Cm Wealth Advisors LLC Purchases in Q3 2024

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
93.6K
+ 59.16%
$266.03 - $266.03 $24.9M - $24.9M
252K $67M
IWD
Ishares Russell 1000 Val ETF

ETFs
88.1K
+ 2209.23%
$173.36 - $189.8 $15.3M - $16.7M
92.1K $17.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
26.4K
+ 24.32%
$386.81 - $423.12 $10.2M - $11.2M
135K $57.2M
VIG
Vanguard Dividend Appreciation

ETFs
52.6K
+ 159.17%
$182.15 - $182.15 $9.58M - $9.58M
85.7K $15.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
27K
New
$162.83 - $179.16 $4.4M - $4.84M
27K $4.84M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.31K
+ 21.78%
$283.28 - $314.39 $1.5M - $1.67M
29.7K $9.33M
GOOGL
Alphabet Inc.

Communication Services
11.3K
+ 493.89%
$148.65 - $191.18 $1.68M - $2.17M
13.6K $2.26M
GOOG
Alphabet Inc.

Communication Services
9.6K
+ 484.75%
$149.54 - $192.66 $1.44M - $1.85M
11.6K $1.94M
LLY
Eli Lilly & CO

Healthcare
1.7K
New
$772.14 - $960.02 $1.31M - $1.63M
1.7K $1.51M
IJS
Ishares S&P Smallcap 600 Value

ETFs
13.1K
+ 519.27%
$95.81 - $109.03 $1.25M - $1.43M
15.6K $1.68M
IVV
Ishares Core S&P 500 ETF

ETFs
1.67K
+ 19.34%
$520.18 - $576.82 $868K - $963K
10.3K $5.94M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
13.1K
New
$60.13 - $68.17 $785K - $890K
13.1K $883K
IWN
Ishares Russell2000 Val ETF

ETFs
1.26K
+ 2.93%
$150.05 - $171.34 $189K - $216K
44.2K $7.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.57K
+ 25.32%
$105.53 - $118.34 $482K - $540K
22.6K $2.64M
MA
Mastercard Inc

Financial Services
1.22K
New
$429.6 - $500.99 $526K - $613K
1.22K $604K
IWM
Ishares Russell 2000 ETF

ETFs
2.34K
+ 74.16%
$200.87 - $224.6 $469K - $525K
5.49K $1.21M
JPM
Jpmorgan Chase & CO

Financial Services
2.24K
+ 87.14%
$194.9 - $224.8 $436K - $503K
4.8K $1.01M
SHW
Sherwin Williams CO

Basic Materials
954
+ 65.03%
$294.65 - $384.0 $281K - $366K
2.42K $923K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.77K
New
$136.93 - $162.81 $379K - $450K
2.77K $444K
AWK
American Water Works Company, Inc.

Utilities
2.89K
New
$127.76 - $149.9 $369K - $433K
2.89K $422K
TMO
Thermo Fisher Scientific Inc.

Healthcare
576
+ 59.88%
$531.86 - $624.21 $306K - $360K
1.54K $951K
BK
Bank Of New York Mellon Corp

Financial Services
5K
New
$59.54 - $72.17 $298K - $361K
5K $359K
DHR
Danaher Corp

Healthcare
1.19K
New
$239.25 - $280.76 $284K - $334K
1.19K $330K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.11K
+ 7.69%
$75.32 - $84.37 $159K - $178K
29.5K $2.47M
COST
Costco Wholesale Corp

Consumer Defensive
317
+ 62.77%
$801.83 - $917.05 $254K - $291K
822 $728K
RTX
Raytheon Technologies Corp

Industrials
1.97K
New
$99.55 - $123.34 $197K - $243K
1.97K $239K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
425
+ 73.66%
$405.19 - $478.57 $172K - $203K
1K $461K
CSCO
Cisco Systems, Inc.

Technology
2K
+ 14.9%
$44.74 - $53.22 $89.5K - $106K
15.4K $820K
IWV
Ishares Russell 3000 ETF

ETFs
341
+ 13.49%
$294.75 - $326.73 $101K - $111K
2.87K $937K
EEM
Ishares Msci Emerging Markets

ETFs
885
+ 6.39%
$40.42 - $46.7 $35.8K - $41.3K
14.7K $675K
UNH
Unitedhealth Group Inc

Healthcare
35
+ 7.53%
$488.01 - $604.18 $17.1K - $21.1K
500 $292K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
92
+ 5.05%
$147.95 - $191.05 $13.6K - $17.6K
1.91K $332K
Linde PLC
462
New
N/A
462 $0
INTC
Intel Corp

Technology
3.32K
+ 30.04%
$18.9 - $34.87 $62.7K - $116K
14.4K $337K
Activity Summary
Buys All Purchases 35 New Holdings 10 Increased Positions 25 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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