Cfm Wealth Partners LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $495 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $52.7M, Apple Inc. with a value of $51.7M, Microsoft Corp with a value of $20.4M, Alphabet Inc. with a value of $19.2M, and Exxon Mobil Corp with a value of $18.3M.

Examining the 13F form we can see an increase of $57.4M in the current position value, from $437M to 495M.

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

Portfolio value $495 Million
Technology: $180 Million
Consumer Cyclical: $56.9 Million
ETFs: $54.9 Million
Energy: $54.6 Million
Financial Services: $39.8 Million
Communication Services: $39.3 Million
Consumer Defensive: $30.5 Million
Healthcare: $21.1 Million
Other: $17.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $495 Million
  • Prior Value $437 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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