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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ILLINOIS TOOL WORKS INC
Shares:850
Value:$212.1K
LINDE PLC
Shares:450
Value:$209.5K
ORACLE CORP
Shares:1.5K
Value:$209.2K
MORGAN STANLEY
Shares:1.8K
Value:$206.0K
WEC ENERGY GROUP, INC.
Shares:1.8K
Value:$200.5K
NEWELL BRANDS INC.
Shares:27.4K
Value:$169.9K