Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $683 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
250
$70.47 - $103.38 $17.6K - $25.8K
CABO
Cable One, Inc.

Communication Services
Q3 2020 Filed on Nov 10, 2020
42
$1699.07 - $1928.0 $71.4K - $81K
FTV
Fortive Corp

Technology
Q3 2020 Filed on Nov 10, 2020
423
$56.28 - $64.96 $23.8K - $27.5K
HBAN
Huntington Bancshares Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,685
$8.06 - $10.12 $13.6K - $17.1K
CDK
Cdk Global, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
406
$40.33 - $47.68 $16.4K - $19.4K
CMCSA
Comcast Corp

Communication Services
Q3 2020 Filed on Nov 10, 2020
2,090
$39.25 - $46.81 $82K - $97.8K
PPG
Ppg Industries Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
34
$105.08 - $130.21 $3.57K - $4.43K
ZION
Zions Bancorporation, National Association

Financial Services
Q3 2020 Filed on Nov 10, 2020
280
$28.22 - $35.39 $7.9K - $9.91K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
814
$126.88 - $145.8 $103K - $119K
GNTX
Gentex Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
3,907
$24.91 - $28.22 $97.3K - $110K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q3 2020 Filed on Nov 10, 2020
180
$59.39 - $68.32 $10.7K - $12.3K
SO
Southern CO

Utilities
Q3 2020 Filed on Nov 10, 2020
2,346
$51.56 - $55.78 $121K - $131K
AIZ
Assurant, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
773
$97.56 - $125.07 $75.4K - $96.7K
CTRA
Coterra Energy Inc.

Energy
Q3 2020 Filed on Nov 10, 2020
1,320
$17.0 - $20.59 $22.4K - $27.2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
63
$544.75 - $658.21 $34.3K - $41.5K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
260
$16.36 - $25.09 $4.25K - $6.52K
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,262
$58.03 - $70.74 $73.2K - $89.3K
Apache Corporation
Q3 2020 Filed on Nov 10, 2020
703
N/A
MPC
Marathon Petroleum Corp

Energy
Q3 2020 Filed on Nov 10, 2020
400
$28.62 - $39.91 $11.4K - $16K
USB
Us Bancorp \De\

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,346
$34.22 - $38.31 $46.1K - $51.6K
LNT
Alliant Energy Corp

Utilities
Q3 2020 Filed on Nov 10, 2020
1,997
$48.25 - $55.35 $96.4K - $111K
GWRE
Guidewire Software, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
1,176
$103.33 - $121.84 $122K - $143K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
57
$70.69 - $91.55 $4.03K - $5.22K
WFC
Wells Fargo & Company

Financial Services
Q3 2020 Filed on Nov 10, 2020
4,054
$22.83 - $26.35 $92.6K - $107K
PARA
Paramount Global

Communication Services
Q3 2020 Filed on Nov 10, 2020
5,916
$22.1 - $30.68 $131K - $182K
LKQ
Lkq Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
1,714
$25.08 - $33.19 $43K - $56.9K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q3 2020 Filed on Nov 10, 2020
3,711
$70.37 - $77.32 $261K - $287K
OGE
Oge Energy Corp.

Utilities
Q3 2020 Filed on Nov 10, 2020
9,668
$28.69 - $33.79 $277K - $327K
KBE
Spdr S&P Bank ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
7,305
$28.21 - $33.84 $206K - $247K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
6,600
$71.87 - $131.03 $474K - $865K
WAFD
Washington Federal Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
53
$20.2 - $25.89 $1.07K - $1.37K
NMIH
Nmi Holdings, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
569
$13.77 - $19.07 $7.84K - $10.9K
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
150
$125.12 - $143.13 $18.8K - $21.5K
National Instrs Corporation
Q3 2020 Filed on Nov 10, 2020
3,138
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2020 Filed on Nov 10, 2020
1,852
$103.87 - $120.36 $192K - $223K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
2,604
$33.9 - $41.18 $88.3K - $107K
FISV
Fiserv Inc

Technology
Q3 2020 Filed on Nov 10, 2020
2,097
$93.06 - $104.07 $195K - $218K
CERS
Cerus Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
5,000
$5.78 - $7.47 $28.9K - $37.4K
CVGW
Calavo Growers Inc

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

Basic Materials
Q3 2020 Filed on Nov 10, 2020
1,067
$25.32 - $30.13 $27K - $32.1K
AL
Air Lease Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
1,150
$25.74 - $33.04 $29.6K - $38K
A
Agilent Technologies, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
865
$88.11 - $103.42 $76.2K - $89.5K
NSC
Norfolk Southern Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
160
$170.85 - $222.94 $27.3K - $35.7K
IDA
Idacorp Inc

Utilities
Q3 2020 Filed on Nov 10, 2020
916
$79.51 - $94.78 $72.8K - $86.8K
ZTS
Zoetis Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
593
$137.1 - $165.37 $81.3K - $98.1K
EW
Edwards Lifesciences Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
1,050
$67.19 - $87.44 $70.5K - $91.8K
AXP
American Express CO

Financial Services
Q3 2020 Filed on Nov 10, 2020
820
$90.57 - $107.27 $74.3K - $88K
IT
Gartner Inc

Technology
Q3 2020 Filed on Nov 10, 2020
189
$118.16 - $134.19 $22.3K - $25.4K
ELV
Elevance Health, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
100
$245.73 - $284.63 $24.6K - $28.5K
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