Cfm Wealth Partners LLC Purchases and Sells in Q3 2025

Cfm Wealth Partners LLC

$683 Million
Q3 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	65 + 0.01%	$153.3 - $186.58 $9.96K - $12.1K	570K $106M
GOOGL	1.2K + 0.89%	$174.36 - $254.72 $209K - $305K	136K $33M
AVGO	16.2K + 223.91%	$264.74 - $369.57 $4.3M - $6.01M	23.5K $7.75M
ORLY	2.45K + 1.78%	$89.32 - $107.82 $219K - $265K	140K $15.1M
META	2.91K + 10.9%	$695.21 - $791.73 $2.02M - $2.3M	29.6K $21.7M
MSFT	981 + 1.94%	$491.09 - $535.64 $482K - $525K	51.4K $26.6M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COIN	3.29K New	$297.99 - $419.78 $981K - $1.38M	3.29K $1.11M
BND	4.1K New	$72.57 - $74.72 $298K - $307K	4.1K $305K
NEM	3.5K New	$57.35 - $85.25 $201K - $298K	3.5K $295K
BX	1.3K New	$152.77 - $188.68 $199K - $246K	1.3K $222K
HSY	1.15K New	$161.95 - $193.45 $186K - $222K	1.15K $214K
UBER	2.12K New	$86.91 - $99.57 $185K - $211K	2.12K $207K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRM	-8.1K - 18.77%	$231.66 - $273.65 $1.88M - $2.22M	35.1K $8.31M
XOM	-31.6K - 25.23%	$105.83 - $117.22 $3.34M - $3.7M	93.7K $10.6M
LLY	-687 - 6.07%	$625.65 - $812.69 $430K - $558K	10.6K $8.11M
KO	-6.03K - 8.74%	$65.67 - $71.67 $396K - $432K	63K $4.18M
BRK-B	-1.64K - 14.17%	$459.11 - $506.91 $754K - $832K	9.95K $5M
SPG	-4.08K - 46.87%	$159.93 - $187.67 $653K - $766K	4.63K $868K

Activity Summary All Purchases 61 New Holdings 11 Increased Positions 50 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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