Cwm, LLC Reduced Holdings in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.44M
- 11.46%
$45.07 - $47.1 $110M - $115M
18.9M $853M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-193K
- 4.88%
$176.42 - $186.91 $34M - $36M
3.76M $670M
EFV
Msci Eafe Value ETF

ETFs
-140K
- 2.27%
$51.78 - $57.15 $7.27M - $8.02M
6.04M $317M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1M
- 53.8%
$28.88 - $29.33 $28.9M - $29.3M
859K $24.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-41.6K
- 3.85%
$24.19 - $50.58 $1.01M - $2.1M
1.04M $25.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-81K
- 4.03%
$570.51 - $610.59 $46.2M - $49.5M
1.93M $1.14B
XLI
Industrial Sector Spdr

ETFs
-158K
- 79.8%
$131.76 - $143.99 $20.8M - $22.7M
40K $5.27M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-400K
- 82.01%
$50.14 - $52.56 $20.1M - $21M
87.8K $4.42M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-355K
- 80.02%
N/A
88.5K $4.44M
XLV
Select Sector Spdr Fund Health

ETFs
-104K
- 51.5%
$136.28 - $154.74 $14.2M - $16.2M
98.4K $13.5M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-473K
- 99.49%
$27.51 - $29.16 $13M - $13.8M
2.44K $69K
MUB
Ishares National Muni Bond ETF

ETFs
-109K
- 13.73%
$105.78 - $108.7 $11.5M - $11.8M
684K $72.8M
XLY
Select Sector Spdr Consumer Di

ETFs
-68.3K
- 55.32%
$194.8 - $239.43 $13.3M - $16.3M
55.1K $12.4M
AMD
Advanced Micro Devices Inc

Technology
-23.6K
- 11.11%
$118.88 - $172.8 $2.8M - $4.07M
188K $22.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16.3K
- 46.47%
$501.29 - $612.85 $8.18M - $10M
18.8K $9.78M
NOW
Service Now, Inc.

Technology
-14.4K
- 70.37%
$867.18 - $1148.42 $12.5M - $16.5M
6.06K $6.42M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-21.6K
- 2.46%
$87.1 - $98.49 $1.88M - $2.13M
856K $74.8M
MBB
Ishares Tr

ETFs
-12.4K
- 0.52%
$91.26 - $95.82 $1.13M - $1.19M
2.38M $218M
EMGF
Ishares Msci Emerging Markets

ETFs
-133K
- 13.24%
$45.23 - $51.49 $6.02M - $6.85M
872K $39.4M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-202K
- 74.4%
$50.81 - $51.59 $10.3M - $10.4M
69.5K $3.55M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-90K
- 5.25%
$100.22 - $100.73 $9.02M - $9.07M
1.62M $163M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.61K
- 0.18%
$189.5 - $206.17 $494K - $538K
1.45M $277M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-160K
- 16.23%
$44.21 - $46.46 $7.08M - $7.44M
827K $36.7M
INTF
Ishares Tr

ETFs
-166K
- 10.94%
$28.54 - $31.26 $4.74M - $5.19M
1.35M $38.8M
IEMG
Ishares Inc

ETFs
-3.47K
- 0.21%
N/A
1.65M $86M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-158K
- 31.79%
$46.33 - $48.6 $7.31M - $7.66M
338K $15.7M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-123K
- 9.81%
$45.15 - $47.26 $5.56M - $5.82M
1.13M $51.3M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-56.5K
- 19.44%
$71.56 - $85.77 $4.04M - $4.84M
234K $16.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-74.7K
- 40.91%
$100.16 - $100.7 $7.48M - $7.52M
108K $10.8M
PSA
Public Storage

Real Estate
-3.19K
- 3.54%
$289.33 - $360.21 $922K - $1.15M
86.7K $26M
ABT
Abbott Laboratories

Healthcare
-54.4K
- 17.83%
$111.93 - $119.39 $6.08M - $6.49M
251K $28.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-423K
- 4.78%
$49.03 - $53.35 $20.7M - $22.5M
8.42M $432M
CI
Cigna Corp

Healthcare
-1.99K
- 2.81%
$265.59 - $358.58 $529K - $714K
68.9K $19M
ACGL
Arch Capital Group Ltd.

Financial Services
-4.56K
- 1.76%
$88.71 - $114.86 $404K - $523K
254K $23.5M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-91.6K
- 22.08%
$62.07 - $66.61 $5.68M - $6.1M
323K $20.7M
Blackrock ETF Trust Ii
-37.8K
- 1.84%
N/A
2.01M $105M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-177K
- 24.25%
$22.65 - $23.8 $4.02M - $4.22M
554K $12.6M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-106K
- 21.82%
$47.71 - $49.76 $5.07M - $5.29M
381K $18.6M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-24.4K
- 10.41%
$99.04 - $109.59 $2.41M - $2.67M
210K $20.9M
IEFA
Ishares Tr

ETFs
-24.3K
- 6.33%
$70.06 - $77.43 $1.71M - $1.89M
360K $25.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8.12K
- 36.29%
$563.99 - $620.12 $4.58M - $5.04M
14.3K $8.12M
SPGI
S&P Global Inc.

Financial Services
-8.09K
- 27.64%
$480.36 - $529.17 $3.89M - $4.28M
21.2K $10.5M
OEF
Ishares S&P 100 ETF

ETFs
-22.1K
- 14.63%
N/A
129K $37.3M
NEE
Nextera Energy Inc

Utilities
-4.79K
- 1.54%
$69.77 - $85.43 $334K - $409K
307K $22M
ED
Consolidated Edison Inc

Utilities
-8.44K
- 3.52%
$88.87 - $107.38 $750K - $906K
231K $20.6M
Ea Series Trust
-192K
- 61.78%
N/A
119K $2.57M
CGDV
Capital Group Divid Value ETF

ETFs
-94.1K
- 15.27%
$35.16 - $37.12 $3.31M - $3.49M
522K $18.4M
EMB
Ishares Tr

ETFs
-15.4K
- 2.63%
$88.94 - $93.46 $1.37M - $1.44M
568K $50.6M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-106K
- 10.81%
$41.16 - $44.07 $4.34M - $4.65M
871K $36.6M
Activity Summary
Buys All Purchases 3004 New Holdings 242 Increased Positions 2762 Sells All Sells 1592 Reductions 1591 Sold out 1 Options Calls 2 Puts 1
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