Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTC
First Tr Lge Cap Growth

ETFs
2
+ 0.02%
$127.87 - $148.89 $256 - $298
10.6K $1.39M
KD
Kyndryl Holdings, Inc.

Technology
1.23K
+ 3.36%
$31.32 - $43.45 $38.5K - $53.4K
37.7K $1.19M
PAVE
Global X Fds Us Infrastructure

ETFs
23.2K
+ 6.52%
$37.31 - $43.82 $866K - $1.02M
379K $14.3M
ITW
Illinois Tool Works Inc

Industrials
96
+ 0.52%
$244.9 - $274.48 $23.5K - $26.4K
18.7K $4.64M
WK
Workiva Inc

Technology
1.75K
+ 27.35%
$75.91 - $114.09 $133K - $200K
8.17K $620K
AFRM
Affirm Holdings, Inc.

Technology
89
+ 1.52%
$43.7 - $80.98 $3.89K - $7.21K
5.95K $269K
ROMO
Strategy Shs Newfound/Resolve

ETFs
5.67K
+ 2.52%
$30.1 - $32.88 $171K - $186K
231K $7.03M
SOUN
Soundhound Ai, Inc.

Technology
8.1K
+ 60.61%
$8.12 - $20.62 $65.8K - $167K
21.5K $174K
GS
Goldman Sachs Group Inc

Financial Services
532
+ 3.66%
$524.81 - $672.19 $279K - $358K
15.1K $8.23M
SNX
Td Synnex Corp

Technology
200
+ 2.32%
$103.96 - $144.69 $20.8K - $28.9K
8.81K $916K
IR
Ingersoll Rand Inc.

Industrials
161
+ 1.53%
$79.44 - $94.23 $12.8K - $15.2K
10.7K $853K
EMR
Emerson Electric CO

Industrials
1.5K
+ 8.08%
$108.64 - $131.17 $163K - $196K
20K $2.19M
AVUS
American Centy ETF Tr Avantis

ETFs
364
+ 1.2%
$90.7 - $101.57 $33K - $37K
30.6K $2.83M
NTAP
Net App, Inc.

Technology
1.52K
+ 18.03%
$87.84 - $126.3 $134K - $192K
9.96K $875K
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.24K
+ 5.16%
$36.88 - $49.3 $45.9K - $61.3K
25.3K $935K
GTES
Gates Industrial Corp PLC

Industrials
230
+ 0.41%
$18.41 - $23.51 $4.23K - $5.41K
55.8K $1.03M
VGT
Vanguard Information Technolog

ETFs
1.26K
+ 12.53%
$542.38 - $646.34 $681K - $811K
11.3K $6.11M
APO
Apollo Global Management, Inc.

Financial Services
654
+ 9.01%
$126.01 - $172.06 $82.4K - $113K
7.92K $1.08M
CSX
Csx Corp

Industrials
5.61K
+ 5.67%
$29.11 - $33.67 $163K - $189K
105K $3.08M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
26K
+ 2.0%
$19.04 - $20.15 $494K - $523K
1.33M $25.2M
GWW
W.W. Grainger, Inc.

Industrials
4
+ 0.21%
$953.54 - $1132.42 $3.81K - $4.53K
1.87K $1.85M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.04K
+ 3.74%
$50.44 - $58.1 $103K - $118K
56.5K $2.91M
SHBI
Shore Bancshares Inc

Financial Services
843
+ 1.43%
$13.21 - $16.75 $11.1K - $14.1K
59.9K $811K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
169
+ 0.79%
$113.22 - $126.36 $19.1K - $21.4K
21.7K $2.49M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
865
+ 3.97%
$18.53 - $29.07 $16K - $25.1K
22.7K $429K
JBLU
Jetblue Airways Corp

Industrials
500
+ 1.09%
$4.82 - $8.09 $2.41K - $4.05K
46.3K $223K
MDB
Mongo Db, Inc.

Technology
289
+ 8.71%
$175.4 - $298.52 $50.7K - $86.3K
3.61K $633K
Lazard Inc
343
+ 1.79%
N/A
19.6K $847K
WST
West Pharmaceutical Services Inc

Healthcare
26
+ 1.79%
$199.11 - $347.87 $5.18K - $9.04K
1.48K $331K
IQV
Iqvia Holdings Inc.

Healthcare
460
+ 3.97%
$176.3 - $209.96 $81.1K - $96.6K
12K $2.12M
MCHP
Microchip Technology Inc

Technology
3.3K
+ 8.86%
$48.41 - $64.3 $160K - $212K
40.5K $1.96M
SYF
Synchrony Financial

Financial Services
1.32K
+ 6.39%
$51.9 - $70.63 $68.4K - $93K
21.9K $1.16M
EQIX
Equinix Inc

Real Estate
36
+ 2.06%
$803.0 - $959.97 $28.9K - $34.6K
1.78K $1.46M
Blackrock Inc
519
+ 5.88%
N/A
9.35K $8.85M
FRPT
Freshpet, Inc.

Consumer Defensive
827
+ 18.73%
$83.17 - $162.59 $68.8K - $134K
5.24K $436K
STRL
Sterling Construction CO Inc

Industrials
56
+ 1.37%
$108.65 - $200.56 $6.08K - $11.2K
4.15K $470K
IWY
Ishares Tr Russell 200 Growth

ETFs
114
+ 1.14%
$210.19 - $243.33 $24K - $27.7K
10.1K $2.14M
ARKQ
Ark Autonomous Technology & Ro

ETFs
113
+ 0.54%
$65.76 - $84.94 $7.43K - $9.6K
20.9K $1.39M
GBCI
Glacier Bancorp, Inc.

Financial Services
285
+ 0.72%
$43.81 - $52.23 $12.5K - $14.9K
39.6K $1.75M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6K
+ 11.43%
$47.79 - $59.89 $287K - $360K
58.5K $2.94M
KKR
Kkr & Co. Inc.

Financial Services
398
+ 4.63%
$108.17 - $167.07 $43.1K - $66.5K
8.99K $1.04M
AXON
Axon Enterprise, Inc.

Industrials
147
+ 3.22%
$496.65 - $710.01 $73K - $104K
4.71K $2.48M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20.9K
+ 3.6%
$32.42 - $36.13 $678K - $756K
602K $19.9M
PSN
Parsons Corp

Industrials
163
+ 2.13%
$55.35 - $96.44 $9.02K - $15.7K
7.81K $462K
SEIC
Sei Investments CO

Financial Services
216
+ 0.4%
$72.08 - $86.58 $15.6K - $18.7K
54.8K $4.26M
ILCG
Ishares Morningstar Growth ETF
3.75K
+ 5.79%
N/A
68.5K $5.55M
ZM
Zoom Video Communications, Inc.

Technology
4.56K
+ 5.94%
$72.23 - $88.64 $329K - $404K
81.3K $6M
CARR
Carrier Global Corp

Industrials
346
+ 0.58%
$62.07 - $70.55 $21.5K - $24.4K
60.1K $3.81M
CDNS
Cadence Design Systems Inc

Technology
183
+ 2.59%
$233.96 - $324.52 $42.8K - $59.4K
7.25K $1.84M
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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