Cwm, LLC Incresed Positions in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMIA
Jumia Technologies Ag

Consumer Cyclical
1.19K
+ 2.25%
$3.64 - $5.87 $4.33K - $6.98K
54K $206K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.45K
+ 32.35%
$22.02 - $46.16 $32K - $67K
5.94K $131K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.12K
+ 3.48%
$106.56 - $113.11 $119K - $126K
33.2K $3.55M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
256
+ 2.17%
$150.51 - $170.38 $38.5K - $43.6K
12.1K $1.84M
TT
Trane Technologies PLC

Industrials
239
+ 2.76%
$369.35 - $419.14 $88.3K - $100K
8.91K $3.29M
IBB
Ishares Biotechnology ETF

ETFs
150
+ 1.94%
$131.21 - $148.85 $19.7K - $22.3K
7.88K $1.04M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
194
+ 0.65%
N/A
30.1K $1.9M
WY
Weyerhaeuser CO

Real Estate
473
+ 2.75%
$27.21 - $33.7 $12.9K - $15.9K
17.7K $497K
SCHO
Schwab Short Term Us Treasury

ETFs
16.3K
+ 85.01%
$24.06 - $48.88 $392K - $796K
35.4K $852K
EL
Estee Lauder Companies Inc

Consumer Defensive
475
+ 9.63%
$62.74 - $97.24 $29.8K - $46.2K
5.41K $405K
IFF
International Flavors & Fragrances Inc

Basic Materials
457
+ 6.99%
$83.96 - $106.19 $38.4K - $48.5K
7K $592K
Ferguson Enterprises Inc
96
+ 2.11%
N/A
4.65K $809K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
45.1K
+ 3.98%
$42.79 - $44.9 $1.93M - $2.02M
1.18M $50.6M
NU
Nu Holdings Ltd.

Financial Services
5.85K
+ 12.28%
$10.24 - $15.89 $59.9K - $93K
53.5K $554K
PLD
Prologis, Inc.

Real Estate
3.03K
+ 14.95%
$101.4 - $126.96 $307K - $384K
23.3K $2.46M
ROP
Roper Technologies Inc

Industrials
60
+ 1.67%
$519.85 - $575.95 $31.2K - $34.6K
3.64K $1.9M
AMT
American Tower Corp

Real Estate
2.81K
+ 22.43%
$179.4 - $232.01 $504K - $651K
15.3K $2.81M
ANDE
Andersons, Inc.

Consumer Defensive
2.22K
+ 11.19%
$39.75 - $50.0 $88K - $111K
22K $891K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.57K
+ 14.19%
$82.28 - $117.52 $129K - $184K
12.6K $1.07M
SCCO
Southern Copper Corp

Basic Materials
53
+ 1.22%
$91.13 - $117.95 $4.83K - $6.25K
4.42K $402K
AMN
Amn Healthcare Services Inc

Healthcare
6.31K
+ 45.43%
$22.94 - $42.42 $145K - $268K
20.2K $483K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.02K
+ 12.15%
$72.97 - $96.75 $74.1K - $98.3K
9.38K $696K
Ge Healthcare Technologies I
854
+ 7.63%
N/A
12K $941K
MDB
Mongo Db, Inc.

Technology
49
+ 1.5%
$232.81 - $350.13 $11.4K - $17.2K
3.32K $772K
NKE
Nike, Inc.

Consumer Cyclical
4.18K
+ 12.27%
$73.36 - $89.13 $307K - $372K
38.2K $2.89M
TDG
Trans Digm Group Inc

Industrials
15
+ 1.74%
$1239.0 - $1442.53 $18.6K - $21.6K
878 $1.11M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.18K
+ 2.29%
$42.84 - $45.38 $93.4K - $98.9K
97.3K $4.18M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.92K
+ 5.39%
$31.24 - $37.15 $60K - $71.4K
37.6K $1.21M
WPC
W. P. Carey Inc.

Real Estate
121
+ 0.69%
$53.44 - $61.33 $6.47K - $7.42K
17.7K $967K
ENPH
Enphase Energy, Inc.

Technology
1.21K
+ 24.81%
$59.52 - $111.18 $71.8K - $134K
6.07K $417K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
992
+ 0.78%
$93.52 - $95.37 $92.8K - $94.6K
128K $12M
MINO
Pimco ETF Tr Municipal Income

ETFs
6.84K
+ 1.69%
$44.94 - $46.07 $307K - $315K
411K $18.5M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
83
+ 0.41%
$81.87 - $97.04 $6.8K - $8.05K
20.5K $1.78M
AEP
American Electric Power CO Inc

Utilities
1.43K
+ 5.4%
$90.91 - $102.21 $130K - $146K
27.8K $2.57M
HOG
Harley Davidson, Inc.

Consumer Cyclical
75
+ 0.42%
$29.69 - $38.02 $2.23K - $2.85K
17.8K $536K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.23K
+ 0.83%
$34.42 - $35.88 $111K - $116K
394K $13.7M
CDC
Victory Portfolios Ii Shs Inco

ETFs
8.63K
+ 3.0%
$61.65 - $67.55 $532K - $583K
296K $18.5M
CGNX
Cognex Corp

Technology
6.95K
+ 7.99%
$35.61 - $43.05 $247K - $299K
93.9K $3.37M
SYLD
Cambria Shareholder Yld ETF

ETFs
4.57K
+ 3.79%
$68.06 - $76.27 $311K - $348K
125K $8.56M
MTD
Mettler Toledo International Inc

Healthcare
13
+ 2.07%
$1160.67 - $1498.12 $15.1K - $19.5K
641 $784K
IIPR
Innovative Industrial Properties Inc

Real Estate
123
+ 4.66%
$66.64 - $135.61 $8.2K - $16.7K
2.76K $184K
CCS
Century Communities, Inc.

Consumer Cyclical
48
+ 0.81%
$72.88 - $103.59 $3.5K - $4.97K
5.95K $436K
BSCU
Invesco Exc Self Ind Tr

ETFs
16.1K
+ 2.1%
$16.32 - $16.99 $263K - $273K
782K $12.8M
TXG
10x Genomics, Inc.

Healthcare
228
+ 1.0%
$13.18 - $21.31 $3.01K - $4.86K
23K $331K
NVEE
Nv5 Global, Inc.

Industrials
23.2K
+ 278.4%
$18.82 - $93.28 $437K - $2.16M
31.5K $594K
CE
Celanese Corp

Basic Materials
200
+ 6.59%
$67.03 - $136.68 $13.4K - $27.3K
3.23K $224K
AFL
Aflac Inc

Financial Services
352
+ 1.29%
$100.37 - $115.27 $35.3K - $40.6K
27.7K $2.87M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.2K
+ 2.27%
$51.33 - $53.74 $216K - $226K
189K $9.75M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.63K
+ 8.48%
$75.95 - $88.05 $200K - $231K
33.6K $2.56M
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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