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:
Search and click to pin securities to the top
Page 3 of 5
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.5K | QoQ 0.00% (+0)YoY -1.41% (-21) | All Managers (Combined) | $747.5K | ||
2.6K | All Managers (Combined) | $724.8K | |||
32.1K | All Managers (Combined) | $709.3K | |||
AbbVie Inc.(ABBVcusip00287Y109) | 3.4K | QoQ 0.00% (+0) | All Managers (Combined) | $705.5K | |
Mastercard Inc(MAcusip57636Q104) | 1.2K | QoQ 0.00% (+0) | All Managers (Combined) | $670.9K | |
1.3K | YoY 0.00% (-0) | All Managers (Combined) | $653.9K | ||
14.4K | QoQ 0.00% (+0) | All Managers (Combined) | $628.2K | ||
3.8K | QoQ 0.00% (+0)YoY -4.81% (-190) | All Managers (Combined) | $623.4K | ||
4.8K | QoQ 0.00% (+0) | All Managers (Combined) | $619.7K | ||
1.7K | QoQ 0.00% (+0) | All Managers (Combined) | $605.2K | ||
2.0K | All Managers (Combined) | $581.6K | |||
2.3K | QoQ 0.00% (+0)YoY NEW(+2.3K) | All Managers (Combined) | $568.4K | YoY NEW(+$568.4K) | |
FISERV INC(FIcusip337738108) | 2.4K | All Managers (Combined) | $532.2K | ||
3.0K | QoQ 0.00% (+0)YoY +0.82% (+25) | All Managers (Combined) | $526.5K | ||
PEPSICO INC(PEPcusip713448108) | 3.5K | All Managers (Combined) | $521.6K | ||
952 | QoQ -4.99% (-50)YoY +3.36% (+31) | All Managers (Combined) | $507.0K | ||
2.8K | QoQ 0.00% (+0) | All Managers (Combined) | $477.0K | ||
2.9K | QoQ 0.00% (+0)YoY NEW(+2.9K) | All Managers (Combined) | $426.2K | YoY NEW(+$426.2K) | |
5.0K | QoQ 0.00% (+0)YoY NEW(+5.0K) | All Managers (Combined) | $419.4K | YoY NEW(+$419.4K) | |
14.9K | QoQ 0.00% (+0) | All Managers (Combined) | $416.1K |