CWM Advisors, LLC Portfolio Holdings
Q3 2025•846 long positions•$1.0B portfolio value
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Holding946 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Agricultural - Machinery Industrials | $22.6M 2.2% | -$1.4M Sold | 0.01% 47.4K shares | 50.2K → 47.4K −$1.4M | -5.64% | $223.53B Mega Cap | Q1 2019 Held for 6y 8m | |
Computer Hardware Technology | $21.1M 2.06% | +$309.5K Bought | 0.012% 144.9K shares | 142.8K → 144.9K +$309.5K | +1.49% | $183.14B Large Cap | Q3 2019 Held for 6y 2m | |
Hardware, Equipment & Parts Technology | $18.1M 1.76% | -$394.0K Sold | 0.012% 146.3K shares | 149.5K → 146.3K −$394.0K | -2.13% | $151.09B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.1M 1.57% | +$130.1K Bought | — 660.9K shares | 655.6K → 660.9K +$130.1K | +0.81% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $16.0M 1.55% | +$1.5M Bought | — 661.4K shares | 598.1K → 661.4K +$1.5M | +10.59% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $16.0M 1.55% | -$566.1K Sold | — 452.3K shares | 468.4K → 452.3K −$566.1K | -3.43% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $15.1M 1.47% | -$1.9M Sold | 0.011% 14.0K shares | 15.7K → 14.0K −$1.9M | -10.99% | $142.03B Large Cap | Q4 2017 Held for 7y 11m | |
Financial - Capital Markets Financial Services | $13.9M 1.35% | -$922.5K Sold | 0.045% 202.3K shares | 215.7K → 202.3K −$922.5K | -6.22% | $30.6B Large Cap | Q3 2021 Held for 4y 2m | |
Insurance - Property & Casualty Financial Services | $13.7M 1.33% | -$1.1M Sold | 0.009% 55.3K shares | 59.7K → 55.3K −$1.1M | -7.39% | $144.81B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $11.0M 1.07% | +$4.3M Bought | — 44.0K shares | 26.8K → 44.0K +$4.3M | +64.1% | — — | Q2 2024 Held for 1y 5m | |
REIT - Healthcare Facilities Real Estate | $10.9M 1.06% | -$1.4M Sold | 0.009% 61.0K shares | 68.7K → 61.0K −$1.4M | -11.21% | $119.14B Large Cap | Q3 2023 Held for 2y 2m | |
Software - Application Technology | $10.8M 1.05% | +$786.8K Bought | 0.004% 15.1K shares | 14.0K → 15.1K +$786.8K | +7.84% | $243.05B Mega Cap | Q1 2025 Held for 8 months | |
REIT - Industrial Real Estate | $10.4M 1.01% | -$440.2K Sold | 0.01% 90.6K shares | 94.4K → 90.6K −$440.2K | -4.07% | $106.28B Large Cap | Q4 2017 Held for 7y 11m | |
Industrial - Machinery Industrials | $9.2M 0.899% | +$225.2K Bought | 0.01% 12.2K shares | 11.9K → 12.2K +$225.2K | +2.5% | $95.9B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $8.6M 0.838% | -$323.0K Sold | — 221.6K shares | 229.9K → 221.6K −$323.0K | -3.62% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Midstream Energy | $8.4M 0.822% | -$104.2K Sold | 0.013% 298.2K shares | 301.9K → 298.2K −$104.2K | -1.22% | $62.9B Large Cap | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $8.2M 0.799% | -$57.3K Sold | 0.013% 97.6K shares | 98.3K → 97.6K −$57.3K | -0.69% | $64.4B Large Cap | Q4 2020 Held for 4y 11m | |
