Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TAXF
American Centy ETF Tr Diversif

ETFs
44.6K
+ 4.3%
$49.19 - $50.86 $2.19M - $2.27M
1.08M $53.5M
OVV
Ovintiv Inc.

Energy
32.4K
+ 55.59%
$37.84 - $45.91 $1.22M - $1.49M
90.6K $3.88M
RVNU
Xtrackers Municipal Infrastruc

ETFs
62.7K
+ 113.37%
$24.5 - $25.39 $1.54M - $1.59M
118K $2.91M
USFD
Us Foods Holding Corp.

Consumer Defensive
23.8K
+ 91.4%
$63.38 - $72.02 $1.51M - $1.72M
49.9K $3.27M
UHS
Universal Health Services Inc

Healthcare
7.86K
+ 227.24%
$163.99 - $193.27 $1.29M - $1.52M
11.3K $2.13M
XLG
Invesco Exchange Traded Fd Tr

ETFs
36.8K
+ 75.21%
$45.72 - $51.73 $1.68M - $1.9M
85.8K $3.95M
Bondbloxx ETF Trust
24.7K
+ 6.85%
N/A
386K $19.1M
ESTC
Elastic N.V.

Technology
20K
+ 68.0%
$89.1 - $117.76 $1.78M - $2.36M
49.5K $4.41M
BROS
Dutch Bros Inc.

Consumer Cyclical
23.5K
+ 652.87%
$55.77 - $85.37 $1.31M - $2.01M
27.1K $1.67M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
43.3K
+ 98.85%
$34.28 - $36.12 $1.49M - $1.57M
87.2K $3.01M
Bitwise Bitcoin ETF Tr
51.4K
+ 36.25%
N/A
193K $8.67M
ZI
Zoom Info Technologies Inc.

Technology
145K
+ 4236.41%
$9.43 - $12.01 $1.37M - $1.75M
149K $1.49M
XLB
Select Sector Spdr Fd Material

ETFs
13.6K
+ 8.84%
$83.19 - $90.99 $1.13M - $1.24M
167K $14.4M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
44.5K
+ 102.03%
$33.17 - $35.48 $1.48M - $1.58M
88.1K $2.95M
BIIB
Biogen Inc.

Healthcare
12.4K
+ 78.97%
$133.43 - $153.27 $1.66M - $1.9M
28.1K $3.85M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
27.2K
+ 1.61%
$21.23 - $22.14 $577K - $601K
1.71M $37.7M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
49.8K
+ 101.67%
$29.41 - $31.79 $1.46M - $1.58M
98.8K $2.95M
MAT
Mattel Inc

Consumer Cyclical
72.8K
+ 600.13%
$17.73 - $21.94 $1.29M - $1.6M
84.9K $1.65M
Arista Networks Inc
52.1K
+ 66.06%
N/A
131K $10.1M
XLF
Financial Sector Spdr

ETFs
4.73K
+ 0.59%
$47.32 - $52.19 $224K - $247K
812K $40.4M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
53.9K
+ 10.09%
$25.05 - $25.16 $1.35M - $1.36M
588K $14.8M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
9.31K
+ 87.17%
$166.63 - $185.86 $1.55M - $1.73M
20K $3.33M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
3.47K
+ 26.33%
$233.07 - $290.7 $809K - $1.01M
16.7K $4.5M
ZION
Zions Bancorporation, National Association

Financial Services
30.4K
+ 92.73%
$47.0 - $59.03 $1.43M - $1.79M
63.1K $3.15M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
41.4K
+ 1723.92%
$31.92 - $38.83 $1.32M - $1.61M
43.8K $1.45M
CFG
Citizens Financial Group Inc

Financial Services
39.4K
+ 39.06%
$39.73 - $48.36 $1.57M - $1.91M
140K $5.75M
IWR
Ishares Russell Mid Cap ETF

ETFs
20.9K
+ 15.62%
$82.81 - $92.93 $1.73M - $1.94M
154K $13.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
55.5K
+ 39.78%
$22.61 - $23.14 $1.25M - $1.28M
195K $4.51M
PULS
Pgim ETF Tr

ETFs
26K
+ 15.65%
$49.56 - $49.78 $1.29M - $1.3M
192K $9.57M
HWM
Howmet Aerospace Inc.

Industrials
3.37K
+ 7.78%
$110.79 - $139.39 $374K - $470K
46.8K $6.07M
ORI
Old Republic International Corp

Financial Services
32.3K
+ 226.05%
$33.46 - $39.22 $1.08M - $1.27M
46.5K $1.83M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
30.8K
+ 53.76%
$42.38 - $43.28 $1.3M - $1.33M
88K $3.74M
RS
Reliance Steel & Aluminum CO

Basic Materials
4.43K
+ 451.68%
$266.61 - $302.66 $1.18M - $1.34M
5.41K $1.56M
CRUS
Cirrus Logic, Inc.

Technology
13K
+ 424.19%
$97.89 - $111.4 $1.27M - $1.45M
16.1K $1.6M
BAH
Booz Allen Hamilton Holding Corp

Industrials
14K
+ 198.48%
$102.72 - $143.06 $1.44M - $2M
21K $2.2M
LNG
Cheniere Energy, Inc.

Energy
5.32K
+ 154.74%
$209.32 - $253.66 $1.11M - $1.35M
8.76K $2.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.04K
+ 8.48%
$208.48 - $244.03 $426K - $499K
26.1K $6.38M
NFG
National Fuel Gas CO

Energy
77
+ 0.11%
$60.71 - $79.19 $4.67K - $6.1K
67.8K $5.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.36K
+ 18.97%
$237.72 - $276.98 $1.51M - $1.76M
39.9K $9.75M
WCC
Wesco International Inc

Industrials
9.06K
+ 144.49%
$155.3 - $199.95 $1.41M - $1.81M
15.3K $2.38M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
21.2K
+ 57.08%
$53.35 - $58.68 $1.13M - $1.24M
58.4K $3.28M
SNV
Synovus Financial Corp

Financial Services
27.3K
+ 296.29%
$43.7 - $56.87 $1.19M - $1.55M
36.5K $1.71M
FIVE
Five Below, Inc

Consumer Cyclical
18.3K
+ 371.76%
$72.25 - $103.2 $1.32M - $1.88M
23.2K $1.74M
IDV
Ishares Tr

ETFs
9.95K
+ 3.99%
$27.0 - $31.7 $269K - $316K
259K $8.05M
SLV
I Shares Silver Trust

ETFs
14.4K
+ 8.7%
$26.93 - $31.32 $387K - $450K
180K $5.56M
VTR
Ventas, Inc.

Real Estate
16.4K
+ 191.95%
$56.9 - $70.47 $932K - $1.15M
24.9K $1.71M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.4K
+ 22.34%
$402.49 - $513.76 $565K - $721K
7.68K $3.73M
Lam Research Corp
16K
+ 32.0%
N/A
66.1K $4.81M
IGE
Ishares Tr North Amern Nat Res

ETFs
11.3K
+ 4.66%
$42.6 - $46.27 $481K - $522K
253K $11.5M
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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