Cwm, LLC Incresed Positions in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
528
+ 3.43%
$132.86 - $160.16 $70.2K - $84.6K
15.9K $2.29M
MCY
Mercury General Corp

Financial Services
2.84K
+ 233.99%
$62.82 - $78.96 $179K - $224K
4.06K $270K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
11.2K
+ 729.94%
$16.73 - $19.67 $187K - $220K
12.7K $220K
IGE
Ishares Tr North Amern Nat Res

ETFs
11.6K
+ 5.04%
$41.52 - $48.01 $483K - $558K
242K $10.3M
CHK
Chesapeake Energy Corp

Energy
1.68K
+ 145.78%
$81.46 - $87.57 $136K - $147K
2.82K $281K
PH
Parker Hannifin Corp

Industrials
264
+ 6.05%
$621.74 - $709.46 $164K - $187K
4.63K $2.94M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
524
+ 4.92%
$97.09 - $120.01 $50.9K - $62.9K
11.2K $1.21M
AVLV
American Centy ETF Tr Avantis
2.74K
+ 144.26%
$65.51 - $71.22 $179K - $195K
4.64K $310K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.44K
+ 5.36%
$7.33 - $12.37 $25.2K - $42.6K
67.6K $715K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.2K
+ 50.28%
$55.05 - $58.86 $176K - $188K
9.57K $540K
MGRC
Mcgrath Rentcorp

Industrials
1.1K
+ 12.24%
$103.9 - $122.55 $115K - $135K
10.1K $1.13M
YUM
Yum Brands Inc

Consumer Cyclical
1.85K
+ 15.34%
$130.36 - $139.54 $241K - $258K
13.9K $1.86M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.89K
+ 5.41%
$84.34 - $95.14 $160K - $180K
36.9K $3.22M
ENB
Enbridge Inc

Energy
2.56K
+ 6.44%
$40.4 - $43.92 $103K - $112K
42.3K $1.79M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.19K
+ 185.21%
$57.32 - $59.66 $183K - $190K
4.92K $282K
TPL
Texas Pacific Land Corp

Energy
37
+ 5.9%
$915.49 - $1730.0 $33.9K - $64K
664 $735K
ALKS
Alkermes Plc.

Healthcare
5.82K
+ 39.99%
$25.7 - $31.46 $149K - $183K
20.4K $586K
Universal Stainless & Alloy
4.02K
+ 1740.69%
N/A
4.25K $187K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
8.83K
+ 71.59%
$21.25 - $22.07 $188K - $195K
21.2K $451K
CLOU
Global X Fds Cloud Computing E

ETFs
1.71K
+ 4.28%
$20.08 - $25.59 $34.3K - $43.7K
41.6K $997K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
8.58K
+ 3.19%
$20.6 - $20.71 $177K - $178K
278K $5.74M
PKG
Packaging Corp Of America

Consumer Cyclical
373
+ 3.94%
$211.98 - $248.85 $79.1K - $92.8K
9.85K $2.22M
ISMD
Northern Lts Fd Tr Iv

ETFs
5.22K
+ 9.44%
$36.81 - $40.75 $192K - $213K
60.6K $2.27M
MTB
M&T Bank Corp

Financial Services
608
+ 9.96%
$172.48 - $221.95 $105K - $135K
6.72K $1.26M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
7.15K
+ 62.77%
$24.66 - $27.63 $176K - $198K
18.5K $469K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
6.33K
+ 1100.17%
$24.76 - $27.53 $157K - $174K
6.9K $187K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.02K
+ 24.44%
$41.09 - $45.94 $165K - $185K
20.5K $861K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
710
+ 806.82%
$221.83 - $266.82 $157K - $189K
798 $194K
PSN
Parsons Corp

Industrials
2.51K
+ 48.95%
$92.25 - $113.31 $232K - $285K
7.65K $705K
VCR
Vanguard Consumer Discretionar

ETFs
433
+ 155.2%
$328.51 - $401.37 $142K - $174K
712 $267K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.43K
+ 51.44%
$47.29 - $84.74 $67.7K - $121K
4.21K $312K
TTD
Trade Desk, Inc.

Technology
149
+ 0.76%
$108.7 - $139.51 $16.2K - $20.8K
19.7K $2.32M
TFC
Truist Financial Corp

Financial Services
3.25K
+ 6.84%
$41.51 - $48.1 $135K - $156K
50.8K $2.2M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.92K
+ 227.19%
$81.6 - $90.89 $157K - $175K
2.77K $238K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.2K
+ 40.27%
$80.87 - $87.69 $178K - $192K
7.65K $621K
CRDO
Credo Technology Group Holding LTD

Technology
966
+ 34.66%
$30.16 - $77.25 $29.1K - $74.6K
3.75K $252K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 73.93%
$102.88 - $117.55 $150K - $171K
3.42K $368K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.82K
+ 27.52%
$89.81 - $104.0 $253K - $293K
13.1K $1.18M
EQT
Eqt Corp

Energy
808
+ 6.11%
$35.62 - $46.89 $28.8K - $37.9K
14K $647K
IEO
Ishares Tr

ETFs
1.82K
+ 616.22%
$85.22 - $101.77 $155K - $186K
2.12K $190K
MAT
Mattel Inc

Consumer Cyclical
9.32K
+ 331.21%
$17.68 - $20.38 $165K - $190K
12.1K $215K
AOA
Ishares Tr Core Aggressive All

ETFs
2.13K
+ 237.5%
$76.61 - $79.88 $163K - $170K
3.02K $232K
DCI
Donaldson CO Inc

Industrials
3.09K
+ 41.31%
$67.28 - $78.27 $208K - $242K
10.6K $712K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.04K
+ 41.16%
$56.27 - $69.89 $227K - $282K
13.9K $786K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
4.1K
+ 13.14%
$4.34 - $10.57 $17.8K - $43.3K
35.3K $307K
MET
Metlife Inc

Financial Services
2.11K
+ 11.54%
$78.15 - $88.25 $165K - $186K
20.4K $1.67M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
7.69K
+ 7121.3%
$20.68 - $23.73 $159K - $183K
7.8K $163K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.13K
+ 399.32%
$38.96 - $43.28 $161K - $179K
5.17K $203K
EQH
Equitable Holdings, Inc.

Financial Services
2.69K
+ 44.91%
$41.59 - $50.4 $112K - $136K
8.69K $410K
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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