Cwm, LLC Incresed Positions in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Alerus Finl Corp
761
+ 1.3%
N/A
59.2K $1.14M
CSX
Csx Corp

Industrials
725
+ 0.74%
$31.58 - $36.88 $22.9K - $26.7K
99K $3.19M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.06K
+ 0.95%
$77.86 - $79.27 $238K - $243K
326K $25.5M
ORCL
Oracle Corp

Technology
6.08K
+ 1.86%
$165.41 - $192.43 $1.01M - $1.17M
333K $55.6M
Bny Mellon ETF Trust
1.48K
+ 1.25%
N/A
120K $3.61M
Pimco ETF Tr
11.8K
+ 3.29%
N/A
370K $9.33M
PSX
Phillips 66

Energy
2.23K
+ 7.8%
$110.35 - $138.93 $246K - $310K
30.8K $3.52M
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.88K
+ 4.05%
$65.79 - $72.14 $321K - $352K
125K $8.25M
MDU
Mdu Resources Group Inc

Industrials
4.26K
+ 12.17%
$15.1 - $30.28 $64.4K - $129K
39.3K $708K
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 1.85%
$1666.0 - $2117.3 $25K - $31.8K
825 $1.4M
RTX
Raytheon Technologies Corp

Industrials
3.65K
+ 2.85%
$114.45 - $127.21 $418K - $465K
132K $15.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
21.2K
+ 7.3%
$40.06 - $45.21 $848K - $957K
311K $12.7M
IFRA
Ishares Tr

ETFs
6.38K
+ 0.72%
$45.94 - $51.71 $293K - $330K
887K $41.1M
DOW
Dow Inc.

Basic Materials
5.06K
+ 14.32%
$39.1 - $55.34 $198K - $280K
40.4K $1.62M
IDXX
Idexx Laboratories Inc

Healthcare
79
+ 2.11%
$406.92 - $495.42 $32.1K - $39.1K
3.82K $1.58M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.24M
+ 120.62%
$18.41 - $40.87 $22.9M - $50.8M
2.27M $42.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
196
+ 0.32%
$160.89 - $176.18 $31.5K - $34.5K
62.4K $10.1M
SHW
Sherwin Williams CO

Basic Materials
67
+ 0.77%
$338.75 - $399.71 $22.7K - $26.8K
8.81K $2.99M
TXN
Texas Instruments Inc

Technology
5.51K
+ 7.6%
N/A
78K $14.6M
FCX
Freeport Mcmoran Inc

Basic Materials
4.99K
+ 10.77%
$38.08 - $50.82 $190K - $254K
51.3K $1.96M
CAG
Conagra Brands Inc.

Consumer Defensive
161
+ 0.18%
$26.48 - $32.72 $4.26K - $5.27K
87.4K $2.43M
URI
United Rentals, Inc.

Industrials
55
+ 1.22%
$704.44 - $880.32 $38.7K - $48.4K
4.57K $3.22M
SBUX
Starbucks Corp

Consumer Cyclical
3.42K
+ 2.61%
$87.44 - $102.5 $299K - $350K
134K $12.3M
MCHP
Microchip Technology Inc

Technology
4.28K
+ 13.0%
$55.51 - $79.05 $238K - $339K
37.2K $2.14M
GE
General Electric CO

Industrials
15.4K
+ 10.86%
$159.95 - $194.23 $2.46M - $2.99M
157K $26.2M
Linde PLC
23
+ 0.22%
N/A
10.4K $4.37M
SPIB
Spdr Portfolio Intermediate Te

ETFs
15.9K
+ 1.34%
$32.65 - $33.68 $518K - $535K
1.2M $39.3M
XLU
Utilities Sector Spdr

ETFs
6.92K
+ 3.08%
$74.89 - $82.93 $518K - $574K
231K $17.5M
MU
Micron Technology Inc

Technology
498
+ 1.4%
$84.16 - $113.41 $41.9K - $56.5K
36K $3.03M
O
Realty Income Corp

Real Estate
1.16K
+ 1.55%
$51.76 - $64.71 $60K - $75K
76.1K $4.07M
SO
Southern CO

Utilities
7.34K
+ 4.12%
$81.5 - $94.15 $598K - $691K
186K $15.3M
EFG
Msci Eafe Growth ETF

ETFs
275K
+ 10.85%
$96.83 - $106.88 $26.6M - $29.4M
2.81M $272M
AVRE
American Centy ETF Tr Avantis
3.29K
+ 1.77%
$41.03 - $46.91 $135K - $155K
189K $7.93M
XLB
Select Sector Spdr Fd Material

ETFs
10.8K
+ 7.59%
$83.8 - $97.58 $909K - $1.06M
154K $12.9M
DFAE
Dimensional ETF Tr

ETFs
52.8K
+ 4.85%
$25.36 - $28.15 $1.34M - $1.49M
1.14M $29M
OMC
Omnicom Group Inc.

Communication Services
83
+ 0.16%
$85.82 - $105.47 $7.12K - $8.75K
52.9K $4.55M
Arm Holdings PLC
9.74K
+ 8.99%
N/A
118K $14.6M
HCA
Hca Healthcare, Inc.

Healthcare
176
+ 1.71%
$297.52 - $415.61 $52.4K - $73.1K
10.5K $3.14M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.12M
+ 9.77%
$34.13 - $37.35 $38.1M - $41.7M
12.5M $428M
PFE
Pfizer Inc

Healthcare
75.7K
+ 5.72%
$24.8 - $30.19 $1.88M - $2.29M
1.4M $37.1M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
41.7K
+ 6.14%
$35.09 - $39.06 $1.46M - $1.63M
721K $25.3M
XOM
Exxon Mobil Corp

Energy
44.5K
+ 6.96%
$105.51 - $125.37 $4.69M - $5.58M
684K $73.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
275
+ 0.27%
$59.25 - $72.99 $16.3K - $20.1K
103K $6.15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.56K
+ 0.63%
$88.59 - $94.57 $404K - $432K
733K $65.1M
MDT
Medtronic PLC

Healthcare
14.6K
+ 5.66%
$79.61 - $92.24 $1.17M - $1.35M
273K $21.8M
AVDE
American Centy ETF Tr Avantis

ETFs
24.6K
+ 4.49%
$60.9 - $66.69 $1.5M - $1.64M
573K $35.2M
SJM
J M Smucker CO

Consumer Defensive
2.2K
+ 1.11%
$106.92 - $121.75 $235K - $267K
201K $22.1M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.32K
+ 0.65%
$40.41 - $45.12 $174K - $195K
667K $27M
CMCSA
Comcast Corp

Communication Services
47.1K
+ 5.06%
$37.39 - $45.14 $1.76M - $2.13M
979K $36.7M
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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