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CIK: 0001764581
Total reported value
$554.4M
$554.4M
75 檔
26.2%
At the close of Q2 2024, Cm Wealth Advisors LLC disclosed equity holdings valued at approximately $554.4M, spread across 75 reported holdings.
During Q2 2024, Cm Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 20.25% | -0.72% | -19.75% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 19.88% | -0.49% | -40.67% | |
| 3 | LECO | Lincoln Electric Holdings | Stock-Industrials | 14.56% | -0.70% | +2056.21% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.79% | -0.17% | -9.90% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.45% | -0.07% | -61.02% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.11% | -0.07% | -18.41% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.88% | -0.26% | -69.55% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.31% | +7.36% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.79% | -3.63% | |
| 10 | PKOH | Park-ohio Holdings CORP | Stock-Other | 1.45% | +0.21% | +7.75% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.05% | -0.03% | -0.83% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.02% | +0.03% | -1.32% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.01% | -66.67% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.90% | -0.01% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.82% | -0.04% | -41.27% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | -0.10% | +444.27% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.03% | +107.16% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.07% | — | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.06% | -35.41% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.02% | -51.99% | |
| 21 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.38% | -0.01% | +284.87% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.37% | — | +21.01% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.36% | — | — | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.36% | -0.01% | — | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.07% | -13.91% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | -0.16% | -95.67% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | -0.01% | -4.72% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.02% | -88.03% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.11% | -6.92% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.14% | +92.47% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.06% | -2.39% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.06% | +8.92% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.30% | -0.10% | -1.42% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | — | +3.92% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.28% | — | -25.77% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | +0.01% | -33.71% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.27% | -0.02% | -12.32% | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.27% | — | -13.22% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.05% | -26.73% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.02% | -67.29% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | -57.12% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | -0.01% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | -0.05% | -68.11% | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.21% | +0.01% | +8.67% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.06% | -7.00% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.03% | -88.04% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.02% | — | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.19% | -0.01% | -13.98% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.44% | -86.49% | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.17% | -0.03% | — |
According to official SEC Form 13F filings, Cm Wealth Advisors LLC reported a total U.S. public equity portfolio value of $554.4M across 75 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DIA, OEF, LECO) accounted for 26.2% of total reported equity market value during Q2 2024.
During Q2 2024, Cm Wealth Advisors LLC's top holdings by market value included DIA (20.3%)、OEF (19.9%)、LECO (14.6%). The largest single position, DIA, represented 20.3% of total portfolio value.
In Q2 2024, Cm Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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