Cwm, LLC Incresed Positions in Q3 2024

Cwm, LLC

  • $23.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
105K
+ 13.4%
$36.65 - $44.13 $3.83M - $4.62M
885K $35.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
24.5K
+ 11.69%
$100.75 - $111.62 $2.47M - $2.74M
234K $25.6M
First Tr Exchng Traded Fd Vi
164K
+ 108.62%
N/A
315K $7.41M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
81.7K
+ 113.97%
$46.16 - $47.63 $3.77M - $3.89M
153K $7.29M
SJNK
Spdr Bloomberg Short Term High

ETFs
142K
+ 42.53%
$24.8 - $25.75 $3.53M - $3.67M
477K $12.3M
CMCSA
Comcast Corp

Communication Services
37.8K
+ 4.23%
$37.33 - $41.78 $1.41M - $1.58M
932K $38.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
78.3K
+ 27.39%
$50.2 - $50.48 $3.93M - $3.95M
364K $18.3M
ZM
Zoom Video Communications, Inc.

Technology
54.6K
+ 657.67%
$55.32 - $71.9 $3.02M - $3.93M
62.9K $4.39M
XOM
Exxon Mobil Corp

Energy
21.9K
+ 3.54%
$109.72 - $119.0 $2.4M - $2.6M
639K $75M
PEP
Pepsico Inc

Consumer Defensive
15.9K
+ 7.19%
$161.9 - $179.3 $2.57M - $2.85M
237K $40.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
159K
+ 151.58%
$23.13 - $23.43 $3.68M - $3.73M
264K $6.19M
FTNT
Fortinet, Inc.

Technology
37.3K
+ 94.97%
$55.39 - $77.55 $2.07M - $2.89M
76.6K $5.94M
MINO
Pimco ETF Tr Municipal Income

ETFs
71.4K
+ 21.44%
$45.07 - $46.16 $3.22M - $3.3M
405K $18.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
45.4K
+ 16.65%
$53.41 - $57.9 $2.43M - $2.63M
318K $18.4M
MO
Altria Group, Inc.

Consumer Defensive
40.6K
+ 15.3%
$45.95 - $54.71 $1.86M - $2.22M
306K $15.6M
SNOW
Snowflake Inc.

Technology
50.6K
+ 41.72%
$108.56 - $143.02 $5.49M - $7.24M
172K $19.7M
HEQT
Simplify Exchange Traded Fds H
99.9K
+ 26.93%
$26.73 - $28.88 $2.67M - $2.89M
471K $13.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
36.9K
+ 40.67%
$64.57 - $71.76 $2.38M - $2.65M
128K $9.16M
BBUS
J P Morgan Exchg Traded Fd

ETFs
31K
+ 46270.15%
$93.22 - $103.58 $2.89M - $3.21M
31.1K $3.22M
AMAT
Applied Materials Inc

Technology
22.6K
+ 56.24%
$174.88 - $254.97 $3.96M - $5.77M
62.9K $12.7M
XSMO
Invesco S&P Smallcap Momentum

ETFs
44.9K
+ 117.18%
$59.5 - $67.14 $2.67M - $3.01M
83.2K $5.51M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
65.2K
+ 171.48%
$45.2 - $47.87 $2.95M - $3.12M
103K $4.91M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
62.1K
+ 132.49%
$47.95 - $49.61 $2.98M - $3.08M
109K $5.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.3K
+ 10.09%
$57.22 - $80.08 $648K - $907K
124K $9.64M
CME
Cme Group Inc.

Financial Services
11.5K
+ 50.73%
$193.43 - $220.62 $2.22M - $2.53M
34.1K $7.51M
XLRE
Select Sector Spdr Tr Real Est

ETFs
31.4K
+ 12.13%
$38.04 - $45.36 $1.19M - $1.42M
290K $13M
SO
Southern CO

Utilities
9.48K
+ 5.61%
$77.0 - $90.52 $730K - $858K
178K $16.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
53.1K
+ 9.38%
$31.05 - $34.29 $1.65M - $1.82M
619K $21.2M
RTX
Raytheon Technologies Corp

Industrials
3.08K
+ 2.46%
$99.55 - $123.34 $307K - $380K
128K $15.5M
ISRG
Intuitive Surgical Inc

Healthcare
2.16K
+ 5.27%
$416.14 - $494.01 $900K - $1.07M
43.2K $21.2M
HWM
Howmet Aerospace Inc.

Industrials
26.4K
+ 204.94%
$77.3 - $100.22 $2.04M - $2.65M
39.3K $3.94M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
28.8K
+ 28.99%
$71.9 - $79.86 $2.07M - $2.3M
128K $10.2M
PAVE
Global X Fds Us Infrastructure

ETFs
38.9K
+ 12.29%
$36.39 - $41.16 $1.42M - $1.6M
356K $14.6M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
112K
+ 78.58%
$24.38 - $25.2 $2.73M - $2.82M
254K $6.39M
IWD
Ishares Russell 1000 Val ETF

ETFs
10.8K
+ 19.97%
$173.36 - $189.8 $1.88M - $2.05M
65K $12.3M
SGOL
Abrdn Gold ETF Trust

ETFs
64.3K
+ 15.7%
$22.26 - $25.51 $1.43M - $1.64M
474K $11.9M
V
Visa Inc.

Financial Services
24
+ 0.01%
$253.74 - $291.56 $6.09K - $7K
223K $61.4M
XLC
Select Sector Spdr Tr Communic

ETFs
16.4K
+ 6.07%
$82.16 - $90.4 $1.35M - $1.49M
287K $26M
XEL
Xcel Energy Inc

Utilities
35.4K
+ 95.77%
$52.11 - $65.3 $1.84M - $2.31M
72.3K $4.72M
XLB
Select Sector Spdr Fd Material

ETFs
16K
+ 12.63%
$86.95 - $97.09 $1.39M - $1.56M
143K $13.8M
PFE
Pfizer Inc

Healthcare
46.2K
+ 3.62%
$27.7 - $31.39 $1.28M - $1.45M
1.32M $38.3M
Innovator Etfs Trust
80.5K
+ 26125.65%
N/A
80.8K $2.56M
CRM
Salesforce, Inc.

Technology
4.74K
+ 6.55%
$238.42 - $276.53 $1.13M - $1.31M
77.1K $21.1M
XLY
Select Sector Spdr Consumer Di

ETFs
1.31K
+ 1.07%
$170.05 - $200.86 $222K - $262K
123K $24.7M
SJM
J M Smucker CO

Consumer Defensive
28
+ 0.01%
$109.12 - $122.4 $3.06K - $3.43K
199K $24.1M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
31.3K
+ 1.82%
$21.35 - $22.73 $668K - $711K
1.75M $39.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
24.9K
+ 1.35%
$91.42 - $91.82 $2.28M - $2.29M
1.86M $171M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
92.6K
+ 21.61%
$23.08 - $23.52 $2.14M - $2.18M
521K $12.2M
TMUS
T Mobile Us, Inc.

Communication Services
4.41K
+ 9.34%
$175.14 - $206.36 $773K - $911K
51.6K $10.7M
Activity Summary
Buys All Purchases 3216 New Holdings 398 Increased Positions 2818 Sells All Sells 1363 Reductions 1363 Sold out 0 Options Calls 1 Puts 1
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