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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NORTHROP GRUMMAN CORP /DE/
Shares:1.5K
Value:$747.5K
922908769
Shares:2.6K
Value:$724.8K
808524201
Shares:32.1K
Value:$709.3K
AbbVie Inc.
Shares:3.4K
Value:$705.5K
Mastercard Inc
Shares:1.2K
Value:$670.9K
THERMO FISHER SCIENTIFIC INC.
Shares:1.3K
Value:$653.9K
464287234
Shares:14.4K
Value:$628.2K
JOHNSON & JOHNSON
Shares:3.8K
Value:$623.4K
921946406
Shares:4.8K
Value:$619.7K
VISA INC.
Shares:1.7K
Value:$605.2K
Air Products & Chemicals, Inc.
Shares:2.0K
Value:$581.6K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:2.3K
Value:$568.4K
FISERV INC
Shares:2.4K
Value:$532.2K
922908744
Shares:3.0K
Value:$526.5K
PEPSICO INC
Shares:3.5K
Value:$521.6K
BERKSHIRE HATHAWAY INC
Shares:952
Value:$507.0K
Intercontinental Exchange, Inc.
Shares:2.8K
Value:$477.0K
American Water Works Company, Inc.
Shares:2.9K
Value:$426.2K
Bank of New York Mellon Corp
Shares:5.0K
Value:$419.4K
808524797
Shares:14.9K
Value:$416.1K