Cfm Wealth Partners LLC Reduced Holdings in Q1 2025

Cfm Wealth Partners LLC

  • $565 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-2.1K
- 0.36%
$106.98 - $149.43 $224K - $313K
575K $62.3M
AMD
Advanced Micro Devices Inc

Technology
-7.29K
- 12.92%
$96.63 - $129.55 $704K - $944K
49.1K $5.05M
TSLA
Tesla, Inc.

Consumer Cyclical
-44
- 0.59%
$222.15 - $428.22 $9.77K - $18.8K
7.36K $1.91M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-91
- 0.1%
$47.79 - $59.89 $4.35K - $5.45K
94.5K $4.75M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-5.45K
- 10.01%
$43.82 - $58.86 $239K - $321K
49K $2.24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-300
- 1.56%
$360.07 - $417.26 $108K - $125K
18.9K $6.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-67
- 0.39%
$468.34 - $539.52 $31.4K - $36.1K
17.3K $8.1M
MRK
Merck & Co., Inc.

Healthcare
-3.7K
- 20.6%
$83.01 - $101.02 $307K - $374K
14.3K $1.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
-37
- 0.22%
$551.42 - $612.93 $20.4K - $22.7K
17.1K $9.59M
CAT
Caterpillar Inc

Industrials
-556
- 10.28%
$326.75 - $407.63 $182K - $227K
4.85K $1.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-326
- 0.51%
$40.03 - $46.81 $13K - $15.3K
63.6K $2.59M
UNH
Unitedhealth Group Inc

Healthcare
-653
- 13.99%
$461.52 - $548.18 $301K - $358K
4.01K $2.1M
PFE
Pfizer Inc

Healthcare
-3.63K
- 13.74%
$25.01 - $27.13 $90.8K - $98.5K
22.8K $577K
IVW
Ishares S&P 500 Growth ETF

ETFs
-26
- 0.22%
$92.45 - $106.69 $2.4K - $2.77K
11.8K $1.1M
NKE
Nike, Inc.

Consumer Cyclical
-619
- 14.24%
$63.29 - $81.72 $39.2K - $50.6K
3.73K $236K
CSX
Csx Corp

Industrials
-1.88K
- 20.88%
$29.11 - $33.67 $54.7K - $63.3K
7.12K $209K
FIP
Ftai Infrastructure LLC
-3.01K
- 19.37%
$4.53 - $8.41 $13.6K - $25.3K
12.5K $56K
IVV
Ishares Core S&P 500 ETF

ETFs
-35
- 2.85%
$554.06 - $615.85 $19.4K - $21.6K
1.2K $671K
LMT
Lockheed Martin Corp

Industrials
-30
- 2.97%
$423.19 - $506.29 $12.7K - $15.2K
981 $438K
BAC
Bank Of America Corp

Financial Services
-455
- 5.63%
$39.61 - $47.74 $18K - $21.7K
7.63K $318K
ACN
Accenture PLC

Technology
-21
- 2.74%
$300.91 - $398.25 $6.32K - $8.36K
745 $232K
C
Citigroup Inc

Financial Services
-480
- 11.05%
$67.23 - $84.63 $32.3K - $40.6K
3.86K $274K
FFIN
First Financial Bankshares Inc

Financial Services
-82
- 0.05%
$34.78 - $38.52 $2.85K - $3.16K
166K $5.97M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.03K
- 18.54%
$47.66 - $57.45 $49.1K - $59.2K
4.53K $246K
Ftai Aviation LTD
-17.1K
- 56.72%
N/A
13.1K $0
ADP
Automatic Data Processing Inc

Industrials
-30
- 2.01%
$286.85 - $318.64 $8.61K - $9.56K
1.47K $447K
ENB
Enbridge Inc

Energy
-885
- 3.26%
$41.54 - $45.45 $36.8K - $40.2K
26.3K $1.16M
INTC
Intel Corp

Technology
-1K
- 7.66%
$19.1 - $27.39 $19.2K - $27.5K
12.1K $275K
SBUX
Starbucks Corp

Consumer Cyclical
-691
- 5.72%
$91.75 - $115.81 $63.4K - $80K
11.4K $1.12M
KMI
Kinder Morgan, Inc.

Energy
-3
- 0.02%
$26.1 - $31.22 $78.3 - $93.7
19K $542K
WEC
Wec Energy Group, Inc.

Utilities
-45
- 1.97%
$92.12 - $108.98 $4.15K - $4.9K
2.25K $244K
JNJ
Johnson & Johnson

Healthcare
-115
- 4.24%
$142.06 - $167.7 $16.3K - $19.3K
2.6K $430K
ABT
Abbott Laboratories

Healthcare
-59
- 1.13%
$111.1 - $140.22 $6.55K - $8.27K
5.15K $682K
PSX
Phillips 66

Energy
-23
- 0.22%
$113.93 - $131.55 $2.62K - $3.03K
10.6K $1.31M
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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