Specialty Business Services Industrials | $8.1M 0.786% | -$185.4K Sold | 0.01% 39.3K shares | 40.2K → 39.3K −$185.4K | -2.24% | $82.7B Large Cap | Q4 2017 Held for 7y 11m | |
Engineering & Construction Industrials | $7.9M 0.772% | +$1.6M Bought | 0.027% 12.2K shares | 9.7K → 12.2K +$1.6M | +26.25% | $29.1B Large Cap | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $7.7M 0.749% | +$249.5K Bought | 0.017% 8.4K shares | 8.1K → 8.4K +$249.5K | +3.35% | $44.1B Large Cap | Q3 2021 Held for 4y 2m | |
Waste Management Industrials | $6.8M 0.666% | -$257.9K Sold | 0.01% 29.8K shares | 31.0K → 29.8K −$257.9K | -3.63% | $71.6B Large Cap | Q4 2017 Held for 7y 11m | |
Copper Basic Materials | $6.8M 0.663% | +$1.2M Bought | 0.012% 173.6K shares | 142.4K → 173.6K +$1.2M | +21.89% | $56.3B Large Cap | Q4 2017 Held for 7y 11m | |
Rental & Leasing Services Industrials | $6.1M 0.594% | +$386.6K Bought | 0.01% 6.4K shares | 6.0K → 6.4K +$386.6K | +6.76% | $61.4B Large Cap | Q3 2019 Held for 6y 2m | |
REIT - Retail Real Estate | $6.1M 0.593% | -$165.7K Sold | 0.01% 32.5K shares | 33.3K → 32.5K −$165.7K | -2.65% | $61.3B Large Cap | Q4 2017 Held for 7y 11m | |
Electrical Equipment & Parts Industrials | $5.8M 0.565% | +$4.4M Bought | 0.01% 38.5K shares | 9.5K → 38.5K +$4.4M | +307.11% | $57.6B Large Cap | Q1 2024 Held for 1y 8m | |
Industrial - Machinery Industrials | $5.7M 0.557% | +$233.9K Bought | 0.011% 11.5K shares | 11.0K → 11.5K +$233.9K | +4.26% | $53.7B Large Cap | Q4 2017 Held for 7y 11m | |
Gold Basic Materials | $5.7M 0.553% | -$9.4M Sold | 0.006% 67.4K shares | 178.4K → 67.4K −$9.4M | -62.19% | $92.6B Large Cap | Q4 2017 Held for 7y 11m | |
REIT - Office Real Estate | $5.5M 0.538% | -$463.8K Sold | 0.009% 31.9K shares | 34.6K → 31.9K −$463.8K | -7.75% | $59.0B Large Cap | Q3 2021 Held for 4y 2m | |
Oil & Gas Equipment & Services Energy | $5.5M 0.533% | +$337.6K Bought | 0.011% 159.4K shares | 149.5K → 159.4K +$337.6K | +6.57% | $51.3B Large Cap | Q4 2017 Held for 7y 11m | |
Medical - Diagnostics & Research Healthcare | $5.4M 0.527% | +$3.8K Bought | 0.011% 8.5K shares | 8.5K → 8.5K +$3.8K | +0.07% | $51.1B Large Cap | Q4 2017 Held for 7y 11m | |
Agricultural - Machinery Industrials | $5.3M 0.515% | +$63.9K Bought | 0.01% 53.8K shares | 53.2K → 53.8K +$63.9K | +1.22% | $51.6B Large Cap | Q4 2017 Held for 7y 11m | |
Aerospace & Defense Industrials | $5.3M 0.515% | +$547.8K Bought | 0.031% 28.7K shares | 25.7K → 28.7K +$547.8K | +11.56% | $16.9B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.0M 0.486% | -$142.6K Sold | — 112.3K shares | 115.5K → 112.3K −$142.6K | -2.78% | — — | Q4 2022 Held for 2y 11m | |
