Cm Wealth Advisors LLC New Holdings in Q3 2024

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
27K
New
$162.83 - $179.16 $4.4M - $4.84M
27K $4.84M
LLY
Eli Lilly & CO

Healthcare
1.7K
New
$772.14 - $960.02 $1.31M - $1.63M
1.7K $1.51M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
13.1K
New
$60.13 - $68.17 $785K - $890K
13.1K $883K
MA
Mastercard Inc

Financial Services
1.22K
New
$429.6 - $500.99 $526K - $613K
1.22K $604K
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
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
RTX
Raytheon Technologies Corp

Industrials
1.97K
New
$99.55 - $123.34 $197K - $243K
1.97K $239K
Linde PLC
462
New
N/A
462 $0
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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