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CM WEALTH ADVISORS LLC13F | |
| CM WEALTH ADVISORS LLC | |
| Last update 2025-04-24 | 86 Stocks (4 new) |
| Value $313.00 Mil | Turnover 7 % |
CM WEALTH ADVISORS LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OEF | iShares S&P 100 ETF | 240,643 | 65,173.3 | +8.98% | 20.840 | +1.72% | 0.390 | +21.99% | +7.76% | 21,091.6 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 112,941 | 47,490.6 | -1.16% | 15.190 | -0.18% | 0.130 | +14.00% | +5.44% | 37,840.7 | ||
LECO | Lincoln Electric Holdings Inc | 155,744 | 29,577.3 | -2.57% | 9.460 | -0.25% | 0.280 | +26.62% | +20.02% | 12,466.6 | Industrial Products | |
VOO | Vanguard S&P 500 ETF | 42,779 | 21,984.6 | -0.41% | 7.030 | -0.03% | 0.000 | +19.71% | +7.97% | 658,032.1 | ||
IWD | iShares Russell 1000 Value ETF | 92,069 | 17,323.7 | 0% | 5.540 | 0% | 0.030 | +12.06% | +7.61% | 62,518.2 | ||
VIG | Vanguard Dividend Appreciation FTF | 86,278 | 16,737.1 | +0.42% | 5.350 | +0.02% | 0.020 | +12.73% | +6.65% | 89,713.3 | ||
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 113,546 | 11,705.5 | New Holding | 3.740 | +3.74% | 1.010 | +15.40% | +9.83% | 1,543.7 | ||
IWB | iShares Russell 1000 ETF | 28,202 | 8,650.7 | 0% | 2.770 | 0% | 0.020 | +19.77% | +7.86% | 41,513.2 | ||
NVDA | NVIDIA Corp | 79,799 | 8,649.4 | -0.01% | 2.770 | 0% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 13,863 | 7,789.6 | +25.67% | 2.490 | +0.51% | 0.000 | +19.71% | +7.98% | 636,576.3 |
CM WEALTH ADVISORS LLC's Historical Top Holdings Breakdowns
CM WEALTH ADVISORS LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 2025-03-31 | New Buy New Buy | +3.74% | 100.56 ($104.97) 108.28 | $111.30 | 6.03% | New holding | 113,546 | 113,546 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Add Add | +1.72% | 268.35 ($287.14) 300.35 | $309.94 | 7.94% | Add 8.98% | 240,643 | 19,824 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.61% | 169.43 ($177.82) 182.84 | $185.89 | 4.54% | Add 34.38% | 42,708 | 10,926 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.51% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Add 25.67% | 13,863 | 2,832 | |
LECO | Lincoln Electric Holdings Inc | 2025-03-31 | Reduce Reduce | -0.25% | 180.51 ($196.35) 216.81 | $223.31 | 13.73% | Reduce -2.57% | 155,744 | -4,110 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | Reduce Reduce | -0.18% | 408.78 ($432.49) 448.82 | $444.96 | 2.88% | Reduce -1.16% | 112,941 | -1,327 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -0.11% | 142.64 ($148.84) 156.42 | $146.04 | -1.88% | Reduce -39.27% | 3,479 | -2,250 | |
IWN | iShares Russell 2000 Value ETF | 2025-03-31 | Reduce Reduce | -0.09% | 149.27 ($161.54) 169.4 | $165.74 | 2.60% | Reduce -4.24% | 39,299 | -1,741 | |
SCZ | iShares MSCI EAFE Small-Cap ETF | 2025-03-31 | New Buy New Buy | +0.09% | 59.28 ($63.17) 66.08 | $73.78 | 16.80% | New holding | 4,508 | 4,508 | |
ROP | Roper Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.08% | 502.71 ($561.16) 593.81 | $563.84 | 0.48% | Sold Out | 0 | -500 |
CM WEALTH ADVISORS LLC Total Holding History ($B)
CM WEALTH ADVISORS LLC's Asset Allocation
CM WEALTH ADVISORS LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CM WEALTH ADVISORS LLC's Hypothetical Growth since 2025-03-31
CM WEALTH ADVISORS LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CM WEALTH ADVISORS LLC's Holdings Heat Map
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CM WEALTH ADVISORS LLC's Holdings Bubble Chart
CM WEALTH ADVISORS LLC News
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