CM WEALTH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABBV | 3K | $779.60K |
 | PEP | 3K | $459.94K |
 | NSC | 3K | $945.09K |
 | META | 3K | $2.26M |
 | AMZN | 3K | $644.44K |
 | ICE | 3K | $465.85K |
 | JNJ | 2K | $453.17K |
 | MCD | 2K | $736.93K |
 | FI | 2K | $310.72K |
 | SHW | 2K | $764.89K |
 | APD | 2K | $539.44K |
 | TSM | 2K | $548.41K |
 | CINF | 2K | $302.68K |
 | IBM | 2K | $506.76K |
 | MS | 2K | $280.72K |
 | LLY | 2K | $1.30M |
 | LRCX | 2K | $228.07K |
 | V | 2K | $540.75K |
 | NOC | 1K | $889.61K |
 | LOW | 1K | $355.35K |
AbbVie Inc.
ABBV
Shares Held
3K
Value
$779.60K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$459.94K
Norfolk Southern Corporation
NSC
Shares Held
3K
Value
$945.09K
Meta Platforms, Inc.
META
Shares Held
3K
Value
$2.26M
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$644.44K
Intercontinental Exchange, Inc.
ICE
Shares Held
3K
Value
$465.85K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$453.17K
McDonald's Corporation
MCD
Shares Held
2K
Value
$736.93K
Fiserv, Inc.
FI
Shares Held
2K
Value
$310.72K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$764.89K
Air Products and Chemicals, Inc.
APD
Shares Held
2K
Value
$539.44K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$548.41K
Cincinnati Financial Corporation
CINF
Shares Held
2K
Value
$302.68K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$506.76K
Morgan Stanley
MS
Shares Held
2K
Value
$280.72K
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.30M
Lam Research Corporation
LRCX
Shares Held
2K
Value
$228.07K
Visa Inc.
V
Shares Held
2K
Value
$540.75K
Northrop Grumman Corporation
NOC
Shares Held
1K
Value
$889.61K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$355.35K