Cwm, LLC Purchases in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNAP
Snap Inc

Communication Services
32K
+ 27.93%
$9.98 - $12.86 $320K - $412K
147K $1.58M
DFS
Discover Financial Services

Financial Services
164
+ 1.67%
$136.3 - $182.67 $22.4K - $30K
10K $1.73M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14.2K
+ 93.41%
$25.06 - $25.59 $357K - $364K
29.5K $742K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
21.5K
+ 15.53%
$18.62 - $19.05 $400K - $409K
160K $2.99M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.42K
+ 47.76%
$219.66 - $257.62 $531K - $623K
7.48K $1.65M
ETR
Entergy Corp

Utilities
17.6K
+ 99.37%
$73.19 - $156.4 $1.29M - $2.76M
35.4K $2.68M
BHF
Brighthouse Financial, Inc.

Financial Services
7.06K
+ 473.17%
$43.95 - $52.91 $310K - $373K
8.55K $411K
BSX
Boston Scientific Corp

Healthcare
1.82K
+ 5.53%
$83.62 - $91.5 $152K - $166K
34.6K $3.09M
ETN
Eaton Corp PLC

Industrials
1.01K
+ 5.84%
$326.96 - $377.52 $331K - $382K
18.4K $6.09M
FNF
Fidelity National Financial, Inc.

Financial Services
7.34K
+ 62.61%
$55.19 - $63.83 $405K - $469K
19.1K $1.07M
VBK
Vanguard Small Cap Growth ETF

ETFs
43
+ 0.17%
$264.18 - $304.19 $11.4K - $13.1K
25.5K $7.14M
TFLO
Ishares Treasury Floating Rate

ETFs
6.82K
+ 8.92%
$50.37 - $50.63 $344K - $345K
83.3K $4.2M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.9K
+ 10.03%
$24.82 - $25.48 $445K - $457K
197K $4.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
864
+ 104.85%
$340.59 - $380.5 $294K - $329K
1.69K $618K
GBCI
Glacier Bancorp, Inc.

Financial Services
3.35K
+ 9.31%
$44.09 - $58.89 $148K - $197K
39.4K $1.98M
OMF
One Main Holdings, Inc.

Financial Services
2.71K
+ 7.3%
$45.27 - $57.43 $123K - $156K
39.9K $2.08M
ORI
Old Republic International Corp

Financial Services
8.95K
+ 168.29%
$34.4 - $38.98 $308K - $349K
14.3K $517K
CSB
Victory Portf Ii Shs Us Small

ETFs
3.84K
+ 2.44%
$57.75 - $64.78 $222K - $248K
161K $9.56M
DINO
Hf Sinclair Corp

Energy
13.3K
+ 90.95%
$33.69 - $47.67 $448K - $634K
27.9K $979K
VBR
Vanguard Small Cap Value ETF

ETFs
2.29K
+ 4.61%
$197.36 - $217.3 $453K - $498K
52K $10.3M
Canadian Pacific Kansas City
5.86K
+ 78.88%
N/A
13.3K $961K
VFC
V F Corp

Consumer Cyclical
13.6K
+ 61.62%
$16.7 - $22.59 $227K - $307K
35.6K $764K
Corpay Inc
836
+ 50.21%
N/A
2.5K $846K
HYLB
Xtrackers Usd High Yield Corp

ETFs
9K
+ 815.96%
$35.95 - $36.76 $324K - $331K
10.1K $365K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.56K
+ 5.89%
$61.52 - $66.5 $219K - $237K
64K $4.08M
IP
International Paper CO

Consumer Cyclical
4.47K
+ 28.1%
$46.64 - $59.57 $208K - $266K
20.4K $1.1M
THG
Hanover Insurance Group, Inc.

Financial Services
1.59K
+ 14.29%
$144.81 - $165.01 $230K - $262K
12.7K $1.96M
ONB
Old National Bancorp

Financial Services
2.36K
+ 2.7%
$17.94 - $23.23 $42.4K - $54.8K
89.7K $1.95M
EOG
Eog Resources Inc

Energy
2.63K
+ 15.48%
$118.22 - $136.54 $311K - $359K
19.6K $2.41M
STAG
Stag Industrial, Inc.

Real Estate
9.68K
+ 520.93%
$33.22 - $39.1 $322K - $379K
11.5K $390K
FV
First Trust Dorsey Wright Focu

ETFs
1.62K
+ 0.58%
$57.47 - $62.82 $92.9K - $102K
283K $16.7M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.39K
+ 92.57%
$128.36 - $186.0 $435K - $630K
7.05K $907K
PPG
Ppg Industries Inc

Basic Materials
3.9K
+ 32.77%
$119.09 - $131.37 $464K - $512K
15.8K $1.89M
SCHX
Schwab Strategic Tr Us Large C

ETFs
586K
+ 197.21%
$22.4 - $68.28 $13.1M - $40M
883K $20.5M
APA
Apa Corp

Energy
14K
+ 129.07%
$20.47 - $27.07 $287K - $379K
24.9K $574K
DVY
Ishares Tr

ETFs
3.25K
+ 10.31%
$129.55 - $143.41 $421K - $466K
34.8K $4.57M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
7.66K
+ 25.3%
$36.3 - $37.43 $278K - $287K
38K $1.41M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.35K
+ 1016.57%
$37.12 - $41.23 $310K - $344K
9.17K $340K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
36.2K
New
$8.43 - $8.87 $305K - $321K
36.2K $305K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
10.8K
+ 442.6%
$28.25 - $31.75 $304K - $342K
13.2K $381K
HBAN
Huntington Bancshares Inc

Financial Services
6.18K
+ 4.76%
$14.18 - $18.2 $87.6K - $112K
136K $2.21M
RGLD
Royal Gold Inc

Basic Materials
3.23K
+ 22.44%
$131.05 - $154.26 $423K - $497K
17.6K $2.32M
VST
Vistra Corp.

Utilities
1.19K
+ 16.61%
$115.74 - $166.61 $138K - $198K
8.35K $1.15M
OZK
Bank Ozk

Financial Services
6K
+ 27.35%
$41.39 - $50.55 $249K - $304K
28K $1.25M
XBAP
Innovator ETF Tr Us Equity Acc
8.61K
+ 105.48%
$33.19 - $34.23 $286K - $295K
16.8K $572K
ILMN
Illumina, Inc.

Healthcare
1.86K
+ 11.48%
$128.99 - $155.15 $240K - $289K
18.1K $2.41M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
10.3K
+ 107.76%
$28.22 - $28.78 $290K - $296K
19.8K $571K
FTHI
First Trust Exchange Traded Fd

ETFs
10.5K
+ 4.6%
$22.89 - $24.02 $239K - $251K
238K $5.53M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
9.76K
+ 108.35%
$29.46 - $30.58 $288K - $298K
18.8K $567K
Activity Summary
Buys All Purchases 3004 New Holdings 242 Increased Positions 2762 Sells All Sells 1592 Reductions 1591 Sold out 1 Options Calls 2 Puts 1
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