Cwm, LLC Reduced Holdings in Q3 2024

Cwm, LLC

  • $23.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.08M
- 84.19%
$32.34 - $35.85 $67.2M - $74.5M
390K $13.8M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.03M
- 93.81%
$57.47 - $62.76 $58.9M - $64.3M
67.6K $4.24M
IVV
Ishares Core S&P 500 ETF

ETFs
-207K
- 9.34%
$520.18 - $576.82 $108M - $119M
2.01M $1.16B
TIP
Ishares Tr Tips Bd ETF

ETFs
-503K
- 95.84%
$105.92 - $110.83 $53.2M - $55.7M
21.8K $2.41M
DLR
Digital Realty Trust, Inc.

Real Estate
-173K
- 94.0%
$144.47 - $162.98 $24.9M - $28.1M
11K $1.78M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-282K
- 24.28%
$89.91 - $101.33 $25.3M - $28.5M
878K $86.1M
DIS
Walt Disney CO

Communication Services
-164K
- 51.63%
$85.6 - $98.61 $14M - $16.2M
154K $14.8M
CGUS
Capital Group Core Equity ETF
-516K
- 61.53%
$31.19 - $34.33 $16.1M - $17.7M
323K $11.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-309K
- 44.22%
$50.61 - $50.96 $15.6M - $15.7M
389K $19.8M
PGR
Progressive Corp

Financial Services
-68.3K
- 67.67%
$209.46 - $259.24 $14.3M - $17.7M
32.6K $8.28M
IEMG
Ishares Inc

ETFs
-338K
- 16.98%
$53.64 - $53.64 $18.1M - $18.1M
1.65M $94.8M
XLV
Select Sector Spdr Fund Health

ETFs
-89.7K
- 30.67%
$143.3 - $157.24 $12.9M - $14.1M
203K $31.2M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-347K
- 85.37%
$32.17 - $35.98 $11.2M - $12.5M
59.5K $2.08M
MRNA
Moderna, Inc.

Healthcare
-24.1K
- 14.23%
$63.64 - $125.14 $1.53M - $3.01M
145K $9.7M
EFG
Msci Eafe Growth ETF

ETFs
-230K
- 8.31%
$96.84 - $108.77 $22.3M - $25M
2.54M $273M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-384K
- 22.87%
$36.02 - $41.68 $13.8M - $16M
1.3M $53.5M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-183K
- 23.48%
$60.25 - $66.85 $11M - $12.3M
597K $39.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-298K
- 4.95%
$84.77 - $97.13 $25.2M - $28.9M
5.71M $547M
Schwab Charles Family Fd
-8.31M
- 45.38%
N/A
10M $10M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-115K
- 26.28%
$76.94 - $79.54 $8.87M - $9.17M
323K $25.7M
DXCM
Dexcom Inc

Healthcare
-20.3K
- 14.47%
$64.0 - $116.06 $1.3M - $2.36M
120K $8.05M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-154K
- 27.12%
$56.29 - $62.74 $8.69M - $9.68M
415K $26M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-251K
- 17.49%
$32.36 - $33.78 $8.11M - $8.47M
1.18M $39.9M
XLF
Financial Sector Spdr

ETFs
-239K
- 24.04%
$40.84 - $45.74 $9.75M - $10.9M
755K $34.2M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-155K
- 65.91%
$40.69 - $42.33 $6.31M - $6.56M
80.2K $3.39M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-211K
- 17.78%
$37.39 - $41.59 $7.9M - $8.78M
976K $40.6M
SCHW
Schwab Charles Corp

Financial Services
-47.5K
- 13.67%
$61.74 - $76.08 $2.93M - $3.62M
300K $19.5M
INTC
Intel Corp

Technology
-152K
- 48.7%
$18.9 - $34.87 $2.88M - $5.31M
161K $3.77M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-58.4K
- 24.25%
$100.3 - $100.74 $5.86M - $5.88M
182K $18.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-79K
- 25.57%
$76.38 - $78.87 $6.03M - $6.23M
230K $18.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-357K
- 12.67%
$16.42 - $18.12 $5.86M - $6.47M
2.46M $44.4M
UNP
Union Pacific Corp

Industrials
-32.7K
- 22.96%
$221.78 - $256.09 $7.24M - $8.36M
110K $27M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-99K
- 37.0%
$55.51 - $61.51 $5.5M - $6.09M
169K $10.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-62K
- 13.77%
$113.45 - $126.18 $7.03M - $7.82M
388K $49M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-128K
- 7.35%
$40.28 - $40.8 $5.17M - $5.24M
1.62M $66M
ICLN
Ishares

ETFs
-344K
- 93.93%
$13.26 - $14.77 $4.56M - $5.08M
22.2K $326K
VGIT
Vanguard Intermediate Term Tre

ETFs
-77.5K
- 48.54%
$57.8 - $60.8 $4.48M - $4.71M
82.1K $4.96M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-114K
- 18.66%
$46.18 - $48.92 $5.26M - $5.57M
496K $24.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-97.1K
- 13.96%
$49.93 - $51.15 $4.85M - $4.97M
598K $30.6M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-188K
- 23.91%
$22.43 - $24.11 $4.22M - $4.54M
599K $14.5M
TFLO
Ishares Treasury Floating Rate

ETFs
-71.8K
- 48.43%
$50.42 - $50.66 $3.62M - $3.64M
76.4K $3.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21.6K
- 7.11%
$517.38 - $573.86 $11.2M - $12.4M
283K $162M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-36.1K
- 28.37%
$97.81 - $108.79 $3.53M - $3.92M
91K $9.9M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-175K
- 19.34%
$22.51 - $23.92 $3.95M - $4.19M
731K $17.4M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-86.2K
- 85.15%
$31.97 - $37.3 $2.76M - $3.22M
15K $538K
IYW
Ishares Dj Us Tech ETF

ETFs
-28.4K
- 2.51%
$133.16 - $158.73 $3.78M - $4.51M
1.1M $167M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-112K
- 83.01%
$22.94 - $23.16 $2.58M - $2.6M
23K $532K
NVO
Novo Nordisk A S

Healthcare
-1.84K
- 1.89%
$119.07 - $145.42 $219K - $268K
95.6K $11.4M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-56.1K
- 37.71%
$44.87 - $47.18 $2.52M - $2.64M
92.6K $4.37M
Activity Summary
Buys All Purchases 3216 New Holdings 398 Increased Positions 2818 Sells All Sells 1363 Reductions 1363 Sold out 0 Options Calls 1 Puts 1
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