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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 $312,667,250
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 240,643 $65,173,344 20.84%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 112,941 $47,490,571 15.19%
3.
Lincoln Electric Holdings Inc
 LECO 155,744 $29,577,343 9.46%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 42,779 $21,984,556 7.03%
5.
Ishares Trust
 IEF 92,069 $17,323,703 5.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)