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Cm Wealth Advisors LLC

All holdings · as of Dec 31, 2025

138 positions

CompanyClassValueShares% of portfolio
NEWELL BRANDS INC.—$55.3K14,8660.0%
TORTOISE CAPITAL SERIES TRUS—$133.8K14,6080.0%
LINDE PLC—$203.8K4780.0%
SYSCO CORP—$207.1K2,8110.0%
ORACLE CORP—$218.3K1,1200.0%
ADVANCED MICRO DEVICES INC—$225.5K1,0530.1%
ConocoPhillips—$231.8K2,4760.1%
Diamondback Energy, Inc.—$234.2K1,5580.1%
ISHARES TR—$236.8K3,5880.1%
SS&C TECHNOLOGIES HOLDINGS, INC.—$240.1K2,7460.1%
FedEx Corp—$244.4K8420.1%
HCA Healthcare, Inc.—$246.5K5280.1%
HOME DEPOT, INC.—$247.8K7200.1%
REGAL REXNORD CORP—$257.1K1,8280.1%
COOPER COMPANIES, INC.—$260.6K3,1790.1%
Walt Disney Co—$266.1K2,3240.1%
Palantir Technologies Inc—$266.4K1,4990.1%
VERIZON COMMUNICATIONS INC—$269.6K6,6180.1%
GENERAL ELECTRIC CO—$274.8K8910.1%
Extra Space Storage Inc—$280.0K2,1500.1%
CSX CORP—$281.4K7,7630.1%
UNITEDHEALTH GROUP INC—$281.6K8530.1%
NVR INC—$291.7K400.1%
Blackstone Secured Lending FundBXSLCommon Stock$294.3K10,8600.1%
Ferguson Enterprises Inc. /DE—$295.4K1,3270.1%
STARBUCKS CORP—$299.8K3,5600.1%
PFIZER INC—$305.1K12,2510.1%
NEXTERA ENERGY INC—$305.1K3,8000.1%
Medtronic plc—$310.6K3,2100.1%
INTEL CORP—$311.7K8,4480.1%
RTX Corp—$311.8K1,7000.1%
Intercontinental Exchange, Inc.—$312.7K1,9310.1%
FAIR ISAAC CORP—$316.1K1870.1%
NUCOR CORP—$318.0K1,9430.1%
VANGUARD INDEX FDS—$328.5K1,1770.1%
DEERE & CO—$337.8K7230.1%
LABCORP HOLDINGS INC.—$345.0K1,3750.1%
WELLS FARGO & COMPANY/MN—$347.4K3,7280.1%
BOSTON SCIENTIFIC CORP—$352.8K3,7000.1%
COCA COLA CO—$358.6K5,1300.1%
MARTIN MARIETTA MATERIALS INC—$370.5K5950.1%
MSCI Inc.—$387.8K6760.1%
TransDigm Group Inc.—$396.3K2980.1%
VANGUARD INDEX FDS—$407.9K1,9260.1%
VANGUARD ADMIRAL FDS INC—$412.2K2,0120.1%
LOWES COMPANIES INC—$413.8K1,7160.1%
LAM RESEARCH CORP—$414.5K2,4180.1%
SPDR S&P MIDCAP 400 ETF TR—$414.7K6850.1%
VANGUARD TAX-MANAGED FDS—$418.4K6,6980.1%
Morgan Stanley—$421.3K2,3730.1%
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