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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (AWK)1 Year Chart         AWK American Water Works Compan... 52 New $131.82 $381,000 2,889 0.16% 381,000 2,889 0.002    Multi Utilities
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 72 New $133.72 $214,000 1,665 0.09% 214,000 1,665 0    Business Services

      2 Records Found
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