Cwm, LLC Incresed Positions in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22K
+ 5.56%
$50.72 - $50.92 $1.12M - $1.12M
418K $21.3M
HDV
Ishares Core High Dividend ETF

ETFs
4.46K
+ 6.26%
$110.86 - $121.12 $495K - $541K
75.8K $9.18M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
26.4K
+ 7.98%
$39.61 - $42.65 $1.05M - $1.13M
357K $14.6M
HAL
Halliburton CO

Energy
48.6K
+ 137.51%
$24.15 - $29.9 $1.17M - $1.45M
83.9K $2.13M
HBAN
Huntington Bancshares Inc

Financial Services
89.2K
+ 65.69%
$14.28 - $17.39 $1.27M - $1.55M
225K $3.38M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.24K
+ 0.34%
$39.65 - $43.35 $88.9K - $97.2K
669K $28.2M
PSX
Phillips 66

Energy
6.95K
+ 22.53%
$113.93 - $131.55 $792K - $914K
37.8K $4.67M
DHR
Danaher Corp

Healthcare
8.31K
+ 36.95%
$201.62 - $250.59 $1.68M - $2.08M
30.8K $6.32M
DE
Deere & CO

Industrials
91
+ 0.37%
$408.57 - $509.27 $37.2K - $46.3K
24.4K $11.5M
LAMR
Lamar Advertising CO

Real Estate
10.3K
+ 541.29%
$110.65 - $132.9 $1.13M - $1.36M
12.1K $1.38M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7.93K
+ 50.37%
$168.84 - $202.89 $1.34M - $1.61M
23.7K $4.16M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
18.5K
+ 50.23%
$77.33 - $90.16 $1.43M - $1.67M
55.4K $4.35M
SJNK
Spdr Bloomberg Short Term High

ETFs
46.5K
+ 8.84%
$25.08 - $25.64 $1.17M - $1.19M
572K $14.4M
TPHD
Timothy Plan High Divid Stk Et

ETFs
24.9K
+ 18.19%
$36.09 - $38.27 $900K - $954K
162K $6.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.01K
+ 96.77%
$634.14 - $744.83 $1.27M - $1.49M
4.08K $2.59M
DTE
Dte Energy CO

Utilities
5.97K
+ 36.77%
$117.6 - $138.27 $702K - $826K
22.2K $3.07M
BA
Boeing CO

Industrials
11.2K
+ 8.94%
$148.15 - $186.25 $1.66M - $2.08M
136K $23.2M
DINO
Hf Sinclair Corp

Energy
35.3K
+ 126.36%
$30.66 - $38.48 $1.08M - $1.36M
63.2K $2.08M
BKR
Baker Hughes CO

Energy
21.1K
+ 36.29%
$41.16 - $48.85 $869K - $1.03M
79.3K $3.48M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
23.4K
+ 42.78%
$47.47 - $48.84 $1.11M - $1.14M
78.2K $3.74M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4.54K
+ 52.87%
$314.47 - $431.35 $1.43M - $1.96M
13.1K $4.81M
GL
Globe Life Inc.

Financial Services
5.52K
+ 32.13%
$111.2 - $131.72 $614K - $727K
22.7K $2.99M
CDC
Victory Portfolios Ii Shs Inco

ETFs
2.19K
+ 0.74%
$61.46 - $66.32 $134K - $145K
298K $19.6M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
29.7K
+ 216.78%
$32.66 - $36.43 $970K - $1.08M
43.4K $1.52M
RGA
Reinsurance Group Of America Inc

Financial Services
5.58K
+ 316.88%
$186.01 - $231.1 $1.04M - $1.29M
7.34K $1.45M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
33.9K
+ 17.81%
$41.45 - $46.58 $1.41M - $1.58M
224K $9.57M
VMC
Vulcan Materials CO

Basic Materials
5.08K
+ 102.54%
$220.9 - $277.54 $1.12M - $1.41M
10K $2.34M
ZS
Zscaler, Inc.

Technology
3.68K
+ 19.78%
$181.66 - $216.87 $668K - $798K
22.3K $4.42M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
14.8K
+ 3371.14%
$65.49 - $74.67 $971K - $1.11M
15.3K $1.09M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
28.3K
+ 49.17%
$38.92 - $41.1 $1.1M - $1.16M
86K $3.37M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
57.8K
+ 316.78%
$17.57 - $18.05 $1.02M - $1.04M
76.1K $1.37M
CBRE
Cbre Group, Inc.

Real Estate
8K
+ 58.71%
$121.79 - $147.13 $974K - $1.18M
21.6K $2.83M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2.64K
+ 18.59%
$81.78 - $131.92 $215K - $348K
16.8K $2.22M
WU
Western Union CO

Financial Services
96.9K
+ 186.35%
$10.24 - $11.62 $992K - $1.13M
149K $1.58M
ADP
Automatic Data Processing Inc

Industrials
2.1K
+ 7.33%
$286.85 - $318.64 $602K - $669K
30.7K $9.39M
Proshares Tr
22.6K
+ 4884.85%
N/A
23K $1.03M
BPOP
Popular, Inc.

Financial Services
10.7K
+ 213.87%
$87.14 - $106.33 $930K - $1.13M
15.7K $1.45M
IDXX
Idexx Laboratories Inc

Healthcare
2.26K
+ 59.07%
$406.29 - $469.04 $917K - $1.06M
6.08K $2.55M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
32.6K
+ 42.32%
$25.81 - $28.52 $841K - $929K
110K $3.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.8K
+ 11.71%
$126.11 - $135.06 $857K - $918K
64.8K $8.36M
MGC
Vanguard Mega Cap ETF

ETFs
4.76K
+ 290.12%
$199.2 - $222.69 $948K - $1.06M
6.4K $1.29M
SUB
Ishares Short Term National Mu

ETFs
8.81K
+ 29.18%
$105.3 - $106.24 $928K - $936K
39K $4.12M
VLY
Valley National Bancorp

Financial Services
105K
+ 419.72%
$8.56 - $10.42 $896K - $1.09M
130K $1.15M
EXPE
Expedia Group, Inc.

Consumer Cyclical
7.31K
+ 42.75%
$157.11 - $206.52 $1.15M - $1.51M
24.4K $4.1M
ADSK
Autodesk, Inc.

Technology
11K
+ 18.91%
N/A
69.2K $18.1M
DHI
Horton D R Inc

Consumer Cyclical
8.37K
+ 71.1%
$125.29 - $147.65 $1.05M - $1.24M
20.1K $2.56M
DKNG
Draft Kings Inc.

Consumer Cyclical
39.1K
+ 40.55%
$33.21 - $53.49 $1.3M - $2.09M
135K $4.5M
DFAE
Dimensional ETF Tr

ETFs
11.9K
+ 1.04%
$24.64 - $26.86 $293K - $319K
1.15M $29.9M
HUBS
Hubspot Inc

Technology
2.9K
+ 47.67%
$571.29 - $819.71 $1.66M - $2.38M
8.98K $5.13M
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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