Cwm, LLC Reduced Holdings in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-770
- 42.66%
$67.48 - $71.55 $52K - $55.1K
1.04K $73K
MBIN
Merchants Bancorp

Financial Services
-1.5K
- 49.83%
$29.18 - $36.0 $43.8K - $54K
1.51K $48K
FNDC
Schwab Fundamental Intl Small

ETFs
-1.39K
- 34.35%
$41.81 - $45.21 $57.9K - $62.7K
2.65K $118K
STWD
Starwood Property Trust, Inc.

Real Estate
-1.46K
- 4.18%
$19.37 - $20.97 $28.2K - $30.6K
33.4K $647K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.36K
- 23.15%
$38.52 - $39.39 $52.3K - $53.5K
4.51K $177K
GRND
Grindr Inc Com
-2.11K
- 85.38%
N/A
362 $5K
RELY
Remitly Global, Inc.

Technology
-2.31K
- 42.39%
$15.79 - $20.25 $36.4K - $46.7K
3.13K $51K
FVRR
Fiverr International Ltd.

Communication Services
-1.36K
- 39.11%
$21.37 - $29.7 $29K - $40.2K
2.11K $52K
EAF
Graftech International LTD

Industrials
-65.1K
- 98.19%
$0.92 - $13.83 $59.9K - $901K
1.2K $15K
MNDY
Monday.Com Ltd.

Technology
-129
- 61.43%
$171.46 - $309.62 $22.1K - $39.9K
81 $16K
CDNA
Care Dx, Inc.

Healthcare
-1.63K
- 32.49%
$11.57 - $20.63 $18.8K - $33.6K
3.38K $49K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-979
- 62.76%
N/A
581 $29K
SNDR
Schneider National, Inc.

Industrials
-1.66K
- 37.12%
$21.09 - $26.92 $35K - $44.6K
2.81K $59K
VOD
Vodafone Group Public LTD CO

Communication Services
-6.7K
- 22.09%
$10.67 - $12.06 $71.5K - $80.8K
23.6K $274K
BOKF
Bok Financial Corp

Financial Services
-649
- 36.28%
$98.57 - $113.09 $64K - $73.4K
1.14K $127K
PUMP
Pro Petro Holding Corp.

Energy
-6.83K
- 41.74%
$4.52 - $6.64 $30.9K - $45.3K
9.53K $50K
RXST
Rx Sight, Inc.

Healthcare
-3.29K
- 72.79%
$6.65 - $13.14 $21.9K - $43.2K
1.23K $11K
CHGG
Chegg, Inc

Consumer Defensive
-39K
- 95.17%
$1.1 - $1.84 $42.9K - $71.8K
1.98K $3K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-2.23K
- 44.59%
$21.62 - $22.81 $48.2K - $50.9K
2.77K $62K
MCS
Marcus Corp

Communication Services
-1.9K
- 14.47%
$14.62 - $18.09 $27.8K - $34.4K
11.2K $174K
VEL
Velocity Financial, Inc.

Financial Services
-2.42K
- 53.42%
$16.33 - $19.19 $39.4K - $46.3K
2.11K $38K
CWST
Casella Waste Systems Inc

Industrials
-328
- 47.33%
$86.69 - $114.82 $28.4K - $37.7K
365 $35K
CE
Celanese Corp

Basic Materials
-335
- 14.5%
$39.94 - $62.39 $13.4K - $20.9K
1.98K $83K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
-1.95K
- 31.12%
$20.41 - $26.82 $39.8K - $52.3K
4.32K $107K
SMRT
Smart Rent, Inc.

Technology
-58.1K
- 67.45%
$0.94 - $1.64 $54.7K - $95.4K
28.1K $40K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.67K
- 14.04%
$50.79 - $54.95 $85K - $91.9K
10.2K $562K
CVLT
Commvault Systems Inc

Technology
-844
- 10.58%
$163.43 - $195.41 $138K - $165K
7.14K $1.35M
OPCH
Option Care Health, Inc.

Healthcare
-1.07K
- 35.8%
$26.82 - $31.95 $28.6K - $34.1K
1.92K $53K
QTWO
Q2 Holdings, Inc.

Technology
-49
- 2.56%
$72.39 - $94.97 $3.55K - $4.65K
1.87K $135K
SES
Ses Ai Corp

Consumer Cyclical
-52K
- 94.89%
$0.84 - $1.9 $43.7K - $98.9K
2.8K $5K
HLN
Haleon PLC

Healthcare
-1.23K
- 5.37%
$8.72 - $10.35 $10.7K - $12.7K
21.7K $194K
IYK
Ishares U.S. Consumer Staples

ETFs
-244
- 1.97%
$67.65 - $71.68 $16.5K - $17.5K
12.2K $832K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-12.8K
- 6.61%
$25.43 - $27.31 $326K - $351K
182K $4.96M
Birkenstock Holding PLC
-466
- 8.62%
N/A
4.94K $224K
FTCS
First Trust Capital Strength E

ETFs
-1.38K
- 4.36%
$89.72 - $93.74 $124K - $130K
30.3K $2.84M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
-2.52K
- 40.98%
$12.4 - $14.47 $31.2K - $36.5K
3.63K $46K
MGPI
Mgp Ingredients Inc

Consumer Defensive
-774
- 18.67%
$24.19 - $32.87 $18.7K - $25.4K
3.37K $82K
USTB
Victory Portfolios Ii Victorys

ETFs
-833
- 23.7%
$50.54 - $51.1 $42.1K - $42.6K
2.68K $137K
Amentum Holdings Inc
-1.94K
- 11.07%
N/A
15.5K $372K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.51K
- 4.67%
$72.91 - $77.23 $110K - $117K
30.9K $2.36M
LGOV
First Tr ETF Iv Long Duration

ETFs
-1.92K
- 73.86%
$20.98 - $22.03 $40.3K - $42.3K
679 $15K
IAT
Ishares Tr

ETFs
-1.72K
- 10.37%
$48.92 - $54.5 $84.1K - $93.7K
14.9K $781K
PBDC
Putnam ETF Tr Bdc Income Etf(D
-713
- 7.78%
N/A
8.45K $269K
CHCT
Community Healthcare Trust Inc

Real Estate
-1.62K
- 13.68%
$14.34 - $17.5 $23.3K - $28.4K
10.2K $157K
CODI
Compass Diversified Holdings

Industrials
-9.24K
- 15.26%
$6.04 - $7.69 $55.8K - $71K
51.3K $340K
Primo Brands Corporation
-358
- 8.37%
N/A
3.92K $87K
LIVN
Liva Nova PLC

Healthcare
-1.54K
- 27.84%
$41.13 - $58.72 $63.2K - $90.2K
3.98K $209K
VFH
Vanguard Financial ETF

ETFs
-378
- 13.35%
$125.23 - $132.78 $47.3K - $50.2K
2.45K $322K
VIR
Vir Biotechnology, Inc.

Healthcare
-8.78K
- 55.09%
$4.28 - $5.93 $37.6K - $52.1K
7.16K $41K
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
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