Cwm, LLC Reduced Holdings in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
-1.23K
- 2.15%
$69.22 - $79.77 $84.8K - $97.7K
55.7K $4.01M
NI
Nisource Inc.

Utilities
-22.1K
- 3.06%
$37.11 - $40.64 $819K - $897K
700K $28.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-41.5K
- 16.61%
$22.92 - $28.05 $952K - $1.16M
208K $5.85M
ADP
Automatic Data Processing Inc

Industrials
-2.55K
- 8.28%
$276.76 - $326.81 $705K - $832K
28.2K $8.69M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-10.1K
- 74.48%
$60.29 - $71.77 $612K - $728K
3.48K $244K
INSP
Inspire Medical Systems, Inc.

Healthcare
-4.15K
- 88.53%
$127.18 - $161.88 $528K - $672K
538 $70K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.42K
- 1.88%
$48.13 - $49.85 $405K - $420K
440K $21.6M
CSB
Victory Portf Ii Shs Us Small

ETFs
-8K
- 7.22%
$49.98 - $58.24 $400K - $466K
103K $5.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-776
- 10.1%
$421.16 - $509.5 $327K - $395K
6.91K $3.08M
WCC
Wesco International Inc

Industrials
-5.92K
- 38.66%
$132.86 - $186.1 $787K - $1.1M
9.4K $1.74M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.71K
- 5.7%
$121.58 - $136.74 $572K - $644K
78K $10.6M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-5.66K
- 70.65%
$102.11 - $124.82 $578K - $707K
2.35K $294K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-14.5K
- 25.89%
$38.16 - $46.72 $555K - $679K
41.6K $1.84M
BOKF
Bok Financial Corp

Financial Services
-5.66K
- 75.98%
$87.86 - $103.42 $497K - $585K
1.79K $175K
M
Macy'S, Inc.

Consumer Cyclical
-46.1K
- 65.61%
$10.02 - $13.19 $462K - $609K
24.2K $282K
EBLU
Ecofin Global Water Esg Fund

ETFs
-13K
- 74.68%
$51.6 - $52.91 $673K - $690K
4.42K $234K
Amplify ETF Tr
-10.9K
- 74.78%
N/A
3.67K $213K
IFRA
Ishares Tr

ETFs
-19.5K
- 21.2%
$40.97 - $49.19 $800K - $961K
72.6K $3.57M
FMC
Fmc Corp

Basic Materials
-12.8K
- 14.11%
$33.98 - $44.06 $435K - $564K
78K $3.26M
CRBG
Corebridge Financial, Inc.

Financial Services
-25.2K
- 30.65%
$25.41 - $35.83 $641K - $904K
57.1K $2.03M
FDN
First Tr Fd Dow Jones

ETFs
-6.34K
- 25.97%
$200.29 - $269.33 $1.27M - $1.71M
18.1K $4.87M
PRI
Primerica, Inc.

Financial Services
-1.82K
- 35.76%
$244.39 - $290.62 $445K - $529K
3.27K $895K
FICO
Fair Isaac Corp

Technology
-293
- 43.93%
$1503.62 - $2206.01 $441K - $646K
374 $684K
XLI
Industrial Sector Spdr

ETFs
-8.7K
- 19.38%
$116.42 - $147.52 $1.01M - $1.28M
36.2K $5.34M
TWST
Twist Bioscience Corp

Healthcare
-13.6K
- 83.51%
$28.16 - $40.27 $383K - $547K
2.68K $99K
AIZ
Assurant, Inc.

Financial Services
-2.37K
- 42.34%
$179.73 - $211.56 $426K - $502K
3.23K $638K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-13.8K
- 17.74%
$45.9 - $56.06 $636K - $776K
64.2K $3.6M
HPQ
Hp Inc

Technology
-15.3K
- 30.2%
$21.88 - $29.32 $335K - $448K
35.4K $865K
HBAN
Huntington Bancshares Inc

Financial Services
-55.4K
- 24.63%
$12.49 - $16.76 $692K - $929K
170K $2.84M
HAYW
Hayward Holdings, Inc.

Industrials
-37.9K
- 39.81%
$11.32 - $14.76 $429K - $559K
57.3K $790K
ENPH
Enphase Energy, Inc.

Technology
-7.54K
- 75.28%
$34.56 - $62.52 $261K - $472K
2.48K $98K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-7.08K
- 88.06%
$51.73 - $71.41 $366K - $506K
960 $51K
CORT
Corcept Therapeutics Inc

Healthcare
-201
- 1.65%
$62.24 - $91.93 $12.5K - $18.5K
12K $880K
MSI
Motorola Solutions, Inc.

Technology
-868
- 10.45%
$394.72 - $440.39 $343K - $382K
7.44K $3.13M
IVZ
Invesco Ltd.

Financial Services
-37.5K
- 22.94%
$12.14 - $15.77 $455K - $591K
126K $1.99M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-9.03K
- 74.56%
$53.27 - $54.27 $481K - $490K
3.08K $166K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-11.4K
- 34.94%
$38.18 - $45.52 $437K - $521K
21.3K $932K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-17K
- 14.45%
$23.4 - $24.92 $399K - $425K
101K $2.42M
SSNC
Ss&C Technologies Holdings Inc

Technology
-5.39K
- 12.75%
$71.96 - $83.42 $388K - $449K
36.9K $3.05M
COTY
Coty Inc.

Consumer Defensive
-80.7K
- 69.38%
$4.57 - $5.65 $369K - $456K
35.6K $166K
NLOK
Norton Life Lock Inc.

Technology
-18.7K
- 67.29%
N/A
9.07K $267K
FNF
Fidelity National Financial, Inc.

Financial Services
-3.75K
- 13.21%
$53.62 - $66.59 $201K - $250K
24.6K $1.38M
RDVT
Red Violet, Inc.

Technology
-13.6K
- 76.84%
$34.9 - $50.36 $473K - $683K
4.09K $201K
CRH.L
Crh PLC

Basic Materials
-5.97K
- 25.19%
N/A
17.7K $1.63M
CNA
Cna Financial Corp

Financial Services
-6.84K
- 21.18%
$45.03 - $50.88 $308K - $348K
25.5K $1.18M
SGOL
Abrdn Gold ETF Trust

ETFs
-39.8K
- 8.56%
$28.39 - $32.75 $1.13M - $1.3M
426K $13.4M
CHKP
Check Point Software Technologies LTD

Technology
-971
- 2.75%
$204.26 - $233.47 $198K - $227K
34.4K $7.6M
PTEN
Patterson Uti Energy Inc

Energy
-44.5K
- 59.07%
$5.46 - $8.56 $243K - $381K
30.8K $183K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-12.8K
- 48.42%
$30.46 - $33.4 $390K - $428K
13.6K $435K
Activity Summary
Buys All Purchases 3050 New Holdings 222 Increased Positions 2828 Sells All Sells 1559 Reductions 1559 Sold out 0 Options Calls 2 Puts 1
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