Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVNW
Aviat Networks, Inc.

Technology
150
+ 29.18%
$20.86 - $25.57 $3.13K - $3.84K
664 $15K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8
+ 0.03%
N/A
29.4K $1.48M
CDZI
Cadiz Inc

Utilities
441
+ 80.18%
$2.9 - $4.75 $1.28K - $2.09K
991 $5K
CAE
Cae Inc

Industrials
73
+ 4.02%
$26.19 - $29.96 $1.91K - $2.19K
1.89K $56K
CZFS
Citizens Financial Services Inc

Financial Services
40
+ 43.48%
$52.42 - $64.95 $2.1K - $2.6K
132 $8K
CMT
Core Molding Technologies Inc

Basic Materials
104
+ 60.12%
$16.5 - $21.92 $1.72K - $2.28K
277 $6K
DNLI
Denali Therapeutics Inc.

Healthcare
122
+ 5.36%
$12.75 - $15.65 $1.56K - $1.91K
2.4K $35K
DFSD
Dimensional ETF Tr Short Durat

ETFs
32
+ 0.59%
$47.86 - $48.43 $1.53K - $1.55K
5.43K $262K
DHC
Diversified Healthcare Trust

Real Estate
24
+ 1.02%
$3.27 - $4.6 $78.5 - $110
2.39K $11K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
91
+ 19.24%
$25.09 - $30.99 $2.28K - $2.82K
564 $15K
FLCO
Franklin Templeton ETF Tr Invt
120
+ 23.62%
N/A
628 $14K
GAB
Gabelli Equity Trust Inc

Financial Services
6
+ 0.05%
$5.81 - $6.32 $34.9 - $37.9
12.8K $78K
GFL
Gfl Environmental Inc.

Industrials
94
+ 28.66%
$45.97 - $51.03 $4.32K - $4.8K
422 $20K
ASR
Southeast Airport Group

Industrials
6
+ 4.84%
$301.06 - $346.48 $1.81K - $2.08K
130 $42K
IIIV
I3 Verticals, Inc.

Technology
23
+ 5.61%
$27.81 - $32.95 $640 - $758
433 $14K
Inhibrx Biosciences Inc
23
+ 18.4%
N/A
148 $5K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
73
+ 0.68%
$23.48 - $23.7 $1.71K - $1.73K
10.9K $257K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
129
+ 2.96%
$1.7 - $3.97 $219 - $512
4.48K $10K
IHF
Ishares Tr

ETFs
2
+ 0.04%
$40.81 - $49.43 $81.6 - $98.9
4.89K $241K
USRT
Ishares Core U.S. Reit ETF

ETFs
22
+ 3.87%
$55.64 - $59.37 $1.22K - $1.31K
591 $35K
Ispire Technology Inc
905
+ 97.0%
N/A
1.84K $5K
JMSB
John Marshall Bancorp, Inc.

Financial Services
186
+ 136.76%
$18.41 - $21.24 $3.42K - $3.95K
322 $6K
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
97
+ 25.0%
$18.45 - $23.8 $1.79K - $2.31K
485 $10K
MSB
Mesabi Trust

Basic Materials
2
+ 0.3%
$23.53 - $32.39 $47.1 - $64.8
670 $19K
NGS
Natural Gas Services Group Inc

Energy
94
+ 78.33%
$23.29 - $28.78 $2.19K - $2.71K
214 $6K
NWS
News Corp New Cl B Com Stk (De

Communication Services
69
+ 1.25%
$31.68 - $35.17 $2.19K - $2.43K
5.6K $193K
Ni Hldgs Inc
176
+ 21.15%
N/A
1.01K $14K
ODC
Oil Dri Corp Of America

Basic Materials
44
+ 22.8%
$56.1 - $68.91 $2.47K - $3.03K
237 $14K
OMER
Omeros Corp

Healthcare
651
+ 106.9%
$3.06 - $4.48 $1.99K - $2.92K
1.26K $5K
OLP
One Liberty Properties Inc

Real Estate
183
+ 62.89%
$21.73 - $24.46 $3.98K - $4.48K
474 $10K
PFMT
Performant Financial Corp

Industrials
92
+ 16.0%
N/A
667 $5K
PLPC
Preformed Line Products CO

Industrials
2
+ 2.17%
$140.59 - $206.33 $281 - $413
94 $18K
RVT
Royce Value Trust, Inc.

Financial Services
56
+ 3.32%
$14.94 - $16.5 $837 - $924
1.74K $28K
SBR
Sabine Royalty Trust

Energy
5
+ 2.11%
$65.49 - $82.12 $327 - $411
242 $19K
Sanuwave Health Inc
3
+ 0.61%
N/A
498 $19K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
75
+ 35.71%
$36.73 - $38.68 $2.75K - $2.9K
285 $11K
Sinclair Inc
104
+ 8.96%
N/A
1.27K $19K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
24
+ 58.54%
$77.85 - $88.49 $1.87K - $2.12K
65 $6K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
33
+ 132.0%
$76.2 - $83.34 $2.51K - $2.75K
58 $5K
STXS
Stereotaxis, Inc.

Healthcare
396
+ 22.76%
$2.14 - $3.06 $847 - $1.21K
2.14K $7K
Sunrise Rlty Tr Inc
366
+ 653.57%
N/A
422 $4K
TH
Target Hospitality Corp.

Industrials
39
+ 1.97%
$7.2 - $9.14 $281 - $356
2.02K $17K
UTZ
Utz Brands, Inc.

Consumer Defensive
327
+ 18.56%
$11.85 - $14.49 $3.87K - $4.74K
2.09K $25K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
13
+ 0.33%
$12.46 - $13.22 $162 - $172
3.97K $52K
VSEC
Vse Corp

Industrials
8
+ 14.81%
$125.37 - $172.66 $1K - $1.38K
62 $10K
WDI
Western Asset Diversified Income Fund

ETFs
215
+ 9.7%
$14.7 - $15.25 $3.16K - $3.28K
2.43K $36K
XOMA
Xoma Corp

Healthcare
32
+ 26.67%
$24.77 - $38.27 $793 - $1.22K
152 $6K
ADV
Advantage Solutions Inc.

Communication Services
611
+ 11.48%
$1.3 - $1.96 $794 - $1.2K
5.93K $9K
AVK
Advent Convertible & Income Fund

Financial Services
105
+ 24.82%
$12.06 - $12.79 $1.27K - $1.34K
528 $7K
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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