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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
850 | All Managers (Combined) | $212.1K | |||
450 | QoQ NEW(+450) | All Managers (Combined) | $209.5K | QoQ NEW(+$209.5K) | |
ORACLE CORP(ORCLcusip68389X105) | 1.5K | QoQ 0.00% (-0)YoY NEW(+1.5K) | All Managers (Combined) | $209.2K | YoY NEW(+$209.2K) |
MORGAN STANLEY(MScusip617446448) | 1.8K | QoQ 0.00% (-0)YoY NEW(+1.8K) | All Managers (Combined) | $206.0K | YoY NEW(+$206.0K) |
1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $200.5K | QoQ NEW(+$200.5K) YoY NEW(+$200.5K) | |
27.4K | QoQ 0.00% (-0)YoY NEW(+27.4K) | All Managers (Combined) | $169.9K | YoY NEW(+$169.9K) |