Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
1.61K
+ 2.0%
$11.18 - $18.03 $18K - $29.1K
82.4K $958K
FXR
First Trust Industrials/Produc

ETFs
98
+ 0.17%
$68.3 - $79.81 $6.69K - $7.82K
57.1K $3.98M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
29.1K
+ 2.5%
$44.7 - $49.05 $1.3M - $1.43M
1.19M $54M
PI
Impinj Inc

Technology
185
+ 3.28%
$87.73 - $152.24 $16.2K - $28.2K
5.82K $528K
COIN
Coinbase Global, Inc.

Technology
795
+ 14.09%
$172.23 - $301.3 $137K - $240K
6.44K $1.11M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
404
+ 2.83%
$522.96 - $601.18 $211K - $243K
14.7K $7.82M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
45
+ 0.35%
$203.38 - $274.79 $9.15K - $12.4K
12.8K $2.63M
FNB
Fnb Corp

Financial Services
7.84K
+ 2.49%
$13.08 - $15.95 $103K - $125K
323K $4.35M
VTHR
Vanguard Russell 3000 ETF

ETFs
76
+ 0.29%
$243.2 - $272.04 $18.5K - $20.7K
26.7K $6.58M
MTZ
Mastec Inc

Industrials
19
+ 0.11%
$108.66 - $160.79 $2.06K - $3.06K
17.5K $2.05M
WGO
Winnebago Industries Inc

Consumer Cyclical
1.57K
+ 5.28%
$34.4 - $49.81 $53.9K - $78K
31.2K $1.08M
IVZ
Invesco Ltd.

Financial Services
862
+ 0.53%
$14.82 - $19.34 $12.8K - $16.7K
163K $2.48M
GLBE
Global E Online Ltd.

Consumer Cyclical
265
+ 1.33%
$35.65 - $62.84 $9.45K - $16.7K
20.2K $720K
FYX
First Tr Small Cap Core Alphad

ETFs
2.46K
+ 4.58%
$89.26 - $104.61 $220K - $257K
56.2K $5.06M
SECT
Sector 10, Inc.

ETFs
765
+ 0.72%
$50.98 - $57.8 $39K - $44.2K
107K $5.44M
RZG
Invesco Fd Tr S&P Smallcap 600
964
+ 0.64%
N/A
152K $7.09M
RJF
Raymond James Financial Inc

Financial Services
331
+ 1.21%
$137.62 - $172.64 $45.6K - $57.1K
27.6K $3.83M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
381
+ 1.01%
$126.86 - $146.45 $48.3K - $55.8K
38.3K $4.86M
FLS
Flowserve Corp

Industrials
131
+ 0.27%
$46.47 - $64.75 $6.09K - $8.48K
49.5K $2.42M
CCL
Carnival Corp

Consumer Cyclical
12K
+ 9.64%
$19.08 - $28.49 $228K - $341K
136K $2.65M
AMAT
Applied Materials Inc

Technology
4.28K
+ 6.98%
$145.06 - $195.51 $620K - $836K
65.5K $9.5M
EME
Emcor Group, Inc.

Industrials
22
+ 0.4%
$361.16 - $535.99 $7.95K - $11.8K
5.57K $2.06M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.99K
+ 22.68%
$283.06 - $421.16 $846K - $1.26M
16.2K $4.58M
JMEE
J P Morgan Exchange Traded Fd

ETFs
25.2K
+ 6.03%
$54.51 - $63.63 $1.37M - $1.6M
443K $24.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
12.4K
+ 10.68%
$47.25 - $67.02 $585K - $829K
128K $6.1M
IGM
Ishares Expanded Tech Sector E

ETFs
2.6K
+ 4.14%
$90.67 - $108.46 $235K - $282K
65.4K $5.93M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.04K
+ 1.39%
$101.98 - $115.66 $106K - $120K
76.1K $7.79M
UAL
United Airlines Holdings, Inc.

Industrials
1.29K
+ 6.32%
$69.05 - $110.52 $89.4K - $143K
21.8K $1.5M
HON
Honeywell International Inc

Industrials
512
+ 1.18%
$202.75 - $226.52 $104K - $116K
43.7K $9.26M
DAL
Delta Air Lines, Inc.

Industrials
12.6K
+ 19.43%
$43.6 - $69.06 $551K - $872K
77.6K $3.38M
CAT
Caterpillar Inc

Industrials
6.62K
+ 7.88%
$326.75 - $407.63 $2.16M - $2.7M
90.7K $29.9M
TEX
Terex Corp

Industrials
1.1K
+ 1.47%
$37.65 - $48.97 $41.5K - $54K
76.2K $2.88M
OC
Owens Corning

Industrials
1.29K
+ 4.26%
$137.83 - $191.19 $177K - $246K
31.5K $4.5M
AXP
American Express CO

Financial Services
553
+ 1.86%
$255.39 - $325.87 $141K - $180K
30.4K $8.17M
VRT
Vertiv Holdings CO

Industrials
4.68K
+ 18.34%
N/A
30.2K $2.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51.6K
+ 5.4%
$57.21 - $65.8 $2.95M - $3.4M
1.01M $58.8M
ETN
Eaton Corp PLC

Industrials
1.21K
+ 6.57%
$271.83 - $371.23 $328K - $448K
19.6K $5.32M
AKAM
Akamai Technologies Inc

Technology
325
+ 0.59%
N/A
55K $4.43M
TGT
Target Corp

Consumer Defensive
7.36K
+ 13.8%
$103.65 - $142.5 $763K - $1.05M
60.7K $6.33M
GIS
General Mills Inc

Consumer Defensive
1.67K
+ 0.67%
$57.56 - $65.3 $96.3K - $109K
251K $15M
VXF
Vanguard Extended Market ETF

ETFs
698
+ 1.19%
$170.36 - $201.04 $119K - $140K
59.2K $10.2M
Arm Holdings PLC
9.62K
+ 8.15%
N/A
128K $13.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
340
+ 1.07%
$165.25 - $224.62 $56.2K - $76.4K
32.1K $5.33M
DXCM
Dexcom Inc

Healthcare
3.9K
+ 2.4%
$67.74 - $90.75 $264K - $354K
166K $11.3M
BX
Blackstone Inc.

Financial Services
968
+ 2.23%
$136.53 - $186.74 $132K - $181K
44.4K $6.21M
DIS
Walt Disney CO

Communication Services
7.08K
+ 4.5%
$96.87 - $114.0 $686K - $808K
165K $16.3M
LMT
Lockheed Martin Corp

Industrials
2.26K
+ 3.77%
$423.19 - $506.29 $954K - $1.14M
62K $27.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
33K
+ 4.79%
$51.45 - $58.51 $1.7M - $1.93M
722K $37.4M
AVUV
American Centy ETF Tr Avantis

ETFs
2.66K
+ 1.43%
$84.95 - $100.62 $226K - $267K
188K $16.4M
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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