Cwc Advisors, Llc. Incresed Positions in Q4 2025

Cwc Advisors, Llc.

  • $207 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
2.32K
+ 39.91%
$236.79 - $250.33 $550K - $581K
8.14K $2B
SPY
Spdr S&P 500 ETF Trust

ETFs
657
+ 113.47%
$653.02 - $687.39 $429K - $452K
1.24K $843M
GOOGL
Alphabet Inc.

Communication Services
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
Vaneck ETF Tr Investment Grade

ETFs
11.6K
+ 6.05%
$25.44 - $25.56 $294K - $296K
203K $5.17B
CLOI
Vaneck ETF Tr

ETFs
5.57K
+ 4.41%
$52.83 - $53.07 $294K - $296K
132K $6.97B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.88K
+ 1.39%
$34.39 - $36.1 $64.6K - $67.8K
137K $4.93B
Series Portfolios Tr
9.14K
+ 6.92%
N/A
141K $3.74B
NTNX
Nutanix, Inc.

Technology
5.93K
+ 105.22%
$65.91 - $76.92 $391K - $456K
11.6K $598M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.78K
+ 2.96%
$25.02 - $27.16 $120K - $130K
166K $4.38B
AMZN
Amazon Com Inc

Consumer Cyclical
239
+ 3.88%
$213.04 - $254.0 $50.9K - $60.7K
6.39K $1.48B
IVW
Ishares S&P 500 Growth ETF

ETFs
228
+ 0.66%
$118.29 - $126.28 $27K - $28.8K
34.7K $4.27B
XLE
Energy Sector Spdr

ETFs
43.1K
+ 105.22%
$85.22 - $92.02 $3.67M - $3.96M
84K $3.75B
NKE
Nike, Inc.

Consumer Cyclical
3.46K
+ 15.87%
$60.8 - $74.57 $210K - $258K
25.3K $1.61B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
902
+ 31.12%
$100.68 - $106.15 $90.8K - $95.7K
3.8K $389M
INDA
Ishares Msci India Index Fund

ETFs
901
+ 5.09%
$52.3 - $55.29 $47.1K - $49.8K
18.6K $1.01B
VUSB
Vanguard Bd Index Fds
1.86K
+ 1.9%
N/A
99.7K $4.97B
VTV
Vanguard Value ETF

ETFs
275
+ 6.22%
$182.87 - $189.72 $50.3K - $52.2K
4.69K $896M
AVUV
American Centy ETF Tr Avantis

ETFs
561
+ 24.67%
$95.19 - $100.66 $53.4K - $56.5K
2.84K $289M
IBM
International Business Machines Corp

Technology
49
+ 1.48%
$275.97 - $314.98 $13.5K - $15.4K
3.37K $999M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.32K
+ 5.25%
$43.6 - $45.68 $57.7K - $60.5K
26.5K $1.18B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
803
+ 1.37%
$79.55 - $80.13 $63.9K - $64.3K
59.3K $4.73B
XOM
Exxon Mobil Corp

Energy
18
+ 0.29%
$110.64 - $119.78 $1.99K - $2.16K
6.33K $762M
TIP
Ishares Tr Tips Bd ETF

ETFs
536
+ 5.18%
$110.58 - $112.2 $59.3K - $60.1K
10.9K $1.2B
VGIT
Vanguard Intermediate Term Tre

ETFs
952
+ 0.79%
$59.84 - $60.54 $57K - $57.6K
121K $7.26B
SCHG
Schwab Strategic Tr Us Large C

ETFs
757
+ 6.83%
$31.41 - $33.69 $23.8K - $25.5K
11.8K $386M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.01%
$142.82 - $150.36 $143 - $150
9.45K $1.41B
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.1K
+ 15.43%
$40.65 - $42.74 $44.5K - $46.8K
8.19K $330M
SCHV
Schwab Strategic Tr Us Large C

ETFs
866
+ 8.95%
$28.46 - $29.45 $24.6K - $25.5K
10.5K $312M
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 3.19%
$294.11 - $320.41 $15K - $16.3K
1.65K $532M
Innovator Etfs Trust
605
+ 6.33%
N/A
10.2K $300M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
163
+ 0.83%
$23.02 - $24.23 $3.75K - $3.95K
19.9K $477M
EWW
Ishares Inc Msci Mexico ETF

ETFs
33
+ 0.35%
N/A
9.47K $656M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
235
+ 4.03%
$50.48 - $50.65 $11.9K - $11.9K
6.07K $306M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.07%
$91.84 - $96.06 $276 - $288
4.09K $389M
XLB
Select Sector Spdr Fd Material

ETFs
12.2K
+ 99.21%
$84.72 - $89.9 $1.04M - $1.1M
24.6K $1.11B
TUA
Simpl Exch Traded Fds Sht Term
380
+ 2.41%
N/A
16.1K $354M
Spdr Index Shs Fds
7
+ 0.07%
N/A
10K $429M
NUSC
Nuveen Esg Small Cap ETF

ETFs
3
+ 0.06%
$42.98 - $45.55 $129 - $137
5.16K $230M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
60
+ 0.73%
$25.18 - $25.37 $1.51K - $1.52K
8.25K $208M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
56
+ 0.54%
$24.33 - $24.6 $1.36K - $1.38K
10.5K $255M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
37
+ 0.38%
$47.89 - $48.53 $1.77K - $1.8K
9.72K $465M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 3.49%
$910.94 - $954.99 $20K - $21K
653 $563M
XLU
Utilities Sector Spdr

ETFs
12.8K
+ 99.25%
$87.89 - $92.9 $1.12M - $1.19M
25.6K $1.09B
META
Meta Platforms, Inc.

Communication Services
54
+ 4.28%
$609.01 - $751.67 $32.9K - $40.6K
1.32K $869M
Ark 21 Shares Bitcoin ETF
335
+ 3.96%
N/A
8.79K $255M
BRO
Brown & Brown, Inc.

Financial Services
11
+ 0.13%
$76.42 - $95.96 $841 - $1.06K
8.2K $653M
Vaneck Bitcoin ETF
1.17K
+ 5.71%
N/A
21.6K $535M
MSFT
Microsoft Corp

Technology
9
+ 0.12%
$496.82 - $542.07 $4.47K - $4.88K
7.72K $3.74B
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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