Cfm Wealth Partners LLC Sells in Q3 2024

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-11.5K
- 51.83%
$125.0 - $147.17 $1.44M - $1.69M
10.7K $1.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-5.05K
- 67.9%
$217.89 - $392.15 $1.1M - $1.98M
2.39K $669K
SBUX
Starbucks Corp

Consumer Cyclical
-12.3K
- 49.54%
$72.51 - $98.6 $894K - $1.22M
12.6K $1.22M
FFIN
First Financial Bankshares Inc

Financial Services
-20.6K
- 10.78%
$28.56 - $39.46 $588K - $812K
170K $6.3M
AAPL
Apple Inc.

Technology
-1.36K
- 0.45%
$207.23 - $234.82 $282K - $320K
300K $69.8M
NKE
Nike, Inc.

Consumer Cyclical
-3.45K
- 32.3%
$71.09 - $89.44 $245K - $309K
7.23K $638K
IYR
Ishares Tr

ETFs
-2.99K
- 39.26%
$86.93 - $103.61 $260K - $309K
4.62K $470K
ABT
Abbott Laboratories

Healthcare
-1.89K
- 23.57%
$100.07 - $118.13 $189K - $223K
6.11K $696K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-659
- 7.23%
$283.28 - $314.39 $187K - $207K
8.46K $2.66M
DIS
Walt Disney CO

Communication Services
-2.08K
- 46.56%
$85.6 - $98.61 $178K - $205K
2.39K $229K
PWR
Quanta Services, Inc.

Industrials
-561
- 10.44%
$239.58 - $298.23 $134K - $167K
4.81K $1.43M
MCD
Mcdonalds Corp

Consumer Cyclical
-506
- 2.66%
$245.82 - $304.51 $124K - $154K
18.5K $5.64M
T
At&T Inc.

Communication Services
-6.87K
- 33.12%
$18.21 - $22.28 $125K - $153K
13.9K $305K
TSLA
Tesla, Inc.

Consumer Cyclical
-529
- 6.85%
$191.76 - $263.26 $101K - $139K
7.19K $1.88M
CRM
Salesforce, Inc.

Technology
-473
- 1.11%
$238.42 - $276.53 $113K - $131K
42K $11.5M
OKE
Oneok Inc

Energy
-1.33K
- 6.83%
$78.62 - $95.27 $105K - $127K
18.2K $1.66M
APO
Apollo Global Management, Inc.

Financial Services
-939
- 29.85%
$99.16 - $125.81 $93.1K - $118K
2.21K $275K
KMI
Kinder Morgan, Inc.

Energy
-5.13K
- 18.62%
$19.72 - $22.22 $101K - $114K
22.4K $494K
IBM
International Business Machines Corp

Technology
-487
- 20.23%
$175.1 - $223.38 $85.3K - $109K
1.92K $424K
EMR
Emerson Electric CO

Industrials
-958
- 33.4%
$98.19 - $118.87 $94.1K - $114K
1.91K $208K
QCOM
Qualcomm Inc

Technology
-580
- 8.03%
$156.12 - $209.64 $90.5K - $122K
6.64K $1.13M
AMAT
Applied Materials Inc

Technology
-483
- 3.12%
$174.88 - $254.97 $84.5K - $123K
15K $3.03M
COP
Conocophillips

Energy
-772
- 6.6%
$102.3 - $116.61 $79K - $90K
10.9K $1.15M
SM
Sm Energy CO

Energy
-1.93K
- 23.54%
$38.07 - $47.26 $73.6K - $91.3K
6.28K $250K
LMT
Lockheed Martin Corp

Industrials
-105
- 9.67%
$460.3 - $584.56 $48.3K - $61.4K
981 $573K
TRGP
Targa Resources Corp.

Energy
-416
- 5.68%
$127.86 - $156.46 $53.2K - $65.1K
6.91K $1.02M
INTC
Intel Corp

Technology
-2.32K
- 15.54%
$18.9 - $34.87 $43.8K - $80.9K
12.6K $295K
C
Citigroup Inc

Financial Services
-856
- 17.47%
$56.11 - $67.61 $48K - $57.9K
4.04K $253K
MRK
Merck & Co., Inc.

Healthcare
-469
- 2.46%
$111.15 - $128.97 $52.1K - $60.5K
18.6K $2.11M
PFE
Pfizer Inc

Healthcare
-1.55K
- 6.02%
$27.7 - $31.39 $42.9K - $48.7K
24.2K $699K
RY
Royal Bank Of Canada

Financial Services
-345
- 1.59%
$105.65 - $124.73 $36.4K - $43K
21.4K $2.67M
JNJ
Johnson & Johnson

Healthcare
-246
- 9.48%
$145.48 - $167.38 $35.8K - $41.2K
2.35K $380K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 0.53%
$332.02 - $382.76 $33.2K - $38.3K
18.9K $7.11M
CSCO
Cisco Systems, Inc.

Technology
-681
- 7.88%
$44.74 - $53.22 $30.5K - $36.2K
7.96K $423K
PEP
Pepsico Inc

Consumer Defensive
-194
- 4.21%
$161.9 - $179.3 $31.4K - $34.8K
4.42K $750K
HCA
Hca Healthcare, Inc.

Healthcare
-83
- 3.93%
$315.12 - $406.43 $26.2K - $33.7K
2.03K $824K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-48
- 12.9%
$531.86 - $624.21 $25.5K - $30K
324 $200K
WMT
Walmart Inc.

Consumer Defensive
-334
- 0.75%
$66.91 - $81.4 $22.3K - $27.2K
44.1K $3.56M
ACLS
Axcelis Technologies Inc

Technology
-222
- 0.85%
$96.98 - $155.02 $21.5K - $34.4K
26K $2.73M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-239
- 1.02%
$75.63 - $84.89 $18.1K - $20.3K
23.2K $1.95M
BMY
Bristol Myers Squibb CO

Healthcare
-393
- 8.93%
$39.66 - $51.75 $15.6K - $20.3K
4.01K $207K
CAT
Caterpillar Inc

Industrials
-48
- 0.86%
$316.8 - $391.12 $15.2K - $18.8K
5.54K $2.17M
AMGN
Amgen Inc

Healthcare
-43
- 1.34%
$309.38 - $337.38 $13.3K - $14.5K
3.17K $1.02M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-214
- 0.38%
$47.78 - $62.75 $10.2K - $13.4K
55.5K $3.24M
DVY
Ishares Tr

ETFs
-91
- 3.27%
$119.99 - $135.74 $10.9K - $12.4K
2.69K $363K
GE
General Electric CO

Industrials
-56
- 4.8%
$156.66 - $189.66 $8.77K - $10.6K
1.11K $209K
ACN
Accenture PLC

Technology
-31
- 3.89%
$295.44 - $355.81 $9.16K - $11K
766 $270K
BCE
Bce Inc

Communication Services
-222
- 3.66%
$31.33 - $36.08 $6.96K - $8.01K
5.85K $203K
ADP
Automatic Data Processing Inc

Industrials
-25
- 1.62%
$233.44 - $279.45 $5.84K - $6.99K
1.52K $420K
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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