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
$3.26T
$65.4 Million 11.58% of portfolio
294,543
Q1 2025 Added 0.01%
$359B
$62.3 Million 11.03% of portfolio
574,640
Q1 2025 Reduced 0.36%
$993B
$20.5 Million 3.63% of portfolio
132,674
Q1 2025 Added 0.82%
$2.22T
$20 Million 3.55% of portfolio
105,340
Q1 2025 Added 2.42%
$3.51T
$18.8 Million 3.34% of portfolio
50,200
Q1 2025 Added 0.97%
$606B
$15.6 Million 2.76% of portfolio
44,495
Q1 2025 Added 1.71%
$447B
$15.1 Million 2.68% of portfolio
127,173
Q1 2025 Added 0.41%
$1.5T
$14.7 Million 2.6% of portfolio
25,448
Q1 2025 Added 4.48%
$278B
$14.2 Million 2.52% of portfolio
89,631
Q1 2025 Added 0.07%
$71.8B
$13.3 Million 2.35% of portfolio
222,013
Q4 2024 Reduced 0.73%
$5.76B
$12.8 Million 2.27% of portfolio
8,962
Q1 2025 Added 4.97%
$58.6B
$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%
$446B
$11.2 Million 1.99% of portfolio
11,888
Q1 2025 Added 5.76%
$767B
$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%
$788B
$8.05 Million 1.43% of portfolio
32,832
Q1 2025 Added 4.44%
$1.1T
$7.15 Million 1.27% of portfolio
45,746
Q1 2025 Added 0.65%
$377B
$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%
$69.5B
$6.65 Million 1.18% of portfolio
194,734
Q1 2025 Added 8.21%
$221B
$6.05 Million 1.07% of portfolio
19,384
Q1 2025 Added 2.6%
$93.5B
$6.01 Million 1.06% of portfolio
17,198
Q1 2025 Added 1.93%
$5.24B
$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%
$648B
$5.9 Million 1.04% of portfolio
11,070
Q1 2025 Added 8.48%
$199B
$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%
$105B
$5 Million 0.88% of portfolio
83,241
Q1 2025 Added 1.09%
$536B
$4.92 Million 0.87% of portfolio
5,281
Q1 2025 Added 3.27%
$313B
$4.88 Million 0.86% of portfolio
68,152
Q1 2025 Added 3.06%
$335B
$4.73 Million 0.84% of portfolio
22,599
Q1 2025 Added 2.93%
$1.4B
$4.75 Million 0.84% of portfolio
94,528
Q1 2025 Reduced 0.1%
$146B
$4.62 Million 0.82% of portfolio
37,899
Q1 2025 Added 3.24%
$264B
$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%
$281B
$3.83 Million 0.68% of portfolio
22,890
Q1 2025 Added 3.61%
$204B
$3.77 Million 0.67% of portfolio
4,740
Q1 2025 Added 9.8%
$55.5B
$3.59 Million 0.64% of portfolio
193,150
Q1 2025 Added 7.02%
$100B
$3.4 Million 0.6% of portfolio
9,639
Q1 2025 Added 14.3%
$107B
$3.26 Million 0.58% of portfolio
28,215
Q1 2025 Added 7.16%
$92.2B
$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%
$179B
$2.41 Million 0.43% of portfolio
21,401
Q3 2024 Reduced 1.59%
$51.2B
$2.29 Million 0.41% of portfolio
42,876
Q1 2025 Added 13.07%
$2.51B
$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
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