Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LECO
Lincoln Electric Holdings Inc

Industrials
7.48K
+ 44.3%
$210.22 - $247.76 $1.57M - $1.85M
24.4K $5.75M
ROST
Ross Stores, Inc.

Consumer Cyclical
12K
+ 75.73%
$127.59 - $152.81 $1.54M - $1.84M
28K $4.26M
MAIN
Main Street Capital Corp

Financial Services
32.7K
+ 100.27%
$59.28 - $67.54 $1.94M - $2.21M
65.2K $4.15M
ARMK
Aramark

Industrials
58K
+ 4228.96%
$37.46 - $44.15 $2.17M - $2.56M
59.4K $2.28M
Bny Mellon ETF Trust
59.2K
+ 24.52%
N/A
301K $11.7M
VLO
Valero Energy Corp

Energy
4K
+ 9.3%
$131.77 - $175.63 $527K - $702K
47K $8M
Ea Series Trust
17.1K
+ 7.62%
N/A
242K $27.5M
APP
App Lovin Corp

Technology
1.01K
+ 25.25%
$335.1 - $718.54 $338K - $726K
5.01K $3.6M
GBIL
Goldman Sachs Access Treasury

ETFs
21.9K
+ 1610.79%
$99.82 - $100.23 $2.19M - $2.2M
23.3K $2.34M
A
Agilent Technologies, Inc.

Healthcare
12.3K
+ 21.16%
$112.04 - $128.75 $1.38M - $1.58M
70.4K $9.04M
HAS
Hasbro, Inc.

Consumer Cyclical
27.5K
+ 60.73%
$73.92 - $81.85 $2.03M - $2.25M
72.7K $5.52M
LRGF
Ishares Tr

ETFs
24.7K
+ 26.39%
$64.13 - $69.24 $1.58M - $1.71M
118K $8.17M
UNM
Unum Group

Financial Services
28.4K
+ 196.9%
$68.55 - $82.12 $1.95M - $2.34M
42.9K $3.34M
American Beacon Select Funds
24.8K
+ 15.44%
N/A
185K $7.5M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.54K
+ 0.93%
$128.6 - $136.01 $326K - $345K
276K $37.3M
BKH
Black Hills Corp

Utilities
33.9K
+ 378.35%
$55.87 - $61.62 $1.9M - $2.09M
42.9K $2.64M
DAL
Delta Air Lines, Inc.

Industrials
14.5K
+ 8.38%
$49.0 - $61.97 $711K - $899K
188K $10.7M
FCX
Freeport Mcmoran Inc

Basic Materials
69.9K
+ 47.49%
$35.34 - $47.21 $2.47M - $3.3M
217K $8.51M
DHR
Danaher Corp

Healthcare
10.6K
+ 28.64%
$181.46 - $212.2 $1.92M - $2.25M
47.5K $9.42M
EVRG
Evergy, Inc.

Utilities
555
+ 0.19%
$67.73 - $76.02 $37.6K - $42.2K
294K $22.3M
GWRE
Guidewire Software, Inc.

Technology
9.67K
+ 43.75%
$207.82 - $261.88 $2.01M - $2.53M
31.8K $7.3M
SCHW
Schwab Charles Corp

Financial Services
17.4K
+ 16.86%
$91.03 - $98.69 $1.58M - $1.71M
120K $11.5M
MINO
Pimco ETF Tr Municipal Income

ETFs
34.6K
+ 7.2%
$43.6 - $45.33 $1.51M - $1.57M
516K $23.4M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
24.8K
+ 20.39%
$65.91 - $70.63 $1.63M - $1.75M
146K $10.3M
MSCI
Msci Inc.

Financial Services
3.76K
+ 34.8%
$526.48 - $588.0 $1.98M - $2.21M
14.6K $8.27M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
53K
+ 51.1%
$29.62 - $33.45 $1.57M - $1.77M
157K $5.13M
Innovator Etfs Trust
68.8K
+ 66.34%
N/A
172K $4.94M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
15.9K
+ 24.62%
$71.86 - $87.45 $1.14M - $1.39M
80.5K $6.71M
SF
Stifel Financial Corp

Financial Services
16.6K
+ 127.44%
$105.26 - $116.4 $1.75M - $1.93M
29.7K $3.37M
GIS
General Mills Inc

Consumer Defensive
47.1K
+ 17.78%
$48.44 - $53.83 $2.28M - $2.54M
312K $15.7M
Franklin Templeton ETF Tr
70.7K
+ 113.39%
N/A
133K $3.69M
XLB
Select Sector Spdr Fd Material

ETFs
19.1K
+ 11.94%
$86.72 - $92.61 $1.66M - $1.77M
179K $16.1M
DAUG
First Tr ETF Viii Cboe Vest Us
41.6K
+ 44.29%
N/A
136K $5.91M
ACN
Accenture PLC

Technology
26.9K
+ 30.28%
$232.56 - $304.78 $6.25M - $8.19M
116K $28.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.5K
+ 17.76%
$49.43 - $54.52 $1.21M - $1.34M
163K $8.81M
NRZ
New Residential Investment Corp.

Real Estate
173K
+ 646.49%
N/A
200K $2.28M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
55.1K
+ 187.96%
$33.07 - $34.84 $1.82M - $1.92M
84.5K $2.94M
TPIF
Timothy Plan Intl ETF (De)

ETFs
53.6K
+ 33.69%
$31.81 - $33.66 $1.71M - $1.8M
213K $7.1M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
40.9K
+ 129.73%
$45.06 - $46.5 $1.84M - $1.9M
72.5K $3.37M
MLM
Martin Marietta Materials Inc

Basic Materials
2.58K
+ 69.03%
$546.36 - $631.12 $1.41M - $1.63M
6.31K $3.97M
DTE
Dte Energy CO

Utilities
12K
+ 50.51%
$130.26 - $141.49 $1.57M - $1.7M
35.9K $5.08M
SPG
Simon Property Group Inc

Real Estate
8.37K
+ 65.57%
$159.93 - $187.67 $1.34M - $1.57M
21.1K $3.97M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.32K
+ 1.0%
$231.35 - $253.24 $305K - $334K
133K $32.7M
Aptiv PLC
12.9K
+ 29.08%
N/A
57.1K $4.92M
CFG
Citizens Financial Group Inc

Financial Services
23.6K
+ 30.8%
$46.1 - $53.65 $1.09M - $1.27M
100K $5.33M
JPIE
J P Morgan Exchange Traded Fd
40.7K
+ 439.42%
$46.01 - $46.55 $1.87M - $1.9M
50K $2.32M
DASH
Door Dash, Inc.

Communication Services
1.77K
+ 3.24%
$234.5 - $272.5 $414K - $481K
56.3K $15.3M
Liberty Global LTD
161K
+ 1852.19%
N/A
170K $1.95M
ALCC
Alt C Acquisition Corp.

Financial Services
8.9K
+ 59.06%
N/A
24K $2.68M
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
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email