Cm Wealth Advisors LLC Portfolio Holdings

Cm Wealth Advisors LLC

  • $210 Million
  • Q2 2024

Cm Wealth Advisors LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $210 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Dow Jones Industrial Average ETF Trust with a value of $42.5M, Ishares S&P 100 ETF with a value of $41.8M, Lincoln Electric Holdings Inc with a value of $30.5M, Vanguard Index Fds S&P 500 ETF with a value of $22.6M, and Ishares Tr Russell 1000 ETF with a value of $7.25M.

Examining the 13F form we can see an decrease of $143M in the current position value, from $353M to 210M.

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 $210 Million
ETFs: $150 Million
Industrials: $36.2 Million
Technology: $11.2 Million
Healthcare: $2.85 Million
Consumer Defensive: $2.83 Million
Energy: $1.96 Million
Consumer Cyclical: $1.67 Million
Financial Services: $1.65 Million
Other: $1.98 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.64B
$175,000 0.08% of portfolio
27,400
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $210 Million
  • Prior Value $353 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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