Cwm, LLC Sells in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-575K
- 31.86%
$498.8 - $620.9 $287M - $357M
1.23M $763M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.15M
- 87.44%
$50.08 - $63.14 $107M - $136M
308K $19.5M
SPMD
Spdr Portfolio

ETFs
-1.89M
- 28.67%
$44.89 - $54.38 $84.7M - $103M
4.69M $255M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-2.59M
- 93.01%
$24.61 - $25.89 $63.6M - $66.9M
194K $5M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.79M
- 84.61%
$32.11 - $38.21 $57.6M - $68.6M
326K $12.4M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-771K
- 48.27%
$50.34 - $51.86 $38.8M - $40M
827K $42.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-998K
- 60.98%
$35.35 - $42.68 $35.3M - $42.6M
638K $27.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-893K
- 68.68%
$32.62 - $33.58 $29.1M - $30M
407K $13.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-698K
- 3.86%
$45.12 - $46.23 $31.5M - $32.3M
17.4M $803M
BOND
Pimco Active Bond Exchange Tra

ETFs
-292K
- 7.02%
$89.87 - $92.93 $26.2M - $27.1M
3.86M $356M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-184K
- 11.06%
$100.04 - $100.54 $18.4M - $18.5M
1.48M $149M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-372K
- 25.79%
$46.92 - $55.01 $17.4M - $20.5M
1.07M $58.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-239K
- 21.33%
N/A
883K $82.8M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-320K
- 55.88%
$44.22 - $52.08 $14.1M - $16.7M
253K $13.1M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-152K
- 7.48%
$99.1 - $99.49 $15M - $15.1M
1.88M $187M
NEE
Nextera Energy Inc

Utilities
-203K
- 48.51%
$64.11 - $75.0 $13M - $15.2M
215K $14.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-292K
- 28.93%
$51.16 - $62.02 $14.9M - $18.1M
716K $44.4M
LLY
Eli Lilly & CO

Healthcare
-10.9K
- 10.93%
$713.71 - $898.95 $7.77M - $9.79M
88.7K $69.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-515K
- 59.68%
$24.54 - $25.07 $12.6M - $12.9M
348K $8.71M
SCHW
Schwab Charles Corp

Financial Services
-178K
- 63.4%
$69.06 - $91.24 $12.3M - $16.3M
103K $9.4M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-238K
- 47.41%
$44.64 - $47.48 $10.6M - $11.3M
264K $12.5M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-99.8K
- 10.32%
$94.78 - $95.97 $9.46M - $9.58M
867K $83.1M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-323K
- 27.29%
$29.07 - $29.38 $9.38M - $9.48M
860K $25.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-35.9K
- 0.64%
$24.32 - $27.87 $873K - $1M
5.61M $149M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-161K
- 23.01%
$49.18 - $50.17 $7.94M - $8.1M
540K $27.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-83K
- 35.8%
$90.56 - $109.49 $7.52M - $9.09M
149K $16.3M
CMCSA
Comcast Corp

Communication Services
-178K
- 17.08%
$32.84 - $36.72 $5.83M - $6.52M
862K $30.8M
MBB
Ishares Tr

ETFs
-82K
- 4.06%
$91.41 - $94.22 $7.49M - $7.72M
1.94M $182M
Ea Series Trust
-66.5K
- 22.84%
N/A
225K $25.3M
MAR
Marriott International Inc

Consumer Cyclical
-30.7K
- 73.69%
$211.12 - $274.14 $6.48M - $8.42M
11K $3M
ROMO
Strategy Shs Newfound/Resolve

ETFs
-227K
- 98.2%
$28.25 - $32.02 $6.41M - $7.26M
4.16K $133K
SYLD
Cambria Shareholder Yld ETF

ETFs
-104K
- 40.78%
$55.35 - $65.57 $5.73M - $6.79M
150K $9.78M
CORP
Pimco Investment Grade Corp Bd

ETFs
-71.1K
- 4.99%
$94.14 - $97.31 $6.7M - $6.92M
1.35M $132M
V
Visa Inc.

Financial Services
-20K
- 8.4%
$308.27 - $373.31 $6.16M - $7.46M
218K $77.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-194K
- 55.63%
$24.21 - $29.47 $4.69M - $5.7M
154K $4.54M
CNC
Centene Corp

Healthcare
-62K
- 42.32%
$53.4 - $64.29 $3.31M - $3.99M
84.5K $4.59M
XLE
Energy Sector Spdr

ETFs
-9.79K
- 2.45%
$76.44 - $94.13 $748K - $921K
390K $33.1M
COP
Conocophillips

Energy
-26.7K
- 23.69%
$82.66 - $106.1 $2.21M - $2.83M
86.1K $7.72M
DHS
Wisdomtree Tr U.S

ETFs
-10.1K
- 1.18%
$87.71 - $98.37 $884K - $991K
844K $81M
TGT
Target Corp

Consumer Defensive
-33.2K
- 54.78%
$88.76 - $105.77 $2.95M - $3.52M
27.4K $2.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-64K
- 49.46%
$57.41 - $74.81 $3.67M - $4.79M
65.4K $4.86M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-20.3K
- 94.26%
$149.56 - $212.83 $3.03M - $4.31M
1.24K $263K
FXD
First Tr Exchange Traded Fd

ETFs
-57.3K
- 98.12%
$50.42 - $63.44 $2.89M - $3.63M
1.1K $70K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-41.2K
- 59.8%
$53.23 - $70.65 $2.19M - $2.91M
27.7K $1.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 2.78%
$725400.0 - $809350.0 $725K - $809K
35 $25.5M
ELV
Elevance Health, Inc.

Healthcare
-6.62K
- 48.14%
$372.27 - $452.69 $2.46M - $2.99M
7.13K $2.77M
OVV
Ovintiv Inc.

Energy
-70K
- 77.34%
$31.18 - $44.14 $2.18M - $3.09M
20.5K $781K
NKE
Nike, Inc.

Consumer Cyclical
-51.2K
- 58.96%
$53.27 - $72.04 $2.73M - $3.69M
35.6K $2.53M
HUM
Humana Inc

Healthcare
-10.5K
- 49.97%
$224.93 - $295.04 $2.35M - $3.08M
10.5K $2.56M
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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