Cwm, LLC Reduced Holdings in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
-195
- 0.13%
$56.13 - $60.79 $10.9K - $11.9K
151K $9.16M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-57
- 0.03%
$79.89 - $83.25 $4.55K - $4.75K
192K $15.9M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.3K
- 4.86%
$10.78 - $19.82 $35.5K - $65.3K
64.5K $1.26M
HPE
Hewlett Packard Enterprise CO

Technology
-7
- 0.01%
$19.81 - $25.24 $139 - $177
120K $2.96M
SOFI
So Fi Technologies, Inc.

Financial Services
-8.19K
- 9.38%
$17.64 - $29.81 $145K - $244K
79.1K $2.09M
RMBS
Rambus Inc

Technology
-1.42K
- 8.75%
$62.85 - $107.38 $89.4K - $153K
14.8K $1.55M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-102
- 0.64%
$284.45 - $324.95 $29K - $33.1K
15.9K $5.08M
SONY
Sony Group Corp

Technology
-9.9K
- 3.35%
$23.92 - $30.07 $237K - $298K
286K $8.23M
CATH
Global X Fds Global X S&P 500

ETFs
-2.33K
- 1.57%
$75.38 - $81.32 $176K - $190K
146K $11.8M
TER
Teradyne, Inc

Technology
-1.58K
- 8.65%
$90.15 - $137.64 $142K - $217K
16.6K $2.29M
ZG
Zillow Group, Inc.

Communication Services
-220
- 0.19%
$68.95 - $86.76 $15.2K - $19.1K
115K $8.59M
Astera Labs Inc
-107
- 1.59%
N/A
6.63K $1.3M
RL
Ralph Lauren Corp

Consumer Cyclical
-146
- 0.76%
$272.1 - $320.75 $39.7K - $46.8K
19.1K $5.98M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.14K
- 1.17%
$63.41 - $69.69 $136K - $149K
180K $12.3M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-11.6K
- 4.98%
$75.87 - $83.26 $883K - $969K
222K $18.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-26.8K
- 4.01%
$79.76 - $85.78 $2.14M - $2.3M
642K $54.3M
HSBC
Hsbc Holdings PLC

Financial Services
-6.39K
- 4.95%
$60.27 - $70.98 $385K - $453K
123K $8.71M
KLAC
Kla Corp

Technology
-30
- 0.6%
$843.9 - $1078.6 $25.3K - $32.4K
4.93K $5.32M
VXF
Vanguard Extended Market ETF

ETFs
-326
- 0.57%
$193.58 - $213.07 $63.1K - $69.5K
57K $11.9M
VGT
Vanguard Information Technolog

ETFs
-168
- 1.37%
$656.44 - $753.15 $110K - $127K
12.1K $9.04M
WRB
Berkley W R Corp

Financial Services
-773
- 0.25%
$67.78 - $76.62 $52.4K - $59.2K
306K $23.4M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-32.9K
- 4.27%
$44.92 - $48.31 $1.48M - $1.59M
737K $35.6M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-12.6K
- 3.55%
$67.1 - $74.29 $845K - $935K
342K $25.1M
XT
Ishares Tr Exponential Technol

ETFs
-2.51K
- 1.32%
$65.04 - $71.97 $163K - $180K
187K $13.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-779
- 1.0%
$82.22 - $96.68 $64K - $75.3K
77K $7.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.53K
- 1.7%
$108.46 - $120.63 $274K - $305K
146K $17.4M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-441
- 2.19%
$473.44 - $553.71 $209K - $244K
19.7K $10.8M
ETSY
Etsy Inc

Consumer Cyclical
-33
- 0.04%
$51.36 - $74.34 $1.69K - $2.45K
87K $5.78M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.16K
- 0.3%
$44.02 - $47.63 $51.1K - $55.3K
381K $18.1M
SLV
I Shares Silver Trust

ETFs
-5.77K
- 3.17%
$32.73 - $42.5 $189K - $245K
176K $7.47M
NI
Nisource Inc.

Utilities
-7.27K
- 1.04%
$39.0 - $43.33 $284K - $315K
693K $30M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-91.1K
- 0.53%
$25.21 - $25.99 $2.3M - $2.37M
17M $439M
SGOL
Abrdn Gold ETF Trust

ETFs
-6.76K
- 1.59%
$31.18 - $36.81 $211K - $249K
419K $15.4M
RDVY
First Trust Rising Dividend Ac

ETFs
-38K
- 3.74%
$62.38 - $67.29 $2.37M - $2.56M
979K $65.9M
VTV
Vanguard Value ETF

ETFs
-19K
- 3.31%
$175.51 - $186.57 $3.34M - $3.55M
556K $104M
IVW
Ishares S&P 500 Growth ETF

ETFs
-443K
- 8.46%
$108.97 - $121.65 $48.3M - $53.9M
4.8M $579M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-114K
- 2.72%
$52.12 - $55.33 $5.94M - $6.3M
4.07M $225M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-78.4K
- 2.45%
$74.93 - $80.73 $5.87M - $6.33M
3.13M $252M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-140K
- 4.12%
$182.33 - $194.5 $25.5M - $27.1M
3.25M $632M
VUG
Vanguard Growth ETF

ETFs
-13.2K
- 2.48%
$433.97 - $484.08 $5.73M - $6.39M
519K $249M
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