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
57.4K
+ 813.24%
$44.68 - $46.49 $2.56M - $2.67M
64.4K $2.98M
TER
Teradyne, Inc

Technology
33.9K
+ 966.68%
$82.6 - $140.0 $2.8M - $4.75M
37.5K $3.09M
ALLE
Allegion PLC

Industrials
20.3K
+ 346.77%
$123.79 - $135.5 $2.52M - $2.75M
26.2K $3.42M
VICI
Vici Properties Inc.

Real Estate
79.5K
+ 528.29%
$28.21 - $32.68 $2.24M - $2.6M
94.6K $3.09M
NKE
Nike, Inc.

Consumer Cyclical
48.6K
+ 127.12%
$63.29 - $81.72 $3.08M - $3.97M
86.8K $5.51M
CMI
Cummins Inc

Industrials
9.59K
+ 74.01%
$312.92 - $386.07 $3M - $3.7M
22.6K $7.07M
OSK
Oshkosh Corp

Industrials
27.1K
+ 929.43%
$89.56 - $116.4 $2.42M - $3.15M
30K $2.82M
INCY
Incyte Corp

Healthcare
50K
+ 87.08%
$60.0 - $75.26 $3M - $3.76M
107K $6.51M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
33.7K
+ 128.24%
$61.25 - $72.83 $2.07M - $2.46M
60.1K $4.25M
Ge Vernova Inc
9.23K
+ 66.91%
N/A
23K $7.03M
PANW
Palo Alto Networks Inc

Technology
17.3K
+ 40.76%
$167.82 - $208.28 $2.91M - $3.61M
59.9K $10.2M
DVN
Devon Energy Corp

Energy
62.2K
+ 237.56%
$33.15 - $38.55 $2.06M - $2.4M
88.4K $3.31M
Atlassian Corporation
13.2K
+ 111.43%
N/A
25.1K $5.33M
PJAN
Innovator U.S. Equity Power Bu

ETFs
60.8K
+ 43.85%
$41.09 - $43.24 $2.5M - $2.63M
199K $8.27M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
143K
+ 9.7%
$21.79 - $23.09 $3.12M - $3.31M
1.62M $35.5M
PAPR
Innovator U.S. Equity Power Bu

ETFs
69.5K
+ 71.85%
$35.21 - $37.69 $2.45M - $2.62M
166K $5.93M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
42.4K
+ 12.53%
$45.92 - $47.58 $1.95M - $2.02M
381K $18.1M
INTC
Intel Corp

Technology
71.1K
+ 25.58%
$19.1 - $27.39 $1.36M - $1.95M
349K $7.93M
C
Citigroup Inc

Financial Services
32.3K
+ 32.62%
$67.23 - $84.63 $2.17M - $2.73M
131K $9.32M
TTC
Toro CO

Industrials
32.6K
+ 423.73%
$71.86 - $87.28 $2.34M - $2.84M
40.2K $2.93M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
53.5K
+ 2038.12%
$43.49 - $58.8 $2.33M - $3.15M
56.1K $2.44M
ADBE
Adobe Inc.

Technology
14.1K
+ 27.67%
$377.84 - $464.11 $5.32M - $6.54M
65K $24.9M
EXR
Extra Space Storage Inc.

Real Estate
15.5K
+ 312.2%
$143.8 - $161.28 $2.22M - $2.49M
20.4K $3.03M
SF
Stifel Financial Corp

Financial Services
24.1K
+ 590.53%
$91.62 - $117.6 $2.21M - $2.84M
28.2K $2.66M
VLO
Valero Energy Corp

Energy
15.1K
+ 61.28%
$121.76 - $142.99 $1.83M - $2.15M
39.6K $5.24M
Activity Summary
Buys All Purchases 3110 New Holdings 192 Increased Positions 2918 Sells All Sells 1449 Reductions 1448 Sold out 1 Options Calls 2 Puts 7
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