Cwm, LLC Sells in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.67M
- 62.02%
$40.03 - $46.81 $107M - $125M
1.64M $66.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-125K
- 6.5%
$554.06 - $615.85 $69.4M - $77.2M
1.8M $1.01B
EFG
Msci Eafe Growth ETF

ETFs
-1.28M
- 45.37%
$96.1 - $106.37 $123M - $136M
1.54M $154M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-437K
- 11.62%
$168.16 - $186.21 $73.4M - $81.3M
3.32M $568M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-684K
- 79.82%
$85.29 - $92.57 $58.3M - $63.3M
173K $15.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-68.1K
- 11.39%
$468.34 - $539.52 $31.9M - $36.7M
530K $248M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.9K
- 0.05%
$92.45 - $106.69 $268K - $309K
5.37M $499M
EFV
Msci Eafe Value ETF

ETFs
-1.42M
- 23.47%
$51.88 - $60.73 $73.5M - $86.1M
4.62M $272M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-402K
- 4.77%
$48.06 - $53.73 $19.3M - $21.6M
8.02M $391M
AVGO
Broadcom Inc.

Technology
-12.7K
- 2.16%
$167.43 - $244.7 $2.12M - $3.1M
575K $96.2M
IFRA
Ishares Tr

ETFs
-795K
- 89.61%
$44.8 - $49.25 $35.6M - $39.1M
92.1K $4.15M
MBB
Ishares Tr

ETFs
-358K
- 15.05%
$90.37 - $94.08 $32.3M - $33.7M
2.02M $189M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-543K
- 11.73%
$49.78 - $53.19 $27M - $28.9M
4.09M $209M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-205K
- 6.1%
$67.03 - $74.61 $13.7M - $15.3M
3.16M $215M
IYW
Ishares Dj Us Tech ETF

ETFs
-32.2K
- 2.98%
$140.44 - $166.79 $4.52M - $5.37M
1.05M $147M
DNL
Wiswisdomtree Tr

ETFs
-696K
- 92.12%
$35.56 - $38.21 $24.7M - $26.6M
59.5K $2.12M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-240K
- 99.43%
$82.77 - $101.84 $19.9M - $24.5M
1.38K $116K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-214K
- 88.58%
$96.18 - $109.82 $20.6M - $23.5M
27.6K $2.83M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-809K
- 4.28%
$44.72 - $46.25 $36.2M - $37.4M
18.1M $833M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-349K
- 12.45%
$54.25 - $57.64 $18.9M - $20.1M
2.45M $135M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-150K
- 39.25%
$102.49 - $119.96 $15.4M - $18M
232K $24.3M
MUB
Ishares National Muni Bond ETF

ETFs
-175K
- 25.66%
$104.71 - $107.69 $18.4M - $18.9M
508K $53.6M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-350K
- 96.66%
$52.31 - $54.02 $18.3M - $18.9M
12.1K $654K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-95.5K
- 7.84%
N/A
1.12M $98.8M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-109K
- 91.05%
$113.59 - $123.29 $12.4M - $13.4M
10.7K $1.25M
IWM
Ishares Russell 2000 ETF

ETFs
-46.1K
- 35.6%
$198.1 - $229.79 $9.13M - $10.6M
83.4K $16.6M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-108K
- 99.18%
$106.46 - $114.75 $11.5M - $12.4M
887 $98K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-264K
- 99.03%
$43.6 - $49.84 $11.5M - $13.2M
2.6K $123K
ORCL
Oracle Corp

Technology
-17.3K
- 5.18%
$139.81 - $186.47 $2.41M - $3.22M
316K $44.2M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-159K
- 21.75%
$49.34 - $55.91 $7.85M - $8.9M
573K $28.7M
INTF
Ishares Tr

ETFs
-440K
- 32.55%
$28.43 - $31.96 $12.5M - $14.1M
912K $28.1M
Franklin Templeton Digital H
-187K
- 93.13%
N/A
13.8K $659K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-133K
- 57.9%
$76.94 - $78.28 $10.2M - $10.4M
96.4K $7.55M
META
Meta Platforms, Inc.

Communication Services
-12.8K
- 5.16%
$576.36 - $736.67 $7.38M - $9.43M
235K $136M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-17.7K
- 1.9%
$196.12 - $229.48 $3.48M - $4.07M
917K $185M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.67K
- 1.14%
$507.05 - $563.67 $1.35M - $1.51M
232K $119M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-305K
- 19.98%
$22.25 - $23.0 $6.78M - $7.01M
1.22M $28M
SO
Southern CO

Utilities
-92.6K
- 49.84%
$80.96 - $92.96 $7.49M - $8.6M
93.2K $8.57M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-160K
- 72.96%
$40.29 - $42.24 $6.43M - $6.74M
59.1K $2.42M
HD
Home Depot, Inc.

Consumer Cyclical
-4.25K
- 2.02%
$347.25 - $424.87 $1.48M - $1.8M
206K $75.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-76.3K
- 11.21%
$95.85 - $99.25 $7.31M - $7.57M
604K $59.8M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-26.1K
- 6.6%
$120.24 - $134.3 $3.14M - $3.51M
369K $45M
AMD
Advanced Micro Devices Inc

Technology
-24K
- 12.75%
$96.63 - $129.55 $2.32M - $3.11M
164K $16.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-20.1K
- 3.93%
$120.29 - $134.6 $2.41M - $2.7M
490K $59.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-111K
- 19.92%
$49.25 - $50.66 $5.49M - $5.65M
448K $22.2M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-91.6K
- 10.51%
$39.91 - $43.97 $3.65M - $4.03M
779K $31.7M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-191K
- 39.16%
$23.53 - $25.24 $4.49M - $4.81M
296K $7.05M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-49.5K
- 64.78%
$76.24 - $95.41 $3.77M - $4.72M
26.9K $2.1M
MS
Morgan Stanley

Financial Services
-28.9K
- 19.78%
$111.68 - $141.08 $3.23M - $4.08M
117K $13.7M
Activity Summary
Buys All Purchases 3110 New Holdings 192 Increased Positions 2918 Sells All Sells 1449 Reductions 1448 Sold out 1 Options Calls 2 Puts 7
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