Cwm, LLC Incresed Positions in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UI
Ubiquiti Inc.

Technology
687
+ 46.23%
$223.6 - $362.72 $154K - $249K
2.17K $721K
CHD
Church & Dwight CO Inc

Consumer Defensive
3.72K
+ 34.24%
$99.11 - $112.25 $368K - $417K
14.6K $1.53M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.11K
+ 97.88%
$97.29 - $122.68 $498K - $627K
10.3K $1.01M
SLAB
Silicon Laboratories Inc.

Technology
2.4K
+ 23.36%
$98.4 - $131.12 $236K - $315K
12.7K $1.57M
INFA
Informatica Inc.

Technology
13.9K
+ 35.57%
$23.96 - $27.39 $332K - $380K
52.9K $1.37M
Howard Hughes Holdings Inc
5.02K
+ 300.18%
N/A
6.69K $514K
ANSS
Ansys Inc

Technology
797
+ 13.04%
$313.05 - $361.45 $250K - $288K
6.91K $2.33M
ACWI
Ishares Msci Acwi ETF

ETFs
4.85K
+ 5.34%
$117.05 - $123.03 $568K - $597K
95.7K $11.3M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.12K
+ 194.99%
$83.95 - $99.75 $346K - $411K
6.24K $557K
SNV
Synovus Financial Corp

Financial Services
7.21K
+ 360.06%
$42.5 - $58.73 $307K - $424K
9.22K $472K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.28K
+ 35.64%
$90.66 - $99.46 $388K - $426K
16.3K $1.48M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
14.3K
+ 8.11%
$44.25 - $47.77 $633K - $683K
191K $8.51M
HPE
Hewlett Packard Enterprise CO

Technology
11.2K
+ 7.34%
$19.31 - $23.95 $215K - $267K
163K $3.48M
APO
Apollo Global Management, Inc.

Financial Services
651
+ 9.85%
$131.36 - $178.61 $85.5K - $116K
7.26K $1.2M
CODI
Compass Diversified Holdings

Industrials
16K
+ 1555.99%
$20.56 - $24.27 $329K - $388K
17K $393K
DXC
Dxc Technology CO

Technology
18.8K
+ 296.63%
$19.59 - $22.83 $368K - $429K
25.2K $502K
PEY
Invesco Exchange Traded Fd Tr

ETFs
17.4K
+ 1009.59%
$21.1 - $23.08 $366K - $401K
19.1K $406K
LPLA
Lpl Financial Holdings Inc.

Financial Services
818
+ 77.32%
$229.85 - $335.91 $188K - $275K
1.88K $612K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.88K
+ 59.34%
$121.89 - $135.52 $351K - $390K
7.73K $966K
NWL
Newell Brands Inc.

Consumer Defensive
22.6K
+ 36.6%
$7.18 - $11.63 $162K - $263K
84.4K $840K
ITM
Vaneck Intermediate Muni ETF

ETFs
8.38K
+ 33.57%
$45.56 - $46.97 $382K - $394K
33.3K $1.54M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
24.2K
+ 113.37%
$12.95 - $17.41 $314K - $422K
45.6K $673K
EFX
Equifax Inc

Industrials
1.66K
+ 109.21%
$245.03 - $293.5 $407K - $487K
3.18K $810K
TDVG
T Rowe Price Exchange Traded F

Technology
9.67K
+ 62.68%
$39.51 - $41.92 $382K - $405K
25.1K $993K
Siriusxm Holdings Inc
16.3K
+ 102.11%
N/A
32.3K $737K
AME
Ametek Inc

Industrials
1.43K
+ 12.73%
$165.89 - $197.38 $237K - $282K
12.7K $2.28M
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
DLTR
Dollar Tree, Inc.

Consumer Defensive
4.42K
+ 187.08%
$61.21 - $76.19 $270K - $337K
6.78K $508K
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
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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