Skip to main content
Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 17, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
824
−3 vs. Q3 2024
Portfolio value
$893.6M
−$83.9M (−8.6%) vs. Q3 2024
Filed
Jan 17, 2025
SEC
Holdings of CWM Advisors, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NEONeogenomics IncCOM NEW24,143$397.9K<0.1%−3,951−14.1%ReducedHistory
CLNEClean Energy Fuels Corp.COM158,531$397.9K<0.1%+26,428+20.0%AddedHistory
RESRPC IncCOM66,994$397.9K<0.1%+2,500+3.9%AddedHistory
KEKimball Electronics, Inc.Stock21,247$398.0K<0.1%−1,167−5.2%ReducedHistory
MYRGMyr Group Inc.COM2,675$398.0K<0.1%−1,360−33.7%ReducedHistory
MXLMaxlinear, IncCOM20,125$398.1K<0.1%−8,241−29.1%ReducedHistory
ADUSAddus HomeCare CorpCOM3,176$398.1K<0.1%+65+2.1%AddedHistory
UTIUniversal Technical Institute IncCOM15,485$398.1K<0.1%−10,071−39.4%ReducedHistory
TRNTrinity Industries IncCOM11,343$398.1K<0.1%−529−4.5%ReducedHistory
LMNRLimoneira COCOM16,279$398.2K<0.1%+617+3.9%AddedHistory
PEBOPeoples Bancorp IncCOM12,568$398.3K<0.1%−1,150−8.4%ReducedHistory
CECOCeco Environmental CorpCOM13,176$398.3K<0.1%−1,526−10.4%ReducedHistory
FMNBFarmers National Banc CorpCOM28,012$398.3K<0.1%+776+2.8%AddedHistory
NPOEnpro Inc.COM2,310$398.4K<0.1%−242−9.5%ReducedHistory
LOPEGrand Canyon Education, Inc.COM2,432$398.4K<0.1%−464−16.0%ReducedHistory
FOXFFox Factory Holding CorpCOM13,163$398.4K<0.1%+3,253+32.8%AddedHistory
NWPXNWPX Infrastructure, Inc.COM8,257$398.5K<0.1%−994−10.7%ReducedHistory
AIOTPowerfleet, Inc.COM59,834$398.5K<0.1%−23,706−28.4%ReducedHistory
SRCE1st Source CorpCOM6,827$398.6K<0.1%−81−1.2%ReducedHistory
ABGAsbury Automotive Group IncCOM1,640$398.6K<0.1%−94−5.4%ReducedHistory
HCATHealth Catalyst, Inc.COM56,379$398.6K<0.1%+7,019+14.2%AddedHistory
MCYMercury General CorpCOM5,996$398.6K<0.1%−558−8.5%ReducedHistory
AIRAar CorpStock6,505$398.6K<0.1%+205+3.3%AddedHistory
PUBMPubMatic, Inc.COM CL A27,138$398.7K<0.1%−521−1.9%ReducedHistory
SMBKSmartfinancial Inc.COM NEW12,871$398.7K<0.1%−1,381−9.7%ReducedHistory
FNAParagon 28, Inc.COM38,601$398.7K<0.1%−23,547−37.9%ReducedHistory
ENVAEnova International, Inc.COM4,159$398.8K<0.1%−749−15.3%ReducedHistory
KAIKadant IncCOM1,156$398.8K<0.1%−64−5.2%ReducedHistory
PZZAPapa Johns International IncStock9,711$398.8K<0.1%+2,088+27.4%AddedHistory
CCOClear Channel Outdoor Holdings, Inc.COM291,121$398.8K<0.1%+34,759+13.6%AddedHistory
NEUNewmarket CorpCOM755$398.9K<0.1%+6+0.8%AddedHistory
EMBCEmbecta Corp.Stock19,319$398.9K<0.1%−9,959−34.0%ReducedHistory
HLITHarmonic Inc.COM30,154$398.9K<0.1%+1,944+6.9%AddedHistory
VECOVeeco Instruments IncCOM14,886$398.9K<0.1%+1,040+7.5%AddedHistory
EYENational Vision Holdings, Inc.COM38,287$399.0K<0.1%+708+1.9%AddedHistory
FBKFB Financial CorpCOM7,746$399.0K<0.1%−1,050−11.9%ReducedHistory
MODModine Manufacturing CoCOM3,442$399.0K<0.1%+325+10.4%AddedHistory
MMIMarcus & Millichap, Inc.COM10,430$399.1K<0.1%−58−0.6%ReducedHistory
SLRCSLR Investment Corp.COM24,694$399.1K<0.1%−2,651−9.7%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW2,573$399.1K<0.1%+13+0.5%AddedHistory
WGOWinnebago Industries IncCOM8,353$399.1K<0.1%+8,353NewHistory
GNKGenco Shipping & Trading LtdSHS28,633$399.1K<0.1%+7,457+35.2%AddedHistory
EXLSExlService Holdings, Inc.COM8,995$399.2K<0.1%−1,805−16.7%ReducedHistory
LAURLaureate Education, Inc.COMMON STOCK21,826$399.2K<0.1%−3,064−12.3%ReducedHistory
