Fund HoldingsCM WEALTH ADVISORS LLC

Total Portfolio Value
$305.86M
Total Bought
$19.69M
Total Sold
$21.81M
Net Transaction
-$2.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)9,82079,807+69,9871,19310,7173.50%+9,525
APPLE INC(AAPL)8,21930,469+22,2501,9157,6302.49%+5,715
META PLATFORMS INC(META)3973,068+2,6712271,7960.59%+1,569
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
27,00531,782+4,7774,8385,5691.82%+731
ISHARES TR10,29811,031+7335,9406,4942.12%+554
AMAZON COM INC(AMZN)2,5414,086+1,5454738960.29%+423
BLACKSTONE SECD LENDING FD(BXSL)010,860+10,86003590.12%+359
ALPHABET INC(GOOG)13,61813,61802,2592,5780.84%+319
ALPHABET INC(GOOG)11,57811,509-691,9362,1920.72%+256
MORGAN STANLEY(MS)01,766+1,76602220.07%+222
WELLS FARGO CO NEW(WFC)03,110+3,11002180.07%+218
JPMORGAN CHASE & CO.(JPM)4,8044,629-1751,0131,1100.36%+97
CISCO SYS INC(CSCO)15,42315,42308219130.30%+92
VISA INC(V)1,7271,72704755460.18%+71
NEWELL BRANDS INC(NWL)27,40027,40002102730.09%+62
FISERV INC(FISV)2,4102,41004334950.16%+62
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,9121,91203333790.12%+46
MASTERCARD INCORPORATED(MA)1,2241,22406046450.21%+40
BANK NEW YORK MELLON CORP5,0005,00003593840.13%+25
COSTCO WHSL CORP NEW(COST)82282207297530.25%+24
ISHARES TR2,8692,86909379590.31%+22
SPDR SER TR
ST STR SP REGBNK
5,2885,28802993190.10%+20
VANGUARD WORLD FD7,9107,845-658048230.27%+19
SCHWAB STRATEGIC TR10,70832,124+21,4167277450.24%+18
ISHARES TR15,58715,58701,6781,6930.55%+15
CINCINNATI FINL CORP(CINF)1,9041,90402612750.09%+14
VANGUARD INDEX FDS2,4952,49507097230.24%+14
VANGUARD INDEX FDS1,1771,17702872990.10%+12
SPDR SER TR
ST STR SP600SM C
24,13024,13002,0952,1050.69%+10
ISHARES TR5,4865,531+451,2121,2220.40%+10
VANGUARD INDEX FDS9,0769,100+242,3952,4040.79%+9
SPDR S&P MIDCAP 400 ETF TR(MDY)62962903593600.12%0
STRYKER CORPORATION(SYK)70870802562560.08%-1
INTERNATIONAL BUSINESS MACHS(IBM)2,2862,28605055030.16%-3
VANGUARD WHITEHALL FDS4,8054,80506166130.20%-3
VANGUARD INDEX FDS1,7111,71103443390.11%-4
ORACLE CORP(ORCL)1,4961,49602552490.08%-6
ABBOTT LABS6,4396,43907347280.24%-6
BERKSHIRE HATHAWAY INC DEL1,0021,00204614540.15%-7
ILLINOIS TOOL WKS INC(ITW)85085002242170.07%-7
KEYCORP(KEY)15,29214,492-8002562480.08%-8
RTX CORPORATION(RTX)1,9741,97402392280.07%-11
CHEVRON CORP NEW(CVX)4,5004,50006636520.21%-11
VANGUARD INDEX FDS3,0233,048+255285160.17%-12
SCHWAB STRATEGIC TR4,96114,883+9,9224194070.13%-13
VANGUARD ADMIRAL FDS INC2,0122,01203863710.12%-15
AIR PRODS & CHEMS INC2,1722,17206476300.21%-17
ROPER TECHNOLOGIES INC(ROP)50050002782600.08%-18
SCHWAB STRATEGIC TR10,02230,066+20,0448057840.26%-22
CSX CORP(CSX)10,80010,80003733490.11%-24
ISHARES TR22,60722,722+1152,6442,6180.86%-26
INTERCONTINENTAL EXCHANGE IN(ICE)2,7652,76504444120.13%-32
VANGUARD TAX-MANAGED FDS6,6986,69803543200.10%-33
COCA COLA CO(KO)3,5313,53102552200.07%-36
PROCTER AND GAMBLE CO(PG)6,4226,42201,1121,0770.35%-36
LOWES COS INC(LOW)1,5151,51504103740.12%-36
MCDONALDS CORP(MCD)2,5292,52907707330.24%-37
UNITEDHEALTH GROUP INC(UNH)50050002922530.08%-39
NORFOLK SOUTHN CORP(NSC)3,7643,76409358830.29%-52
DANAHER CORPORATION(DHR)1,1891,18903312730.09%-58
AMERICAN WTR WKS CO INC NEW2,8892,88904223600.12%-63
ABBVIE INC(ABBV)3,3673,36706655980.20%-67
ISHARES TR14,73214,376-3566766010.20%-74
NORTHROP GRUMMAN CORP(NOC)1,4601,46007716850.22%-86
EXXON MOBIL CORP9,1389,13801,0719830.32%-88
ISHARES TR
CORE MSCI EAFE
11,33211,253-798847910.26%-94
PEPSICO INC(PEP)5,7295,72909748790.29%-95
SHERWIN WILLIAMS CO(SHW)2,4212,436+159248280.27%-96
JOHNSON & JOHNSON(JNJ)4,1043,759-3456655440.18%-121
INTEL CORP(INTC)14,37310,112-4,2613372030.07%-134
EATON CORP PLC(ETN)1,039618-4213442050.07%-139
THERMO FISHER SCIENTIFIC INC(TMO)1,5381,53809528010.26%-151
VANGUARD SPECIALIZED FUNDS85,66585,917+25216,99416,8255.50%-169
ELI LILLY & CO(LLY)1,7001,70001,5061,3120.43%-194
LINDE PLC(LIN)4620-4622200-220
NIKE INC(NKE)2,6520-2,6522350-235
MICROSOFT CORP(MSFT)15,84915,609-2406,8206,5792.15%-241
ISHARES TR29,68728,202-1,4859,3339,0862.97%-248
ISHARES TR92,06992,069017,47517,0455.57%-430
ISHARES TR44,22441,040-3,1847,3776,7382.20%-640
VANGUARD INDEX FDS45,20542,956-2,24923,92723,1457.57%-782
PARK-OHIO HLDGS CORP117,126103,526-13,6003,5962,7200.89%-876
ISHARES TR13,0520-13,0528840-884
LINCOLN ELEC HLDGS INC(LECO)161,694159,854-1,84031,16330,0889.84%-1,076
ISHARES TR29,50516,835-12,6702,4681,2730.42%-1,195
ISHARES TR251,774220,819-30,95569,68163,78420.85%-5,897
SPDR DOW JONES INDL AVERAGE(DIA)135,116114,268-20,84857,30548,72815.93%-8,577
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