Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: CM WEALTH ADVISORS LLC
  City: BEACHWOOD
  State: OH
  Zip: 44122
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 12     View All Holdings Currently Viewing:  Decreased 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
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 1 - $246.42 $44,934,000 201,147 19.32% 728,000 -6,834 0.452    Closed - End Fund - E...
   (DIA)1 Year Chart         DIA Diamonds Trust 2 - $388.74 $41,309,000 109,370 17.76% 3,128,000 -214 0.128    Closed - End Fund - E...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 5 - $155.63 $7,410,000 47,702 3.19% 753,000 -465 0.057    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 7 - $178.82 $6,445,000 37,820 2.77% 209,000 -783 0.01    Closed - End Fund - Debt
   (MSFT)1 Year Chart         MSFT Microsoft Corp 10 - $409.34 $3,980,000 10,583 1.71% 48,000 -204 0    Application Software
   (PKOH)1 Year Chart         PKOH Park Ohio Holdings Corp 12 - $25.85 $3,171,000 117,626 1.36% 161,000 -5,000 0.932    Metal Fabrication
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 20 - $171.25 $1,365,000 9,772 0.59% -1,279,000 -9,880 0    Search Engines & Info...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 23 - $0.00 $897,000 12,750 0.39% 23,000 -440 0    N/A
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 28 - $0.00 $673,000 7,910 0.29% 33,000 -153 0.021    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 30 - $42.27 $655,000 16,284 0.28% -59,000 -1,844 0    Closed - End Fund - E...
   (SYK)1 Year Chart         SYK Stryker Corp 73 - $332.14 $213,000 708 0.09% -25,000 -132 0    Medical Instruments &...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 75 - $406.14 $206,000 577 0.09% -83,000 -240 0    Property & Casualty I...
      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us