Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
116
+ 10.22%
N/A
1.25K $90K
DFAI
Dimensional ETF Tr

ETFs
134
+ 2.82%
$34.05 - $36.55 $4.56K - $4.9K
4.89K $178K
FFWM
First Foundation Inc.

Financial Services
1.73K
+ 22.31%
$4.78 - $6.09 $8.26K - $10.5K
9.47K $53K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
216
+ 0.77%
$18.58 - $19.75 $4.01K - $4.27K
28.4K $544K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
138
+ 76.67%
$85.43 - $92.81 $11.8K - $12.8K
318 $29K
GCBC
Greene County Bancorp Inc

Financial Services
607
+ 35.94%
$22.49 - $25.75 $13.7K - $15.6K
2.3K $52K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
49
+ 350.0%
$239.62 - $294.04 $11.7K - $14.4K
63 $17K
NGVT
Ingevity Corp

Basic Materials
85
+ 11.3%
$40.4 - $60.74 $3.43K - $5.16K
837 $46K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
210
+ 4.86%
N/A
4.53K $115K
MXI
Ishares Global Materials ETF

ETFs
22
+ 1.38%
$83.91 - $92.47 $1.85K - $2.03K
1.62K $150K
NUSC
Nuveen Esg Small Cap ETF

ETFs
200
+ 12.89%
$40.43 - $44.52 $8.09K - $8.9K
1.75K $77K
OXYWS
Occidental Pete Corp Wt Exp 08
66
+ 2.56%
N/A
2.64K $67K
PAGS
Pag Seguro Digital Ltd.

Technology
1.18K
+ 29.02%
$7.75 - $10.74 $9.16K - $12.7K
5.26K $53K
PBI
Pitney Bowes Inc

Industrials
280
+ 1.3%
$10.92 - $12.79 $3.06K - $3.58K
21.8K $248K
SNEX
Stone X Group Inc.

Financial Services
59
+ 6.84%
$81.94 - $104.56 $4.83K - $6.17K
921 $93K
TRS
Trimas Corp

Consumer Cyclical
224
+ 40.51%
$29.05 - $40.02 $6.51K - $8.96K
777 $30K
WIX
Wix.Com Ltd.

Technology
34
+ 7.94%
$115.43 - $184.24 $3.92K - $6.26K
462 $82K
ADCT
Adc Therapeutics Sa

Healthcare
58
+ 0.58%
$2.64 - $4.02 $153 - $233
10K $40K
ATEX
Anterix Inc.

Communication Services
651
+ 399.39%
$20.96 - $25.23 $13.6K - $16.4K
814 $17K
SBTX
Silverback Therapeutics, Inc.

Healthcare
1.81K
+ 243.72%
N/A
2.55K $26K
Blacksky Technology Inc
626
+ 124.45%
N/A
1.13K $23K
CAMT
Camtek LTD

Technology
110
+ 108.91%
$82.04 - $98.93 $9.02K - $10.9K
211 $22K
CARE
Carter Bankshares, Inc.

Financial Services
465
+ 21.42%
$16.94 - $20.15 $7.88K - $9.37K
2.64K $51K
CELC
Celcuity Inc.

Healthcare
52
+ 17.93%
$12.58 - $62.68 $654 - $3.26K
342 $17K
DNOW
Now Inc.

Energy
699
+ 15.15%
$13.65 - $16.2 $9.54K - $11.3K
5.31K $81K
FBNC
First Bancorp

Financial Services
178
+ 51.45%
$45.56 - $55.55 $8.11K - $9.89K
524 $28K
FC
Franklin Covey CO

Industrials
892
+ 81.76%
$18.4 - $24.17 $16.4K - $21.6K
1.98K $38K
GENC
Gencor Industries Inc

Industrials
838
+ 116.55%
$13.84 - $16.68 $11.6K - $14K
1.56K $23K
INFA
Informatica Inc.

Technology
368
+ 4.21%
$24.21 - $24.95 $8.91K - $9.18K
9.11K $226K
KRG
Kite Realty Group Trust

Real Estate
647
+ 17.94%
$20.94 - $23.26 $13.5K - $15K
4.25K $95K
KT
Kt Corp

Communication Services
955
+ 23.92%
$19.32 - $21.38 $18.5K - $20.4K
4.95K $96K
MSGS
Madison Square Garden Sports Corp.

Communication Services
16
+ 3.03%
$192.65 - $230.03 $3.08K - $3.68K
544 $123K
NAVI
Navient Corp

Financial Services
1.11K
+ 78.95%
$12.41 - $15.59 $13.8K - $17.4K
2.53K $33K
ROIV
Roivant Sciences Ltd.

Healthcare
121
+ 4.05%
$10.74 - $15.28 $1.3K - $1.85K
3.11K $47K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
197
+ 40.29%
$52.26 - $59.84 $10.3K - $11.8K
686 $39K
Simplify Exchange Traded Fun
460
+ 605.26%
N/A
536 $15K
INN
Summit Hotel Properties, Inc.

Real Estate
1.1K
+ 5.95%
$5.03 - $5.98 $5.52K - $6.56K
19.5K $107K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
147
+ 60.49%
$38.82 - $59.43 $5.71K - $8.74K
390 $23K
PNM
Pnm Resources Inc

Utilities
224
+ 8.91%
N/A
2.74K $155K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
211
+ 74.3%
N/A
495 $26K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
3.13K
+ 684.68%
$3.79 - $4.06 $11.9K - $12.7K
3.59K $14K
UIHC
United Insurance Holdings Corp.

Financial Services
980
+ 246.85%
N/A
1.38K $16K
CBFV
Cb Financial Services, Inc.

Financial Services
288
+ 49.74%
$27.56 - $33.96 $7.94K - $9.78K
867 $29K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
364
+ 36.66%
$53.89 - $68.51 $19.6K - $24.9K
1.36K $74K
CTS
Cts Corp

Technology
382
+ 30.56%
$38.41 - $44.62 $14.7K - $17K
1.63K $65K
CYTK
Cytokinetics Inc

Healthcare
37
+ 8.19%
$33.23 - $54.96 $1.23K - $2.03K
489 $27K
Diebold Nixdorf Inc
167
+ 12.65%
N/A
1.49K $85K
FTA
First Tr Large Cap Value

ETFs
60
+ 4.02%
$78.13 - $83.78 $4.69K - $5.03K
1.55K $129K
IMAX
Imax Corp

Communication Services
97
+ 5.85%
$24.51 - $32.75 $2.38K - $3.18K
1.76K $58K
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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