Cm Wealth Advisors LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $310 Million distributed in 86 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 $64M, Spdr Dow Jones Industrial Average ETF Trust with a value of $47.4M, Lincoln Electric Holdings Inc with a value of $29.5M, Vanguard Index Fds S&P 500 ETF with a value of $22M, and Ishares Russell 1000 Val ETF with a value of $17.3M.
Examining the 13F form we can see an increase of $10.6M in the current position value, from $299M to 310M.
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.
Portfolio value
$310 Million
ETFs: $228 Million
Industrials: $34.1 Million
Technology: $23.6 Million
Communication Services: $5.66 Million
Financial Services: $5.1 Million
Healthcare: $5.01 Million
Consumer Defensive: $2.81 Million
Consumer Cyclical: $1.92 Million
Other: $3.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
