Cm Wealth Advisors LLC Purchases and Sells in Q1 2024

Cm Wealth Advisors LLC

$353 Million
Q1 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	65.5K + 32.56%	$219.81 - $247.98 $14.4M - $16.2M	267K $66M
IWD	88.5K + 2447.57%	$161.84 - $179.11 $14.3M - $15.8M	92.1K $16.5M
VIG	70.7K + 187.04%	$168.47 - $182.98 $11.9M - $12.9M	109K $19.8M
DIA	26.1K + 23.84%	$372.72 - $397.76 $9.72M - $10.4M	135K $53.9M
IWB	34.6K + 123.56%	$257.46 - $288.1 $8.9M - $9.96M	62.5K $18M
VTI	18.4K + 735.67%	$232.77 - $260.14 $4.27M - $4.77M	20.9K $5.42M

New Holdings

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCZ	190K New	$59.15 - $63.58 $11.2M - $12.1M	190K $12M
SPY	8.17K New	$467.28 - $523.17 $3.82M - $4.27M	8.17K $4.27M
VGT	5.14K New	$462.18 - $530.16 $2.37M - $2.72M	5.14K $2.69M
NVDA	2.54K New	$475.69 - $950.02 $1.21M - $2.41M	2.54K $2.3M
EZM	34.8K New	$55.25 - $61.02 $1.93M - $2.13M	34.8K $2.13M
JAAA	30.8K New	$50.32 - $50.74 $1.55M - $1.56M	30.8K $1.56M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LECO	-171K - 95.81%	$209.19 - $258.37 $35.9M - $44.3M	7.5K $1.92M
NOC	-8.07K - 84.49%	$434.55 - $481.08 $3.51M - $3.88M	1.48K $708K
PGR	-8.8K - 89.88%	$161.63 - $206.82 $1.42M - $1.82M	990 $204K
VOO	-6.32K - 11.17%	$429.43 - $481.35 $2.71M - $3.04M	50.2K $24.1M
NSC	-1.81K - 64.9%	$226.14 - $263.13 $409K - $476K	978 $249K
MCD	-852 - 39.34%	$278.58 - $300.53 $237K - $256K	1.31K $370K

Activity Summary All Purchases 156 New Holdings 117 Increased Positions 39 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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