Cfm Wealth Partners LLC Purchases in Q2 2025

Cfm Wealth Partners LLC

  • $626 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
242
+ 0.48%
$354.56 - $497.45 $85.8K - $120K
50.4K $25.1M
META
Meta Platforms, Inc.

Communication Services
1.23K
+ 4.82%
$484.66 - $738.09 $594K - $905K
26.7K $19.7M
NFLX
Netflix Inc

Communication Services
1.29K
+ 24.39%
$855.86 - $1339.13 $1.1M - $1.72M
6.57K $8.8M
AMZN
Amazon Com Inc

Consumer Cyclical
2.87K
+ 2.72%
$167.32 - $223.3 $479K - $640K
108K $23.7M
GOOGL
Alphabet Inc.

Communication Services
1.74K
+ 1.31%
$144.7 - $178.6 $251K - $310K
134K $23.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.88K
+ 19.51%
$321.63 - $509.31 $605K - $958K
11.5K $5.87M
PANW
Palo Alto Networks Inc

Technology
324
+ 0.47%
$152.44 - $204.64 $49.4K - $66.3K
69.4K $14.2M
NOW
Service Now, Inc.

Technology
899
+ 18.97%
$721.65 - $1040.18 $649K - $935K
5.64K $5.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
711
+ 4.12%
$416.06 - $551.64 $296K - $392K
18K $9.92M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.08K
+ 5.68%
$320.42 - $424.58 $345K - $457K
20K $8.49M
AVGO
Broadcom Inc.

Technology
3.59K
+ 97.85%
$146.29 - $275.65 $525K - $989K
7.26K $2M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.0%
$146.58 - $180.01 $147 - $180
45.7K $8.12M
KKR
Kkr & Co. Inc.

Financial Services
2.93K
+ 10.37%
$92.79 - $134.29 $272K - $393K
31.1K $4.14M
COST
Costco Wholesale Corp

Consumer Defensive
263
+ 2.21%
$908.13 - $1056.85 $239K - $278K
12.2K $12M
WMT
Walmart Inc.

Consumer Defensive
1.93K
+ 3.83%
$81.79 - $99.98 $158K - $193K
52.3K $5.11M
GS
Goldman Sachs Group Inc

Financial Services
67
+ 2.04%
$462.22 - $707.75 $31K - $47.4K
3.36K $2.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
914
+ 1.33%
$74.88 - $91.97 $68.4K - $84.1K
69.7K $6.41M
V
Visa Inc.

Financial Services
945
+ 2.12%
$308.27 - $373.31 $291K - $353K
45.4K $16.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.88K
+ 11.65%
$152.42 - $182.82 $286K - $343K
18K $3.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67
+ 0.82%
$456.74 - $568.03 $30.6K - $38.1K
8.22K $4.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
992
+ 2.77%
$166.82 - $194.23 $165K - $193K
36.8K $7.14M
MS
Morgan Stanley

Financial Services
847
+ 7.96%
$99.83 - $140.86 $84.6K - $119K
11.5K $1.62M
CRM
Salesforce, Inc.

Technology
694
+ 1.63%
$236.26 - $291.15 $164K - $202K
43.2K $11.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.25K
+ 6.02%
$85.42 - $94.39 $277K - $306K
57.2K $5.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.31K
New
$141.37 - $228.57 $185K - $299K
1.31K $296K
MA
Mastercard Inc

Financial Services
144
+ 0.94%
$479.92 - $590.74 $69.1K - $85.1K
15.5K $8.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.11K
+ 19.62%
$72.96 - $90.39 $154K - $191K
12.9K $1.15M
ORCL
Oracle Corp

Technology
1.07K
New
$122.82 - $218.63 $131K - $234K
1.07K $233K
PLTR
Palantir Technologies Inc.

Technology
1.72K
New
$74.01 - $144.25 $127K - $247K
1.72K $233K
VTI
Vanguard Total Stock Market Et

ETFs
724
New
$243.75 - $303.93 $176K - $220K
724 $220K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.71K
New
$107.61 - $119.09 $184K - $203K
1.71K $202K
HD
Home Depot, Inc.

Consumer Cyclical
531
+ 2.77%
$335.24 - $380.78 $178K - $202K
19.7K $7.21M
SHW
Sherwin Williams CO

Basic Materials
661
+ 3.84%
$313.51 - $363.51 $207K - $240K
17.9K $6.13M
TJX
Tjx Companies Inc

Consumer Cyclical
361
+ 0.95%
$119.13 - $135.03 $43K - $48.7K
38.3K $4.72M
SPG
Simon Property Group Inc

Real Estate
880
+ 11.23%
$140.37 - $171.44 $124K - $151K
8.71K $1.4M
DIS
Walt Disney CO

Communication Services
285
+ 11.65%
$81.72 - $124.01 $23.3K - $35.3K
2.73K $338K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23
+ 0.28%
$51.16 - $62.02 $1.18K - $1.43K
8.12K $503K
ALLY
Ally Financial Inc.

Financial Services
1
+ 0.01%
$30.09 - $38.95 $30.1 - $39
6.77K $263K
APO
Apollo Global Management, Inc.

Financial Services
2
+ 0.09%
$108.68 - $145.07 $217 - $290
2.21K $313K
IYR
Ishares Tr

ETFs
159
+ 3.17%
$84.48 - $96.25 $13.4K - $15.3K
5.17K $489K
TGT
Target Corp

Consumer Defensive
200
+ 6.44%
$88.76 - $105.77 $17.8K - $21.2K
3.31K $326K
KO
Coca Cola CO

Consumer Defensive
841
+ 1.23%
$68.37 - $73.9 $57.5K - $62.1K
69K $4.88M
HDV
Ishares Core High Dividend ETF

ETFs
61
+ 2.07%
$108.41 - $120.51 $6.61K - $7.35K
3.01K $353K
PG
Procter & Gamble CO

Consumer Defensive
451
+ 4.48%
$157.66 - $172.39 $71.1K - $77.7K
10.5K $1.68M
PSX
Phillips 66

Energy
8
+ 0.08%
$92.87 - $125.73 $743 - $1.01K
10.6K $1.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
517
+ 4.67%
$483.48 - $539.8 $250K - $279K
11.6K $5.63M
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 0.75%
$285.55 - $321.23 $41.7K - $46.9K
19.5K $5.71M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
129K
+ 1434.94%
$87.84 - $1441.89 $11.3M - $185M
138K $12.4M
ABBV
Abb Vie Inc.

Healthcare
415
+ 1.84%
$170.16 - $206.27 $70.6K - $85.6K
23K $4.27M
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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