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
$157B
$299,000 0.05% of portfolio
315
Q3 2024 Added 6.42%
$11.7B
$241,000 0.04% of portfolio
6,783
Q3 2024 Added 0.03%
$212B
$229,000 0.04% of portfolio
2,385
Q3 2024 Reduced 46.56%
$125B
$207,000 0.04% of portfolio
4,008
Q3 2024 Reduced 8.93%
$138B
$253,000 0.04% of portfolio
4,043
Q3 2024 Reduced 17.47%
$31B
$223,000 0.04% of portfolio
2,326
Q3 2024 New
$26.4B
$220,000 0.04% of portfolio
1,148
Q1 2023 New
$78.9B
$208,000 0.04% of portfolio
1,910
Q3 2024 Reduced 33.4%
$132B
$200,000 0.04% of portfolio
1,307
Q3 2024 Reduced 46.3%
$24.9B
$203,000 0.04% of portfolio
5,850
Q3 2024 Reduced 3.66%
$197B
$209,000 0.04% of portfolio
1,111
Q3 2024 Reduced 4.8%
$5.47B
$250,000 0.04% of portfolio
6,277
Q3 2024 Reduced 23.54%
$209B
$200,000 0.04% of portfolio
324
Q3 2024 Reduced 12.9%
$834M
$138,000 0.02% of portfolio
14,802
Q3 2024 Added 0.17%

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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