Cfm Wealth Partners LLC Purchases in Q1 2025

Cfm Wealth Partners LLC

  • $565 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
65
+ 0.07%
$117.15 - $158.79 $7.61K - $10.3K
89.6K $14.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
424
+ 4.97%
$1187.71 - $1432.58 $504K - $607K
8.96K $12.8M
V
Visa Inc.

Financial Services
746
+ 1.71%
$306.92 - $362.71 $229K - $271K
44.5K $15.6M
XOM
Exxon Mobil Corp

Energy
515
+ 0.41%
$105.44 - $118.93 $54.3K - $61.2K
127K $15.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
865
+ 8.48%
$442.66 - $534.52 $383K - $462K
11.1K $5.9M
EPD
Enterprise Products Partners L.P.

Energy
14.8K
+ 8.21%
$31.75 - $34.14 $469K - $504K
195K $6.65M
LLY
Eli Lilly & CO

Healthcare
357
+ 2.89%
$725.72 - $929.72 $259K - $332K
12.7K $10.5M
COST
Costco Wholesale Corp

Consumer Defensive
647
+ 5.76%
$890.62 - $1076.86 $576K - $697K
11.9K $11.2M
ABBV
Abb Vie Inc.

Healthcare
644
+ 2.93%
$169.2 - $216.66 $109K - $140K
22.6K $4.73M
KO
Coca Cola CO

Consumer Defensive
2.03K
+ 3.06%
$60.81 - $72.32 $123K - $146K
68.2K $4.88M
MO
Altria Group, Inc.

Consumer Defensive
900
+ 1.09%
$50.81 - $60.02 $45.7K - $54K
83.2K $5M
CVX
Chevron Corp

Energy
798
+ 3.61%
$146.71 - $167.97 $117K - $134K
22.9K $3.83M
AVGO
Broadcom Inc.

Technology
3.67K
New
$167.43 - $244.7 $614K - $898K
3.67K $614K
MCD
Mcdonalds Corp

Consumer Cyclical
492
+ 2.6%
$279.74 - $321.29 $138K - $158K
19.4K $6.05M
JPM
Jpmorgan Chase & CO

Financial Services
1.4K
+ 4.44%
$225.19 - $279.95 $314K - $391K
32.8K $8.05M
USAC
Usa Compression Partners, LP

Energy
9.76K
+ 13.18%
$23.75 - $29.24 $232K - $285K
83.8K $2.26M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.21K
+ 14.3%
$308.86 - $455.36 $372K - $549K
9.64K $3.4M
WES
Western Midstream Partners, LP

Energy
9.9K
+ 28.26%
$37.87 - $42.89 $375K - $425K
44.9K $1.84M
MPLX
Mplx LP

Energy
4.96K
+ 13.07%
$47.88 - $54.65 $237K - $271K
42.9K $2.29M
NFLX
Netflix Inc

Communication Services
167
+ 3.27%
$828.4 - $1058.6 $138K - $177K
5.28K $4.92M
META
Meta Platforms, Inc.

Communication Services
1.09K
+ 4.48%
$576.36 - $736.67 $629K - $804K
25.4K $14.7M
SHW
Sherwin Williams CO

Basic Materials
326
+ 1.93%
$330.16 - $365.55 $108K - $119K
17.2K $6.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.02%
$87.68 - $94.52 $789 - $851
54K $5.05M
GE
General Electric CO

Industrials
1.11K
New
$168.59 - $212.13 $187K - $236K
1.11K $222K
WM
Waste Management Inc

Industrials
937
New
$200.54 - $233.78 $188K - $219K
937 $216K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
975
+ 4.12%
$75.32 - $84.77 $73.4K - $82.7K
24.6K $2.01M
IWD
Ishares Russell 1000 Val ETF

ETFs
424
+ 1.2%
$182.82 - $196.21 $77.5K - $83.2K
35.8K $6.73M
TJX
Tjx Companies Inc

Consumer Cyclical
1.19K
+ 3.24%
$112.81 - $126.16 $134K - $150K
37.9K $4.62M
AMGN
Amgen Inc

Healthcare
21
+ 0.66%
$258.59 - $327.36 $5.43K - $6.87K
3.18K $990K
SBLK
Star Bulk Carriers Corp.

Industrials
6.48K
+ 6.11%
$14.35 - $17.15 $93K - $111K
113K $1.75M
PG
Procter & Gamble CO

Consumer Defensive
682
+ 7.26%
$158.56 - $176.26 $108K - $120K
10.1K $1.72M
COP
Conocophillips

Energy
720
+ 7.35%
$88.6 - $105.85 $63.8K - $76.2K
10.5K $1.11M
WMT
Walmart Inc.

Consumer Defensive
2.78K
+ 5.83%
$84.5 - $105.05 $235K - $292K
50.4K $4.42M
VZ
Verizon Communications Inc

Communication Services
587
+ 3.61%
$37.81 - $46.49 $22.2K - $27.3K
16.9K $764K
GS
Goldman Sachs Group Inc

Financial Services
341
+ 11.56%
$524.81 - $672.19 $179K - $229K
3.29K $1.8M
ET
Energy Transfer LP

Energy
12.7K
+ 7.02%
$17.26 - $21.08 $219K - $267K
193K $3.59M
SPG
Simon Property Group Inc

Real Estate
549
+ 7.54%
$159.48 - $187.78 $87.6K - $103K
7.83K $1.3M
IYR
Ishares Tr

ETFs
352
+ 7.56%
$89.49 - $98.98 $31.5K - $34.8K
5.01K $479K
HDV
Ishares Core High Dividend ETF

ETFs
117
+ 4.13%
$110.86 - $121.12 $13K - $14.2K
2.95K $357K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
641
+ 9.3%
$32.74 - $36.2 $21K - $23.2K
7.53K $263K
ALLY
Ally Financial Inc.

Financial Services
1
+ 0.01%
$32.99 - $40.09 $33 - $40.1
6.77K $246K
QCOM
Qualcomm Inc

Technology
3
+ 0.05%
$151.94 - $175.86 $456 - $528
6.65K $1.02M
Blackrock Inc
359
New
N/A
359 $0
Lam Research Corp
5.75K
New
N/A
5.75K $0
PEP
Pepsico Inc

Consumer Defensive
40
+ 0.86%
$142.64 - $156.42 $5.71K - $6.26K
4.7K $703K
LOW
Lowes Companies Inc

Consumer Cyclical
100
+ 4.69%
$222.66 - $268.42 $22.3K - $26.8K
2.23K $520K
DIS
Walt Disney CO

Communication Services
200
+ 8.9%
$96.87 - $114.0 $19.4K - $22.8K
2.45K $241K
EMR
Emerson Electric CO

Industrials
83
+ 4.51%
$108.64 - $131.17 $9.02K - $10.9K
1.93K $211K
QUAL
Ishares Msci Usa Quality Facto

ETFs
537
+ 3.45%
$168.16 - $186.21 $90.3K - $100K
16.1K $2.75M
Activity Summary
Buys All Purchases 70 New Holdings 5 Increased Positions 65 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email