Cm-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
86
Total Value
312667250
Accession Number
0001764581-25-000002
Form Type
13F-HR
Manager Name
Cm-Wealth-Advisors
Data Enrichment
92% identified
79 identified7 unidentified

Holdings

86 positions
Manager:
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Meta Platforms, Inc.
Shares:3.1K
Value:$1.8M
464287879
Shares:14.9K
Value:$1.5M
ELI LILLY & Co
Shares:1.7K
Value:$1.4M
464287465
Shares:16.8K
Value:$1.4M
JPMORGAN CHASE & CO
Shares:4.6K
Value:$1.1M
464287655
Shares:5.5K
Value:$1.1M
PROCTER & GAMBLE Co
Shares:6.4K
Value:$1.1M
EXXON MOBIL CORP
Shares:9.1K
Value:$1.1M
CISCO SYSTEMS, INC.
Shares:15.4K
Value:$951.8K
464287689
Shares:2.9K
Value:$911.3K
NORFOLK SOUTHERN CORP
Shares:3.8K
Value:$891.5K
ABBOTT LABORATORIES
Shares:6.4K
Value:$854.1K
SHERWIN WILLIAMS CO
Shares:2.4K
Value:$850.6K
46432F842
Shares:11.1K
Value:$842.7K
808524409
Shares:30.1K
Value:$799.2K
MCDONALDS CORP
Shares:2.5K
Value:$790.0K
COSTCO WHOLESALE CORP /NEW
Shares:822
Value:$777.4K
AMAZON COM INC
Shares:4.1K
Value:$777.4K
921910733
Shares:7.8K
Value:$768.4K
CHEVRON CORP
Shares:4.5K
Value:$752.8K