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CIK: 0001764581
Total reported value
$554.4M
$554.4M
86 檔
32.7%
In Q1 2025, Cm Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $554.4M, distributed across 86 disclosed stock positions.
During Q1 2025, 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 | 20.84% | -0.49% | +8.98% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 15.19% | -0.72% | -1.16% | |
| 3 | LECO | Lincoln Electric Holdings | Stock-Industrials | 9.46% | -0.70% | -2.57% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.03% | -0.17% | -0.41% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.54% | -0.16% | — | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.35% | -0.26% | +0.42% | |
| 7 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 3.74% | -0.04% | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.77% | -0.07% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.77% | -0.10% | -0.01% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +0.79% | +25.67% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.37% | -0.11% | +34.38% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.15% | -0.04% | -0.77% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.90% | -0.07% | -4.24% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.31% | -2.56% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | +0.01% | +0.33% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | -0.03% | — | |
| 17 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.71% | +0.21% | -0.19% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.03% | — | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.61% | -0.01% | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.44% | -0.34% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.03% | — | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.46% | -0.05% | -4.41% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.02% | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | +0.03% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.02% | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.06% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.03% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.07% | — | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.06% | — | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.29% | — | — | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.29% | -0.01% | — | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.27% | -0.11% | — | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.27% | +0.01% | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.27% | -0.02% | -1.01% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.26% | -0.01% | — | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.14% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.06% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | — | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.25% | — | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.07% | — | |
| 41 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.24% | -0.10% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.02% | +5.69% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | -0.01% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | +0.01% | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.01% | — | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.21% | -0.05% | -14.63% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.20% | — | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | — | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | -0.02% | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | -0.05% | — |
According to official SEC Form 13F filings, Cm Wealth Advisors LLC reported a total U.S. public equity portfolio value of $554.4M across 86 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including OEF, DIA, LECO) accounted for 32.7% of total reported equity market value during Q1 2025.
During Q1 2025, Cm Wealth Advisors LLC's top holdings by market value included OEF (20.8%)、DIA (15.2%)、LECO (9.5%). The largest single position, OEF, represented 20.8% of total portfolio value.
In Q1 2025, 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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