CM WEALTH ADVISORS LLC - Q4 2022 holdings

$196 Million is the total value of CM WEALTH ADVISORS LLC's 73 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .

 Value Shares↓ Weighting
AMZN ExitAmazon Com$0-2,200
-100.0%
-0.14%
AWK ExitAmerican Water Works Co Inc$0-2,889
-100.0%
-0.21%
BRKA ExitBerkshire Hathaway a$0-1
-100.0%
-0.22%
ExitInvesco Oppenheimer Developing Markets Fund$0-690,171
-100.0%
-0.38%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-04
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Lincoln Electric Holdings Inc6Q3 202326.9%
SPDR Dow Jones Indl Avrg ETF6Q3 202319.7%
Vanguard SP 500 ETF6Q3 202311.6%
Vanguard Dividend Apprec ETF6Q3 20234.0%
Northrop Grumman Corp6Q3 20232.8%
iShares TST SP SML Cap 6006Q3 20231.5%
Park Oh HDG6Q3 20231.2%
SPDR SP 600 Small Cap Value ETF6Q3 20231.1%
Apple Inc6Q3 20232.4%
iShares TST Russell 2000 Idx FD6Q3 20231.5%

View CM WEALTH ADVISORS LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-05
13F-HR2023-11-16
13F-HR2023-08-15
13F-HR2023-05-11
13F-HR2023-05-09
13F-HR2023-05-04
13F-HR2023-05-01

View CM WEALTH ADVISORS LLC's complete filings history.

Export CM WEALTH ADVISORS LLC's holdings