Cfm Wealth Partners LLC Incresed Positions in Q4 2024

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.72K
+ 1.7%
$180.88 - $232.93 $311K - $401K
103K $22.6M
GOOGL
Alphabet Inc.

Communication Services
394
+ 0.3%
$161.86 - $196.66 $63.8K - $77.5K
132K $24.9M
META
Meta Platforms, Inc.

Communication Services
4.15K
+ 20.56%
$554.08 - $632.68 $2.3M - $2.63M
24.4K $14.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.05K
+ 253.44%
$275.15 - $388.2 $1.66M - $2.35M
8.43K $2.89M
V
Visa Inc.

Financial Services
891
+ 2.08%
$273.87 - $320.91 $244K - $286K
43.7K $13.8M
NFLX
Netflix Inc

Communication Services
713
+ 16.2%
$687.65 - $936.56 $490K - $668K
5.11K $4.56M
JPM
Jpmorgan Chase & CO

Financial Services
1.78K
+ 5.99%
$205.18 - $250.29 $364K - $445K
31.4K $7.54M
TSLA
Tesla, Inc.

Consumer Cyclical
211
+ 2.94%
$213.65 - $479.86 $45.1K - $101K
7.4K $2.99M
PANW
Palo Alto Networks Inc

Technology
34.9K
+ 102.6%
$181.96 - $405.9 $6.36M - $14.2M
69K $12.6M
NOW
Service Now, Inc.

Technology
63
+ 1.48%
$867.18 - $1148.42 $54.6K - $72.4K
4.32K $4.58M
COST
Costco Wholesale Corp

Consumer Defensive
411
+ 3.8%
$873.59 - $994.69 $359K - $409K
11.2K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
302
+ 1.6%
$370.24 - $418.94 $112K - $127K
19.2K $7.72M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
257
+ 3.1%
$1146.59 - $1270.6 $295K - $327K
8.54K $10.1M
KKR
Kkr & Co. Inc.

Financial Services
703
+ 2.74%
$129.87 - $162.87 $91.3K - $114K
26.3K $3.89M
MA
Mastercard Inc

Financial Services
134
+ 0.92%
$491.3 - $536.15 $65.8K - $71.8K
14.7K $7.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
125
+ 0.73%
$481.22 - $538.17 $60.2K - $67.3K
17.3K $8.86M
GS
Goldman Sachs Group Inc

Financial Services
468
+ 18.85%
$486.1 - $608.57 $227K - $285K
2.95K $1.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
348
+ 2.07%
$567.81 - $607.81 $198K - $212K
17.2K $10.1M
MS
Morgan Stanley

Financial Services
373
+ 3.67%
$104.42 - $134.99 $38.9K - $50.4K
10.5K $1.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
94
+ 0.1%
$55.73 - $66.16 $5.24K - $6.22K
94.6K $5.71M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.41K
+ 9.97%
$176.42 - $186.91 $249K - $264K
15.6K $2.77M
SPG
Simon Property Group Inc

Real Estate
984
+ 15.62%
$167.23 - $183.84 $165K - $181K
7.29K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
185
+ 2.33%
$521.84 - $558.82 $96.5K - $103K
8.14K $4.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
731
+ 6.58%
$94.43 - $105.47 $69K - $77.1K
11.8K $1.2M
MO
Altria Group, Inc.

Consumer Defensive
470
+ 0.57%
$49.06 - $57.74 $23.1K - $27.1K
82.3K $4.31M
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.01%
$112.15 - $127.2 $336 - $382
36.7K $4.43M
PG
Procter & Gamble CO

Consumer Defensive
966
+ 11.47%
$161.05 - $179.7 $156K - $174K
9.39K $1.57M
FANG
Diamondback Energy, Inc.

Energy
907
+ 17.72%
$153.06 - $199.5 $139K - $181K
6.03K $987K
APO
Apollo Global Management, Inc.

Financial Services
1
+ 0.05%
$131.36 - $178.61 $131 - $179
2.21K $364K
IVV
Ishares Core S&P 500 ETF

ETFs
97
+ 8.56%
$570.51 - $610.59 $55.3K - $59.2K
1.23K $724K
C
Citigroup Inc

Financial Services
300
+ 7.42%
$61.31 - $72.5 $18.4K - $21.8K
4.34K $305K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
206
+ 2.06%
$442.29 - $483.08 $91.1K - $99.5K
10.2K $4.63M
HD
Home Depot, Inc.

Consumer Cyclical
795
+ 4.49%
$385.02 - $431.37 $306K - $343K
18.5K $7.19M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.74K
+ 3.32%
$88.59 - $94.57 $154K - $164K
54K $4.79M
JNJ
Johnson & Johnson

Healthcare
361
+ 15.37%
$143.34 - $165.86 $51.7K - $59.9K
2.71K $391K
CVX
Chevron Corp

Energy
436
+ 2.01%
$141.15 - $162.53 $61.5K - $70.9K
22.1K $3.2M
PFE
Pfizer Inc

Healthcare
2.24K
+ 9.25%
$24.8 - $30.19 $55.5K - $67.6K
26.4K $701K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
615
+ 0.97%
$44.33 - $49.55 $27.3K - $30.5K
63.9K $2.87M
FIP
Ftai Infrastructure LLC
743
+ 5.02%
$7.07 - $9.79 $5.25K - $7.27K
15.5K $111K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3
+ 0.05%
$47.63 - $52.63 $143 - $158
5.56K $267K
INTC
Intel Corp

Technology
500
+ 3.96%
$19.07 - $26.23 $9.54K - $13.1K
13.1K $262K
IYR
Ishares Tr

ETFs
38
+ 0.82%
$90.74 - $102.87 $3.45K - $3.91K
4.66K $433K
TGT
Target Corp

Consumer Defensive
147
+ 5.2%
$121.59 - $160.69 $17.9K - $23.6K
2.97K $401K
PEP
Pepsico Inc

Consumer Defensive
240
+ 5.44%
$151.29 - $176.1 $36.3K - $42.3K
4.66K $707K
VZ
Verizon Communications Inc

Communication Services
539
+ 3.43%
$39.6 - $45.21 $21.3K - $24.4K
16.3K $650K
EFA
Ishares Tr Msci Eafe ETF

ETFs
253
+ 2.41%
$75.1 - $82.99 $19K - $21K
10.7K $812K
LMT
Lockheed Martin Corp

Industrials
30
+ 3.06%
$479.66 - $614.62 $14.4K - $18.4K
1.01K $491K
QCOM
Qualcomm Inc

Technology
4
+ 0.06%
$150.4 - $178.04 $602 - $712
6.65K $1.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
251
+ 0.72%
$183.23 - $199.79 $46K - $50.1K
35.3K $6.54M
Activity Summary
Buys All Purchases 63 New Holdings 4 Increased Positions 59 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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