Cwm, LLC Reduced Holdings in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-33.1K
- 59.97%
$9.31 - $12.72 $308K - $421K
22.1K $212K
QCOM
Qualcomm Inc

Technology
-8.86K
- 5.1%
$124.66 - $159.48 $1.1M - $1.41M
165K $26.3M
SNV
Synovus Financial Corp

Financial Services
-11.8K
- 32.2%
$38.27 - $51.75 $450K - $608K
24.8K $1.28M
BP
Bp PLC

Energy
-3.55K
- 4.32%
$26.11 - $33.81 $92.6K - $120K
78.6K $2.35M
NWL
Newell Brands Inc.

Consumer Defensive
-40.7K
- 16.27%
$4.48 - $6.27 $183K - $255K
210K $1.13M
IWM
Ishares Russell 2000 ETF

ETFs
-8.24K
- 9.88%
$174.82 - $215.79 $1.44M - $1.78M
75.2K $16.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
-16.1K
- 34.26%
N/A
30.8K $540K
MPC
Marathon Petroleum Corp

Energy
-5.6K
- 21.87%
$118.55 - $170.08 $664K - $953K
20K $3.33M
NOV
Nov Inc.

Energy
-18.6K
- 29.81%
$11.11 - $15.41 $206K - $286K
43.7K $543K
CPRT
Copart Inc

Consumer Cyclical
-2.54K
- 6.83%
$47.72 - $63.84 $121K - $162K
34.7K $1.7M
VUSB
Vanguard Bd Index Fds
-7.98K
- 7.94%
N/A
92.5K $4.62M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.62K
- 25.6%
$160.0 - $195.62 $259K - $317K
4.71K $766K
OLN
Olin Corp

Basic Materials
-14.9K
- 64.17%
$17.96 - $24.7 $268K - $369K
8.34K $168K
TPL
Texas Pacific Land Corp

Energy
-165
- 20.12%
$1036.28 - $1430.55 $171K - $236K
655 $691K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-97.2K
- 11.56%
$19.6 - $24.44 $1.91M - $2.38M
743K $18.2M
CRUS
Cirrus Logic, Inc.

Technology
-4.46K
- 27.71%
$77.43 - $107.58 $345K - $479K
11.6K $1.21M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.7K
- 1.62%
$37.08 - $42.26 $211K - $241K
346K $14.3M
MAT
Mattel Inc

Consumer Cyclical
-20.9K
- 24.58%
$14.55 - $20.12 $304K - $420K
64K $1.26M
WRB
Berkley W R Corp

Financial Services
-15.4K
- 4.78%
$64.28 - $75.17 $989K - $1.16M
306K $22.5M
UWMC
Uwm Holdings Corp

Financial Services
-55.3K
- 47.79%
$3.94 - $5.79 $218K - $320K
60.4K $250K
Innovator Etfs Trust
-14.6K
- 77.02%
N/A
4.34K $130K
MDU
Mdu Resources Group Inc

Industrials
-22.2K
- 54.14%
$15.6 - $17.76 $347K - $395K
18.8K $314K
Vestis Corporation
-9.28K
- 11.92%
N/A
68.5K $393K
VBR
Vanguard Small Cap Value ETF

ETFs
-4.89K
- 7.4%
$162.76 - $195.77 $796K - $958K
61.2K $11.9M
AGO
Assured Guaranty LTD

Financial Services
-4.16K
- 30.44%
$76.56 - $90.18 $318K - $375K
9.5K $827K
ALLY
Ally Financial Inc.

Financial Services
-10.6K
- 62.37%
$30.09 - $38.95 $318K - $411K
6.37K $248K
DCI
Donaldson CO Inc

Industrials
-5.89K
- 32.36%
$59.18 - $71.02 $349K - $418K
12.3K $854K
ITW
Illinois Tool Works Inc

Industrials
-1.43K
- 7.62%
$218.41 - $252.43 $311K - $360K
17.3K $4.27M
DUSA
Davis Fundamental ETF Tr

ETFs
-8.33K
- 80.29%
$38.38 - $46.28 $320K - $385K
2.04K $95K
EVRG
Evergy, Inc.

Utilities
-4.85K
- 1.63%
$64.06 - $69.64 $310K - $338K
293K $20.2M
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.24K
- 40.34%
$137.62 - $174.44 $308K - $390K
3.31K $540K
XLB
Select Sector Spdr Fd Material

ETFs
-7.28K
- 4.35%
$74.27 - $88.92 $540K - $647K
160K $14.1M
Corpay Inc
-838
- 25.69%
N/A
2.42K $804K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.35K
- 9.34%
$91.57 - $110.76 $123K - $149K
13.1K $1.26M
CLF
Cleveland Cliffs Inc.

Basic Materials
-38.8K
- 72.31%
$5.83 - $8.88 $226K - $345K
14.9K $113K
PNW
Pinnacle West Capital Corp

Utilities
-3.08K
- 35.22%
$88.3 - $95.43 $272K - $294K
5.66K $506K
FTCS
First Trust Capital Strength E

ETFs
-4.07K
- 11.37%
$81.6 - $92.39 $332K - $376K
31.7K $2.88M
VLY
Valley National Bancorp

Financial Services
-36.2K
- 27.97%
$7.87 - $9.2 $285K - $333K
93.3K $833K
AFG
American Financial Group Inc

Financial Services
-2.3K
- 42.61%
$116.9 - $132.12 $269K - $304K
3.1K $392K
EEMV
Ishares Msci Emerging Markets

ETFs
-6.72K
- 28.63%
$54.12 - $62.8 $364K - $422K
16.8K $1.05M
MEDP
Medpace Holdings, Inc.

Healthcare
-1.22K
- 14.97%
$277.23 - $315.28 $338K - $385K
6.93K $2.17M
Innovator Etfs Trust
-12K
- 74.86%
N/A
4.03K $100K
OZK
Bank Ozk

Financial Services
-9.62K
- 21.21%
$37.58 - $47.34 $362K - $456K
35.7K $1.68M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.65K
- 7.87%
$42.72 - $44.24 $284K - $294K
77.9K $3.42M
Wisdomtree Bitcoin Fd
-3.41K
- 86.53%
N/A
531 $61K
XEL
Xcel Energy Inc

Utilities
-1.32K
- 1.87%
$65.65 - $72.39 $86.7K - $95.6K
69.4K $4.73M
TEQI
T Rowe Price Exchange Traded F

Technology
-7.77K
- 9.08%
$36.8 - $42.54 $286K - $331K
77.8K $3.31M
VNLA
Janus Henderson Short Duration

ETFs
-6.11K
- 1.0%
$48.74 - $49.2 $298K - $301K
605K $29.8M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-3.62K
- 40.79%
$61.03 - $67.59 $221K - $244K
5.25K $336K
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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