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  Name: CM WEALTH ADVISORS LLC
  City: BEACHWOOD
  State: OH
  Zip: 44122
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $232,617,000
  Total Value Change : $-26,832,000
  Securities Held Change : -3
   
All Securities Held : 75
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 10
  Unchanged Positions : 51
  Decreased Positions : 12

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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (EWCO)1 Year Chart         EWCO Invesco S&p 500 Equal Weigh... 79 Closed $0.00 $0 0 0% -2,941,000 -20,342 0    N/A
   (GE)1 Year Chart         GE General Electric Co 78 Closed $167.97 $0 0 0% -3,950,000 -16,262 0    Conglomerates
   (MMM)1 Year Chart         MMM 3M Co 77 Closed $96.59 $0 0 0% -1,277,000 -990 0    Conglomerates
   (RMI)1 Year Chart         RMI Rivernorth Opportunistic Mu... 76 Closed $0.00 $0 0 0% -250,000 -9,785 0    N/A
      4 Records Found
  1    
Page 1 of 1
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