Filer Name: CM WEALTH ADVISORS LLC
CIK: 1764581
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 84
Portfolio Value: $0.31B

Cm Wealth Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
OEF US ISHARES S&P 100 ETF 220,819 $64M 20.85% -12.3% -
DIA US SPDR DJIA TRUST 114,268 $49M 15.93% -15.4% -
LECO US LINCOLN ELECTRIC HOLDINGS 159,854 $30M 9.84% -1.1% -
VOO US VANGUARD S&P 500 ETF 42,956 $23M 7.57% -5.0% -
IWD US ISHARES RUSSELL 1000 VALUE E 92,069 $17M 5.57% - -
VIG US VANGUARD DIVIDEND APPREC ETF 85,917 $17M 5.50% 0.3% -
NVDA US NVIDIA CORP 79,807 $11M 3.50% 712.7% -
IWB US ISHARES RUSSELL 1000 ETF 28,202 $9M 2.97% -5.0% -
AAPL US APPLE INC 30,469 $8M 2.49% 270.7% -
IWN US ISHARES RUSSELL 2000 VALUE E 41,040 $7M 2.20% -7.2% -
MSFT US MICROSOFT CORP 15,609 $7M 2.15% -1.5% -
IVV US ISHARES CORE S&P 500 ETF 11,031 $6M 2.12% 7.1% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 31,782 $6M 1.82% 17.7% -
PKOH US PARK-OHIO HOLDINGS CORP 103,526 $3M 0.89% -11.6% -
IJR US ISHARES CORE S&P SMALL-CAP E 22,722 $3M 0.86% 0.5% -
GOOGL US ALPHABET INC-CL A 13,618 $3M 0.84% - -
VO US VANGUARD MID-CAP ETF 9,100 $2M 0.79% 0.3% -
GOOG US ALPHABET INC-CL C 11,509 $2M 0.72% -0.6% -
SLYV US SPDR S&P 600 SMALL CAP VALUE 24,130 $2M 0.69% - -
META US META PLATFORMS INC-CLASS A 3,068 $2M 0.59% 672.8% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us