NMFCNew Mountain Finance CorpCOM35,455$399.2K<0.1%+1,188+3.5%AddedHistory
IBOCInternational Bancshares CorpCOM6,321$399.2K<0.1%−566−8.2%ReducedHistory
CODICompass Diversified HoldingsSH BEN INT17,299$399.3K<0.1%−1,320−7.1%ReducedHistory
ATEXAnterix Inc.COM13,018$399.3K<0.1%+2,115+19.4%AddedHistory
PRKSUnited Parks & Resorts Inc.COM7,106$399.3K<0.1%−1,012−12.5%ReducedHistory
Aris Water Solutions, Inc.04041L106CLASS A COM16,672$399.3K<0.1%−7,846−32.0%Reduced–
GHCGraham Holdings CoCOM CL B458$399.3K<0.1%−44−8.8%ReducedHistory
VACMarriott Vacations Worldwide CorpCOM4,447$399.3K<0.1%−1,150−20.5%ReducedHistory
WNCWabash National CorpCOM23,313$399.4K<0.1%+1,860+8.7%AddedHistory
FSBCFive Star BancorpCOM13,272$399.4K<0.1%−656−4.7%ReducedHistory
RRyder System IncCOM2,546$399.4K<0.1%−282−10.0%ReducedHistory
VCYTVeracyte, Inc.COM10,085$399.4K<0.1%−1,997−16.5%ReducedHistory
AEISAdvanced Energy Industries IncCOM3,454$399.4K<0.1%−451−11.5%ReducedHistory
SUMSummit Materials, Inc.CL A7,893$399.4K<0.1%−2,714−25.6%ReducedHistory
CMCCommercial Metals CoStock8,054$399.5K<0.1%+558+7.4%AddedHistory
HLHecla Mining CoCOM81,360$399.5K<0.1%+19,493+31.5%AddedHistory
OPLNOPENLANE, Inc.COM20,135$399.5K<0.1%−4,280−17.5%ReducedHistory
SMPStandard Motor Products, Inc.Stock12,896$399.5K<0.1%+383+3.1%AddedHistory
PRAProassurance CorpCOM25,112$399.5K<0.1%−2,343−8.5%ReducedHistory
SFNCSimmons First National CorpCL A $1 PAR18,015$399.6K<0.1%−1,143−6.0%ReducedHistory
ARIApollo Commercial Real Estate Finance, Inc.COM46,143$399.6K<0.1%+1,364+3.0%AddedHistory
PARPar Technology CorpCOM5,499$399.6K<0.1%−2,436−30.7%ReducedHistory
DRHDiamondRock Hospitality CoCOM44,256$399.6K<0.1%−3,191−6.7%ReducedHistory
ROCKGibraltar Industries, Inc.COM6,785$399.6K<0.1%+901+15.3%AddedHistory
LPXLouisiana-Pacific CorpCOM3,860$399.7K<0.1%+29+0.8%AddedHistory
ROICRetail Opportunity Investments CorpCOM23,025$399.7K<0.1%−3,101−11.9%ReducedHistory
SCSCScansource, Inc.COM8,424$399.7K<0.1%−168−2.0%ReducedHistory
HVTHaverty Furniture Companies IncCOM17,958$399.7K<0.1%+2,839+18.8%AddedHistory
HLIOHelios Technologies, Inc.COM8,955$399.8K<0.1%+301+3.5%AddedHistory
PIImpinj IncCOM2,752$399.8K<0.1%+854+45.0%AddedHistory
HMNHorace Mann Educators CorpCOM10,191$399.8K<0.1%−1,482−12.7%ReducedHistory
RNSTRenasant CorpCOM11,184$399.8K<0.1%−1,495−11.8%ReducedHistory
CENTCentral Garden & Pet CoCOM10,305$399.8K<0.1%−930−8.3%ReducedHistory
UNFUnifirst CorpCOM2,337$399.8K<0.1%+265+12.8%AddedHistory
BHEBenchmark Electronics IncCOM8,807$399.8K<0.1%−539−5.8%ReducedHistory
NVEENV5 Global, Inc.COM21,224$399.9K<0.1%+3,556+20.1%AddedConverted for a 4-for-1 splitHistory
ATIAti IncStock7,265$399.9K<0.1%+1,070+17.3%AddedHistory
DGIIDigi International IncCOM13,228$399.9K<0.1%−1,737−11.6%ReducedHistory
TREXTrex Co IncCOM5,793$399.9K<0.1%−400−6.5%ReducedHistory
PBHPrestige Consumer Healthcare Inc.COM5,121$399.9K<0.1%−581−10.2%ReducedHistory
LZBLa-Z-Boy IncCOM9,179$399.9K<0.1%−347−3.6%ReducedHistory
ALSNAllison Transmission Holdings IncStock3,701$399.9K<0.1%−586−13.7%ReducedHistory
AMEDAmedisys IncCOM4,405$399.9K<0.1%+155+3.6%AddedHistory
NBTBNBT Bancorp IncCOM8,374$399.9K<0.1%−1,004−10.7%ReducedHistory
ALRMAlarm.com Holdings, Inc.COM6,578$399.9K<0.1%−950−12.6%ReducedHistory
AWIArmstrong World Industries IncCOM2,830$400.0K<0.1%−320−10.2%ReducedHistory
