Cm Wealth Advisors LLC Reduced Holdings in Q2 2024

Cm Wealth Advisors LLC

  • $210 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
-108K
- 40.67%
$234.68 - $265.99 $25.5M - $28.8M
158K $41.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-88.1K
- 95.67%
$169.4 - $179.05 $14.9M - $15.8M
3.99K $695K
VIG
Vanguard Dividend Appreciation

ETFs
-75.5K
- 69.55%
$173.33 - $185.29 $13.1M - $14M
33.1K $6.03M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-26.8K
- 19.75%
$377.31 - $399.95 $10.1M - $10.7M
109K $42.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-38.2K
- 61.02%
$272.21 - $298.72 $10.4M - $11.4M
24.4K $7.25M
VTI
Vanguard Total Stock Market Et

ETFs
-18.4K
- 88.03%
$245.23 - $269.4 $4.5M - $4.94M
2.5K $667K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-36.1K
- 66.67%
$102.13 - $110.88 $3.69M - $4M
18K $1.92M
GOOGL
Alphabet Inc.

Communication Services
-16.9K
- 88.04%
$150.53 - $185.41 $2.54M - $3.13M
2.29K $417K
VEA
Vanguard Ftse Developed Market

ETFs
-43K
- 86.52%
$47.83 - $51.21 $2.06M - $2.2M
6.7K $331K
GOOG
Alphabet Inc.

Communication Services
-12.7K
- 86.49%
$151.94 - $186.86 $1.93M - $2.37M
1.98K $363K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-16.4K
- 86.71%
$94.12 - $102.13 $1.55M - $1.68M
2.52K $244K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.97K
- 9.9%
$455.1 - $504.28 $2.26M - $2.51M
45.2K $22.6M
V
Visa Inc.

Financial Services
-3.69K
- 68.11%
$262.47 - $281.5 $968K - $1.04M
1.73K $453K
JPM
Jpmorgan Chase & CO

Financial Services
-5.28K
- 67.29%
$180.08 - $204.79 $951K - $1.08M
2.57K $519K
IEFA
Ishares Tr

ETFs
-12.9K
- 51.99%
$70.77 - $76.19 $912K - $981K
11.9K $864K
AAPL
Apple Inc.

Technology
-5.78K
- 41.27%
$165.0 - $216.67 $953K - $1.25M
8.22K $1.73M
COP
Conocophillips

Energy
-4.96K
- 73.75%
$109.39 - $133.52 $543K - $663K
1.77K $202K
SYK
Stryker Corp

Healthcare
-1.68K
- 70.34%
$324.3 - $354.67 $544K - $595K
708 $240K
PEP
Pepsico Inc

Consumer Defensive
-3.14K
- 35.41%
$163.33 - $183.11 $513K - $575K
5.73K $944K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.39K
- 57.12%
$173.67 - $197.85 $588K - $670K
2.54K $491K
KEY
Keycorp

Financial Services
-34.3K
- 68.82%
$13.36 - $15.57 $458K - $534K
15.5K $220K
ETN
Eaton Corp PLC

Industrials
-1.51K
- 59.3%
$303.02 - $340.89 $459K - $516K
1.04K $325K
ABBV
Abb Vie Inc.

Healthcare
-1.71K
- 33.71%
$154.79 - $180.76 $265K - $309K
3.37K $577K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-351
- 26.73%
$541.52 - $599.02 $190K - $210K
962 $531K
META
Meta Platforms, Inc.

Communication Services
-454
- 53.35%
$430.17 - $527.34 $195K - $239K
397 $200K
EEM
Ishares Msci Emerging Markets

ETFs
-4.81K
- 25.77%
$39.71 - $43.79 $191K - $210K
13.8K $589K
ROP
Roper Technologies Inc

Industrials
-314
- 38.57%
$510.82 - $563.66 $160K - $177K
500 $281K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-344
- 37.35%
$396.73 - $420.24 $136K - $145K
577 $234K
CVX
Chevron Corp

Energy
-727
- 13.91%
$152.57 - $166.33 $111K - $121K
4.5K $703K
ABT
Abbott Laboratories

Healthcare
-479
- 6.92%
$100.73 - $112.44 $48.2K - $53.9K
6.44K $669K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-675
- 12.32%
$114.71 - $121.51 $77.4K - $82K
4.81K $569K
VO
Vanguard Mid Cap ETF

ETFs
-76
- 0.83%
$234.99 - $248.98 $17.9K - $18.9K
9.08K $2.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-806
- 13.98%
$75.81 - $80.15 $61.1K - $64.6K
4.96K $385K
NOC
Northrop Grumman Corp

Industrials
-21
- 1.42%
$423.42 - $488.06 $8.89K - $10.2K
1.46K $636K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-367
- 1.32%
$76.09 - $82.16 $27.9K - $30.2K
27.4K $2.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
-331
- 13.22%
$227.76 - $285.31 $75.4K - $94.4K
2.17K $560K
IWM
Ishares Russell 2000 ETF

ETFs
-77
- 2.39%
$192.84 - $209.44 $14.8K - $16.1K
3.15K $639K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-531
- 4.72%
$58.7 - $64.78 $31.2K - $34.4K
10.7K $687K
IVV
Ishares Core S&P 500 ETF

ETFs
-325
- 3.63%
$497.53 - $549.64 $162K - $179K
8.63K $4.72M
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 7.0%
$704.88 - $870.75 $26.8K - $33.1K
505 $429K
Activity Summary
Buys All Purchases 17 New Holdings 5 Increased Positions 12 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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