Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Lincoln Electric Holdings Inc | 6 | Q3 2023 | 26.9% |
SPDR Dow Jones Indl Avrg ETF | 6 | Q3 2023 | 19.7% |
Vanguard SP 500 ETF | 6 | Q3 2023 | 11.6% |
Vanguard Dividend Apprec ETF | 6 | Q3 2023 | 4.0% |
Northrop Grumman Corp | 6 | Q3 2023 | 2.8% |
iShares TST SP SML Cap 600 | 6 | Q3 2023 | 1.5% |
Park Oh HDG | 6 | Q3 2023 | 1.2% |
SPDR SP 600 Small Cap Value ETF | 6 | Q3 2023 | 1.1% |
Apple Inc | 6 | Q3 2023 | 2.4% |
iShares TST Russell 2000 Idx FD | 6 | Q3 2023 | 1.5% |
View CM WEALTH ADVISORS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.