Cm Wealth Advisors LLC Incresed Positions 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
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
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
ABT
Abbott Laboratories

Healthcare
7.43K
+ 117.65%
$123.62 - $134.59 $919K - $1M
13.7K $1.79M
COST
Costco Wholesale Corp

Consumer Defensive
706
+ 86.41%
$910.94 - $954.99 $643K - $674K
1.52K $1.39M
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
JPM
Jpmorgan Chase & CO

Financial Services
1.84K
+ 44.94%
$294.11 - $320.41 $540K - $588K
5.92K $1.78M
TMO
Thermo Fisher Scientific Inc.

Healthcare
601
+ 46.09%
$524.58 - $588.02 $315K - $353K
1.91K $1.08M
OEF
Ishares S&P 100 ETF

ETFs
1.56K
+ 0.64%
N/A
247K $65.8M
CSCO
Cisco Systems, Inc.

Technology
3.25K
+ 25.73%
$67.46 - $78.0 $219K - $254K
15.9K $1.24M
XOM
Exxon Mobil Corp

Energy
2.71K
+ 44.59%
$110.64 - $119.78 $300K - $325K
8.8K $1.04M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 1.43%
$112.85 - $117.98 $187K - $196K
118K $13.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.27K
+ 4.35%
$185.12 - $192.11 $421K - $437K
54.5K $10.2M
KEY
Keycorp

Financial Services
17.5K
+ 126.3%
$16.78 - $18.63 $293K - $326K
31.3K $551K
DHR
Danaher Corp

Healthcare
979
+ 79.46%
$202.46 - $223.01 $198K - $218K
2.21K $487K
LHX
L3 Harris Technologies, Inc.

Industrials
850
+ 116.92%
$283.87 - $306.76 $241K - $261K
1.58K $456K
IBM
International Business Machines Corp

Technology
488
+ 27.17%
$275.97 - $314.98 $135K - $154K
2.28K $678K
MA
Mastercard Inc

Financial Services
384
+ 31.37%
$536.85 - $580.45 $206K - $223K
1.61K $863K
PG
Procter & Gamble CO

Consumer Defensive
1.38K
+ 26.85%
$145.5 - $153.18 $200K - $211K
6.51K $949K
IWB
Ishares Tr Russell 1000 ETF

ETFs
268
+ 1.04%
$358.39 - $376.54 $96K - $101K
26.2K $9.62M
CVX
Chevron Corp

Energy
942
+ 24.89%
$148.9 - $157.72 $140K - $149K
4.73K $731K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.58K
+ 33.42%
$87.0 - $90.6 $137K - $143K
6.3K $559K
PEP
Pepsico Inc

Consumer Defensive
747
+ 22.81%
$138.84 - $153.71 $104K - $115K
4.02K $594K
ABBV
Abb Vie Inc.

Healthcare
538
+ 15.98%
$211.96 - $244.38 $114K - $131K
3.91K $913K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.48K
+ 7.05%
$114.27 - $121.15 $169K - $179K
22.4K $2.62M
MCD
Mcdonalds Corp

Consumer Cyclical
406
+ 16.74%
$293.81 - $310.11 $119K - $126K
2.83K $863K
KO
Coca Cola CO

Consumer Defensive
1.55K
+ 43.26%
$66.1 - $71.61 $102K - $111K
5.13K $362K
IWN
Ishares Russell2000 Val ETF

ETFs
1.14K
+ 3.23%
$172.34 - $181.51 $196K - $206K
36.3K $6.34M
JNJ
Johnson & Johnson

Healthcare
394
+ 16.12%
$185.98 - $199.58 $73.3K - $78.6K
2.84K $566K
VTI
Vanguard Total Stock Market Et

ETFs
303
+ 9.87%
$321.8 - $337.95 $97.5K - $102K
3.37K $1.11M
MS
Morgan Stanley

Financial Services
607
+ 34.37%
$151.86 - $169.92 $92.2K - $103K
2.37K $378K
IEFA
Ishares Tr

ETFs
712
+ 6.27%
$86.09 - $89.88 $61.3K - $64K
12.1K $1.07M
LOW
Lowes Companies Inc

Consumer Cyclical
302
+ 21.36%
$225.0 - $247.99 $68K - $74.9K
1.72K $386K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
212
+ 4.41%
$137.47 - $143.13 $29.1K - $30.3K
5.02K $707K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
56
+ 8.9%
$577.77 - $604.78 $32.4K - $33.9K
685 $401K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
238
+ 7.1%
$63.25 - $66.24 $15.1K - $15.8K
3.59K $230K
Lam Research Corp
718
+ 42.24%
N/A
2.42K $0
Linde PLC
28
+ 6.22%
N/A
478 $0
NOC
Northrop Grumman Corp

Industrials
105
+ 7.19%
$558.0 - $637.95 $58.6K - $67K
1.57K $881K
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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