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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921932703
Shares:2.0K
Value:$370.6K
Blackstone Secured Lending Fund
Shares:10.9K
Value:$359.8K
LOWES COMPANIES INC
Shares:1.5K
Value:$353.3K
921943858
Shares:6.7K
Value:$340.5K
SPDR S&P MIDCAP 400 ETF TRUST
Shares:629
Value:$336.4K
922908611
Shares:1.7K
Value:$318.7K
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:1.9K
Value:$318.7K
CSX CORP
Shares:10.8K
Value:$317.8K
922908538
Shares:1.2K
Value:$287.9K
464288273
Shares:4.5K
Value:$286.4K
CINCINNATI FINANCIAL CORP
Shares:1.9K
Value:$282.9K
78464A698
Shares:4.9K
Value:$276.9K
STRYKER CORP
Shares:708
Value:$264.1K
UNITEDHEALTH GROUP INC
Shares:500
Value:$261.9K
RTX Corp
Shares:2.0K
Value:$261.5K
COCA COLA CO
Shares:3.5K
Value:$254.7K
DANAHER CORP /DE/
Shares:1.2K
Value:$244.1K
KEYCORP /NEW/
Shares:14.5K
Value:$231.7K
WELLS FARGO & COMPANY/MN
Shares:3.1K
Value:$223.3K
INTEL CORP
Shares:9.6K
Value:$219.1K