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
XOM
Exxon Mobil Corp

Energy
494
+ 0.31%
$109.72 - $119.0 $54.2K - $58.8K
158K $18.5M
PM
Philip Morris International Inc.

Consumer Defensive
475
+ 0.53%
$101.25 - $127.45 $48.1K - $60.5K
89.6K $10.9M
CRGY
Crescent Energy CO

Energy
3.99K
+ 8.21%
$10.19 - $12.5 $40.7K - $49.9K
52.6K $575K
LOW
Lowes Companies Inc

Consumer Cyclical
117
+ 5.8%
$213.3 - $270.78 $25K - $31.7K
2.13K $577K
VZ
Verizon Communications Inc

Communication Services
693
+ 4.61%
$38.89 - $45.0 $27K - $31.2K
15.7K $706K
EFA
Ishares Tr Msci Eafe ETF

ETFs
318
+ 3.13%
$75.32 - $84.37 $24K - $26.8K
10.5K $877K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
700
+ 11.09%
$32.04 - $37.11 $22.4K - $26K
7.01K $255K
TXN
Texas Instruments Inc

Technology
135
+ 2.51%
$194.6 - $194.6 $26.3K - $26.3K
5.51K $1.07M
DOW
Dow Inc.

Basic Materials
418
+ 7.5%
$50.15 - $55.41 $21K - $23.2K
5.99K $327K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
183
+ 5.43%
$105.53 - $118.34 $19.3K - $21.7K
3.55K $415K
TJX
Tjx Companies Inc

Consumer Cyclical
156
+ 0.43%
$107.93 - $120.23 $16.8K - $18.8K
36.7K $4.31M
BAC
Bank Of America Corp

Financial Services
200
+ 2.54%
$36.65 - $44.13 $7.33K - $8.83K
8.08K $320K
TGT
Target Corp

Consumer Defensive
33
+ 1.18%
$133.47 - $159.25 $4.4K - $5.26K
2.83K $440K
GOOG
Alphabet Inc.

Communication Services
22
+ 0.05%
$149.54 - $192.66 $3.29K - $4.24K
45.7K $7.64M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35
+ 0.35%
$57.32 - $62.65 $2.01K - $2.19K
9.93K $618K
ET
Energy Transfer LP

Energy
49
+ 0.03%
$15.43 - $16.44 $756 - $806
186K $2.99M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.09%
$520.18 - $576.82 $520 - $577
1.13K $653K
ALLY
Ally Financial Inc.

Financial Services
2
+ 0.03%
$32.67 - $45.01 $65.3 - $90
6.78K $241K
FIP
Ftai Infrastructure LLC
25
+ 0.17%
$8.08 - $10.31 $202 - $258
14.8K $138K
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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