Cfm Wealth Partners LLC Reduced Holdings in Q3 2025

Cfm Wealth Partners LLC

  • $683 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-8.1K
- 18.77%
$231.66 - $273.65 $1.88M - $2.22M
35.1K $8.31M
XOM
Exxon Mobil Corp

Energy
-31.6K
- 25.23%
$105.83 - $117.22 $3.34M - $3.7M
93.7K $10.6M
LLY
Eli Lilly & CO

Healthcare
-687
- 6.07%
$625.65 - $812.69 $430K - $558K
10.6K $8.11M
KO
Coca Cola CO

Consumer Defensive
-6.03K
- 8.74%
$65.67 - $71.67 $396K - $432K
63K $4.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.64K
- 14.17%
$459.11 - $506.91 $754K - $832K
9.95K $5M
SPG
Simon Property Group Inc

Real Estate
-4.08K
- 46.87%
$159.93 - $187.67 $653K - $766K
4.63K $868K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.6K
- 8.21%
$291.67 - $316.99 $468K - $508K
17.9K $5.45M
PG
Procter & Gamble CO

Consumer Defensive
-1.24K
- 11.79%
$150.47 - $161.22 $187K - $200K
9.28K $1.43M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-9.08K
- 20.3%
$46.25 - $56.87 $420K - $517K
35.7K $1.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.32K
- 33.46%
$293.94 - $444.72 $683K - $1.03M
4.62K $2.06M
SBUX
Starbucks Corp

Consumer Cyclical
-366
- 3.77%
$81.9 - $96.86 $30K - $35.5K
9.33K $789K
MRK
Merck & Co., Inc.

Healthcare
-1.69K
- 16.13%
$77.6 - $87.37 $131K - $147K
8.77K $736K
LMT
Lockheed Martin Corp

Industrials
-210
- 21.41%
$410.74 - $499.21 $86.3K - $105K
771 $384K
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.02K
- 5.77%
$92.26 - $97.51 $371K - $392K
65.7K $6.34M
KMI
Kinder Morgan, Inc.

Energy
-717
- 3.77%
$26.23 - $28.5 $18.8K - $20.4K
18.3K $517K
ABT
Abbott Laboratories

Healthcare
-204
- 3.96%
$120.51 - $136.62 $24.6K - $27.9K
4.94K $662K
IVV
Ishares Core S&P 500 ETF

ETFs
-139
- 11.97%
$620.67 - $670.08 $86.3K - $93.1K
1.02K $684K
NKE
Nike, Inc.

Consumer Cyclical
-342
- 9.86%
$69.24 - $79.24 $23.7K - $27.1K
3.13K $218K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-490
- 12.29%
$57.15 - $62.12 $28K - $30.4K
3.5K $217K
CSX
Csx Corp

Industrials
-965
- 14.57%
$32.05 - $36.52 $30.9K - $35.2K
5.66K $200K
Blackrock Inc
-32
- 9.12%
N/A
319 $0
Ftai Aviation LTD
-4.34K
- 33.96%
N/A
8.45K $0
AMGN
Amgen Inc

Healthcare
-12
- 0.39%
$271.18 - $309.22 $3.25K - $3.71K
3.07K $867K
PFE
Pfizer Inc

Healthcare
-372
- 2.67%
$23.29 - $25.88 $8.66K - $9.63K
13.5K $345K
PEP
Pepsico Inc

Consumer Defensive
-215
- 4.64%
$133.81 - $152.16 $28.8K - $32.7K
4.42K $620K
UNP
Union Pacific Corp

Industrials
-70
- 1.42%
$214.91 - $237.16 $15K - $16.6K
4.86K $1.15M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-15
- 0.22%
$39.06 - $43.42 $586 - $651
6.65K $288K
EPD
Enterprise Products Partners L.P.

Energy
-276
- 0.15%
$30.74 - $32.14 $8.48K - $8.87K
188K $5.87M
JNJ
Johnson & Johnson

Healthcare
-83
- 3.27%
$155.17 - $185.42 $12.9K - $15.4K
2.45K $454K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.87K
- 4.55%
$42.26 - $47.16 $121K - $135K
60.2K $2.79M
IVW
Ishares S&P 500 Growth ETF

ETFs
-76
- 0.66%
$108.97 - $121.65 $8.28K - $9.25K
11.5K $1.39M
PWR
Quanta Services, Inc.

Industrials
-36
- 0.8%
$372.29 - $421.68 $13.4K - $15.2K
4.48K $1.86M
CVX
Chevron Corp

Energy
-576
- 2.68%
$145.57 - $161.83 $83.8K - $93.2K
20.9K $3.24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-993
- 4.96%
$420.11 - $472.68 $417K - $469K
19K $8.91M
CAT
Caterpillar Inc

Industrials
-8
- 0.16%
$390.92 - $477.15 $3.13K - $3.82K
4.85K $2.31M
AMD
Advanced Micro Devices Inc

Technology
-83
- 0.18%
$134.8 - $184.42 $11.2K - $15.3K
45.2K $7.32M
GOOG
Alphabet Inc.

Communication Services
-1.1K
- 2.4%
$175.16 - $255.24 $192K - $280K
44.6K $10.9M
AAPL
Apple Inc.

Technology
-1.05K
- 0.36%
$202.38 - $256.87 $213K - $270K
289K $73.6M
Activity Summary
Buys All Purchases 61 New Holdings 11 Increased Positions 50 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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