CM WEALTH ADVISORS LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$309M
Signature - Title
Jared Calvert - Compliance Consultant
Location
Beachwood, OH
Summary
This page shows a list of all the recent 13F filings made by CM WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CM WEALTH ADVISORS LLC reported 84 stock holdings with total value $309M as of Q3 2024. Top holdings included OEF, DIA, LECO, VOO, and IWD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 84 $309M +$86.6M -$782K +$85.8M OEF, DIA, LECO, VOO, IWD 13F-HR 11/12/2024, 12:26 PM
Q2 2024 75 $210M +$34.3M -$180M -$146M DIA, OEF, LECO, VOO, IWB 13F-HR 8/14/2024, 05:23 PM
Q1 2024 183 $349M +$157M -$54.9M +$103M OEF, DIA, VOO, VIG, IWB 13F-HR 5/13/2024, 11:18 AM
Q4 2023 75 $233M +$6.79M -$6.05M +$738K OEF, DIA, LECO, VOO, IWN 13F-HR 2/5/2024, 02:28 PM
Q3 2023 78 $178M +$21.4M -$105M -$83.9M OEF, DIA, VOO, IWB, IWN 13F-HR 11/16/2023, 01:53 PM
Q2 2023 164 $304M +$139M -$385M -$246M OEF, LECO, DIA, VOO, IWB 13F-HR 8/15/2023, 02:37 PM
Q1 2023 415 $511M +$386M -$72.7M +$313M DIA, LECO, VOO, VIG, CMG 13F-HR 5/1/2023, 05:26 PM
Q4 2022 69 $195M +$2.51M -$5.79M -$3.28M OEF, DIA, LECO, VOO, IWN 13F-HR 5/4/2023, 03:04 PM
Q3 2022 69 $142M +$3.27M -$38.9M -$35.6M DIA, LECO, VOO, OEF, IWN 13F-HR 5/11/2023, 02:33 PM
Q2 2022 72 $156M $0 $0 OEF, LECO, VOO, IWN, VIG 13F-HR 5/9/2023, 02:53 PM