Cbm Financial, LLC Portfolio Holdings by Sector

Cbm Financial, LLC

  • $123 Billion
  • Q1 2025
Industry Value Buys Sells New Positions Closed Positions Options
ETFs | ETFs

IVV IEFA IJH SPYV SPYG AGG IJR SHY 11 stocks

$121 Million 98.75% of portfolio
  11  
 -
  11  
 -
0 Calls
0 Puts
Consumer Electronics | Technology

AAPL 1 stocks

$1.13 Million 0.92% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Software—Infrastructure | Technology

ORCL 1 stocks

$405,698 0.33% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
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