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Home > Institutional Investor > Cm Wealth Advisors Llc > Profile

Instuitional Investor - Cm Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cm Wealth Advisors Llc
Portfolio Value $379,279,931
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 245,729 $81,788,440 21.56%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 110,694 $51,444,267 13.56%
3.
Lincoln Electric Holdings Inc
 LECO 141,958 $33,584,424 8.85%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 40,381 $24,798,780 6.54%
5.
Ishares Trust
 IEF 36,551 $24,463,584 6.45%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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