Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s 374Water SCWO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCWO Stock Details SCWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-107
Closed – – 5505
2025
Q2 		$0 Buy
107
+63
+143% +$212 ﹤0.01% 5277
2025
Q1 		$0 Buy
44
+8
+22% +$35 ﹤0.01% 5178
2024
Q4 		$0 Sell
36
-12
-25% -$148 ﹤0.01% 5122
2024
Q3 		$1K Buy
48
+38
+380% +$462 ﹤0.01% 4696
2024
Q2 		$0 Buy
10
+9
+900% +$115 ﹤0.01% 4897
2024
Q1 		$0 Buy
+1
New +$13 ﹤0.01% 4699

Other funds holding SCWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCWO Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of 374Water (SCWO) in Q3 2025, closing a stake of 107 shares.

Carson Wealth (CWM LLC) first reported a position in SCWO in Q1 2024 and held it in 6 quarters. The position peaked at $1K in Q3 2024. 61 funds tracked by Wall St. Rank hold SCWO as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining 374Water position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 107 374Water shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in 374Water in Q1 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s 374Water position peaked at $1K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held 374Water as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.