Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $626 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ELV
Elevance Health, Inc.

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

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
268
$87.87 - $107.62 $23.5K - $28.8K
F
Ford Motor CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
2,748
$5.84 - $7.28 $16K - $20K
DOV
Dover Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
200
$94.86 - $115.38 $19K - $23.1K
HBAN
Huntington Bancshares Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,685
$8.06 - $10.12 $13.6K - $17.1K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2020 Filed on Nov 10, 2020
525
$50.71 - $55.18 $26.6K - $29K
PPG
Ppg Industries Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
34
$105.08 - $130.21 $3.57K - $4.43K
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
170
$159.8 - $185.44 $27.2K - $31.5K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
31
$12.93 - $18.46 $401 - $572
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
150
$125.12 - $143.13 $18.8K - $21.5K
NMIH
Nmi Holdings, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
569
$13.77 - $19.07 $7.84K - $10.9K
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
MPC
Marathon Petroleum Corp

Energy
Q3 2020 Filed on Nov 10, 2020
400
$28.62 - $39.91 $11.4K - $16K
CME
Cme Group Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
144
$162.35 - $177.03 $23.4K - $25.5K
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
WAFD
Washington Federal Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
53
$20.2 - $25.89 $1.07K - $1.37K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
111
$9.69 - $16.9 $1.08K - $1.88K
CTVA
Corteva, Inc.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
1,067
$25.32 - $30.13 $27K - $32.1K
TWOU
2 U, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
1,765
$32.65 - $48.53 $57.6K - $85.7K
VIAV
Viavi Solutions Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
2,404
$11.4 - $14.44 $27.4K - $34.7K
MNST
Monster Beverage Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
556
$69.03 - $86.53 $38.4K - $48.1K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
692
$15.48 - $25.94 $10.7K - $18K
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
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q3 2020 Filed on Nov 10, 2020
180
$59.39 - $68.32 $10.7K - $12.3K
NEM
Newmont Corp

Basic Materials
Q3 2020 Filed on Nov 10, 2020
486
$59.54 - $70.37 $28.9K - $34.2K
FLT
Fleetcor Technologies Inc

Technology
Q3 2020 Filed on Nov 10, 2020
78
$230.57 - $265.79 $18K - $20.7K
BHKLY
Boc Hong Kong (Hldgs) LTD Spon
Q2 2020 Filed on Aug 14, 2020
160
$54.73 - $64.68 $8.76K - $10.3K
IMBBY
Imperial Brands PLC

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
769
$18.26 - $21.6 $14K - $16.6K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
364
$25.07 - $37.87 $9.13K - $13.8K
LYG
Lloyds Banking Group PLC

Financial Services
Q2 2020 Filed on Aug 14, 2020
7,030
$1.29 - $1.85 $9.07K - $13K
NVT
N Vent Electric PLC

Industrials
Q2 2020 Filed on Aug 14, 2020
337
$15.03 - $21.19 $5.07K - $7.14K
Polyone Corporation
Q2 2020 Filed on Aug 14, 2020
100
N/A
Alerian Mlp ETF
Q2 2020 Filed on Aug 14, 2020
10,465
N/A
ASX
Ase Technology Holding Co., Ltd.

Technology
Q2 2020 Filed on Aug 14, 2020
3,659
$3.53 - $4.61 $12.9K - $16.9K
ORKLY
Orkla As Spon Adr (Rep A)

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
488
$8.19 - $9.2 $4K - $4.49K
NSRPF
Novo Resources Corp.
Q2 2020 Filed on Aug 14, 2020
1,500
$1.24 - $2.81 $1.86K - $4.22K
OXM
Oxford Industries Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
38
$31.82 - $57.06 $1.21K - $2.17K
United Technologies Corporation
Q2 2020 Filed on Aug 14, 2020
1,724
N/A
Allergan PLC Shs
Q2 2020 Filed on Aug 14, 2020
490
N/A
OXY
Occidental Petroleum Corp

Energy
Q2 2020 Filed on Aug 14, 2020
1,871
$10.74 - $24.4 $20.1K - $45.7K
EXP
Eagle Materials Inc

Basic Materials
Q2 2020 Filed on Aug 14, 2020
90
$49.89 - $76.56 $4.49K - $6.89K
Raytheon Company Com New
Q2 2020 Filed on Aug 14, 2020
428
N/A
Tallgrass Energy LP Class A Shs
Q2 2020 Filed on Aug 14, 2020
10,024
N/A
Callon Pete Company Del
Q2 2020 Filed on Aug 14, 2020
5,380
N/A
SUM
Summit Materials, Inc.

Basic Materials
Q2 2020 Filed on Aug 14, 2020
186
$11.05 - $17.97 $2.06K - $3.34K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
40
$39.52 - $57.92 $1.58K - $2.32K
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