Cm Wealth Advisors LLC Portfolio Holdings
Cm Wealth Advisors LLC
- $353 Million
- Q1 2024
Cm Wealth Advisors LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $353 Million distributed in 189 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 $66M, Spdr Dow Jones Industrial Average ETF Trust with a value of $53.9M, Vanguard Index Fds S&P 500 ETF with a value of $24.1M, Vanguard Dividend Appreciation with a value of $19.8M, and Ishares Tr Russell 1000 ETF with a value of $18M.
Examining the 13F form we can see an increase of $121M in the current position value, from $232M to 353M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 189
- Current Value $353 Million
- Prior Value $232 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 117 stocks
- Additional Purchases 39 stocks
- Sold out of 0 stocks
- Reduced holdings in 15 stocks