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
$362B
$71 Million 12.5% of portfolio
584,754
Q3 2024 Added 903.32%
$3.91T
$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%
$3.26T
$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%
$476B
$18.5 Million 3.25% of portfolio
157,617
Q3 2024 Added 0.31%
$507B
$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%
$368B
$11.5 Million 2.02% of portfolio
42,005
Q3 2024 Reduced 1.11%
$202B
$10.9 Million 1.91% of portfolio
89,566
Q3 2024 Added 0.53%
$788B
$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%
$439B
$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%
$438B
$7.17 Million 1.26% of portfolio
17,695
Q3 2024 Added 6.47%
$497B
$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%
$714B
$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%
$269B
$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%
$312B
$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%
$256B
$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%
$310B
$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%
$571B
$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%
$246M
$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%
$257B
$2.11 Million 0.37% of portfolio
18,622
Q3 2024 Reduced 2.46%
$1.13T
$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
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