| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR Dow Jones Indl Avrg ETF | 9 | Q2 2024 | 20.3% |
| Lincoln Electric Holdings Inc | 9 | Q2 2024 | 26.9% |
| Vanguard SP 500 ETF | 9 | Q2 2024 | 11.6% |
| VANGUARD SPECIALIZED FUNDS | 9 | Q2 2024 | 5.5% |
| NORTHROP GRUMMAN CORP | 9 | Q2 2024 | 2.8% |
| iShares TST SP SML Cap 600 | 9 | Q2 2024 | 1.7% |
| PARK-OHIO HLDGS CORP | 9 | Q2 2024 | 1.5% |
| SPDR SP 600 Small Cap Value ETF | 9 | Q2 2024 | 1.1% |
| APPLE INC | 9 | Q2 2024 | 2.4% |
| PEPSICO INC | 9 | Q2 2024 | 0.6% |
View CM WEALTH ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-05-01 |
View CM WEALTH ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.