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| Name: |
CM WEALTH ADVISORS LLC |
| City: |
BEACHWOOD |
| State: |
OH |
| Zip: |
44122 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Page 1 of 1 |
Menu
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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 |
|
LECO |
Lincoln Electric Holdings Inc |
3 |
- |
$227.25 |
$39,040,000 |
178,942 |
16.78% |
-30,729,000 |
178,254 |
0.301 |
Machine Tools & Acces... |
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RSP |
Guggenheim ETF Trust - Gugg... |
11 |
- |
$164.04 |
$3,792,000 |
24,032 |
1.63% |
3,792,000 |
24,032 |
0.017 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
13 |
- |
$108.26 |
$2,714,000 |
25,068 |
1.17% |
306,000 |
90 |
0.004 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
15 |
- |
$79.46 |
$2,231,000 |
29,615 |
0.96% |
277,000 |
2,107 |
0.004 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
19 |
- |
$169.83 |
$1,395,000 |
9,898 |
0.6% |
1,395,000 |
9,898 |
0 |
Search Engines & Info... |
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IWM |
iShares Tr Russell 2000 Indx |
35 |
- |
$204.51 |
$621,000 |
3,094 |
0.27% |
208,000 |
779 |
0 |
Closed - End Fund - E... |
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IWV |
iShares Tr Russell 3000 Indx |
45 |
- |
$295.62 |
$494,000 |
1,804 |
0.21% |
122,000 |
353 |
0.004 |
Closed - End Fund - E... |
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SHW |
Sherwin Williams Co |
47 |
- |
$314.99 |
$458,000 |
1,467 |
0.2% |
187,000 |
450 |
0.001 |
General Building Mate... |
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KEY |
Keycorp |
69 |
- |
$15.13 |
$235,000 |
16,342 |
0.1% |
235,000 |
16,342 |
0.002 |
Domestic Money Center... |
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KO |
Coca-Cola Co |
74 |
- |
$62.35 |
$208,000 |
3,531 |
0.09% |
208,000 |
3,531 |
0 |
Beverage Soft Drinks... |
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