Cfm Wealth Partners LLC Purchases and Sells in Q1 2025

Cfm Wealth Partners LLC

$565 Million
Q1 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	65 + 0.07%	$117.15 - $158.79 $7.61K - $10.3K	89.6K $14.2M
ORLY	424 + 4.97%	$1187.71 - $1432.58 $504K - $607K	8.96K $12.8M
V	746 + 1.71%	$306.92 - $362.71 $229K - $271K	44.5K $15.6M
XOM	515 + 0.41%	$105.44 - $118.93 $54.3K - $61.2K	127K $15.1M
BRK-B	865 + 8.48%	$442.66 - $534.52 $383K - $462K	11.1K $5.9M
EPD	14.8K + 8.21%	$31.75 - $34.14 $469K - $504K	195K $6.65M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	3.67K New	$167.43 - $244.7 $614K - $898K	3.67K $614K
GE	1.11K New	$168.59 - $212.13 $187K - $236K	1.11K $222K
WM	937 New	$200.54 - $233.78 $188K - $219K	937 $216K
BLACKROCK INC	359 New	N/A	359 $0
LAM RESEARCH CORP	5.75K New	N/A	5.75K $0

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-2.1K - 0.36%	$106.98 - $149.43 $224K - $313K	575K $62.3M
AMD	-7.29K - 12.92%	$96.63 - $129.55 $704K - $944K	49.1K $5.05M
TSLA	-44 - 0.59%	$222.15 - $428.22 $9.77K - $18.8K	7.36K $1.91M
CMG	-91 - 0.1%	$47.79 - $59.89 $4.35K - $5.45K	94.5K $4.75M
ASO	-5.45K - 10.01%	$43.82 - $58.86 $239K - $321K	49K $2.24M
IWF	-300 - 1.56%	$360.07 - $417.26 $108K - $125K	18.9K $6.84M

Activity Summary All Purchases 70 New Holdings 5 Increased Positions 65 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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