| |
|
|
| Name: |
CM WEALTH ADVISORS LLC |
| City: |
BEACHWOOD |
| State: |
OH |
| Zip: |
44122 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SLYV |
streetTRACKS Dow Jones US S... |
25 |
- |
$77.95 |
$1,942,000 |
24,130 |
0.55% |
-68,000 |
0 |
0.061 |
Closed - End Fund - E... |
|
|
SCHV |
Schwab Strategic Trust |
51 |
- |
$74.76 |
$741,000 |
10,022 |
0.21% |
38,000 |
0 |
0.008 |
Closed - End Fund - Debt |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
54 |
- |
$0.00 |
$725,000 |
7,910 |
0.21% |
52,000 |
0 |
0.021 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
81 |
- |
$162.04 |
$482,000 |
3,023 |
0.14% |
30,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
FISV |
Fiserv Inc |
111 |
- |
$149.49 |
$369,000 |
2,410 |
0.11% |
49,000 |
0 |
0 |
Business Software & S... |
|
|
CSX |
CSX Corp |
112 |
- |
$33.03 |
$367,000 |
10,800 |
0.1% |
-7,000 |
0 |
0 |
Railroads |
|
|
VOOV |
Vanguard S&P 500 Value Etf |
115 |
- |
$176.88 |
$354,000 |
2,012 |
0.1% |
16,000 |
0 |
0.017 |
N/A |
|
|
LOW |
Lowes Companies Inc |
118 |
- |
$227.77 |
$351,000 |
1,515 |
0.1% |
14,000 |
0 |
0 |
Home Improvement Stores |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
121 |
- |
$536.66 |
$343,000 |
629 |
0.1% |
23,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
129 |
- |
$183.03 |
$319,000 |
1,711 |
0.09% |
11,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
ICE |
Intercontinental Exchange Inc |
166 |
- |
$136.38 |
$223,000 |
1,665 |
0.06% |
9,000 |
0 |
0 |
Business Services |
|
|
ITW |
Illinois Tool Works Inc |
174 |
- |
$240.49 |
$210,000 |
850 |
0.06% |
-14,000 |
0 |
0 |
Diversified Machinery |
|