Independent Power Producers Utilities | $4.9M 0.473% | +$122.1K Bought | 0.016% 30.0K shares | 29.3K → 30.0K +$122.1K | +2.58% | $31.3B Large Cap | Q3 2024 Held for 1y 2m | |
Staffing & Employment Services Industrials | $4.8M 0.467% | -$21.5K Sold | 0.011% 37.9K shares | 38.1K → 37.9K −$21.5K | -0.45% | $45.6B Large Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $4.7M 0.457% | +$515.6K Bought | 0.0% 14.2K shares | 12.7K → 14.2K +$515.6K | +12.34% | $1.56T Mega Cap | Q4 2017 Held for 7y 11m | |
Medical - Healthcare Information Services Healthcare | $4.6M 0.446% | -$1.2M Sold | 0.009% 15.4K shares | 19.5K → 15.4K −$1.2M | -21.01% | $48.8B Large Cap | Q1 2019 Held for 6y 8m | |
Renewable Utilities Utilities | $4.5M 0.438% | +$1.1M Bought | 0.003% 7.3K shares | 5.5K → 7.3K +$1.1M | +32.18% | $167.39B Large Cap | Q2 2025 Held for 5 months | |
Financial - Data & Stock Exchanges Financial Services | $4.4M 0.431% | +$199.7K Bought | 0.01% 7.8K shares | 7.5K → 7.8K +$199.7K | +4.72% | $43.9B Large Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $4.3M 0.415% | +$9.6K Bought | — 122.1K shares | 121.8K → 122.1K +$9.6K | +0.23% | — — | Q3 2022 Held for 3y 2m | |
Aerospace & Defense Industrials | $4.2M 0.406% | +$486.5K Bought | 0.02% 7.7K shares | 6.8K → 7.7K +$486.5K | +13.2% | $20.5B Large Cap | Q1 2021 Held for 4y 8m | |
Oil & Gas Exploration & Production Energy | $4.0M 0.389% | -$2.4M Sold | 0.01% 27.9K shares | 44.6K → 27.9K −$2.4M | -37.5% | $41.4B Large Cap | Q3 2021 Held for 4y 2m | |
Regulated Electric Utilities | $3.9M 0.38% | -$163.5K Sold | 0.009% 41.9K shares | 43.6K → 41.9K −$163.5K | -4.02% | $41.6B Large Cap | Q4 2017 Held for 7y 11m | |
Consulting Services Industrials | $3.8M 0.372% | +$282.2K Bought | 0.011% 15.2K shares | 14.1K → 15.2K +$282.2K | +7.97% | $35.1B Large Cap | Q4 2017 Held for 7y 11m | |
Software - Application Technology | $3.8M 0.372% | -$162.3K Sold | 0.046% 20.2K shares | 21.1K → 20.2K −$162.3K | -4.08% | $8.4B Mid Cap | Q3 2021 Held for 4y 2m | |
Real Estate - Services Real Estate | $3.8M 0.369% | +$75.8K Bought | 0.011% 44.9K shares | 44.0K → 44.9K +$75.8K | +2.04% | $35.7B Large Cap | Q2 2020 Held for 5y 5m | |
Specialty Retail Consumer Cyclical | $3.8M 0.367% | +$54.4K Bought | 0.004% 35.0K shares | 34.5K → 35.0K +$54.4K | +1.47% | $91.5B Large Cap | Q3 2023 Held for 2y 2m | |
Software - Application Technology | $3.7M 0.361% | +$46.4K Bought | 0.01% 2.5K shares | 2.4K → 2.5K +$46.4K | +1.27% | $35.9B Large Cap | Q3 2021 Held for 4y 2m | |
Software - Application Technology | $3.7M 0.357% | -$1.4M Sold | 0.041% 10.6K shares | 14.8K → 10.6K −$1.4M | -28.14% | $8.9B Mid Cap | Q3 2021 Held for 4y 2m | |
Software - Application Technology | $3.6M 0.355% | +$29.4K Bought | 0.002% 24.6K shares | 24.4K → 24.6K +$29.4K | +0.81% | $193.14B Large Cap | Q2 2025 Held for 5 months |
