Cfm Wealth Partners LLC Purchases and Sells in Q2 2025

Cfm Wealth Partners LLC

$626 Million
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	242 + 0.48%	$354.56 - $497.45 $85.8K - $120K	50.4K $25.1M
META	1.23K + 4.82%	$484.66 - $738.09 $594K - $905K	26.7K $19.7M
NFLX	1.29K + 24.39%	$855.86 - $1339.13 $1.1M - $1.72M	6.57K $8.8M
AMZN	2.87K + 2.72%	$167.32 - $223.3 $479K - $640K	108K $23.7M
GOOGL	1.74K + 1.31%	$144.7 - $178.6 $251K - $310K	134K $23.7M
CRWD	1.88K + 19.51%	$321.63 - $509.31 $605K - $958K	11.5K $5.87M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	1.31K New	$141.37 - $228.57 $185K - $299K	1.31K $296K
PLTR	1.72K New	$74.01 - $144.25 $127K - $247K	1.72K $233K
ORCL	1.07K New	$122.82 - $218.63 $131K - $234K	1.07K $233K
VTI	724 New	$243.75 - $303.93 $176K - $220K	724 $220K
ACWV	1.71K New	$107.61 - $119.09 $184K - $203K	1.71K $202K

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.47K - 1.52%	$172.42 - $223.89 $771K - $1M	290K $59.5M
LLY	-1.4K - 11.03%	$713.71 - $898.95 $1M - $1.26M	11.3K $8.82M
XOM	-1.9K - 1.49%	$99.93 - $119.04 $190K - $226K	125K $13.5M
EPD	-6.79K - 3.49%	$28.95 - $34.22 $197K - $232K	188K $5.83M
FANG	-4.57K - 75.84%	$119.25 - $161.49 $545K - $738K	1.46K $200K
CVX	-1.43K - 6.23%	$133.73 - $168.51 $191K - $240K	21.5K $3.07M

Activity Summary All Purchases 50 New Holdings 5 Increased Positions 45 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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