Cm-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ABT", "ABBV", "APD", "GOOGL", "LOW", "MCD", "ITW", "NWL", "ICE", "META", null, "PKOH", "LIN", "MA", "MSFT", "MS", "IJR", "IWD", "ORCL", "NOC", "EEM", "PEP", "IVV", "UNH", "AAPL", "BXSL", "NVDA", "INTC", "PG", null, "IEFA", "SCHX", "SHW", "RTX", "IBM", "SYK", "TMO", "VO", "IWV", "VIG", "IWN", "TSM", "VYM", "LECO", "FI", "WEC", "AMZN", null, null, "ESGV", "VEA", "VOOV", "VBR", "VOT", "VOO", "VTV", "V", "WFC", "SCHD", "NSC", "KEY", "DIA", "BK", "BRK-B", "CVX", "CINF", "CSCO", "KO", "COST", "CSX", "DHR", "RSP", null, "EFA", "IWB", "IWM", "MDY", "GOOG", "XOM", "JNJ", "LLY", "AWK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified79 identified7 unidentified
Holdings
86 positions
Manager:
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464287879
Shares:14.9K
Value:$1.5M
808524409
Shares:30.1K
Value:$799.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.1K | QoQ 0.00% (-0) | All Managers (Combined) | $1.8M | ||
(cusip464287879)✕ | 14.9K | All Managers (Combined) | $1.5M | ||
ELI LILLY & Co(LLYcusip532457108) | 1.7K | QoQ 0.00% (+0)YoY NEW(+1.7K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
16.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | ||
4.6K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | ||
5.5K | QoQ 0.00% (-0) | All Managers (Combined) | $1.1M | ||
6.4K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 9.1K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | |
15.4K | All Managers (Combined) | $951.8K | |||
2.9K | QoQ 0.00% (-0) | All Managers (Combined) | $911.3K | ||
3.8K | QoQ 0.00% (+0) | All Managers (Combined) | $891.5K | ||
6.4K | QoQ 0.00% (+0)YoY -6.92% (-479) | All Managers (Combined) | $854.1K | ||
2.4K | QoQ 0.00% (+0) | All Managers (Combined) | $850.6K | ||
11.1K | All Managers (Combined) | $842.7K | |||
(cusip808524409)✕ | 30.1K | All Managers (Combined) | $799.2K | ||
MCDONALDS CORP(MCDcusip580135101) | 2.5K | QoQ 0.00% (+0) | All Managers (Combined) | $790.0K | |
822 | QoQ 0.00% (+0) | All Managers (Combined) | $777.4K | ||
AMAZON COM INC(AMZNcusip023135106) | 4.1K | QoQ 0.00% (-0) | All Managers (Combined) | $777.4K | |
7.8K | QoQ 0.00% (-0)YoY -0.82% (-65) | All Managers (Combined) | $768.4K | ||
CHEVRON CORP(CVXcusip166764100) | 4.5K | QoQ 0.00% (+0) | All Managers (Combined) | $752.8K |