Cwc Advisors, Llc. Reduced Holdings in Q4 2025

Cwc Advisors, Llc.

  • $207 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-77.8K
- 92.91%
$67.2 - $71.16 $5.23M - $5.53M
5.94K $386M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.67K
- 54.33%
$100.33 - $100.69 $569K - $571K
4.77K $478M
AMG
Affiliated Managers Group, Inc.

Financial Services
-4.31K
- 26.42%
$230.78 - $264.8 $994K - $1.14M
12K $3.46B
DHX
Dhi Group, Inc.

Industrials
-67.5K
- 27.74%
$1.69 - $2.76 $114K - $186K
176K $273M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.77K
- 4.29%
$88.67 - $92.06 $246K - $255K
61.7K $5.38B
ORCL
Oracle Corp

Technology
-71
- 2.47%
$217.57 - $313.0 $15.4K - $22.2K
2.8K $546M
UNH
Unitedhealth Group Inc

Healthcare
-320
- 4.4%
$320.52 - $369.92 $103K - $118K
6.96K $2.3B
DIS
Walt Disney CO

Communication Services
-1.29K
- 9.52%
$105.69 - $116.65 $136K - $150K
12.3K $1.4B
TSLA
Tesla, Inc.

Consumer Cyclical
-374
- 14.81%
$401.99 - $468.37 $150K - $175K
2.15K $967M
TGTX
Tg Therapeutics, Inc.

Healthcare
-992
- 6.97%
$30.3 - $36.76 $30.1K - $36.5K
13.2K $394M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-5.53K
- 11.05%
$8.93 - $10.76 $49.3K - $59.4K
44.5K $431M
BBSI
Barrett Business Services Inc

Industrials
-80
- 0.72%
$33.31 - $44.89 $2.66K - $3.59K
11K $399M
VGSH
Vanguard

ETFs
-1.37K
- 1.66%
$58.64 - $58.96 $80.2K - $80.7K
80.8K $4.75B
VITL
Vital Farms, Inc.

Consumer Defensive
-14
- 0.15%
$32.18 - $43.95 $451 - $615
9.36K $299M
HRB
H&R Block Inc

Consumer Cyclical
-213
- 2.0%
$44.27 - $52.59 $9.43K - $11.2K
10.5K $456M
USPH
U S Physical Therapy Inc

Healthcare
-550
- 11.67%
$71.22 - $93.16 $39.2K - $51.2K
4.16K $325M
COLM
Columbia Sportswear CO

Consumer Cyclical
-1.75K
- 16.37%
$48.96 - $54.89 $85.8K - $96.2K
8.95K $493M
TXN
Texas Instruments Inc

Technology
-57
- 1.09%
N/A
5.16K $895M
STRL
Sterling Construction CO Inc

Industrials
-2
- 0.11%
$326.6 - $411.07 $653 - $822
1.87K $572M
IEF
Ishares Barclays

ETFs
-594
- 12.05%
$96.12 - $97.72 $57.1K - $58K
4.34K $417M
LHX
L3 Harris Technologies, Inc.

Industrials
-21
- 0.48%
$283.87 - $306.76 $5.96K - $6.44K
4.36K $1.28B
INN
Summit Hotel Properties, Inc.

Real Estate
-7.92K
- 28.02%
$5.14 - $5.75 $40.7K - $45.5K
20.3K $99M
Bgc Group Inc
-99
- 0.15%
N/A
63.8K $570M
NMRK
Newmark Group, Inc.

Real Estate
-33
- 0.13%
$16.42 - $19.48 $542 - $643
25.8K $448M
MET
Metlife Inc

Financial Services
-142
- 2.12%
$75.97 - $82.89 $10.8K - $11.8K
6.56K $518M
LMT
Lockheed Martin Corp

Industrials
-31
- 2.75%
$452.1 - $514.24 $14K - $15.9K
1.1K $531M
VBR
Vanguard Small Cap Value ETF

ETFs
-403
- 2.29%
$201.42 - $211.15 $81.2K - $85.1K
17.2K $3.65B
CCS
Century Communities, Inc.

Consumer Cyclical
-106
- 1.79%
$57.73 - $65.08 $6.12K - $6.9K
5.81K $345M
XLP
Consumer Staples Sector Spdr

ETFs
-87
- 0.34%
N/A
25.3K $1.97B
XLC
Select Sector Spdr Tr Communic

ETFs
-65
- 0.41%
$111.33 - $117.16 $7.24K - $7.62K
15.7K $1.84B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27
- 4.26%
$475.68 - $513.11 $12.8K - $13.9K
607 $305M
COLB
Columbia Banking System, Inc.

Financial Services
-2.4K
- 9.88%
$24.07 - $27.14 $57.7K - $65.1K
21.9K $612M
HCKT
Hackett Group, Inc.

Technology
-1.2K
- 7.2%
$17.66 - $19.21 $21.1K - $23K
15.4K $303M
SYNA
Synaptics Inc

Technology
-580
- 11.05%
$62.02 - $72.85 $36K - $42.3K
4.67K $346M
GD
General Dynamics Corp

Industrials
-10
- 0.46%
$330.59 - $353.77 $3.31K - $3.54K
2.18K $733M
IVV
Ishares Core S&P 500 ETF

ETFs
-25
- 7.2%
$656.2 - $690.71 $16.4K - $17.3K
322 $221M
Innovator Etfs Trust
-485
- 4.85%
N/A
9.52K $523M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-42
- 0.36%
$26.75 - $27.15 $1.12K - $1.14K
11.6K $308M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-124
- 0.39%
$23.37 - $23.7 $2.9K - $2.94K
31.3K $731M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-26
- 0.3%
$44.43 - $46.12 $1.16K - $1.2K
8.61K $392M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4
- 0.07%
$50.57 - $50.77 $202 - $203
5.37K $272M
LSCC
Lattice Semiconductor Corp

Technology
-9
- 0.1%
$62.51 - $74.58 $563 - $671
8.85K $651M
TRNO
Terreno Realty Corp

Real Estate
-53
- 1.42%
$55.94 - $62.14 $2.96K - $3.29K
3.68K $216M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-51
- 0.28%
$28.9 - $30.17 $1.47K - $1.54K
18.4K $554M
WMT
Walmart Inc.

Consumer Defensive
-487
- 6.6%
$101.18 - $109.03 $49.3K - $53.1K
6.9K $768M
CME
Cme Group Inc.

Financial Services
-22
- 0.45%
$261.53 - $285.04 $5.75K - $6.27K
4.85K $1.32B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-52
- 0.26%
$27.17 - $28.65 $1.41K - $1.49K
19.6K $557M
MTZ
Mastec Inc

Industrials
-23
- 0.69%
$190.08 - $221.36 $4.37K - $5.09K
3.32K $721M
BAC
Bank Of America Corp

Financial Services
-85
- 1.42%
$48.65 - $54.11 $4.14K - $4.6K
5.91K $325M
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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