Cwm, LLC Incresed Positions in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
29.5K
+ 4.03%
$85.42 - $94.39 $2.52M - $2.78M
761K $71.5M
CCK
Crown Holdings Inc

Consumer Cyclical
26.3K
+ 171.86%
$78.47 - $104.45 $2.06M - $2.75M
41.6K $4.28M
Fidelity Wise Origin Bitcoin
12.1K
+ 15.3%
N/A
91.3K $8.59M
WDC
Western Digital Corp

Technology
39.2K
+ 248.67%
$30.54 - $63.99 $1.2M - $2.51M
54.9K $3.52M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
44.5K
+ 5589.34%
$50.29 - $64.29 $2.24M - $2.86M
45.3K $2.92M
VTV
Vanguard Value ETF

ETFs
3.25K
+ 0.57%
$153.67 - $176.74 $500K - $575K
575K $102M
FDRR
Fidelity Covington Tr Divid Et

ETFs
52.4K
+ 994.42%
$43.98 - $54.23 $2.3M - $2.84M
57.6K $3.13M
Wisdomtree Tr
53.6K
+ 1059.64%
N/A
58.7K $3.08M
ECL
Ecolab Inc.

Basic Materials
9.84K
+ 75.19%
$225.65 - $270.95 $2.22M - $2.67M
22.9K $6.18M
CGUS
Capital Group Core Equity ETF
21.1K
+ 3.77%
$29.93 - $36.93 $632K - $780K
581K $21.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
45.3K
+ 21.65%
$37.66 - $43.85 $1.7M - $1.99M
254K $11.2M
C
Citigroup Inc

Financial Services
9.94K
+ 7.57%
$58.13 - $85.12 $578K - $846K
141K $12M
BNDX
Vanguard Total International B

ETFs
49K
+ 13.06%
$48.77 - $49.55 $2.39M - $2.43M
424K $21M
DELL
Dell Technologies Inc.

Technology
17.2K
+ 95.18%
$71.63 - $125.98 $1.23M - $2.17M
35.3K $4.33M
AME
Ametek Inc

Industrials
13.9K
+ 76.91%
$151.41 - $182.75 $2.11M - $2.55M
32K $5.8M
FXU
First Tr Exchange Traded Fd Ut

ETFs
62.6K
+ 724.66%
$37.86 - $43.29 $2.37M - $2.71M
71.2K $3.02M
JMEE
J P Morgan Exchange Traded Fd

ETFs
20.6K
+ 4.65%
$49.07 - $59.23 $1.01M - $1.22M
464K $27.5M
HAL
Halliburton CO

Energy
150K
+ 178.87%
$19.26 - $25.7 $2.89M - $3.86M
234K $4.77M
WING
Wingstop Inc.

Consumer Cyclical
6.62K
+ 188.18%
$210.24 - $381.46 $1.39M - $2.53M
10.1K $3.41M
PJAN
Innovator U.S. Equity Power Bu

ETFs
47.1K
+ 23.61%
$38.7 - $44.05 $1.82M - $2.07M
247K $10.9M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
4.54K
+ 0.53%
$36.14 - $44.23 $164K - $201K
854K $37.8M
MTG
Mgic Investment Corp

Financial Services
90.7K
+ 1028.08%
$22.43 - $28.1 $2.04M - $2.55M
99.6K $2.77M
DINO
Hf Sinclair Corp

Energy
49.4K
+ 78.09%
$25.91 - $41.85 $1.28M - $2.07M
113K $4.63M
ADI
Analog Devices Inc

Technology
7.14K
+ 30.66%
$164.6 - $238.02 $1.17M - $1.7M
30.4K $7.24M
NYT
New York Times CO

Communication Services
42.1K
+ 153.02%
$45.37 - $57.12 $1.91M - $2.4M
69.5K $3.89M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.23K
+ 5.09%
$152.93 - $181.74 $1.11M - $1.31M
149K $27.1M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
33K
+ 775.59%
$59.98 - $74.92 $1.98M - $2.47M
37.3K $2.78M
CTAS
Cintas Corp

Industrials
9.09K
+ 34.78%
$190.11 - $227.66 $1.73M - $2.07M
35.2K $7.85M
INCY
Incyte Corp

Healthcare
23.8K
+ 22.11%
$55.17 - $71.22 $1.31M - $1.69M
131K $8.93M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
100K
+ 18.67%
$22.43 - $23.23 $2.25M - $2.33M
638K $14.8M
EME
Emcor Group, Inc.

Industrials
2.73K
+ 49.07%
$342.02 - $534.89 $934K - $1.46M
8.3K $4.44M
SKX
Skechers Usa Inc

Consumer Cyclical
36.6K
+ 400.09%
$45.48 - $63.1 $1.67M - $2.31M
45.8K $2.89M
BBAX
J P Morgan Betabuilders Develo

ETFs
43.4K
+ 6326.38%
$42.69 - $54.65 $1.85M - $2.37M
44.1K $2.4M
VO
Vanguard Mid Cap ETF

ETFs
1.84K
+ 2.11%
$228.54 - $279.83 $420K - $514K
89K $24.9M
PATH
Ui Path, Inc.

Technology
153K
+ 96.17%
$9.79 - $13.31 $1.5M - $2.04M
312K $4M
DOV
Dover Corp

Industrials
12.7K
+ 417.61%
$151.14 - $186.7 $1.92M - $2.37M
15.8K $2.89M
PAVE
Global X Fds Us Infrastructure

ETFs
2.84K
+ 0.75%
$33.78 - $43.68 $95.9K - $124K
382K $16.6M
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.48K
+ 2.16%
$55.15 - $68.11 $413K - $510K
354K $24.1M
INVH
Invitation Homes Inc.

Real Estate
71.4K
+ 1097.07%
$30.53 - $35.47 $2.18M - $2.53M
77.9K $2.56M
BWA
Borgwarner Inc

Consumer Cyclical
68.6K
+ 1250.57%
$24.84 - $33.92 $1.7M - $2.33M
74.1K $2.48M
NVS
Novartis Ag

Healthcare
13.7K
+ 19.84%
$101.96 - $121.01 $1.4M - $1.66M
82.7K $10M
RHI
Robert Half International Inc.

Industrials
75K
+ 132.2%
$40.31 - $54.71 $3.02M - $4.1M
132K $5.41M
FR
First Industrial Realty Trust Inc

Real Estate
48.4K
+ 912.64%
$43.07 - $54.05 $2.08M - $2.61M
53.7K $2.58M
DD
Du Pont De Nemours, Inc.

Basic Materials
36.2K
+ 115.32%
$55.13 - $75.25 $2M - $2.73M
67.6K $4.64M
CGNX
Cognex Corp

Technology
69.3K
+ 145.2%
$23.27 - $32.07 $1.61M - $2.22M
117K $3.71M
PAPR
Innovator U.S. Equity Power Bu

ETFs
54K
+ 32.44%
$33.22 - $37.29 $1.79M - $2.01M
220K $8.21M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.24K
+ 24.13%
$113.67 - $150.4 $1.05M - $1.39M
47.5K $7.15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.7K
+ 7.29%
$72.96 - $90.39 $853K - $1.06M
172K $15.4M
DLTR
Dollar Tree, Inc.

Consumer Defensive
20.9K
+ 253.88%
$67.22 - $100.51 $1.41M - $2.1M
29.2K $2.89M
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
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email