Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $683 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VO
Vanguard Mid Cap ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
525
$164.39 - $185.0 $86.3K - $97.1K
HOLX
Hologic Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
720
$56.85 - $73.32 $40.9K - $52.8K
AIN
Albany International Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
455
$48.08 - $56.94 $21.9K - $25.9K
SJI
South Jersey Industries Inc

Utilities
Q3 2020 Filed on Nov 10, 2020
1,107
$18.48 - $24.61 $20.5K - $27.2K
CHUY
Chuy'S Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
707
$12.83 - $23.86 $9.07K - $16.9K
FLT
Fleetcor Technologies Inc

Technology
Q3 2020 Filed on Nov 10, 2020
78
$230.57 - $265.79 $18K - $20.7K
TWOU
2 U, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
1,765
$32.65 - $48.53 $57.6K - $85.7K
RAMP
Live Ramp Holdings, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
1,268
$43.69 - $58.82 $55.4K - $74.6K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
1,067
$50.91 - $60.77 $54.3K - $64.8K
ALGN
Align Technology Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
98
$270.24 - $335.24 $26.5K - $32.9K
Flir Systems Incorporated
Q3 2020 Filed on Nov 10, 2020
728
N/A
MPWR
Monolithic Power Systems Inc

Technology
Q3 2020 Filed on Nov 10, 2020
405
$235.55 - $282.85 $95.4K - $115K
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
646
$67.17 - $101.75 $43.4K - $65.7K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
40
$81.54 - $99.26 $3.26K - $3.97K
ALB
Albemarle Corp

Basic Materials
Q3 2020 Filed on Nov 10, 2020
799
$75.75 - $100.45 $60.5K - $80.3K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
2,080
$43.34 - $53.1 $90.1K - $110K
Tcf Financial Corporation New
Q3 2020 Filed on Nov 10, 2020
1,159
N/A
WRK
West Rock CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
1,619
$26.22 - $37.64 $42.5K - $60.9K
DE
Deere & CO

Industrials
Q3 2020 Filed on Nov 10, 2020
300
$156.85 - $221.97 $47.1K - $66.6K
Pluralsight Incorporated Com Class A
Q3 2020 Filed on Nov 10, 2020
3,625
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
2,000
$48.61 - $59.27 $97.2K - $119K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
545
$116.12 - $130.99 $63.3K - $71.4K
NEOG
Neogen Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
976
$36.62 - $40.95 $35.7K - $40K
MCY
Mercury General Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,375
$39.04 - $46.18 $53.7K - $63.5K
MSCI
Msci Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
78
$339.25 - $394.0 $26.5K - $30.7K
CW
Curtiss Wright Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
461
$83.91 - $108.62 $38.7K - $50.1K
COO
Cooper Companies, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
195
$280.08 - $347.78 $54.6K - $67.8K
NOC
Northrop Grumman Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
200
$285.95 - $348.99 $57.2K - $69.8K
PKI
Perkinelmer Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
585
$97.09 - $125.51 $56.8K - $73.4K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
766
$70.9 - $88.77 $54.3K - $68K
ALL
Allstate Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
442
$85.82 - $97.25 $37.9K - $43K
AOS
Smith A O Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
1,348
$46.3 - $53.73 $62.4K - $72.4K
Wpx Energy Incorporated
Q3 2020 Filed on Nov 10, 2020
466
N/A
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
578
$59.32 - $70.5 $34.3K - $40.7K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
541
$107.44 - $122.24 $58.1K - $66.1K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
381
$141.89 - $158.84 $54.1K - $60.5K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
123
$243.75 - $310.31 $30K - $38.2K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
832
$73.03 - $79.47 $60.8K - $66.1K
Invesco Bldrs Emerging Markets 50 Adr Index Fund
Q3 2020 Filed on Nov 10, 2020
1,332
N/A
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
1,629
$37.81 - $47.77 $61.6K - $77.8K
GD
General Dynamics Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
591
$136.51 - $158.85 $80.7K - $93.9K
WWD
Woodward, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
389
$72.42 - $87.54 $28.2K - $34.1K
CG
Carlyle Group Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,855
$23.57 - $29.61 $43.7K - $54.9K
SYK
Stryker Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
300
$177.77 - $215.81 $53.3K - $64.7K
CRI
Carters Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
15
$76.37 - $89.55 $1.15K - $1.34K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
710
$85.97 - $104.24 $61K - $74K
GLW
Corning Inc

Technology
Q3 2020 Filed on Nov 10, 2020
1,144
$25.66 - $33.7 $29.4K - $38.6K
VGT
Vanguard Information Technolog

ETFs
Q3 2020 Filed on Nov 10, 2020
155
$279.37 - $338.36 $43.3K - $52.4K
IAA
Iaa, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
1,543
$38.04 - $53.62 $58.7K - $82.7K
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