Cm Wealth Advisors »

Oracle Corporation shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Oracle Corporation

Tip: Access up to 7 years of quarterly data

All positions including Oracle Corporation held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Oracle Corporation by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 1.5k 170.40
2024-06-30 $211k 1.5k 141.20

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Park-Ohio Holdings (PKOH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Cm Wealth Advisors

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Franklin Resources
Fisher Investments
Northern Trust
Bank of America Corporation
Henderson Group
Goldman Sachs Group
First Eagle Investment Management
Bank of New York Mellon

View all funds holding Oracle Corporation