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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
ETDEthan Allen Interiors IncCOM14,235$400.1K<0.1%+1,348+10.5%AddedHistory
AINAlbany International CorpCL A5,004$400.2K<0.1%+334+7.2%AddedHistory
CCBGCapital City Bank Group IncCOM10,919$400.2K<0.1%−817−7.0%ReducedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock3,647$400.2K<0.1%−594−14.0%ReducedHistory
NHINational Health Investors IncCOM5,775$400.2K<0.1%+847+17.2%AddedHistory
DDSDillard's, Inc.CL A927$400.2K<0.1%−136−12.8%ReducedHistory
SXTSensient Technologies CorpCOM5,617$400.3K<0.1%+470+9.1%AddedHistory
POSTPost Holdings, Inc.COM3,497$400.3K<0.1%−68−1.9%ReducedHistory
SRDXSurmodics IncCOM10,108$400.3K<0.1%−538−5.1%ReducedHistory
BUSEFirst Busey CorpCOM NEW16,983$400.3K<0.1%+1,094+6.9%AddedHistory
DNOWDNOW Inc.COM30,768$400.3K<0.1%−1,353−4.2%ReducedHistory
WERNWerner Enterprises IncCOM11,144$400.3K<0.1%+551+5.2%AddedHistory
OECOrion S.A.COM25,351$400.3K<0.1%+2,138+9.2%AddedHistory
RLJRLJ Lodging TrustCOM39,206$400.3K<0.1%−5,476−12.3%ReducedHistory
SCWXSecureWorks CorpCL A47,316$400.3K<0.1%−3,386−6.7%ReducedHistory
AGXArgan IncStock2,921$400.3K<0.1%−1,177−28.7%ReducedHistory
MTGMgic Investment CorpCOM16,883$400.3K<0.1%+766+4.8%AddedHistory
MZTIMarzetti CoCOM2,312$400.3K<0.1%−19−0.8%ReducedHistory
HTHHilltop Holdings Inc.COM13,982$400.3K<0.1%+1,196+9.4%AddedHistory
DAKTDaktronics IncCOM23,746$400.4K<0.1%−8,185−25.6%ReducedHistory
MTRNMATERION CorpCOM4,049$400.4K<0.1%+346+9.3%AddedHistory
HUBGHub Group, Inc.CL A8,985$400.4K<0.1%−42−0.5%ReducedHistory
SAFTSafety Insurance Group IncCOM4,859$400.4K<0.1%−186−3.7%ReducedHistory
MTHMeritage Homes CORPCOM2,603$400.4K<0.1%+587+29.1%AddedHistory
LOBLive Oak Bancshares, Inc.COM10,124$400.4K<0.1%+1,452+16.7%AddedHistory
Townebank Portsmouth Va89214P109COM11,756$400.4K<0.1%−711−5.7%Reduced–
UCBUnited Community Banks IncCOM12,393$400.4K<0.1%−1,800−12.7%ReducedHistory
DCODucommun IncCOM6,290$400.4K<0.1%−6−0.1%ReducedHistory
TILEInterface IncCOM16,444$400.4K<0.1%−50,319−75.4%ReducedHistory
PLXSPlexus CorpCOM2,559$400.4K<0.1%−462−15.3%ReducedHistory
ESNTEssent Group Ltd.COM7,356$400.5K<0.1%+938+14.6%AddedHistory
ATSGAir Transport Services Group, Inc.COM18,220$400.5K<0.1%−7,416−28.9%ReducedHistory
OSISOsi Systems IncCOM2,392$400.5K<0.1%−349−12.7%ReducedHistory
ORAOrmat Technologies, Inc.COM5,914$400.5K<0.1%+586+11.0%AddedHistory
ENSEnerSysCOM4,333$400.5K<0.1%+283+7.0%AddedHistory
EXPOExponent IncCOM4,495$400.5K<0.1%+910+25.4%AddedHistory
UBSIUnited Bankshares IncCOM10,666$400.5K<0.1%−429−3.9%ReducedHistory
IOSPInnospec Inc.COM3,639$400.5K<0.1%−12−0.3%ReducedHistory
VLYValley National BancorpCOM44,207$400.5K<0.1%−1,394−3.1%ReducedHistory
CMCOColumbus McKinnon CorpCOM10,755$400.5K<0.1%−806−7.0%ReducedHistory
LSEALandsea Homes CorpCOM47,176$400.5K<0.1%+13,500+40.1%AddedHistory
VYXNCR Voyix CorpCOM28,944$400.6K<0.1%−1,261−4.2%ReducedHistory
HLFHerbalife Ltd.COM SHS59,879$400.6K<0.1%+3,458+6.1%AddedHistory
INFNInfinera CorpCOM60,974$400.6K<0.1%−384−0.6%ReducedHistory
PMTPennyMac Mortgage Investment TrustCOM31,820$400.6K<0.1%+3,096+10.8%AddedHistory
ALEXAlexander & Baldwin, Inc.COM22,583$400.6K<0.1%+1,096+5.1%AddedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW17,665$400.6K<0.1%−5,123−22.5%ReducedHistory
NSPInsperity, Inc.COM5,169$400.6K<0.1%+509+10.9%AddedHistory
MYEMyers Industries IncCOM36,291$400.7K<0.1%+6,153+20.4%AddedHistory
