Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $565 Million
  • Q1 2025

Cfm Wealth Partners LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $565 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65.4M, Nvidia Corp with a value of $62.3M, Alphabet Inc. with a value of $20.5M, Amazon Com Inc with a value of $20M, and Microsoft Corp with a value of $18.8M.

Examining the 13F form we can see an decrease of $23.7M in the current position value, from $589M to 565M.

Below you can find more details about Cfm Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $565 Million
Technology: $189 Million
ETFs: $63.5 Million
Consumer Cyclical: $61.3 Million
Energy: $61.3 Million
Financial Services: $55 Million
Communication Services: $48.6 Million
Consumer Defensive: $45.7 Million
Healthcare: $24 Million
Other: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$65.4 Million 11.58% of portfolio
294,543
Q1 2025 Added 0.01%
$277B
$62.3 Million 11.03% of portfolio
574,640
Q1 2025 Reduced 0.36%
$967B
$20.5 Million 3.63% of portfolio
132,674
Q1 2025 Added 0.82%
$1.93T
$20 Million 3.55% of portfolio
105,340
Q1 2025 Added 2.42%
$2.92T
$18.8 Million 3.34% of portfolio
50,200
Q1 2025 Added 0.97%
$548B
$15.6 Million 2.76% of portfolio
44,495
Q1 2025 Added 1.71%
$452B
$15.1 Million 2.68% of portfolio
127,173
Q1 2025 Added 0.41%
$1.23T
$14.7 Million 2.6% of portfolio
25,448
Q1 2025 Added 4.48%
$264B
$14.2 Million 2.52% of portfolio
89,631
Q1 2025 Added 0.07%
$71.9B
$13.3 Million 2.35% of portfolio
222,013
Q4 2024 Reduced 0.73%
$84.6B
$12.8 Million 2.27% of portfolio
8,962
Q1 2025 Added 4.97%
$53.6B
$11.8 Million 2.09% of portfolio
69,090
Q1 2025 Added 0.17%
$268B
$11.4 Million 2.02% of portfolio
42,487
Q1 2025 Added 1.63%
$432B
$11.2 Million 1.99% of portfolio
11,888
Q1 2025 Added 5.76%
$840B
$10.5 Million 1.86% of portfolio
12,712
Q1 2025 Added 2.89%
$0
$9.59 Million 1.7% of portfolio
17,149
Q1 2025 Reduced 0.22%
$0
$8.1 Million 1.43% of portfolio
17,267
Q1 2025 Reduced 0.39%
$714B
$8.05 Million 1.43% of portfolio
32,832
Q1 2025 Added 4.44%
$997B
$7.15 Million 1.27% of portfolio
45,746
Q1 2025 Added 0.65%
$366B
$7.02 Million 1.24% of portfolio
19,144
Q1 2025 Added 3.54%
$0
$6.84 Million 1.21% of portfolio
18,932
Q1 2025 Reduced 1.56%
$0
$6.73 Million 1.19% of portfolio
35,768
Q1 2025 Added 1.2%
$67.9B
$6.65 Million 1.18% of portfolio
194,734
Q1 2025 Added 8.21%
$233B
$6.05 Million 1.07% of portfolio
19,384
Q1 2025 Added 2.6%
$85.9B
$6.01 Million 1.06% of portfolio
17,198
Q1 2025 Added 1.93%
$4.76B
$5.97 Million 1.06% of portfolio
166,313
Q1 2025 Reduced 0.05%
$0
$5.85 Million 1.04% of portfolio
68,812
Q1 2025 Added 0.02%
$691B
$5.9 Million 1.04% of portfolio
11,070
Q1 2025 Added 8.48%
$156B
$5.05 Million 0.89% of portfolio
49,143
Q1 2025 Reduced 12.92%
$0
$5.05 Million 0.89% of portfolio
53,963
Q1 2025 Added 0.02%
$104B
$5 Million 0.88% of portfolio
83,241
Q1 2025 Added 1.09%
$490B
$4.92 Million 0.87% of portfolio
5,281
Q1 2025 Added 3.27%
$311B
$4.88 Million 0.86% of portfolio
68,152
Q1 2025 Added 3.06%
$329B
$4.73 Million 0.84% of portfolio
22,599
Q1 2025 Added 2.93%
$1.44B
$4.75 Million 0.84% of portfolio
94,528
Q1 2025 Reduced 0.1%
$147B
$4.62 Million 0.82% of portfolio
37,899
Q1 2025 Added 3.24%
$258B
$4.42 Million 0.78% of portfolio
50,382
Q1 2025 Added 5.83%
$0
$4.19 Million 0.74% of portfolio
8,154
Q1 2025 Added 0.22%
$272B
$3.83 Million 0.68% of portfolio
22,890
Q1 2025 Added 3.61%
$191B
$3.77 Million 0.67% of portfolio
4,740
Q1 2025 Added 9.8%
$53.9B
$3.59 Million 0.64% of portfolio
193,150
Q1 2025 Added 7.02%
$91.3B
$3.4 Million 0.6% of portfolio
9,639
Q1 2025 Added 14.3%
$97.7B
$3.26 Million 0.58% of portfolio
28,215
Q1 2025 Added 7.16%
$89.9B
$3.19 Million 0.57% of portfolio
47,088
Q4 2024 Added 0.9%
$0
$2.75 Million 0.49% of portfolio
16,090
Q1 2025 Added 3.45%
$0
$2.59 Million 0.46% of portfolio
63,576
Q1 2025 Reduced 0.51%
$164B
$2.41 Million 0.43% of portfolio
21,401
Q3 2024 Reduced 1.59%
$52.9B
$2.29 Million 0.41% of portfolio
42,876
Q1 2025 Added 13.07%
$2.47B
$2.26 Million 0.4% of portfolio
83,799
Q1 2025 Added 13.18%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $565 Million
  • Prior Value $589 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email