Cwm, LLC Incresed Positions in Q3 2024

Cwm, LLC

  • $23.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
42.6K
+ 20.78%
$28.72 - $31.28 $1.22M - $1.33M
248K $7.71M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
28.3K
+ 9.62%
$42.73 - $44.94 $1.21M - $1.27M
323K $14.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.58K
+ 6.1%
$149.02 - $167.67 $533K - $599K
62.2K $10.4M
SRLN
Ssga Active Trust

ETFs
38.4K
+ 86.72%
$40.93 - $41.85 $1.57M - $1.61M
82.8K $3.46M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
17.3K
+ 17.42%
$81.31 - $83.29 $1.41M - $1.44M
117K $9.72M
RBLX
Roblox Corp

Communication Services
28.3K
+ 61.73%
$36.18 - $47.64 $1.02M - $1.35M
74.2K $3.29M
MS
Morgan Stanley

Financial Services
6.2K
+ 4.73%
$92.07 - $106.96 $571K - $663K
137K $14.3M
AMGN
Amgen Inc

Healthcare
962
+ 0.75%
$309.38 - $337.38 $298K - $325K
130K $41.8M
DAUG
First Tr ETF Viii Cboe Vest Us
37.4K
+ 59.81%
N/A
100K $3.91M
INSP
Inspire Medical Systems, Inc.

Healthcare
6.86K
+ 550.48%
$125.79 - $216.71 $863K - $1.49M
8.11K $1.71M
FFIN
First Financial Bankshares Inc

Financial Services
40.2K
+ 746.96%
$28.56 - $39.46 $1.15M - $1.59M
45.6K $1.69M
ILMN
Illumina, Inc.

Healthcare
10.4K
+ 179.77%
$105.28 - $135.9 $1.1M - $1.42M
16.2K $2.11M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.17K
+ 4.42%
$283.28 - $314.39 $614K - $681K
51.2K $16.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
19K
+ 6.58%
$37.98 - $41.19 $723K - $784K
308K $12.7M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
75.8K
+ 121.14%
$18.36 - $19.08 $1.39M - $1.45M
138K $2.64M
TPYP
Managed Portfolio Ser Tortoise

ETFs
26K
+ 9.87%
$28.68 - $32.0 $746K - $833K
290K $9.09M
IWS
Ishares Russell Midcap Value E

ETFs
5.9K
+ 9.61%
$119.52 - $132.25 $706K - $781K
67.4K $8.91M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
50.8K
+ 325.77%
$27.88 - $28.71 $1.42M - $1.46M
66.3K $1.9M
BX
Blackstone Inc.

Financial Services
2.03K
+ 5.23%
$120.77 - $159.66 $245K - $324K
40.9K $6.26M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.21K
+ 9.85%
$64.35 - $75.71 $593K - $697K
103K $7.57M
RHI
Robert Half International Inc.

Industrials
20.6K
+ 130.11%
$59.34 - $68.28 $1.22M - $1.4M
36.4K $2.45M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.72K
+ 0.18%
$94.39 - $96.15 $162K - $165K
978K $93.8M
CCK
Crown Holdings Inc

Consumer Cyclical
13.8K
+ 298.16%
$71.52 - $95.86 $983K - $1.32M
18.4K $1.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.83K
+ 1.65%
$61.11 - $67.85 $295K - $328K
297K $20.2M
TAP
Molson Coors Beverage CO

Consumer Defensive
22.5K
+ 201.15%
$49.94 - $57.52 $1.12M - $1.3M
33.7K $1.94M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.91K
+ 4.96%
$79.92 - $88.19 $473K - $522K
125K $11M
VBR
Vanguard Small Cap Value ETF

ETFs
2.41K
+ 5.09%
$179.99 - $201.6 $433K - $485K
49.7K $9.99M
AXP
American Express CO

Financial Services
1.86K
+ 8.79%
$225.92 - $271.17 $420K - $504K
23K $6.23M
CSB
Victory Portf Ii Shs Us Small

ETFs
9.23K
+ 6.24%
$52.46 - $59.54 $484K - $550K
157K $9.24M
TPHD
Timothy Plan High Divid Stk Et

ETFs
27.9K
+ 27.57%
$34.67 - $37.7 $966K - $1.05M
129K $4.86M
TGT
Target Corp

Consumer Defensive
5.53K
+ 9.68%
$133.47 - $159.25 $738K - $880K
62.6K $9.76M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
6.59K
+ 142.49%
$150.01 - $182.29 $988K - $1.2M
11.2K $2.04M
GL
Globe Life Inc.

Financial Services
10.7K
+ 149.18%
$80.92 - $109.6 $867K - $1.17M
17.9K $1.9M
TRMB
Trimble Inc.

Technology
19.8K
+ 162.04%
$49.82 - $62.06 $984K - $1.23M
31.9K $1.98M
SAM
Boston Beer CO Inc

Consumer Defensive
4.52K
+ 726.0%
$265.09 - $301.9 $1.2M - $1.37M
5.15K $1.49M
BBAX
J P Morgan Betabuilders Develo

ETFs
21.9K
+ 111.24%
$46.61 - $54.03 $1.02M - $1.18M
41.6K $2.25M
ANET
Arista Networks, Inc.

Technology
1.99K
+ 12.48%
$311.42 - $388.21 $619K - $772K
17.9K $6.88M
ROST
Ross Stores, Inc.

Consumer Cyclical
8.12K
+ 61.99%
$136.06 - $155.24 $1.1M - $1.26M
21.2K $3.19M
Ge Vernova Inc
2.15K
+ 24.18%
N/A
11K $2.81M
FIX
Comfort Systems Usa Inc

Industrials
3.25K
+ 1491.28%
$292.14 - $396.82 $950K - $1.29M
3.47K $1.35M
AVRE
American Centy ETF Tr Avantis
4.45K
+ 2.45%
$40.95 - $48.28 $182K - $215K
186K $8.77M
TRU
Trans Union

Industrials
11.5K
+ 492.78%
$72.72 - $106.05 $839K - $1.22M
13.9K $1.45M
FMC
Fmc Corp

Basic Materials
17K
+ 96.23%
$54.54 - $66.06 $927K - $1.12M
34.7K $2.29M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
8.08K
+ 12.3%
$82.69 - $94.63 $668K - $765K
73.8K $6.85M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
26K
+ 1035.35%
$43.21 - $49.0 $1.13M - $1.28M
28.6K $1.38M
AMD
Advanced Micro Devices Inc

Technology
5.26K
+ 2.54%
$128.67 - $183.96 $676K - $967K
212K $34.8M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
7.32K
+ 162.38%
$143.74 - $174.11 $1.05M - $1.27M
11.8K $1.92M
RGLD
Royal Gold Inc

Basic Materials
8.23K
+ 133.84%
$125.01 - $146.5 $1.03M - $1.21M
14.4K $2.02M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4.58K
+ 4.91%
$82.38 - $93.84 $378K - $430K
98K $9.06M
Activity Summary
Buys All Purchases 3216 New Holdings 398 Increased Positions 2818 Sells All Sells 1363 Reductions 1363 Sold out 0 Options Calls 1 Puts 1
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