News + Filings Holdings
|
|
CM WEALTH ADVISORS LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
VANGUARD INDEX FDS MID CAP
| VO | STOCK | 0 | -9,923 | 0 | -1,865,326,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
PROGRESSIVE CORP/OH/
| PGR | Common | 0 | -9,785 | 0 | -1,137,115,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| IEFA | Common | 0 | -15,692 | 0 | -826,498,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
NORFOLK SOUTHERN CORP
| NSC | Common | 0 | -3,629 | 0 | -760,820,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
COSTCO WHOLESALE CORP /NEW
| COST | Common | 0 | -16,177 | 0 | -709,628,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
VANGUARD WHITEHALL FUNDS
| VYM | Common | 0 | -4,805 | 0 | -455,898,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
INTEL CORP
| INTC | Common | 0 | -17,556 | 0 | -452,418,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
BERKSHIRE HATHAWAY INC
| BRK.A | Common | 0 | -1 | 0 | -406,470,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
American Water Works Company, Inc.
| AWK | COM | 0 | -2,889 | 0 | -376,032,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
L3HARRIS TECHNOLOGIES, INC. /DE/
| LHX | COM | 0 | -1,610 | 0 | -334,606,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
|
|
|