Cm Wealth Advisors LLC Purchases in Q4 2025

Cm Wealth Advisors LLC

  • $411 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22.5K
+ 33.05%
$179.83 - $207.04 $4.04M - $4.66M
90.5K $16.9M
NOW
Service Now, Inc.

Technology
4.19K
New
$835.79 - $946.29 $3.5M - $3.96M
4.19K $3.5M
MSFT
Microsoft Corp

Technology
6.73K
+ 58.72%
$496.82 - $542.07 $3.34M - $3.65M
18.2K $9.22M
AAPL
Apple Inc.

Technology
10.9K
+ 36.68%
$245.27 - $275.25 $2.66M - $2.99M
40.5K $10.8M
AMZN
Amazon Com Inc

Consumer Cyclical
9.94K
+ 338.64%
$213.04 - $254.0 $2.12M - $2.52M
12.9K $3.02M
GOOGL
Alphabet Inc.

Communication Services
6.8K
+ 58.47%
$236.57 - $291.31 $1.61M - $1.98M
18.4K $5.09M
IVV
Ishares Core S&P 500 ETF

ETFs
2.91K
+ 7.96%
$656.2 - $690.71 $1.91M - $2.01M
39.5K $26.6M
NCNO
N Cino, Inc.

Technology
83.4K
+ 759.59%
$23.76 - $27.1 $1.98M - $2.26M
94.3K $2.41M
LLY
Eli Lilly & CO

Healthcare
1.22K
+ 72.0%
$799.57 - $1025.28 $979K - $1.25M
2.92K $2.99M
AVGO
Broadcom Inc.

Technology
3.82K
New
$324.63 - $385.98 $1.24M - $1.48M
3.82K $1.31M
V
Visa Inc.

Financial Services
3.87K
+ 244.0%
$325.75 - $352.42 $1.26M - $1.36M
5.45K $1.78M
GOOG
Alphabet Inc.

Communication Services
2.59K
+ 25.34%
$237.49 - $291.74 $614K - $754K
12.8K $3.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.84K
+ 193.49%
$475.68 - $513.11 $876K - $945K
2.79K $1.42M
ABT
Abbott Laboratories

Healthcare
7.43K
+ 117.65%
$123.62 - $134.59 $919K - $1M
13.7K $1.79M
CCJ
Cameco Corp

Energy
10K
New
$82.77 - $106.91 $828K - $1.07M
10K $847K
SPGI
S&P Global Inc.

Financial Services
1.69K
New
$472.05 - $502.96 $799K - $852K
1.69K $827K
ISRG
Intuitive Surgical Inc

Healthcare
1.45K
New
$429.59 - $576.2 $625K - $838K
1.45K $794K
INTU
Intuit Inc

Technology
1.23K
New
$641.79 - $683.39 $787K - $838K
1.23K $791K
TSLA
Tesla, Inc.

Consumer Cyclical
1.92K
New
$401.99 - $468.37 $773K - $901K
1.92K $786K
AIG
American International Group, Inc.

Financial Services
8.69K
New
$76.15 - $84.05 $662K - $730K
8.69K $675K
BAC
Bank Of America Corp

Financial Services
12.5K
New
$48.65 - $54.11 $610K - $679K
12.5K $645K
COST
Costco Wholesale Corp

Consumer Defensive
706
+ 86.41%
$910.94 - $954.99 $643K - $674K
1.52K $1.39M
BX
Blackstone Inc.

Financial Services
4K
New
$138.42 - $168.45 $553K - $673K
4K $553K
ASML
Asml Holding Nv

Technology
532
New
$936.19 - $1075.45 $498K - $572K
532 $542K
META
Meta Platforms, Inc.

Communication Services
1.49K
+ 48.48%
$609.01 - $751.67 $910K - $1.12M
4.58K $2.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
780
+ 22.98%
$653.02 - $687.39 $509K - $536K
4.17K $2.78M
TXN
Texas Instruments Inc

Technology
2.65K
New
N/A
2.65K $515K
JPM
Jpmorgan Chase & CO

Financial Services
1.84K
+ 44.94%
$294.11 - $320.41 $540K - $588K
5.92K $1.78M
GM
General Motors CO

Consumer Cyclical
6.7K
New
$55.35 - $71.89 $371K - $481K
6.7K $472K
SHOP
Shopify Inc.

Technology
3.22K
New
$146.04 - $179.01 $470K - $576K
3.22K $470K
COF
Capital One Financial Corp

Financial Services
2.31K
New
$201.01 - $225.01 $464K - $519K
2.31K $463K
TMO
Thermo Fisher Scientific Inc.

Healthcare
601
+ 46.09%
$524.58 - $588.02 $315K - $353K
1.91K $1.08M
UNP
Union Pacific Corp

Industrials
1.9K
New
$216.37 - $237.41 $410K - $450K
1.9K $419K
OEF
Ishares S&P 100 ETF

ETFs
1.56K
+ 0.64%
N/A
247K $65.8M
WM
Waste Management Inc

Industrials
1.98K
New
$196.77 - $219.98 $390K - $436K
1.98K $414K
WMT
Walmart Inc.

Consumer Defensive
3.97K
New
$101.18 - $109.03 $401K - $432K
3.97K $408K
TDG
Trans Digm Group Inc

Industrials
298
New
$1237.71 - $1359.3 $369K - $405K
298 $399K
MSCI
Msci Inc.

Financial Services
676
New
$533.34 - $593.76 $361K - $401K
676 $382K
BSX
Boston Scientific Corp

Healthcare
3.7K
New
$94.95 - $104.98 $351K - $388K
3.7K $379K
CSCO
Cisco Systems, Inc.

Technology
3.25K
+ 25.73%
$67.46 - $78.0 $219K - $254K
15.9K $1.24M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.16K
New
$117.6 - $129.07 $371K - $407K
3.16K $371K
MLM
Martin Marietta Materials Inc

Basic Materials
595
New
$596.44 - $656.85 $355K - $391K
595 $354K
XOM
Exxon Mobil Corp

Energy
2.71K
+ 44.59%
$110.64 - $119.78 $300K - $325K
8.8K $1.04M
DE
Deere & CO

Industrials
723
New
$439.11 - $480.78 $317K - $348K
723 $344K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 1.43%
$112.85 - $117.98 $187K - $196K
118K $13.7M
NEE
Nextera Energy Inc

Utilities
3.8K
New
$78.18 - $86.03 $297K - $327K
3.8K $325K
FICO
Fair Isaac Corp

Technology
187
New
$1512.71 - $1879.55 $283K - $351K
187 $325K
WFC
Wells Fargo & Company

Financial Services
3.73K
New
$77.62 - $87.3 $289K - $325K
3.73K $310K
MDT
Medtronic PLC

Healthcare
3.21K
New
$90.06 - $98.43 $289K - $316K
3.21K $309K
Activity Summary
Buys All Purchases 103 New Holdings 55 Increased Positions 48 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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