Cwc Advisors, Llc. Purchases and Sells in Q4 2025

Cwc Advisors, Llc.

$207 Billion
Q4 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	2.32K + 39.91%	$236.79 - $250.33 $550K - $581K	8.14K $2B
SPY	657 + 113.47%	$653.02 - $687.39 $429K - $452K	1.24K $843M
GOOGL	179 + 4.45%	$236.57 - $291.31 $42.3K - $52.1K	4.2K $1.32B
VALUED ADVISERS TR	11.5K + 6.05%	N/A	201K $5.16B
FLTR	11.6K + 6.05%	$25.44 - $25.56 $294K - $296K	203K $5.17B
CLOI	5.57K + 4.41%	$52.83 - $53.07 $294K - $296K	132K $6.97B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KENVUE INC	97.1K New	N/A	97.1K $1.67B
AGG	12.4K New	$99.87 - $101.27 $1.24M - $1.25M	12.4K $1.24B
VWO	20.6K New	$52.54 - $55.77 $1.08M - $1.15M	20.6K $1.11B
BLACK ROCK COFFEE BAR INC	27.9K New	N/A	27.9K $621M
UNOV	11.3K New	$37.41 - $37.91 $422K - $427K	11.3K $429M
EMR	2.07K New	$126.01 - $140.03 $261K - $290K	2.07K $275M

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EDV	-77.8K - 92.91%	$67.2 - $71.16 $5.23M - $5.53M	5.94K $386M
MINT	-5.67K - 54.33%	$100.33 - $100.69 $569K - $571K	4.77K $478M
AMG	-4.31K - 26.42%	$230.78 - $264.8 $994K - $1.14M	12K $3.46B
DHX	-67.5K - 27.74%	$1.69 - $2.76 $114K - $186K	176K $273M
TLT	-2.77K - 4.29%	$88.67 - $92.06 $246K - $255K	61.7K $5.38B
ORCL	-71 - 2.47%	$217.57 - $313.0 $15.4K - $22.2K	2.8K $546M

Activity Summary All Purchases 58 New Holdings 8 Increased Positions 50 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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