Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024

Cfm Wealth Partners LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $589 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $77.4M, Apple Inc. with a value of $73.8M, Alphabet Inc. with a value of $24.9M, Amazon Com Inc with a value of $22.6M, and Microsoft Corp with a value of $21M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $568M to 589M.

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

Portfolio value $589 Million
Technology: $220 Million
ETFs: $65.8 Million
Consumer Cyclical: $63.6 Million
Energy: $54.9 Million
Communication Services: $53.7 Million
Financial Services: $52.1 Million
Consumer Defensive: $39.3 Million
Healthcare: $22.7 Million
Other: $16.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$296B
$77.4 Million 13.16% of portfolio
576,735
Q4 2024 Reduced 1.37%
$3.74T
$73.8 Million 12.53% of portfolio
294,521
Q4 2024 Reduced 1.79%
$1.23T
$24.9 Million 4.23% of portfolio
131,598
Q4 2024 Added 0.3%
$2.47T
$22.6 Million 3.83% of portfolio
102,849
Q4 2024 Added 1.7%
$3.07T
$21 Million 3.56% of portfolio
49,720
Q4 2024 Reduced 0.18%
$1.58T
$14.4 Million 2.44% of portfolio
24,356
Q4 2024 Added 20.56%
$344B
$14 Million 2.37% of portfolio
41,806
Q4 2024 Reduced 0.47%
$564B
$13.8 Million 2.35% of portfolio
43,749
Q4 2024 Added 2.08%
$458B
$13.6 Million 2.31% of portfolio
126,658
Q4 2024 Reduced 19.64%
$54.9B
$12.6 Million 2.13% of portfolio
68,975
Q4 2024 Added 102.6%
$67.9B
$12 Million 2.04% of portfolio
222,013
Q4 2024 Reduced 0.73%
$202B
$10.8 Million 1.83% of portfolio
89,566
Q3 2024 Added 0.53%
$452B
$10.3 Million 1.75% of portfolio
11,241
Q4 2024 Added 3.8%
$83.8B
$10.1 Million 1.72% of portfolio
8,538
Q4 2024 Added 3.1%
$0
$10.1 Million 1.71% of portfolio
17,186
Q4 2024 Added 2.07%
$785B
$9.54 Million 1.62% of portfolio
12,355
Q4 2024 Added 1.26%
$1.26T
$8.66 Million 1.47% of portfolio
45,450
Q4 2024 Reduced 0.5%
$0
$7.72 Million 1.31% of portfolio
19,232
Q4 2024 Added 1.6%
$533B
$7.74 Million 1.31% of portfolio
14,690
Q4 2024 Added 0.92%
$786B
$7.54 Million 1.28% of portfolio
31,437
Q4 2024 Added 5.99%
$421B
$7.19 Million 1.22% of portfolio
18,490
Q4 2024 Added 4.49%
$193B
$6.82 Million 1.16% of portfolio
56,432
Q4 2024 Reduced 9.07%
$0
$6.54 Million 1.11% of portfolio
35,344
Q4 2024 Added 0.72%
$0
$6.08 Million 1.03% of portfolio
68,801
Q4 2024 Reduced 1.12%
$5.45B
$6 Million 1.02% of portfolio
166,395
Q4 2024 Reduced 2.32%
$92.7B
$5.74 Million 0.97% of portfolio
16,872
Q4 2024 Added 0.56%
$1.64B
$5.71 Million 0.97% of portfolio
94,619
Q4 2024 Added 0.1%
$71.8B
$5.64 Million 0.96% of portfolio
179,960
Q4 2024 Reduced 0.57%
$213B
$5.48 Million 0.93% of portfolio
18,892
Q4 2024 Added 2.06%
$0
$4.79 Million 0.81% of portfolio
53,954
Q4 2024 Added 3.32%
$608B
$4.63 Million 0.79% of portfolio
10,205
Q4 2024 Added 2.06%
$204B
$4.58 Million 0.78% of portfolio
4,317
Q4 2024 Added 1.48%
$443B
$4.56 Million 0.77% of portfolio
5,114
Q4 2024 Added 16.2%
$145B
$4.43 Million 0.75% of portfolio
36,710
Q4 2024 Added 0.01%
$0
$4.38 Million 0.74% of portfolio
8,136
Q4 2024 Added 2.33%
$274B
$4.3 Million 0.73% of portfolio
47,606
Q4 2024 Added 8.07%
$94.3B
$4.31 Million 0.73% of portfolio
82,341
Q4 2024 Added 0.57%
$271B
$4.12 Million 0.7% of portfolio
66,127
Q4 2024 Added 6.6%
$128B
$3.89 Million 0.66% of portfolio
26,329
Q4 2024 Added 2.74%
$336B
$3.9 Million 0.66% of portfolio
21,955
Q4 2024 Added 3.55%
$64.1B
$3.54 Million 0.6% of portfolio
180,484
Q4 2024 Reduced 3.05%
$300B
$3.2 Million 0.54% of portfolio
22,092
Q4 2024 Added 2.01%
$4.06B
$3.13 Million 0.53% of portfolio
54,461
Q4 2024 Reduced 1.89%
$1.24T
$2.99 Million 0.51% of portfolio
7,399
Q4 2024 Added 2.94%
$0
$2.87 Million 0.49% of portfolio
63,902
Q4 2024 Added 0.97%
$87.5B
$2.89 Million 0.49% of portfolio
8,433
Q4 2024 Added 253.44%
$76.9B
$2.81 Million 0.48% of portfolio
47,088
Q4 2024 Added 0.9%
$0
$2.77 Million 0.47% of portfolio
15,553
Q4 2024 Added 9.97%
$165B
$2.58 Million 0.44% of portfolio
21,401
Q3 2024 Reduced 1.59%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $589 Million
  • Prior Value $568 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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