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CIK: 0001764581
Total reported value
$554.4M
$554.4M
84 檔
36.0%
During the Q3 2024 filing period, Cm Wealth Advisors LLC (CIK: 0001764581) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $554.4M across 84 reported positions.
During Q3 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 | OEF | Ishares S&p 100 ETF | ETF-Other | 22.57% | -0.49% | +59.16% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 18.56% | -0.72% | +24.32% | |
| 3 | LECO | Lincoln Electric Holdings | Stock-Industrials | 10.09% | -0.70% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.75% | -0.17% | -0.06% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.66% | -0.16% | +2209.23% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.50% | -0.26% | +159.17% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.02% | -0.07% | +21.78% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.39% | -0.07% | +2.93% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.31% | +27.97% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | +0.79% | +19.34% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.57% | -0.11% | — | |
| 12 | PKOH | Park-ohio Holdings CORP | Stock-Other | 1.16% | +0.21% | -0.85% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.01% | +25.32% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | +0.03% | +7.69% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | -0.03% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.03% | +493.89% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.68% | -0.01% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | -0.44% | +484.75% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.62% | -0.04% | — | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.54% | -0.05% | +519.27% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.02% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.06% | +74.16% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | -0.10% | -28.99% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.03% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.07% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.02% | +87.14% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.06% | — | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.31% | -0.05% | +59.88% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.30% | — | +13.49% | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.30% | -0.01% | — | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.30% | +0.01% | +65.03% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | -0.02% | -4.74% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.29% | -0.10% | EXIT | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.06% | +14.90% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.26% | -0.01% | — | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.26% | — | — | |
| 37 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.25% | -0.10% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.14% | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | -0.11% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.06% | +62.77% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | -0.01% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.02% | — | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.22% | — | +6.39% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | — | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.01% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.07% | — | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.21% | — | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | -0.02% | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.01% | — | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | -0.01% | — |
According to official SEC Form 13F filings, Cm Wealth Advisors LLC reported a total U.S. public equity portfolio value of $554.4M across 84 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including OEF, DIA, LECO) accounted for 36.0% of total reported equity market value during Q3 2024.
During Q3 2024, Cm Wealth Advisors LLC's top holdings by market value included OEF (22.6%)、DIA (18.6%)、LECO (10.1%). The largest single position, OEF, represented 22.6% of total portfolio value.
In Q3 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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