HOPEHope Bancorp IncCOM32,544$400.0K<0.1%−231−0.7%ReducedHistory
UMBFUmb Financial CorpCOM3,544$400.0K<0.1%−390−9.9%ReducedHistory
GNWGenworth Financial IncCOM SHS57,225$400.0K<0.1%−3,408−5.6%ReducedHistory
CYTKCytokinetics IncCOM NEW8,504$400.0K<0.1%+616+7.8%AddedHistory
HNIHni CorpStock7,942$400.0K<0.1%+242+3.1%AddedHistory
GFFGriffon CorpCOM5,613$400.0K<0.1%−12,571−69.1%ReducedHistory
GMSGMS Inc.COM4,716$400.1K<0.1%+134+2.9%AddedHistory
JJSFJ&J Snack Foods CorpCOM2,579$400.1K<0.1%+198+8.3%AddedHistory
PLABPhotronics IncCOM16,982$400.1K<0.1%+287+1.7%AddedHistory
BYByline Bancorp, Inc.COM13,798$400.1K<0.1%−1,628−10.6%ReducedHistory

Sold out since Q3 2024 (49)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of CWM Advisors, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
AGRAvangrid, Inc.COM42,640$1.53M0.2%History
UGIUgi CorpStock47,543$1.19M0.1%History
COLMColumbia Sportswear CoCOM11,305$940.5K0.1%History
CNRCore Natural Resources, Inc.COM8,866$927.8K0.1%History
ATNIATN International, Inc.COM28,680$927.5K0.1%History
TJXTJX Companies IncStock7,847$922.3K0.1%History
MPLXMPLX LPCOM UNIT REP LTD20,715$921.0K0.1%History
RDYDr Reddys Laboratories LtdADR11,548$917.5K0.1%History
ESEAEuroseas Ltd.SHS18,698$913.4K0.1%History
MGMistras Group, Inc.COM79,796$907.3K0.1%History
OPRAOpera LtdSPONSORED ADS58,080$897.3K0.1%History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT25,504$893.7K0.1%History
BBWBuild-A-Bear Workshop IncCOM25,942$891.6K0.1%History
LGTYLogility Supply Chain Solutions, IncCL A79,577$890.5K0.1%History
SMWBSimilarweb Ltd.SHS100,265$886.3K0.1%History
SAICScience Applications International CorpCOM6,349$884.2K0.1%History
MNDYmonday.com Ltd.SHS3,131$869.7K0.1%History
DVADavita Inc.COM5,296$868.2K0.1%History
ASCArdmore Shipping CorpCOM47,943$867.8K0.1%History
PNWPinnacle West Capital CorpCOM9,634$853.5K0.1%History
OFGOfg BancorpCOM18,920$849.9K0.1%History
WESWestern Midstream Partners, LPCOM UNIT LP INT21,890$837.5K0.1%History
MELIMercadolibre IncCOM407$835.1K0.1%History
BELFBBel Fuse IncCL B10,614$833.3K0.1%History
NOMDNomad Foods LtdUSD ORD SHS43,565$830.3K0.1%History
FRSTPrimis Financial Corp.COM67,957$827.7K0.1%History
VIRTVirtu Financial, Inc.CL A27,148$826.9K0.1%History
First BK Williamstown New Je31931U102COM54,402$826.9K0.1%–
TCBXThird Coast Bancshares, Inc.COM30,758$823.4K0.1%History
QCRHQCR Holdings IncCOM11,055$818.4K0.1%History
EGYVaalco Energy IncCOM NEW142,517$818.0K0.1%History
QNSTQuinstreet, IncCOM42,689$816.6K0.1%History
HNSTHonest Company, Inc.COM225,816$806.2K0.1%History
VIRCVirco Mfg CorporationCOM58,300$805.1K0.1%History
CHWYChewy, Inc.CL A27,474$804.7K0.1%History
OSCROscar Health, Inc.CL A36,779$780.1K0.1%History
SWNSouthwestern Energy CoCOM64,413$458.0K<0.1%History
TTGTTechTarget, Inc.COM16,856$412.1K<0.1%History
TWKSThoughtworks Holding, Inc.COM92,906$410.6K<0.1%History
TELLTellurian Inc.COM424,177$410.6K<0.1%History
EQCEQC Liquidating TrustCOM SH BEN INT20,633$410.6K<0.1%History
PRFTPerficient IncCOM5,439$410.5K<0.1%History
MASIMasimo CorpCOM2,964$395.2K<0.1%History
COLLCollegium Pharmaceutical, IncCOM8,813$340.5K<0.1%History
JAZZJazz Pharmaceuticals plcSHS USD2,798$311.7K<0.1%History
HTOH2O AmericaCOM5,324$309.4K<0.1%History
NETCloudflare, Inc.CL A COM3,550$287.2K<0.1%History
MROMarathon Oil CorpCOM10,709$285.2K<0.1%History
MEDPMedpace Holdings, Inc.COM832$277.8K<0.1%History