Cfm Wealth Partners LLC Incresed Positions 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
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
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
149
+ 4.19%
$102.49 - $119.96 $15.3K - $17.9K
3.7K $387K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
+ 0.25%
$57.21 - $65.8 $1.14K - $1.32K
8.09K $472K
DELL
Dell Technologies Inc.

Technology
300
+ 10.72%
$90.34 - $124.66 $27.1K - $37.4K
3.1K $282K
APO
Apollo Global Management, Inc.

Financial Services
2
+ 0.09%
$126.01 - $172.06 $252 - $344
2.21K $302K
TGT
Target Corp

Consumer Defensive
135
+ 4.54%
$103.65 - $142.5 $14K - $19.2K
3.11K $324K
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
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