Cfm Wealth Partners LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $484 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $70.2M, Alphabet Inc. with a value of $21M, Microsoft Corp with a value of $20.8M, Amazon Com Inc with a value of $18.6M, and Exxon Mobil Corp with a value of $18.4M.
Examining the 13F form we can see an decrease of $56.6M in the current position value, from $541M to 484M.
Below you can find more details about Cfm Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$484 Million
Technology: $151 Million
ETFs: $59.5 Million
Energy: $55.4 Million
Consumer Cyclical: $53.8 Million
Communication Services: $43.8 Million
Financial Services: $42.6 Million
Consumer Defensive: $36.9 Million
Healthcare: $22.1 Million
Other: $18.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
