Cfm Wealth Partners LLC Incresed Positions in Q3 2024

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
526K
+ 903.32%
$98.91 - $134.91 $52.1M - $71M
585K $71M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
92.6K
+ 4930.6%
$49.83 - $62.75 $4.62M - $5.81M
94.5K $5.45M
LLY
Eli Lilly & CO

Healthcare
4.36K
+ 55.63%
$772.14 - $960.02 $3.37M - $4.19M
12.2K $10.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.74K
+ 39.23%
$517.38 - $573.86 $2.45M - $2.72M
16.8K $9.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.9K
+ 40.75%
$405.19 - $478.57 $1.17M - $1.39M
10K $4.6M
COST
Costco Wholesale Corp

Consumer Defensive
1.49K
+ 15.9%
$801.83 - $917.05 $1.19M - $1.36M
10.8K $9.6M
V
Visa Inc.

Financial Services
4.46K
+ 11.62%
$253.74 - $291.56 $1.13M - $1.3M
42.9K $11.8M
META
Meta Platforms, Inc.

Communication Services
2.11K
+ 11.69%
$453.41 - $572.44 $959K - $1.21M
20.2K $11.6M
MA
Mastercard Inc

Financial Services
2.31K
+ 18.86%
$429.6 - $500.99 $992K - $1.16M
14.6K $7.19M
KKR
Kkr & Co. Inc.

Financial Services
8.48K
+ 49.44%
$104.51 - $133.23 $886K - $1.13M
25.6K $3.35M
UNH
Unitedhealth Group Inc

Healthcare
1.59K
+ 56.44%
$488.01 - $604.18 $774K - $958K
4.4K $2.57M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
697
+ 9.19%
$1015.62 - $1159.62 $708K - $808K
8.28K $9.54M
NOW
Service Now, Inc.

Technology
851
+ 25.01%
$730.87 - $937.36 $622K - $798K
4.25K $3.8M
GOOGL
Alphabet Inc.

Communication Services
4.36K
+ 3.44%
$148.65 - $191.18 $648K - $834K
131K $21.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.4K
+ 8.87%
$434.77 - $502.96 $610K - $705K
17.2K $8.4M
MSFT
Microsoft Corp

Technology
1.56K
+ 3.22%
$395.15 - $467.56 $614K - $727K
49.8K $21.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.23K
+ 10.15%
$173.36 - $189.8 $560K - $614K
35.1K $6.66M
EPD
Enterprise Products Partners L.P.

Energy
20.7K
+ 12.94%
$27.88 - $30.0 $578K - $622K
181K $5.27M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.5K
+ 24.66%
$41.02 - $46.01 $513K - $576K
63.3K $2.88M
PANW
Palo Alto Networks Inc

Technology
1.65K
+ 5.09%
$294.18 - $368.01 $485K - $607K
34K $11.6M
WES
Western Midstream Partners, LP

Energy
14.7K
+ 72.1%
$36.59 - $42.74 $537K - $627K
35K $1.34M
AMD
Advanced Micro Devices Inc

Technology
3.25K
+ 5.52%
$128.67 - $183.96 $418K - $597K
62.1K $10.2M
KO
Coca Cola CO

Consumer Defensive
6.37K
+ 11.44%
$62.69 - $73.01 $399K - $465K
62K $4.46M
HD
Home Depot, Inc.

Consumer Cyclical
1.08K
+ 6.47%
$333.64 - $405.2 $359K - $436K
17.7K $7.17M
ENB
Enbridge Inc

Energy
10.7K
+ 64.53%
$35.27 - $41.18 $376K - $439K
27.2K $1.1M
SPG
Simon Property Group Inc

Real Estate
2.5K
+ 65.68%
$146.09 - $170.11 $365K - $425K
6.3K $1.06M
CVX
Chevron Corp

Energy
2.71K
+ 14.29%
$137.88 - $161.97 $373K - $438K
21.7K $3.19M
GS
Goldman Sachs Group Inc

Financial Services
673
+ 37.18%
$459.02 - $510.25 $309K - $343K
2.48K $1.23M
MPLX
Mplx LP

Energy
7.37K
+ 24.12%
$40.44 - $45.07 $298K - $332K
37.9K $1.69M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 5.26%
$194.9 - $224.8 $289K - $333K
29.7K $6.25M
SBLK
Star Bulk Carriers Corp.

Industrials
13.1K
+ 15.69%
$19.87 - $25.0 $259K - $326K
96.2K $2.28M
MS
Morgan Stanley

Financial Services
2.75K
+ 37.08%
$92.07 - $106.96 $253K - $294K
10.2K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
1.45K
+ 1.46%
$161.02 - $200.0 $234K - $290K
101K $18.8M
HESM
Hess Midstream LP

Energy
7K
+ 19.85%
$34.91 - $38.61 $244K - $270K
42.3K $1.49M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
19K
+ 59.25%
$11.72 - $12.38 $222K - $235K
51K $630K
PG
Procter & Gamble CO

Consumer Defensive
1.25K
+ 17.37%
$160.76 - $177.82 $200K - $222K
8.43K $1.46M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.14K
+ 8.8%
$162.64 - $179.3 $186K - $205K
14.1K $2.54M
USAC
Usa Compression Partners, LP

Energy
8.2K
+ 12.14%
$21.09 - $24.66 $173K - $202K
75.8K $1.74M
ABBV
Abb Vie Inc.

Healthcare
939
+ 4.63%
$163.84 - $199.33 $154K - $187K
21.2K $4.19M
FANG
Diamondback Energy, Inc.

Energy
942
+ 22.55%
$168.46 - $210.94 $159K - $199K
5.12K $882K
CSX
Csx Corp

Industrials
3K
+ 16.96%
$32.48 - $35.45 $97.3K - $106K
20.7K $713K
MO
Altria Group, Inc.

Consumer Defensive
1.94K
+ 2.43%
$45.95 - $54.71 $89.2K - $106K
81.9K $4.18M
SHEL
Shell PLC

Energy
1.4K
+ 41.64%
$65.65 - $73.28 $92K - $103K
4.77K $314K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
815
+ 1.59%
$83.76 - $91.82 $68.3K - $74.8K
52.2K $4.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
142
+ 1.82%
$475.2 - $527.7 $67.5K - $74.9K
7.95K $4.2M
NFLX
Netflix Inc

Communication Services
101
+ 2.35%
$598.55 - $722.26 $60.5K - $72.9K
4.4K $3.12M
SHW
Sherwin Williams CO

Basic Materials
171
+ 1.03%
$294.65 - $384.0 $50.4K - $65.7K
16.8K $6.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
633
+ 6.04%
$84.77 - $97.13 $53.7K - $61.5K
11.1K $1.06M
ADBE
Adobe Inc.

Technology
116
+ 4.25%
$508.13 - $586.55 $58.9K - $68K
2.85K $1.47M
Activity Summary
Buys All Purchases 74 New Holdings 4 Increased Positions 70 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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