Cm Wealth Advisors LLC Reduced Holdings in Q2 2025

Cm Wealth Advisors LLC

  • $328 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
-1.6K
- 55.7%
$281.67 - $351.0 $450K - $561K
1.27K $446K
XOM
Exxon Mobil Corp

Energy
-3.05K
- 33.4%
$99.93 - $119.04 $305K - $363K
6.09K $656K
PG
Procter & Gamble CO

Consumer Defensive
-1.32K
- 20.52%
$157.66 - $172.39 $208K - $227K
5.1K $813K
JNJ
Johnson & Johnson

Healthcare
-1.32K
- 34.98%
$146.36 - $159.82 $192K - $210K
2.44K $373K
CVX
Chevron Corp

Energy
-715
- 15.89%
$133.73 - $168.51 $95.6K - $120K
3.79K $541K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9
- 0.69%
$390.26 - $489.06 $3.51K - $4.4K
1.3K $528K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.07K
- 9.07%
$90.56 - $109.49 $187K - $226K
20.7K $2.27M
SHW
Sherwin Williams CO

Basic Materials
-278
- 11.41%
$313.51 - $363.51 $87.2K - $101K
2.16K $740K
PEP
Pepsico Inc

Consumer Defensive
-204
- 5.86%
$128.02 - $151.37 $26.1K - $30.9K
3.28K $432K
NSC
Norfolk Southern Corp

Industrials
-618
- 16.42%
$206.34 - $257.46 $128K - $159K
3.15K $805K
MCD
Mcdonalds Corp

Consumer Cyclical
-104
- 4.11%
$285.55 - $321.23 $29.7K - $33.4K
2.43K $708K
GOOGL
Alphabet Inc.

Communication Services
-1.99K
- 14.64%
$144.7 - $178.6 $288K - $356K
11.6K $2.05M
CSCO
Cisco Systems, Inc.

Technology
-2.5K
- 16.24%
$53.19 - $69.38 $133K - $174K
12.9K $896K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-7.56K
- 6.66%
$91.62 - $109.97 $693K - $832K
106K $11.7M
IBM
International Business Machines Corp

Technology
-490
- 21.43%
$221.03 - $294.78 $108K - $144K
1.8K $529K
VIG
Vanguard Dividend Appreciation

ETFs
-134
- 0.16%
N/A
86.1K $15.7M
V
Visa Inc.

Financial Services
-56
- 3.24%
$308.27 - $373.31 $17.3K - $20.9K
1.67K $593K
IWM
Ishares Russell 2000 ETF

ETFs
-400
- 7.23%
$174.82 - $215.79 $69.9K - $86.3K
5.13K $1.11M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-151
- 1.01%
$83.54 - $100.04 $12.6K - $15.1K
14.7K $1.47M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.61%
$908.13 - $1056.85 $4.54K - $5.28K
817 $808K
JPM
Jpmorgan Chase & CO

Financial Services
-546
- 11.8%
$210.28 - $289.91 $115K - $158K
4.08K $1.18M
EEM
Ishares Msci Emerging Markets

ETFs
-135
- 0.94%
$38.52 - $48.28 $5.2K - $6.52K
14.2K $686K
IWN
Ishares Russell2000 Val ETF

ETFs
-819
- 2.08%
$131.84 - $157.76 $108K - $129K
38.5K $6.07M
GOOG
Alphabet Inc.

Communication Services
-88
- 0.77%
$146.58 - $180.01 $12.9K - $15.8K
11.4K $2.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-950
- 3.37%
$272.36 - $339.57 $259K - $323K
27.3K $9.25M
MSFT
Microsoft Corp

Technology
-2.48K
- 16.3%
$354.56 - $497.45 $879K - $1.23M
12.7K $6.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.26K
- 5.28%
$456.74 - $568.03 $1.03M - $1.28M
40.5K $23M
LECO
Lincoln Electric Holdings Inc

Industrials
-7K
- 4.49%
$167.18 - $211.38 $1.17M - $1.48M
149K $30.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.4K
- 1.24%
$376.48 - $440.65 $527K - $617K
112K $49.2M
NVDA
Nvidia Corp

Technology
-11.8K
- 14.74%
$94.31 - $157.99 $1.11M - $1.86M
68K $10.7M
Activity Summary
Buys All Purchases 16 New Holdings 3 Increased Positions 13 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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