Cwm, LLC Incresed Positions in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CWT
California Water Service Group

Utilities
62
+ 2.01%
$45.33 - $54.6 $2.81K - $3.39K
3.15K $143K
STBA
S&T Bancorp Inc

Financial Services
58
+ 0.82%
$37.59 - $44.12 $2.18K - $2.56K
7.13K $272K
RPAY
Repay Holdings Corp

Technology
330
+ 0.63%
$7.58 - $9.0 $2.5K - $2.97K
52.4K $400K
STLD
Steel Dynamics Inc

Basic Materials
178
+ 4.67%
N/A
3.99K $455K
PNW
Pinnacle West Capital Corp

Utilities
133
+ 1.37%
$84.03 - $94.52 $11.2K - $12.6K
9.85K $835K
OTTR
Otter Tail Corp

Utilities
324
+ 2.78%
$73.59 - $85.52 $23.8K - $27.7K
12K $885K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
116
+ 0.41%
$20.38 - $21.75 $2.36K - $2.52K
28.6K $589K
PDD
Pinduoduo Inc.

Consumer Cyclical
119
+ 11.38%
$94.39 - $154.27 $11.2K - $18.4K
1.17K $113K
FIS
Fidelity National Information Services, Inc.

Technology
577
+ 2.31%
$80.14 - $90.95 $46.2K - $52.5K
25.5K $2.06M
HOLX
Hologic Inc

Healthcare
805
+ 8.79%
$70.76 - $83.72 $57K - $67.4K
9.97K $718K
GOLD
Barrick Gold Corp

Basic Materials
2.64K
+ 16.7%
$15.23 - $21.19 $40.3K - $56K
18.5K $286K
PKI
Perkinelmer Inc

Healthcare
120
+ 4.41%
N/A
2.84K $317K
QCOM
Qualcomm Inc

Technology
13.1K
+ 10.53%
$150.4 - $178.04 $1.97M - $2.33M
138K $21.1M
NSIT
Insight Enterprises Inc

Technology
57
+ 8.92%
$149.61 - $224.73 $8.53K - $12.8K
696 $106K
CPB
Campbell Soup CO

Consumer Defensive
34
+ 0.67%
$41.42 - $48.71 $1.41K - $1.66K
5.11K $214K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.94K
+ 8.57%
$58.88 - $64.8 $232K - $255K
49.9K $2.94M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
1.59K
+ 14.24%
$16.36 - $22.16 $26K - $35.2K
12.8K $213K
BCE
Bce Inc

Communication Services
2.53K
+ 30.45%
$22.53 - $34.84 $57K - $88.1K
10.8K $251K
FTV
Fortive Corp

Technology
6
+ 0.06%
$71.16 - $79.68 $427 - $478
10K $753K
SA
Seabridge Gold Inc

Basic Materials
1.96K
+ 17.31%
$11.27 - $20.51 $22K - $40.1K
13.3K $151K
EIX
Edison International

Utilities
607
+ 4.93%
$77.93 - $88.36 $47.3K - $53.6K
12.9K $1.03M
STE
Steris PLC

Healthcare
206
+ 9.07%
$204.34 - $235.7 $42.1K - $48.6K
2.48K $509K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.11K
+ 2.15%
$89.9 - $100.66 $99.9K - $112K
52.9K $4.78M
VTR
Ventas, Inc.

Real Estate
3
+ 0.04%
$57.73 - $66.48 $173 - $199
8.54K $503K
IHF
Ishares Tr

ETFs
2
+ 0.04%
$47.41 - $56.83 $94.8 - $114
4.88K $234K
NIO
Nio Inc.

Consumer Cyclical
1.86K
+ 7.86%
$4.31 - $7.21 $8.03K - $13.4K
25.6K $112K
AVIV
American Centy ETF Tr Avantis
72
+ 0.61%
$51.24 - $55.81 $3.69K - $4.02K
11.9K $620K
FNDF
Schwab Fundamental Intl Large

ETFs
2.77K
+ 8.28%
$32.92 - $37.15 $91.3K - $103K
36.3K $1.2M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
587
+ 0.86%
N/A
69.2K $264K
MRNA
Moderna, Inc.

Healthcare
87K
+ 59.91%
$36.85 - $63.93 $3.21M - $5.56M
232K $9.65M
PKX
Posco Holdings Inc.

Basic Materials
268
+ 11.5%
$43.3 - $69.98 $11.6K - $18.8K
2.6K $113K
NNN
National Retail Properties, Inc.

Real Estate
8
+ 0.12%
$39.77 - $49.34 $318 - $395
6.8K $278K
IXC
Ishares Tr Global Energy ETF

ETFs
136
+ 0.56%
$36.95 - $43.06 $5.03K - $5.86K
24.5K $937K
American Beacon Select Funds
1.19K
+ 0.99%
N/A
122K $3.63M
WDC
Western Digital Corp

Technology
1.37K
+ 8.85%
$59.62 - $73.43 $81.6K - $100K
16.8K $1M
EQC
Equity Commonwealth

Real Estate
1.27K
+ 41.14%
$1.5 - $20.39 $1.91K - $26K
4.37K $8K
YOU
Clear Secure, Inc.

Technology
1.01K
+ 7.85%
$25.61 - $38.45 $25.8K - $38.7K
13.8K $369K
DELL
Dell Technologies Inc.

Technology
133
+ 0.6%
$111.96 - $144.21 $14.9K - $19.2K
22.2K $2.55M
STX
Seagate Technology Holdings PLC

Technology
160
+ 5.2%
$86.31 - $112.64 $13.8K - $18K
3.24K $279K
TSCO
Tractor Supply CO

Consumer Cyclical
10.6K
+ 405.73%
$52.59 - $303.74 $559K - $3.23M
13.3K $703K
PFG
Principal Financial Group Inc

Financial Services
583
+ 4.7%
$74.91 - $91.26 $43.7K - $53.2K
13K $1.01M
FNDA
Schwab Fundamental U S Small C

ETFs
3.63K
+ 63.75%
$29.26 - $59.11 $106K - $214K
9.32K $277K
XLP
Consumer Staples Sector Spdr

ETFs
1.29K
+ 3.45%
N/A
38.7K $3.04M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
83
+ 3.29%
N/A
2.61K $147K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.74K
+ 1.47%
$20.28 - $21.2 $35.3K - $36.9K
120K $2.44M
MKC
Mccormick & CO Inc

Consumer Defensive
146
+ 1.12%
$73.97 - $84.09 $10.8K - $12.3K
13.2K $1.01M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
209
+ 1.49%
$70.1 - $76.53 $14.7K - $16K
14.2K $1.01M
TD
Toronto Dominion Bank

Financial Services
70
+ 0.97%
$51.56 - $63.8 $3.61K - $4.47K
7.28K $387K
SPTL
Spdr Portfolio Long Term Treas

ETFs
219K
+ 10.85%
$26.05 - $29.17 $5.71M - $6.39M
2.24M $58.6M
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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