Cm Wealth Advisors LLC Purchases in Q3 2025

Cm Wealth Advisors LLC

  • $359 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
13.6K
+ 59.1%
$620.67 - $670.08 $8.43M - $9.1M
36.6K $24.5M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
10.3K
+ 9.69%
$108.47 - $114.7 $1.11M - $1.18M
116K $13.3M
IAU
Ishares Gold Trust

ETFs
21K
New
$61.62 - $72.77 $1.3M - $1.53M
21K $1.53M
OEF
Ishares S&P 100 ETF

ETFs
3.74K
+ 1.55%
N/A
246K $65.4M
IWM
Ishares Russell 2000 ETF

ETFs
2.06K
+ 40.05%
$214.92 - $244.84 $442K - $503K
7.19K $1.74M
GLD
Spdr Gold Trust

ETFs
1.63K
New
$300.96 - $355.47 $490K - $579K
1.63K $579K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.4K
+ 16.29%
$98.99 - $112.2 $238K - $270K
17.2K $1.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.72K
New
$84.28 - $89.46 $398K - $422K
4.72K $420K
PKOH
Park Ohio Holdings Corp

Industrials
2.78K
+ 2.58%
$15.56 - $22.91 $43.2K - $63.6K
110K $2.31M
MOTG
Vaneck Morningstar Global Wide

ETFs
6.73K
New
$42.34 - $45.39 $285K - $306K
6.73K $303K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.72K
+ 8.22%
$87.29 - $93.61 $150K - $161K
22.7K $2.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
218
+ 1.05%
$108.46 - $120.63 $23.6K - $26.3K
20.9K $2.49M
LHX
L3 Harris Technologies, Inc.

Industrials
727
New
$252.18 - $305.41 $183K - $222K
727 $222K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.35K
New
$62.09 - $66.51 $208K - $223K
3.35K $218K
VTI
Vanguard Total Stock Market Et

ETFs
319
+ 11.6%
$303.93 - $329.86 $97K - $105K
3.07K $1.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
46
+ 2.41%
$224.68 - $282.71 $10.3K - $13K
1.96K $546K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.14K
+ 21.12%
$26.38 - $27.95 $82.9K - $87.9K
18K $492K
VIG
Vanguard Dividend Appreciation

ETFs
477
+ 0.55%
N/A
86.6K $15.8M
SHW
Sherwin Williams CO

Basic Materials
51
+ 2.36%
$330.88 - $375.23 $16.9K - $19.1K
2.21K $764K
DHR
Danaher Corp

Healthcare
43
+ 3.62%
$181.46 - $212.2 $7.8K - $9.12K
1.23K $244K
Lam Research Corp
1.7K
New
N/A
1.7K $0
META
Meta Platforms, Inc.

Communication Services
14
+ 0.46%
$695.21 - $791.73 $9.73K - $11.1K
3.08K $2.26M
KO
Coca Cola CO

Consumer Defensive
50
+ 1.42%
$65.67 - $71.67 $3.28K - $3.58K
3.58K $237K
APD
Air Products & Chemicals, Inc.

Basic Materials
6
+ 0.3%
$265.78 - $299.3 $1.59K - $1.8K
1.98K $539K
PG
Procter & Gamble CO

Consumer Defensive
29
+ 0.57%
$150.47 - $161.22 $4.36K - $4.68K
5.13K $788K
Activity Summary
Buys All Purchases 26 New Holdings 8 Increased Positions 18 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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