TDSTelephone & Data Systems IncCOM NEW11,746$400.7K<0.1%−42,337−78.3%ReducedHistory
CVGWCalavo Growers IncCOM15,713$400.7K<0.1%+1,321+9.2%AddedHistory
KFRCKforce IncCOM7,067$400.7K<0.1%+394+5.9%AddedHistory
KBRKBR, Inc.COM6,917$400.7K<0.1%+597+9.4%AddedHistory
SEMSelect Medical Holdings CorpCOM21,258$400.7K<0.1%+9,355+78.6%AddedHistory
NMIHNMI Holdings, Inc.COM10,901$400.7K<0.1%+948+9.5%AddedHistory
SPSCSPS Commerce IncCOM2,178$400.7K<0.1%+47+2.2%AddedHistory
SLGNSilgan Holdings IncCOM7,699$400.7K<0.1%−162−2.1%ReducedHistory
MATXMatson, Inc.COM2,972$400.7K<0.1%+85+2.9%AddedHistory
CSGSCSG Systems International IncCOM7,841$400.8K<0.1%−630−7.4%ReducedHistory
VSHVishay Intertechnology IncCOM23,658$400.8K<0.1%+1,898+8.7%AddedHistory
RYAMRayonier Advanced Materials Inc.COM48,579$400.8K<0.1%+661+1.4%AddedHistory
HXLHexcel CorpCOM6,392$400.8K<0.1%−290−4.3%ReducedHistory
HBNCHorizon Bancorp IncCOM24,878$400.8K<0.1%−1,757−6.6%ReducedHistory
ECPGEncore Capital Group IncCOM8,390$400.8K<0.1%−352−4.0%ReducedHistory
CYRXCryoport, Inc.COM PAR $0.00151,518$400.8K<0.1%+753+1.5%AddedHistory
NGVTIngevity CorpCOM9,836$400.8K<0.1%−618−5.9%ReducedHistory
SFBSServisFirst Bancshares, Inc.COM4,730$400.8K<0.1%−427−8.3%ReducedHistory
ABMAbm Industries IncCOM7,832$400.8K<0.1%+35+0.4%AddedHistory
PINCPremier, Inc.CL A18,908$400.9K<0.1%−1,668−8.1%ReducedHistory
CBUCommunity Financial System, Inc.COM6,499$400.9K<0.1%−626−8.8%ReducedHistory
RLIRli CorpCOM2,432$400.9K<0.1%−239−8.9%ReducedHistory
CVLGCovenant Logistics Group, Inc.CL A7,354$400.9K<0.1%−393−5.1%ReducedHistory
ACCDAccolade, Inc.COM117,216$400.9K<0.1%+10,537+9.9%AddedHistory
SKTTanger Inc.COM11,746$400.9K<0.1%−771−6.2%ReducedHistory
KNKnowles CorpCOM20,115$400.9K<0.1%−2,839−12.4%ReducedHistory
OXMOxford Industries IncCOM5,089$400.9K<0.1%+343+7.2%AddedHistory
AMSFAmerisafe IncCOM7,779$400.9K<0.1%−724−8.5%ReducedHistory
TTMITTM Technologies IncCOM16,200$400.9K<0.1%−6,550−28.8%ReducedHistory
RVNCRevance Therapeutics, Inc.COM131,892$401.0K<0.1%+53,837+69.0%AddedHistory
ESEEsco Technologies IncCOM3,010$401.0K<0.1%−199−6.2%ReducedHistory
NNINelnet IncCL A3,754$401.0K<0.1%+92+2.5%AddedHistory
AMRCAmeresco, Inc.CL A17,077$401.0K<0.1%+6,291+58.3%AddedHistory
MGRCMcGrath RentcorpCOM3,586$401.0K<0.1%−315−8.1%ReducedHistory
MBWMMercantile Bank CorpCOM9,013$401.0K<0.1%−390−4.1%ReducedHistory
SBRASabra Health Care REIT, Inc.REIT23,152$401.0K<0.1%+992+4.5%AddedHistory
COURCoursera, Inc.COM47,176$401.0K<0.1%−4,811−9.3%ReducedHistory
GBCIGlacier Bancorp, Inc.COM7,985$401.0K<0.1%−1,036−11.5%ReducedHistory
HYHyster-Yale, Inc.CL A7,874$401.0K<0.1%−12,425−61.2%ReducedHistory
CNSCohen & Steers, Inc.COM4,343$401.0K<0.1%+37+0.9%AddedHistory
HELEHelen of Troy LtdStock6,703$401.0K<0.1%+54+0.8%AddedHistory
STBAS&T Bancorp IncCOM10,493$401.0K<0.1%+671+6.8%AddedHistory
BCOBrinks CoCOM4,323$401.0K<0.1%+756+21.2%AddedHistory
ACCOAcco Brands CorpCOM76,391$401.1K<0.1%+1,198+1.6%AddedHistory
HIHillenbrand, Inc.COM13,030$401.1K<0.1%−1,962−13.1%ReducedHistory
SHENShenandoah Telecommunications CoCOM31,807$401.1K<0.1%+2,819+9.7%AddedHistory
FRMEFirst Merchants CorpCOM10,055$401.1K<0.1%−1,022−9.2%ReducedHistory
HAEHaemonetics CorpCOM5,137$401.1K<0.1%+7+0.1%AddedHistory
FULFuller H B CoStock5,944$401.1K<0.1%+739+14.2%AddedHistory
BKUBankUnited, Inc.COM10,509$401.1K<0.1%−860−7.6%ReducedHistory
MTUSMetallus Inc.COM28,389$401.1K<0.1%+505+1.8%AddedHistory

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