Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $541 Million
  • Q2 2024

Cfm Wealth Partners LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $541 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $72.4M, Apple Inc. with a value of $63.1M, Alphabet Inc. with a value of $23.3M, Microsoft Corp with a value of $22.2M, and Amazon Com Inc with a value of $19.8M.

Examining the 13F form we can see an increase of $46.4M in the current position value, from $495M to 541M.

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

Portfolio value $541 Million
Technology: $210 Million
ETFs: $60.3 Million
Energy: $57.6 Million
Consumer Cyclical: $56.2 Million
Communication Services: $45.6 Million
Financial Services: $39.7 Million
Consumer Defensive: $33.6 Million
Healthcare: $21.8 Million
Other: $16.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$280B
$72.4 Million 13.38% of portfolio
586,035
Q2 2024 Added 904.28%
$3.5T
$63.1 Million 11.67% of portfolio
299,736
Q2 2024 Reduced 0.5%
$999B
$23.3 Million 4.31% of portfolio
128,120
Q2 2024 Added 0.94%
$3.12T
$22.2 Million 4.11% of portfolio
49,777
Q2 2024 Added 2.83%
$1.83T
$19.8 Million 3.65% of portfolio
102,221
Q2 2024 Added 2.35%
$489B
$18.1 Million 3.35% of portfolio
157,273
Q2 2024 Added 0.1%
$95.8B
$11.1 Million 2.05% of portfolio
32,737
Q2 2024 Added 1.05%
$257B
$10.9 Million 2.02% of portfolio
42,543
Q2 2024 Reduced 0.06%
$415B
$10.9 Million 2.01% of portfolio
41,504
Q2 2024 Added 7.95%
$223B
$9.82 Million 1.81% of portfolio
60,536
Q2 2024 Added 2.92%
$51B
$9.56 Million 1.77% of portfolio
224,842
Q2 2024 Added 0.49%
$1.02T
$9.3 Million 1.72% of portfolio
18,447
Q2 2024 Added 1.98%
$175B
$9.06 Million 1.67% of portfolio
89,391
Q2 2024 Added 0.34%
$0
$8.74 Million 1.62% of portfolio
16,066
Q2 2024 Added 32.84%
$361B
$8.55 Million 1.58% of portfolio
10,058
Q2 2024 Added 7.64%
$780B
$8.51 Million 1.57% of portfolio
9,403
Q2 2024 Added 19.94%
$68.6B
$8.31 Million 1.54% of portfolio
7,871
Q2 2024 Added 3.78%
$0
$7.97 Million 1.47% of portfolio
16,627
Q2 2024 Added 5.19%
$0
$7.09 Million 1.31% of portfolio
19,451
Q2 2024 Added 2.21%
$0
$6.05 Million 1.12% of portfolio
34,651
Q2 2024 Added 8.76%
$1.41B
$5.93 Million 1.1% of portfolio
94,642
Q2 2024 Added 4,936.83%
$410B
$5.88 Million 1.09% of portfolio
13,327
Q2 2024 Added 8.83%
$612B
$5.82 Million 1.08% of portfolio
28,799
Q2 2024 Added 2.2%
$362B
$5.77 Million 1.07% of portfolio
16,771
Q2 2024 Added 0.91%
$0
$5.45 Million 1.01% of portfolio
67,211
Q2 2024 Added 14.66%
$64.3B
$5.24 Million 0.97% of portfolio
180,986
Q2 2024 Added 12.94%
$5.48B
$5.16 Million 0.95% of portfolio
174,749
Q2 2024 Reduced 8.48%
$88.8B
$4.93 Million 0.91% of portfolio
16,528
Q2 2024 Reduced 0.48%
$185B
$4.94 Million 0.91% of portfolio
19,367
Q2 2024 Added 1.85%
$0
$4.3 Million 0.79% of portfolio
51,202
Q2 2024 Reduced 0.39%
$129B
$4.03 Million 0.74% of portfolio
36,585
Q2 2024 Added 0.09%
$0
$3.89 Million 0.72% of portfolio
7,770
Q2 2024 Reduced 0.5%
$286B
$3.72 Million 0.69% of portfolio
58,391
Q2 2024 Added 4.9%
$3.97B
$3.71 Million 0.69% of portfolio
26,077
Q2 2024 Reduced 0.71%
$89.3B
$3.69 Million 0.68% of portfolio
81,014
Q2 2024 Added 1.36%
$322B
$3.62 Million 0.67% of portfolio
21,125
Q2 2024 Added 4.25%
$174B
$3.55 Million 0.66% of portfolio
15,028
Q2 2024 Reduced 3.06%
$308B
$3.19 Million 0.59% of portfolio
20,383
Q2 2024 Added 7.57%
$68.6B
$3.13 Million 0.58% of portfolio
22,177
Q2 2024 Added 0.03%
$190B
$3.1 Million 0.57% of portfolio
45,834
Q2 2024 Added 3.26%
$91B
$3.02 Million 0.56% of portfolio
46,157
Q2 2024 Reduced 1.15%
$49.8B
$3.02 Million 0.56% of portfolio
186,171
Q2 2024 Added 0.03%
$167B
$3.04 Million 0.56% of portfolio
3,864
Q2 2024 Added 12.49%
$4.26B
$3 Million 0.55% of portfolio
56,359
Q2 2024 Added 1.14%
$564B
$2.97 Million 0.55% of portfolio
7,306
Q2 2024 Added 2.84%
$282B
$2.94 Million 0.54% of portfolio
4,363
Q2 2024 Added 1.02%
$54.6B
$2.85 Million 0.53% of portfolio
7,434
Q1 2024 Added 7.03%
$0
$2.59 Million 0.48% of portfolio
8,713
Q2 2024 Reduced 4.43%
$0
$2.49 Million 0.46% of portfolio
59,988
Q2 2024 Added 18.16%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $541 Million
  • Prior Value $495 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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