Cwm, LLC Reduced Holdings in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHDG
Wisdomtree Tr

ETFs
-2.11K
- 32.72%
$38.54 - $46.0 $81.4K - $97.1K
4.34K $196K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-32
- 1.23%
$267.56 - $340.8 $8.56K - $10.9K
2.58K $781K
RWR
Spdr Dow Jones Reit ETF

ETFs
-825
- 76.67%
$86.33 - $99.71 $71.2K - $82.3K
251 $24K
MPW
Medical Properties Trust Inc

Real Estate
-6.18K
- 18.91%
$4.31 - $5.91 $26.6K - $36.5K
26.5K $114K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-5.88K
- 84.43%
$12.25 - $15.47 $72K - $91K
1.08K $17K
POOL
Pool Corp

Industrials
-196
- 22.48%
$285.0 - $325.66 $55.9K - $63.8K
676 $197K
UFPI
Ufp Industries Inc

Basic Materials
-266
- 3.75%
$94.93 - $109.1 $25.3K - $29K
6.83K $678K
FCNCA
First Citizens Bancshares Inc

Financial Services
-50
- 29.94%
$1561.69 - $1966.55 $78.1K - $98.3K
117 $230K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.31K
- 13.21%
$70.7 - $82.14 $92.7K - $108K
8.62K $708K
KMPR
Kemper Corp

Financial Services
-158
- 0.52%
$55.12 - $67.26 $8.71K - $10.6K
30.2K $1.95M
HP
Helmerich & Payne, Inc.

Energy
-1.13K
- 19.94%
$15.16 - $26.78 $17.1K - $30.3K
4.54K $69K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.16K
- 58.23%
$33.38 - $40.81 $72.2K - $88.3K
1.55K $63K
NHI
National Health Investors Inc

Real Estate
-408
- 3.0%
$68.74 - $76.77 $28K - $31.3K
13.2K $924K
SKY
Skyline Champion Corp

Consumer Cyclical
-58
- 2.51%
$60.33 - $94.94 $3.5K - $5.51K
2.25K $141K
GIGB
Goldman Sachs ETF Access Invt
-1.81K
- 10.11%
N/A
16.1K $739K
PPL
Ppl Corp

Utilities
-1.02K
- 5.18%
$33.45 - $36.5 $34.1K - $37.2K
18.6K $632K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.71K
- 4.67%
$16.93 - $17.81 $96.7K - $102K
117K $2.08M
SFLR
Innovator Etfs Tr Equity Manag
-3.7K
- 16.51%
N/A
18.7K $628K
KGC
Kinross Gold Corp

Basic Materials
-6.64K
- 73.32%
$11.79 - $15.85 $78.3K - $105K
2.42K $38K
LZB
La Z Boy Inc

Consumer Cyclical
-880
- 3.95%
$35.67 - $44.28 $31.4K - $39K
21.4K $795K
BKCI
Bny Mellon ETF Tr Concentrated
-1.68K
- 56.59%
$43.23 - $51.9 $72.8K - $87.3K
1.29K $66K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.29K
- 2.62%
$29.0 - $30.68 $66.3K - $70.2K
85.1K $2.61M
Txo Partners LP
-3.9K
- 97.5%
N/A
100 $2K
TDOC
Teladoc Health, Inc.

Healthcare
-9.82K
- 64.61%
$6.51 - $8.71 $63.9K - $85.5K
5.38K $47K
ALHC
Alignment Healthcare, Inc.

Healthcare
-1.75K
- 16.61%
$13.7 - $19.78 $24K - $34.7K
8.8K $123K
GFF
Griffon Corp

Industrials
-1.04K
- 51.95%
$64.73 - $74.97 $67.3K - $77.9K
961 $70K
DWAC
Digital World Acquisition Corp.

Financial Services
-3.2K
- 32.74%
N/A
6.57K $119K
MGEE
Mge Energy Inc

Utilities
-211
- 1.77%
$86.85 - $93.48 $18.3K - $19.7K
11.7K $1.04M
VMEO
Vimeo, Inc.

Technology
-12.1K
- 65.58%
$3.89 - $5.27 $46.9K - $63.6K
6.33K $26K
WPC
W. P. Carey Inc.

Real Estate
-929
- 4.93%
$56.12 - $64.53 $52.1K - $59.9K
17.9K $1.12M
Atmus Filtration Technologie
-1.89K
- 27.35%
N/A
5.03K $183K
Liberty Global LTD
-5.64K
- 78.48%
N/A
1.55K $16K
LIT
Global X Fds Global X Lithium

ETFs
-1.76K
- 30.77%
$31.82 - $39.24 $55.8K - $68.9K
3.95K $152K
National Cinemedia Inc
-11.3K
- 75.67%
N/A
3.62K $18K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-764
- 36.29%
$67.02 - $83.8 $51.2K - $64K
1.34K $102K
CPK
Chesapeake Utilities Corp

Utilities
-458
- 33.68%
$116.0 - $135.5 $53.1K - $62.1K
902 $108K
STLA
Stellantis N.V.

Consumer Cyclical
-4.42K
- 23.4%
$8.53 - $11.27 $37.7K - $49.8K
14.5K $145K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-12.3K
- 50.96%
$3.97 - $5.84 $48.7K - $71.7K
11.8K $60K
VFH
Vanguard Financial ETF

ETFs
-741
- 20.74%
$104.87 - $127.3 $77.7K - $94.3K
2.83K $361K
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.23K
- 16.09%
$99.48 - $124.46 $122K - $153K
6.42K $763K
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.11K
- 66.07%
$50.37 - $57.97 $55.8K - $64.2K
569 $32K
FSLY
Fastly, Inc.

Technology
-10.9K
- 62.77%
$5.0 - $8.28 $54.5K - $90.3K
6.47K $46K
Cooper Cos Inc
-216
- 5.95%
N/A
3.42K $243K
Globalstar Inc
-3.12K
- 82.52%
N/A
660 $16K
CCL
Carnival Corp

Consumer Cyclical
-43.8K
- 32.22%
$16.43 - $28.12 $719K - $1.23M
92.1K $2.59M
TCBI
Texas Capital Bancshares Inc

Financial Services
-1.41K
- 13.58%
$61.24 - $79.4 $86K - $112K
8.94K $710K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-6.67K
- 73.92%
$6.07 - $8.61 $40.5K - $57.5K
2.35K $16K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-2.27K
- 2.59%
$48.48 - $50.99 $110K - $115K
85.1K $4.34M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-1.7K
- 86.88%
$33.15 - $36.46 $56.4K - $62.1K
257 $9K
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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