Cm Wealth Advisors LLC Portfolio Holdings

Cm Wealth Advisors LLC

  • $299 Million
  • Q4 2024

Cm Wealth Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $299 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 100 ETF with a value of $58.7M, Spdr Dow Jones Industrial Average ETF Trust with a value of $48.6M, Lincoln Electric Holdings Inc with a value of $30M, Vanguard Index Fds S&P 500 ETF with a value of $23.1M, and Ishares Russell 1000 Val ETF with a value of $17M.

Examining the 13F form we can see an decrease of $4.73M in the current position value, from $304M to 299M.

Cm Wealth Advisors LLC is based out at Beachwood, OH

Below you can find more details about Cm Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $299 Million
ETFs: $211 Million
Industrials: $35.5 Million
Technology: $27.5 Million
Communication Services: $6.58 Million
Financial Services: $4.86 Million
Healthcare: $4.76 Million
Consumer Defensive: $3.19 Million
Consumer Cyclical: $2 Million
Other: $3.45 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $299 Million
  • Prior Value $304 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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