Cfm Wealth Partners LLC Sells in Q2 2025

Cfm Wealth Partners LLC

  • $626 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.47K
- 1.52%
$172.42 - $223.89 $771K - $1M
290K $59.5M
LLY
Eli Lilly & CO

Healthcare
-1.4K
- 11.03%
$713.71 - $898.95 $1M - $1.26M
11.3K $8.82M
XOM
Exxon Mobil Corp

Energy
-1.9K
- 1.49%
$99.93 - $119.04 $190K - $226K
125K $13.5M
EPD
Enterprise Products Partners L.P.

Energy
-6.79K
- 3.49%
$28.95 - $34.22 $197K - $232K
188K $5.83M
FANG
Diamondback Energy, Inc.

Energy
-4.57K
- 75.84%
$119.25 - $161.49 $545K - $738K
1.46K $200K
CVX
Chevron Corp

Energy
-1.43K
- 6.23%
$133.73 - $168.51 $191K - $240K
21.5K $3.07M
MRK
Merck & Co., Inc.

Healthcare
-3.8K
- 26.66%
$73.47 - $87.12 $279K - $331K
10.5K $827K
QCOM
Qualcomm Inc

Technology
-2.63K
- 39.57%
$124.66 - $159.48 $328K - $420K
4.02K $640K
OKE
Oneok Inc

Energy
-168
- 0.92%
$78.71 - $100.37 $13.2K - $16.9K
18K $1.47M
PFE
Pfizer Inc

Healthcare
-8.87K
- 38.93%
$21.59 - $24.84 $192K - $220K
13.9K $337K
SBUX
Starbucks Corp

Consumer Cyclical
-1.69K
- 14.87%
$79.69 - $99.41 $135K - $168K
9.7K $888K
COP
Conocophillips

Energy
-79
- 0.75%
$82.66 - $106.1 $6.53K - $8.38K
10.4K $937K
ET
Energy Transfer LP

Energy
-4.29K
- 2.22%
$15.65 - $18.93 $67.2K - $81.2K
189K $3.42M
MO
Altria Group, Inc.

Consumer Defensive
-805
- 0.97%
$55.56 - $60.91 $44.7K - $49K
82.4K $4.83M
FFIN
First Financial Bankshares Inc

Financial Services
-4.54K
- 2.73%
$31.3 - $37.48 $142K - $170K
162K $5.82M
AMGN
Amgen Inc

Healthcare
-93
- 2.93%
$262.28 - $309.85 $24.4K - $28.8K
3.09K $861K
PEP
Pepsico Inc

Consumer Defensive
-65
- 1.38%
$128.02 - $151.37 $8.32K - $9.84K
4.63K $611K
VZ
Verizon Communications Inc

Communication Services
-1.12K
- 6.64%
$41.67 - $45.62 $46.6K - $51K
15.7K $680K
JNJ
Johnson & Johnson

Healthcare
-59
- 2.27%
$146.36 - $159.82 $8.64K - $9.43K
2.54K $387K
SHEL
Shell PLC

Energy
-347
- 10.31%
$59.75 - $73.05 $20.7K - $25.3K
3.02K $212K
WEC
Wec Energy Group, Inc.

Utilities
-48
- 2.14%
$102.24 - $109.76 $4.91K - $5.27K
2.2K $228K
INTC
Intel Corp

Technology
-521
- 4.3%
$18.13 - $22.69 $9.45K - $11.8K
11.6K $259K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-539
- 11.91%
$48.22 - $60.41 $26K - $32.6K
3.99K $238K
EMR
Emerson Electric CO

Industrials
-350
- 18.18%
$94.15 - $133.33 $33K - $46.7K
1.58K $209K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-865
- 11.48%
$30.87 - $39.17 $26.7K - $33.9K
6.67K $261K
Blackrock Inc
-8
- 2.23%
N/A
351 $0
Ftai Aviation LTD
-293
- 2.24%
N/A
12.8K $0
Lam Research Corp
-2.32K
- 40.42%
N/A
3.43K $0
T
At&T Inc.

Communication Services
-286
- 2.08%
$26.33 - $28.94 $7.53K - $8.28K
13.4K $389K
FTNT
Fortinet, Inc.

Technology
-197
- 8.58%
$84.71 - $108.69 $16.7K - $21.4K
2.1K $222K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-124
- 3.35%
$90.56 - $109.49 $11.2K - $13.6K
3.58K $390K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.04K
- 8.28%
$73.02 - $90.22 $149K - $184K
22.6K $2.02M
CSX
Csx Corp

Industrials
-497
- 6.98%
$26.69 - $32.91 $13.3K - $16.4K
6.62K $216K
NKE
Nike, Inc.

Consumer Cyclical
-260
- 6.97%
$53.27 - $72.04 $13.9K - $18.7K
3.47K $246K
GE
General Electric CO

Industrials
-200
- 18.0%
$166.81 - $257.39 $33.4K - $51.5K
911 $234K
FIP
Ftai Infrastructure LLC
-293
- 2.34%
$3.23 - $6.73 $946 - $1.97K
12.2K $75K
IVV
Ishares Core S&P 500 ETF

ETFs
-34
- 2.85%
$498.8 - $620.9 $17K - $21.1K
1.16K $720K
DELL
Dell Technologies Inc.

Technology
-19
- 0.61%
$71.63 - $125.98 $1.36K - $2.39K
3.08K $377K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-484
- 0.76%
$35.35 - $42.68 $17.1K - $20.7K
63.1K $2.69M
EQT
Eqt Corp

Energy
-85
- 0.38%
$46.11 - $60.44 $3.92K - $5.14K
22K $1.29M
IVW
Ishares S&P 500 Growth ETF

ETFs
-220
- 1.86%
$82.96 - $110.1 $18.3K - $24.2K
11.6K $1.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-39
- 0.54%
$272.36 - $339.57 $10.6K - $13.2K
7.14K $2.43M
TSLA
Tesla, Inc.

Consumer Cyclical
-409
- 5.56%
$221.86 - $362.89 $90.7K - $148K
6.95K $2.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.25K
- 2.38%
$45.98 - $56.15 $103K - $126K
92.3K $5.18M
AMAT
Applied Materials Inc

Technology
-179
- 1.2%
$126.95 - $183.52 $22.7K - $32.9K
14.7K $2.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
-200
- 1.17%
$496.48 - $617.85 $99.3K - $124K
16.9K $10.5M
AMD
Advanced Micro Devices Inc

Technology
-3.83K
- 7.8%
$78.21 - $143.81 $300K - $551K
45.3K $6.43M
NVDA
Nvidia Corp

Technology
-5.18K
- 0.9%
$94.31 - $157.99 $489K - $819K
569K $90M
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email