Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024

Cfm Wealth Partners LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $568 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $71M, Apple Inc. with a value of $69.8M, Alphabet Inc. with a value of $21.8M, Microsoft Corp with a value of $21.4M, and Amazon Com Inc with a value of $18.8M.

Examining the 13F form we can see an increase of $83.8M in the current position value, from $484M to 568M.

Below you can find more details about Cfm Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $568 Million
Technology: $212 Million
ETFs: $64.7 Million
Consumer Cyclical: $58.5 Million
Energy: $56.5 Million
Financial Services: $47.2 Million
Communication Services: $45.5 Million
Consumer Defensive: $39 Million
Healthcare: $25.9 Million
Other: $18.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$350B
$71 Million 12.5% of portfolio
584,754
Q3 2024 Added 903.32%
$3.9T
$69.8 Million 12.29% of portfolio
299,891
Q3 2024 Reduced 0.45%
$1.02T
$21.8 Million 3.83% of portfolio
131,204
Q3 2024 Added 3.44%
$3.21T
$21.4 Million 3.77% of portfolio
49,811
Q3 2024 Added 3.22%
$2.17T
$18.8 Million 3.32% of portfolio
101,129
Q3 2024 Added 1.46%
$490B
$18.5 Million 3.25% of portfolio
157,617
Q3 2024 Added 0.31%
$512B
$11.8 Million 2.07% of portfolio
42,858
Q3 2024 Added 11.62%
$117B
$11.6 Million 2.05% of portfolio
34,045
Q3 2024 Added 5.09%
$1.37T
$11.6 Million 2.04% of portfolio
20,203
Q3 2024 Added 11.69%
$331B
$11.5 Million 2.02% of portfolio
42,005
Q3 2024 Reduced 1.11%
$201B
$10.9 Million 1.91% of portfolio
89,566
Q3 2024 Added 0.53%
$773B
$10.8 Million 1.9% of portfolio
12,201
Q3 2024 Added 55.63%
$69B
$10.2 Million 1.8% of portfolio
223,656
Q3 2024 Reduced 0.04%
$229B
$10.2 Million 1.79% of portfolio
62,064
Q3 2024 Added 5.52%
$435B
$9.6 Million 1.69% of portfolio
10,830
Q3 2024 Added 15.9%
$78.4B
$9.54 Million 1.68% of portfolio
8,281
Q3 2024 Added 9.19%
$440B
$7.17 Million 1.26% of portfolio
17,695
Q3 2024 Added 6.47%
$502B
$7.19 Million 1.26% of portfolio
14,556
Q3 2024 Added 18.86%
$102B
$6.4 Million 1.13% of portfolio
16,778
Q3 2024 Added 1.03%
$5.83B
$6.3 Million 1.11% of portfolio
170,354
Q3 2024 Reduced 10.78%
$718B
$6.25 Million 1.1% of portfolio
29,661
Q3 2024 Added 5.26%
$217B
$5.64 Million 0.99% of portfolio
18,510
Q3 2024 Reduced 2.66%
$1.69B
$5.45 Million 0.96% of portfolio
94,525
Q3 2024 Added 4,930.6%
$72.4B
$5.27 Million 0.93% of portfolio
180,986
Q3 2024 Added 12.94%
$612B
$4.6 Million 0.81% of portfolio
9,999
Q3 2024 Added 40.75%
$275B
$4.46 Million 0.78% of portfolio
62,031
Q3 2024 Added 11.44%
$145B
$4.31 Million 0.76% of portfolio
36,707
Q3 2024 Added 0.43%
$102B
$4.18 Million 0.74% of portfolio
81,871
Q3 2024 Added 2.43%
$321B
$4.19 Million 0.74% of portfolio
21,203
Q3 2024 Added 4.63%
$214B
$3.8 Million 0.67% of portfolio
4,254
Q3 2024 Added 25.01%
$254B
$3.56 Million 0.63% of portfolio
44,053
Q3 2024 Reduced 0.75%
$88.8B
$3.44 Million 0.6% of portfolio
46,667
Q3 2024 Reduced 0.06%
$136B
$3.35 Million 0.59% of portfolio
25,626
Q3 2024 Added 49.44%
$3.98B
$3.24 Million 0.57% of portfolio
55,512
Q3 2024 Reduced 0.38%
$317B
$3.19 Million 0.56% of portfolio
21,656
Q3 2024 Added 14.29%
$401B
$3.12 Million 0.55% of portfolio
4,401
Q3 2024 Added 2.35%
$59.5B
$2.99 Million 0.53% of portfolio
186,171
Q3 2024 Added 0.03%
$158B
$3.03 Million 0.53% of portfolio
15,020
Q3 2024 Reduced 3.12%
$2.52B
$2.73 Million 0.48% of portfolio
26,041
Q3 2024 Reduced 0.85%
$174B
$2.67 Million 0.47% of portfolio
21,401
Q3 2024 Reduced 1.59%
$566B
$2.57 Million 0.45% of portfolio
4,396
Q3 2024 Added 56.44%
$1.77B
$2.28 Million 0.4% of portfolio
96,224
Q3 2024 Added 15.69%
$243M
$2.19 Million 0.39% of portfolio
264,039
Q1 2023 New
$211B
$2.17 Million 0.38% of portfolio
5,540
Q3 2024 Reduced 0.86%
$258B
$2.11 Million 0.37% of portfolio
18,622
Q3 2024 Reduced 2.46%
$1.11T
$1.88 Million 0.33% of portfolio
7,188
Q3 2024 Reduced 6.85%
$2.34B
$1.74 Million 0.31% of portfolio
75,796
Q3 2024 Added 12.14%
$50.9B
$1.69 Million 0.3% of portfolio
37,921
Q3 2024 Added 24.12%
$49.4B
$1.66 Million 0.29% of portfolio
18,190
Q3 2024 Reduced 6.83%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $568 Million
  • Prior Value $484 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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