Cfm Wealth Partners LLC Purchases in Q3 2025

Cfm Wealth Partners LLC

  • $683 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
65
+ 0.01%
$153.3 - $186.58 $9.96K - $12.1K
570K $106M
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 0.89%
$174.36 - $254.72 $209K - $305K
136K $33M
AVGO
Broadcom Inc.

Technology
16.2K
+ 223.91%
$264.74 - $369.57 $4.3M - $6.01M
23.5K $7.75M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.45K
+ 1.78%
$89.32 - $107.82 $219K - $265K
140K $15.1M
META
Meta Platforms, Inc.

Communication Services
2.91K
+ 10.9%
$695.21 - $791.73 $2.02M - $2.3M
29.6K $21.7M
MSFT
Microsoft Corp

Technology
981
+ 1.94%
$491.09 - $535.64 $482K - $525K
51.4K $26.6M
PANW
Palo Alto Networks Inc

Technology
7.63K
+ 10.99%
$167.06 - $208.19 $1.27M - $1.59M
77K $15.7M
ABBV
Abb Vie Inc.

Healthcare
1.39K
+ 6.06%
$184.85 - $231.54 $258K - $323K
24.4K $5.65M
JPM
Jpmorgan Chase & CO

Financial Services
1.26K
+ 3.82%
$282.78 - $316.06 $357K - $399K
34.3K $10.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
441
+ 2.45%
$546.99 - $602.2 $241K - $266K
18.4K $11.1M
TJX
Tjx Companies Inc

Consumer Cyclical
1.97K
+ 5.15%
$121.35 - $144.54 $239K - $285K
40.2K $5.81M
HD
Home Depot, Inc.

Consumer Cyclical
550
+ 2.8%
$357.4 - $423.42 $197K - $233K
20.2K $8.19M
PLTR
Palantir Technologies Inc.

Technology
4.33K
+ 252.54%
$130.68 - $186.97 $566K - $810K
6.05K $1.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
52
+ 0.31%
$617.65 - $666.84 $32.1K - $34.7K
17K $11.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.11K
+ 18.27%
$412.46 - $514.1 $868K - $1.08M
13.6K $6.68M
GS
Goldman Sachs Group Inc

Financial Services
616
+ 18.34%
$696.56 - $806.32 $429K - $497K
3.98K $3.17M
WMT
Walmart Inc.

Consumer Defensive
4.87K
+ 9.32%
$94.4 - $104.27 $460K - $508K
57.2K $5.89M
MO
Altria Group, Inc.

Consumer Defensive
154
+ 0.19%
$57.75 - $67.68 $8.89K - $10.4K
82.6K $5.46M
AMZN
Amazon Com Inc

Consumer Cyclical
2.08K
+ 1.93%
$211.65 - $238.24 $441K - $496K
110K $24.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
173
+ 2.1%
$567.77 - $614.76 $98.2K - $106K
8.39K $5.14M
MS
Morgan Stanley

Financial Services
1.34K
+ 11.65%
$139.09 - $161.16 $186K - $216K
12.8K $2.04M
IWD
Ishares Russell 1000 Val ETF

ETFs
156
+ 0.42%
$192.76 - $203.86 $30.1K - $31.8K
36.9K $7.52M
KKR
Kkr & Co. Inc.

Financial Services
3.19K
+ 10.23%
$129.95 - $152.16 $414K - $485K
34.3K $4.46M
WMB
Williams Companies, Inc.

Energy
3.06K
+ 1.38%
$56.52 - $64.01 $173K - $196K
225K $14.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.1K
New
$72.57 - $74.72 $298K - $307K
4.1K $305K
QUAL
Ishares Msci Usa Quality Facto

ETFs
482
+ 2.68%
$182.33 - $194.5 $87.9K - $93.7K
18.4K $3.59M
NEM
Newmont Corp

Basic Materials
3.5K
New
$57.35 - $85.25 $201K - $298K
3.5K $295K
SHW
Sherwin Williams CO

Basic Materials
511
+ 2.86%
$330.88 - $375.23 $169K - $192K
18.4K $6.36M
BX
Blackstone Inc.

Financial Services
1.3K
New
$152.77 - $188.68 $199K - $246K
1.3K $222K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.46K
+ 6.44%
$87.05 - $93.19 $127K - $136K
24.1K $2.24M
WES
Western Midstream Partners, LP

Energy
4.94K
+ 10.99%
$37.5 - $41.18 $185K - $203K
49.9K $1.96M
IWB
Ishares Tr Russell 1000 ETF

ETFs
78
+ 1.09%
$339.37 - $366.46 $26.5K - $28.6K
7.22K $2.64M
HSY
Hershey CO

Consumer Defensive
1.15K
New
$161.95 - $193.45 $186K - $222K
1.15K $214K
UBER
Uber Technologies, Inc

Technology
2.12K
New
$86.91 - $99.57 $185K - $211K
2.12K $207K
MA
Mastercard Inc

Financial Services
152
+ 0.98%
$550.18 - $598.96 $83.6K - $91K
15.7K $8.92M
PSX
Phillips 66

Energy
6
+ 0.06%
$118.37 - $139.46 $710 - $837
10.6K $1.44M
USAC
Usa Compression Partners, LP

Energy
8.33K
+ 9.94%
$22.79 - $24.95 $190K - $208K
92.1K $2.21M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.03K
+ 1.81%
$92.18 - $95.14 $95.3K - $98.4K
58.2K $5.54M
ORCL
Oracle Corp

Technology
322
+ 30.12%
$218.96 - $328.33 $70.5K - $106K
1.39K $391K
MPLX
Mplx LP

Energy
3.85K
+ 8.99%
$49.42 - $52.71 $190K - $203K
46.7K $2.33M
COP
Conocophillips

Energy
763
+ 7.31%
$91.0 - $98.99 $69.4K - $75.5K
11.2K $1.06M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
6.18K
+ 12.13%
$11.04 - $11.83 $68.3K - $73.1K
57.1K $668K
CSCO
Cisco Systems, Inc.

Technology
1.17K
+ 14.81%
$66.2 - $71.79 $77.3K - $83.8K
9.05K $618K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.24K
+ 17.65%
$52.39 - $53.11 $65.1K - $66K
8.29K $439K
NOW
Service Now, Inc.

Technology
707
+ 12.54%
$850.86 - $1044.69 $602K - $739K
6.35K $5.84M
QCOM
Qualcomm Inc

Technology
3
+ 0.07%
$145.84 - $173.55 $438 - $521
4.02K $669K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24
+ 0.3%
$62.09 - $66.51 $1.49K - $1.6K
8.14K $531K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.28%
$303.93 - $329.86 $608 - $660
726 $238K
IBM
International Business Machines Corp

Technology
121
+ 6.3%
$234.77 - $292.47 $28.4K - $35.4K
2.04K $575K
Activity Summary
Buys All Purchases 61 New Holdings 11 Increased Positions 50 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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