Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Wpx Energy Incorporated
Q3 2020 Filed on Nov 10, 2020
466
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
250
$70.47 - $103.38 $17.6K - $25.8K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
40
$81.54 - $99.26 $3.26K - $3.97K
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
646
$67.17 - $101.75 $43.4K - $65.7K
HP
Helmerich & Payne, Inc.

Energy
Q3 2020 Filed on Nov 10, 2020
1,240
$13.97 - $20.48 $17.3K - $25.4K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
1,400
$36.19 - $40.8 $50.7K - $57.1K
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
518
$84.45 - $103.02 $43.7K - $53.4K
CMI
Cummins Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
300
$170.95 - $213.51 $51.3K - $64.1K
RPM
Rpm International Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
644
$74.11 - $86.98 $47.7K - $56K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
857
$34.67 - $43.16 $29.7K - $37K
PZZA
Papa Johns International Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
694
$81.64 - $101.73 $56.7K - $70.6K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
237
$120.03 - $142.24 $28.4K - $33.7K
WM
Waste Management Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
367
$102.08 - $117.07 $37.5K - $43K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
578
$59.32 - $70.5 $34.3K - $40.7K
RAMP
Live Ramp Holdings, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
1,268
$43.69 - $58.82 $55.4K - $74.6K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
381
$141.89 - $158.84 $54.1K - $60.5K
GLW
Corning Inc

Technology
Q3 2020 Filed on Nov 10, 2020
1,144
$25.66 - $33.7 $29.4K - $38.6K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
710
$85.97 - $104.24 $61K - $74K
SYK
Stryker Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
300
$177.77 - $215.81 $53.3K - $64.7K
CG
Carlyle Group Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,855
$23.57 - $29.61 $43.7K - $54.9K
WWD
Woodward, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
389
$72.42 - $87.54 $28.2K - $34.1K
GD
General Dynamics Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
591
$136.51 - $158.85 $80.7K - $93.9K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
1,629
$37.81 - $47.77 $61.6K - $77.8K
Invesco Bldrs Emerging Markets 50 Adr Index Fund
Q3 2020 Filed on Nov 10, 2020
1,332
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
832
$73.03 - $79.47 $60.8K - $66.1K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
123
$243.75 - $310.31 $30K - $38.2K
IYE
Ishares Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
301
$15.96 - $20.59 $4.8K - $6.2K
KBE
Spdr S&P Bank ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
7,305
$28.21 - $33.84 $206K - $247K
ORCL
Oracle Corp

Technology
Q3 2020 Filed on Nov 10, 2020
2,268
$53.99 - $60.94 $122K - $138K
GWRE
Guidewire Software, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
1,176
$103.33 - $121.84 $122K - $143K
SO
Southern CO

Utilities
Q3 2020 Filed on Nov 10, 2020
2,346
$51.56 - $55.78 $121K - $131K
GNTX
Gentex Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
3,907
$24.91 - $28.22 $97.3K - $110K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
814
$126.88 - $145.8 $103K - $119K
ZION
Zions Bancorporation, National Association

Financial Services
Q3 2020 Filed on Nov 10, 2020
280
$28.22 - $35.39 $7.9K - $9.91K
CMCSA
Comcast Corp

Communication Services
Q3 2020 Filed on Nov 10, 2020
2,090
$39.25 - $46.81 $82K - $97.8K
AIZ
Assurant, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
773
$97.56 - $125.07 $75.4K - $96.7K
LNT
Alliant Energy Corp

Utilities
Q3 2020 Filed on Nov 10, 2020
1,997
$48.25 - $55.35 $96.4K - $111K
USB
Us Bancorp \De\

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,346
$34.22 - $38.31 $46.1K - $51.6K
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,262
$58.03 - $70.74 $73.2K - $89.3K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
57
$70.69 - $91.55 $4.03K - $5.22K
National Instrs Corporation
Q3 2020 Filed on Nov 10, 2020
3,138
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q3 2020 Filed on Nov 10, 2020
40
$157.44 - $181.24 $6.3K - $7.25K
OGE
Oge Energy Corp.

Utilities
Q3 2020 Filed on Nov 10, 2020
9,668
$28.69 - $33.79 $277K - $327K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q3 2020 Filed on Nov 10, 2020
3,711
$70.37 - $77.32 $261K - $287K
LKQ
Lkq Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
1,714
$25.08 - $33.19 $43K - $56.9K
PARA
Paramount Global

Communication Services
Q3 2020 Filed on Nov 10, 2020
5,916
$22.1 - $30.68 $131K - $182K
WFC
Wells Fargo & Company

Financial Services
Q3 2020 Filed on Nov 10, 2020
4,054
$22.83 - $26.35 $92.6K - $107K
AL
Air Lease Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
1,150
$25.74 - $33.04 $29.6K - $38K
CVGW
Calavo Growers Inc

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
167
$57.04 - $68.37 $9.53K - $11.4K
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