Cm Wealth Advisors LLC Incresed Positions 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
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
IJS
Ishares S&P Smallcap 600 Value

ETFs
13.1K
+ 519.27%
$95.81 - $109.03 $1.25M - $1.43M
15.6K $1.68M
MSFT
Microsoft Corp

Technology
3.46K
+ 27.97%
$395.15 - $467.56 $1.37M - $1.62M
15.8K $6.82M
IVV
Ishares Core S&P 500 ETF

ETFs
1.67K
+ 19.34%
$520.18 - $576.82 $868K - $963K
10.3K $5.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.57K
+ 25.32%
$105.53 - $118.34 $482K - $540K
22.6K $2.64M
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
576
+ 59.88%
$531.86 - $624.21 $306K - $360K
1.54K $951K
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
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
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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