Cwm, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The second quarter of 2023 showed significant changes in the holdings of Cwm, LLC, an investment firm. When comparing the data from the second quarter to the third quarter, we can see shifts in the number of shares held as well as the value of these holdings.

One notable change is seen in the holding of ISHARES TR (IVV). In the second quarter, Cwm, LLC held 2,732,438 shares valued at $1,217,875, but in the third quarter, the number of shares increased to 3,192,270 with a value of $1,370,856, representing a 12.6% increase.

Another significant change is observed in the holding of ISHARES TR (IUSB). The firm held 21,174,771 shares in the second quarter, valued at $962,817, but in the third quarter, the number of shares decreased to 20,487,343 with a value of $895,604, signifying a 7% decrease.

ISHARES TR (QUAL) also experienced a considerable change in its holdings. Cwm, LLC decreased its position from 5,605,127 shares valued at $755,963 in the second quarter to 4,580,292 shares with a value of $603,637 in the third quarter, reflecting a decrease of 20.1%.

Within the technology sector, the firm held 1,567,219 shares of APPLE INC (AAPL) in the second quarter, valued at $303,994. However, in the third quarter, the number of shares increased to 1,727,833 with a value of $295,822, representing a marginal decrease of 2.7%.

Other notable changes include the shift in holdings of ISHARES TR (IEFA), ISHARES TR (EFV), ISHARES TR (MBB), SPDR SER TR (SPLG), MICROSOFT CORP (MSFT), SPDR INDEX SHS FDS (SPDW), PIMCO ETF TR (MINT), and SPDR SER TR (SPAB).

These changes in holdings indicate a dynamic investment strategy by Cwm, LLC during the third quarter of 2023. It is important to note that the 13F filings only capture a snapshot of a firm's holdings at a specific time and may not reflect the entirety of their investment portfolio.

Please note that the information provided above is strictly for informational purposes and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.