13F Filings History of Wealth CMT

Latest 13F report
Q2 2023 - 12 Jul 2023
Value $
$66,172,000
Signature - Title
Ashleigh Swayze - Counsel
Location
Cherry Hill, NJ
Summary
This page shows a list of all the recent 13F filings made by Wealth CMT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth CMT reported 10 stock holdings with total value $66,172,000 as of Q2 2023. Top holdings included CWI, USMV, VONE, IXUS, and TFI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 10 $66,172,000 +$37,576,238 -$62,095,296 -$24,519,058 CWI, USMV, VONE, IXUS, TFI 13F-HR 12 Jul 2023, 14:32
Q1 2023 28 $89,862,000 +$2,675,992 -$104,729,620 -$102,053,628 IWV, VEU, USMV, MUB, VONE 13F-HR 17 Apr 2023, 14:56
Q4 2022 29 $188,242,000 +$11,697,034 -$3,053,484 +$8,643,550 IWB, CWI, IWV, VEU, USMV 13F-HR 13 Jan 2023, 15:34
Q3 2022 28 $166,607,000 +$17,715,815 -$12,207,736 +$5,508,079 IWB, CWI, IWV, USMV, VEU 13F-HR 19 Oct 2022, 13:08
Q2 2022 25 $171,665,000 +$21,167,533 -$18,234,910 +$2,932,623 IWB, CWI, IWV, MUB, USMV 13F-HR 18 Jul 2022, 11:25
Q1 2022 23 $196,087,000 +$17,271,428 -$1,063,593 +$16,207,835 IWB, IWV, USMV, CWI, MUB 13F-HR 25 Apr 2022, 15:02
Q4 2021 21 $194,823,000 +$154,194,127 -$366,136 +$153,827,991 IWB, IWV, USMV, CWI, MUB 13F-HR 20 Jan 2022, 09:59
Q3 2021 4 $38,544,000 +$9,991,624 -$124,819,000 -$114,827,376 USMV, CWI, VONE, VTWO 13F-HR 25 Oct 2021, 11:01
Q2 2021 14 $153,953,000 +$784,447 -$25,886,333 -$25,101,886 IWB, IWV, USMV, CWI, MUB 13F-HR 21 Jul 2021, 12:42
Q1 2021 19 $169,745,000 +$4,427,771 -$2,788,839 +$1,638,932 IWB, IWV, USMV, MUB, CWI 13F-HR 26 Apr 2021, 08:47
Q4 2020 19 $160,301,000 +$17,011,778 -$8,927,673 +$8,084,105 IWB, IWV, MUB, USMV, VEU 13F-HR 21 Jan 2021, 12:04
Q3 2020 19 $134,721,000 +$532,296 -$3,946,224 -$3,413,928 IWB, MUB, VEU, CWI, IWV 13F-HR 30 Oct 2020, 15:54
Q2 2020 19 $129,261,000 +$5,012,044 -$2,027,620 +$2,984,424 IWB, MUB, VEU, CWI, IWV 13F-HR 20 Jul 2020, 20:24
Q1 2020 19 $107,790,000 +$34,188,184 -$14,095,400 +$20,092,784 IWB, MUB, VEU, CWI, IWV 13F-HR 17 Apr 2020, 12:33
Q4 2019 17 $112,418,000 $0 $0 $0 IWB, CWI, SCHB, IWV, ACWX 13F-HR 07 Feb 2020, 15:56