Cwm, LLC Purchases in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
14.3K
+ 74.16%
$241.48 - $274.89 $3.45M - $3.92M
33.5K $8.5M
XLC
Select Sector Spdr Tr Communic

ETFs
19.2K
+ 6.68%
$89.66 - $102.16 $1.72M - $1.96M
307K $29.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
33.4K
+ 78.11%
$115.08 - $119.55 $3.84M - $3.99M
76.1K $8.79M
Lam Research Corp
50.1K
New
N/A
50.1K $3.62M
ICVT
Ishares Tr Convertible Bond Et

ETFs
39.5K
+ 21.61%
$83.09 - $89.28 $3.28M - $3.53M
222K $18.9M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
85.7K
+ 47.24%
$42.8 - $44.98 $3.67M - $3.85M
267K $11.7M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
80.4K
+ 123.08%
$42.25 - $43.54 $3.4M - $3.5M
146K $6.25M
BMY
Bristol Myers Squibb CO

Healthcare
11.9K
+ 2.04%
$51.92 - $59.94 $615K - $710K
593K $33.6M
XSMO
Invesco S&P Smallcap Momentum

ETFs
51.3K
+ 61.72%
$65.08 - $73.72 $3.34M - $3.78M
135K $8.89M
VO
Vanguard Mid Cap ETF

ETFs
12.8K
+ 90.25%
$261.5 - $284.63 $3.33M - $3.63M
26.9K $7.1M
MMM
3 M CO

Industrials
28.6K
+ 60.69%
$124.74 - $137.12 $3.57M - $3.92M
75.8K $9.78M
TEX
Terex Corp

Industrials
72.4K
+ 2646.11%
$45.07 - $58.61 $3.26M - $4.24M
75.1K $3.47M
GTO
Invesco Actively Managed ETF T

ETFs
131K
+ 8.99%
$46.33 - $48.41 $6.09M - $6.36M
1.59M $73.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
7.57K
+ 115.48%
$417.69 - $450.94 $3.16M - $3.41M
14.1K $6.01M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7.14K
+ 492.07%
$338.38 - $446.21 $2.42M - $3.19M
8.59K $3.74M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
47.3K
+ 16.14%
$80.93 - $85.66 $3.83M - $4.05M
340K $27.5M
CME
Cme Group Inc.

Financial Services
11.5K
+ 33.67%
$221.17 - $246.02 $2.54M - $2.82M
45.5K $10.6M
INCY
Incyte Corp

Healthcare
43.1K
+ 301.65%
$65.08 - $83.38 $2.81M - $3.6M
57.4K $3.97M
KOMP
Spdr S&P Kensho New Economies

ETFs
57.4K
+ 1301.77%
$48.59 - $54.76 $2.79M - $3.14M
61.8K $3.14M
ABNB
Airbnb, Inc.

Consumer Cyclical
21.3K
+ 100.17%
$125.36 - $147.37 $2.68M - $3.15M
42.7K $5.61M
Tempus Ai Inc
85.2K
New
N/A
85.2K $2.88M
ADP
Automatic Data Processing Inc

Industrials
8.69K
+ 43.6%
$280.08 - $307.97 $2.44M - $2.68M
28.6K $8.38M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
58.3K
+ 8.66%
$53.38 - $60.64 $3.11M - $3.54M
732K $39.9M
FTNT
Fortinet, Inc.

Technology
16.2K
+ 21.2%
$76.49 - $99.21 $1.24M - $1.61M
92.8K $8.77M
CVX
Chevron Corp

Energy
23.8K
+ 9.27%
$141.15 - $162.53 $3.36M - $3.87M
281K $40.6M
COP
Conocophillips

Energy
31.3K
+ 67.01%
$95.12 - $114.72 $2.97M - $3.59M
77.9K $7.73M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
36K
+ 30.75%
$81.68 - $82.93 $2.94M - $2.98M
153K $12.5M
RJF
Raymond James Financial Inc

Financial Services
15.4K
+ 130.03%
$123.0 - $170.1 $1.9M - $2.62M
27.3K $4.24M
DIS
Walt Disney CO

Communication Services
3.91K
+ 2.54%
$92.39 - $117.6 $361K - $459K
158K $17.5M
AVEM
American Centy ETF Tr Avantis

ETFs
62.8K
+ 38.59%
$58.59 - $66.14 $3.68M - $4.16M
226K $13.3M
TJX
Tjx Companies Inc

Consumer Cyclical
14.8K
+ 5.06%
$112.15 - $127.2 $1.66M - $1.88M
307K $37.1M
HOOD
Robinhood Markets, Inc.

Technology
59.1K
+ 152.64%
$22.33 - $43.2 $1.32M - $2.55M
97.9K $3.65M
MCK
Mckesson Corp

Healthcare
3.86K
+ 55.91%
$482.27 - $628.5 $1.86M - $2.43M
10.8K $6.14M
BEN
Franklin Resources Inc

Financial Services
134K
+ 738.08%
$19.35 - $22.76 $2.59M - $3.05M
152K $3.09M
BALT
Innovator Etfs Tr
83.7K
+ 61.91%
$30.76 - $31.55 $2.57M - $2.64M
219K $6.88M
ISRG
Intuitive Surgical Inc

Healthcare
2.63K
+ 6.09%
$471.27 - $550.62 $1.24M - $1.45M
45.8K $23.9M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
53.7K
+ 15.92%
$43.61 - $45.3 $2.34M - $2.43M
391K $17.4M
AXP
American Express CO

Financial Services
6.82K
+ 29.66%
$267.35 - $305.57 $1.82M - $2.08M
29.8K $8.84M
TAXF
American Centy ETF Tr Diversif

ETFs
76.3K
+ 7.95%
$49.94 - $51.44 $3.81M - $3.93M
1.04M $52M
VT
Vanguard Total World Stk Index

ETFs
22.2K
+ 250.13%
$117.09 - $123.07 $2.6M - $2.74M
31.1K $3.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27.7K
+ 7.81%
$113.92 - $127.38 $3.15M - $3.52M
382K $44M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
56.8K
+ 5.44%
$50.37 - $50.6 $2.86M - $2.87M
1.1M $55.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
95
+ 3.64%
$4100.99 - $5300.34 $390K - $504K
2.71K $13.4M
ZS
Zscaler, Inc.

Technology
13K
+ 234.32%
$166.99 - $211.99 $2.18M - $2.76M
18.6K $3.36M
FICS
First Tr Exchange Traded Fd Vi

ETFs
88.7K
+ 49.72%
$33.95 - $37.2 $3.01M - $3.3M
267K $9.07M
Fidelity Wise Origin Bitcoin
20K
+ 70.46%
N/A
48.3K $3.94M
C
Citigroup Inc

Financial Services
25K
+ 33.89%
$61.31 - $72.5 $1.54M - $1.82M
98.9K $6.97M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
21.8K
+ 6.84%
$164.89 - $177.66 $3.59M - $3.86M
340K $56.1M
RBLX
Roblox Corp

Communication Services
22.4K
+ 30.15%
$39.86 - $61.45 $892K - $1.38M
96.6K $5.59M
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
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