Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $565 Million
  • Q1 2025

Cfm Wealth Partners LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $565 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65.4M, Nvidia Corp with a value of $62.3M, Alphabet Inc. with a value of $20.5M, Amazon Com Inc with a value of $20M, and Microsoft Corp with a value of $18.8M.

Examining the 13F form we can see an decrease of $23.7M in the current position value, from $589M to 565M.

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

Portfolio value $565 Million
Technology: $189 Million
ETFs: $63.5 Million
Consumer Cyclical: $61.3 Million
Energy: $61.3 Million
Financial Services: $55 Million
Communication Services: $48.6 Million
Consumer Defensive: $45.7 Million
Healthcare: $24 Million
Other: $16.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.22T
$65.4 Million 11.58% of portfolio
294,543
Q1 2025 Added 0.01%
$336B
$62.3 Million 11.03% of portfolio
574,640
Q1 2025 Reduced 0.36%
$1.03T
$20.5 Million 3.63% of portfolio
132,674
Q1 2025 Added 0.82%
$2.09T
$20 Million 3.55% of portfolio
105,340
Q1 2025 Added 2.42%
$3.41T
$18.8 Million 3.34% of portfolio
50,200
Q1 2025 Added 0.97%
$588B
$15.6 Million 2.76% of portfolio
44,495
Q1 2025 Added 1.71%
$426B
$15.1 Million 2.68% of portfolio
127,173
Q1 2025 Added 0.41%
$1.45T
$14.7 Million 2.6% of portfolio
25,448
Q1 2025 Added 4.48%
$277B
$14.2 Million 2.52% of portfolio
89,631
Q1 2025 Added 0.07%
$73.9B
$13.3 Million 2.35% of portfolio
222,013
Q4 2024 Reduced 0.73%
$85.3B
$12.8 Million 2.27% of portfolio
8,962
Q1 2025 Added 4.97%
$56.2B
$11.8 Million 2.09% of portfolio
69,090
Q1 2025 Added 0.17%
$276B
$11.4 Million 2.02% of portfolio
42,487
Q1 2025 Added 1.63%
$448B
$11.2 Million 1.99% of portfolio
11,888
Q1 2025 Added 5.76%
$684B
$10.5 Million 1.86% of portfolio
12,712
Q1 2025 Added 2.89%
$549B
$8.44 Million 1.49% of portfolio
15,391
Q1 2025 Added 4.77%
$1.06T
$7.15 Million 1.27% of portfolio
45,746
Q1 2025 Added 0.65%
$377B
$7.02 Million 1.24% of portfolio
19,144
Q1 2025 Added 3.54%
$68.4B
$6.65 Million 1.18% of portfolio
194,734
Q1 2025 Added 8.21%
$230B
$6.05 Million 1.07% of portfolio
19,384
Q1 2025 Added 2.6%
$91.9B
$6.01 Million 1.06% of portfolio
17,198
Q1 2025 Added 1.93%
$4.98B
$5.97 Million 1.06% of portfolio
166,313
Q1 2025 Reduced 0.05%
$655B
$5.9 Million 1.04% of portfolio
11,070
Q1 2025 Added 8.48%
$182B
$5.05 Million 0.89% of portfolio
49,143
Q1 2025 Reduced 12.92%
$107B
$5 Million 0.88% of portfolio
83,241
Q1 2025 Added 1.09%
$538B
$4.92 Million 0.87% of portfolio
5,281
Q1 2025 Added 3.27%
$308B
$4.88 Million 0.86% of portfolio
68,152
Q1 2025 Added 3.06%
$324B
$4.73 Million 0.84% of portfolio
22,599
Q1 2025 Added 2.93%
$1.39B
$4.75 Million 0.84% of portfolio
94,528
Q1 2025 Reduced 0.1%
$147B
$4.62 Million 0.82% of portfolio
37,899
Q1 2025 Added 3.24%
$264B
$4.42 Million 0.78% of portfolio
50,382
Q1 2025 Added 5.83%
$266B
$3.83 Million 0.68% of portfolio
22,890
Q1 2025 Added 3.61%
$206B
$3.77 Million 0.67% of portfolio
4,740
Q1 2025 Added 9.8%
$54.8B
$3.59 Million 0.64% of portfolio
193,150
Q1 2025 Added 7.02%
$101B
$3.4 Million 0.6% of portfolio
9,639
Q1 2025 Added 14.3%
$104B
$3.26 Million 0.58% of portfolio
28,215
Q1 2025 Added 7.16%
$91.3B
$3.19 Million 0.57% of portfolio
47,088
Q4 2024 Added 0.9%
$179B
$2.41 Million 0.43% of portfolio
21,401
Q3 2024 Reduced 1.59%
$51.2B
$2.29 Million 0.41% of portfolio
42,876
Q1 2025 Added 13.07%
$2.52B
$2.26 Million 0.4% of portfolio
83,799
Q1 2025 Added 13.18%
$3.27B
$2.24 Million 0.4% of portfolio
49,007
Q1 2025 Reduced 10.01%
$139B
$2.16 Million 0.38% of portfolio
14,895
Q1 2025 Reduced 0.83%
$279B
$2.1 Million 0.37% of portfolio
4,013
Q1 2025 Reduced 13.99%
$1.13T
$1.91 Million 0.34% of portfolio
7,355
Q1 2025 Reduced 0.59%
$14.8B
$1.84 Million 0.33% of portfolio
44,944
Q1 2025 Added 28.26%
$1.68B
$1.79 Million 0.32% of portfolio
42,260
Q3 2024 Added 19.85%
$208B
$1.8 Million 0.32% of portfolio
3,292
Q1 2025 Added 11.56%
$36B
$1.8 Million 0.32% of portfolio
18,190
Q3 2024 Reduced 6.83%
$110M
$1.78 Million 0.31% of portfolio
264,039
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $565 Million
  • Prior Value $589 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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