Cwm, LLC Sells in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
POST
Post Holdings, Inc.

Consumer Defensive
-1.5K
- 50.08%
$104.57 - $116.92 $156K - $175K
1.49K $173K
Brookfield Corp
-2.27K
- 22.58%
N/A
7.78K $408K
AGO
Assured Guaranty LTD

Financial Services
-1.59K
- 10.4%
$82.9 - $95.47 $131K - $151K
13.7K $1.2M
IEO
Ishares Tr

ETFs
-1.87K
- 88.4%
$86.02 - $99.13 $161K - $186K
246 $23K
STT
State Street Corp

Financial Services
-659
- 5.32%
$84.47 - $102.23 $55.7K - $67.4K
11.7K $1.05M
EXLS
Exl Service Holdings, Inc.

Technology
-5.08K
- 19.19%
$44.13 - $51.8 $224K - $263K
21.4K $1.01M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.93K
- 15.39%
$75.99 - $81.58 $147K - $157K
10.6K $813K
FCN
Fti Consulting, Inc

Industrials
-834
- 81.21%
$160.54 - $198.75 $134K - $166K
193 $32K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-435
- 0.48%
$79.96 - $87.71 $34.8K - $38.2K
90.3K $7.42M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-2.7K
- 19.46%
$53.81 - $62.59 $145K - $169K
11.2K $625K
OSIS
Osi Systems Inc

Technology
-1.82K
- 25.44%
$153.35 - $219.6 $278K - $399K
5.32K $1.03M
SCHO
Schwab Short Term Us Treasury

ETFs
-7K
- 19.77%
$24.1 - $24.34 $169K - $170K
28.4K $692K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
-444
- 1.83%
$24.92 - $31.9 $11.1K - $14.2K
23.8K $594K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-9.19K
- 3.28%
$28.27 - $29.28 $260K - $269K
271K $7.87M
MTN
Vail Resorts Inc

Consumer Cyclical
-800
- 75.4%
$153.58 - $184.72 $123K - $148K
261 $42K
SHW
Sherwin Williams CO

Basic Materials
-684
- 7.77%
$330.16 - $365.55 $226K - $250K
8.12K $2.84M
FSK
Fs Kkr Capital Corp

Financial Services
-531
- 0.28%
$20.47 - $24.06 $10.9K - $12.8K
187K $3.91M
SHOP
Shopify Inc.

Technology
-152
- 1.16%
$90.59 - $129.31 $13.8K - $19.7K
12.9K $1.23M
WAFD
Washington Federal Inc

Financial Services
-1.95K
- 7.31%
$27.4 - $32.6 $53.5K - $63.7K
24.8K $709K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-339
- 2.08%
$81.62 - $96.63 $27.7K - $32.8K
15.9K $1.33M
IRM
Iron Mountain Inc

Real Estate
-245
- 3.58%
$82.79 - $111.31 $20.3K - $27.3K
6.6K $567K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-429
- 78.14%
$243.0 - $367.0 $104K - $157K
120 $29K
CLOU
Global X Fds Cloud Computing E

ETFs
-1.32K
- 3.17%
$20.99 - $26.34 $27.7K - $34.8K
40.3K $846K
VUSB
Vanguard Bd Index Fds
-3.5K
- 3.36%
N/A
101K $5.01M
MTX
Minerals Technologies Inc

Basic Materials
-1.84K
- 70.9%
$63.57 - $77.67 $117K - $143K
757 $48K
RY
Royal Bank Of Canada

Financial Services
-1.07K
- 29.24%
$108.81 - $123.4 $117K - $132K
2.6K $293K
POWL
Powell Industries Inc

Industrials
-286
- 14.67%
$155.56 - $311.38 $44.5K - $89.1K
1.66K $283K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-11.3K
- 81.03%
$7.89 - $12.48 $88.9K - $141K
2.64K $24K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-1.9K
- 4.36%
$34.79 - $38.36 $66.2K - $73K
41.7K $1.46M
PINC
Premier, Inc.

Healthcare
-3.4K
- 8.16%
$17.46 - $23.0 $59.3K - $78.2K
38.3K $738K
KBR
Kbr, Inc.

Industrials
-2.17K
- 48.44%
$47.88 - $60.47 $104K - $131K
2.31K $115K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-2.26K
- 12.71%
$24.13 - $30.02 $54.5K - $67.8K
15.5K $392K
LII
Lennox International Inc

Industrials
-108
- 6.38%
$553.05 - $666.93 $59.7K - $72K
1.58K $888K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-2.88K
- 96.42%
$48.3 - $52.85 $139K - $152K
107 $5K
FCNCA
First Citizens Bancshares Inc

Financial Services
-47
- 21.96%
$1728.36 - $2231.14 $81.2K - $105K
167 $310K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-108
- 3.42%
$307.43 - $357.48 $33.2K - $38.6K
3.05K $942K
MGEE
Mge Energy Inc

Utilities
-1.37K
- 10.32%
$85.7 - $94.18 $117K - $129K
11.9K $1.11M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-5.08K
- 15.47%
$48.65 - $53.06 $247K - $270K
27.8K $1.44M
WTTR
Select Energy Services, Inc.

Energy
-9.6K
- 68.25%
$9.37 - $14.56 $89.9K - $140K
4.47K $47K
TGNA
Tegna Inc

Communication Services
-7.39K
- 12.2%
$16.63 - $18.95 $123K - $140K
53.1K $968K
EXPO
Exponent Inc

Industrials
-800
- 8.71%
$78.9 - $93.95 $63.1K - $75.2K
8.38K $680K
EPD
Enterprise Products Partners L.P.

Energy
-13.1K
- 11.77%
$31.75 - $34.14 $417K - $448K
98.5K $3.36M
HII
Huntington Ingalls Industries, Inc.

Industrials
-800
- 46.27%
$159.75 - $208.61 $128K - $167K
929 $190K
IEX
Idex Corp

Industrials
-419
- 20.1%
$178.23 - $224.31 $74.7K - $94K
1.67K $302K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-11
- 0.1%
$38.18 - $50.93 $420 - $560
10.5K $405K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-5.76K
- 74.33%
$23.16 - $23.32 $133K - $134K
1.99K $46K
MSA
Msa Safety Inc

Industrials
-752
- 67.93%
$146.69 - $166.47 $110K - $125K
355 $52K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-2.17K
- 85.81%
$54.9 - $62.36 $119K - $135K
359 $20K
VCYT
Veracyte, Inc.

Healthcare
-1.98K
- 26.66%
$29.65 - $46.14 $58.7K - $91.4K
5.45K $162K
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
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email