Stock Taper

CM WEALTH ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOG6.01K$2.12M
U.S. BancorpUSB5.57K$338.24K
NextEra Energy, Inc.NEE5.11K$448.77K
American International Group, Inc.AIG5.01K$373.25K
General Motors CompanyGM4.88K$376.54K
Chevron CorporationCVX4.74K$785.21K
Meta Platforms, Inc.META4.47K$2.52M
Oil-Dri Corporation of AmericaODC4.31K$440.83K
AbbVie Inc.ABBV4.2K$1.06M
Arista Networks, Inc.ANET4.17K$708.4K
Graham CorporationGHM4.04K$500.73K
Walmart Inc.WMT4.03K$456.44K
Broadcom Inc.AVGO3.82K$1.44M
Starbucks CorporationSBUX3.57K$364.51K
Medtronic plcMDT3.47K$273.8K
Allegiant Travel CompanyALGT3.34K$392.78K
Johnson & JohnsonJNJ3.31K$841.15K
ServiceNow, Inc.NOW3.31K$328.42K
Blackstone Inc.BX3.19K$375.49K
PepsiCo, Inc.PEP2.92K$396.05K