Cfm Wealth Partners LLC Purchases and Sells in Q3 2024

Cfm Wealth Partners LLC

$568 Million
Q3 2024

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	526K + 903.32%	$98.91 - $134.91 $52.1M - $71M	585K $71M
CMG	92.6K + 4930.6%	$49.83 - $62.75 $4.62M - $5.81M	94.5K $5.45M
LLY	4.36K + 55.63%	$772.14 - $960.02 $3.37M - $4.19M	12.2K $10.8M
SPY	4.74K + 39.23%	$517.38 - $573.86 $2.45M - $2.72M	16.8K $9.66M
BRK-B	2.9K + 40.75%	$405.19 - $478.57 $1.17M - $1.39M	10K $4.6M
COST	1.49K + 15.9%	$801.83 - $917.05 $1.19M - $1.36M	10.8K $9.6M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EQT	24.5K New	$30.21 - $37.21 $740K - $911K	24.5K $897K
FEZ	5.55K New	$47.72 - $53.81 $265K - $299K	5.55K $295K
IWM	1.2K New	$200.87 - $224.6 $241K - $269K	1.2K $264K
WEC	2.33K New	$77.68 - $96.19 $181K - $224K	2.33K $223K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSX	-11.5K - 51.83%	$125.0 - $147.17 $1.44M - $1.69M	10.7K $1.4M
CRWD	-5.05K - 67.9%	$217.89 - $392.15 $1.1M - $1.98M	2.39K $669K
SBUX	-12.3K - 49.54%	$72.51 - $98.6 $894K - $1.22M	12.6K $1.22M
FFIN	-20.6K - 10.78%	$28.56 - $39.46 $588K - $812K	170K $6.3M
AAPL	-1.36K - 0.45%	$207.23 - $234.82 $282K - $320K	300K $69.8M
IYR	-2.99K - 39.26%	$86.93 - $103.61 $260K - $309K	4.62K $470K

Activity Summary All Purchases 74 New Holdings 4 Increased Positions 70 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.