Cfm Wealth Partners LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $541 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $72.4M, Apple Inc. with a value of $63.1M, Alphabet Inc. with a value of $23.3M, Microsoft Corp with a value of $22.2M, and Amazon Com Inc with a value of $19.8M.
Examining the 13F form we can see an increase of $46.4M in the current position value, from $495M to 541M.
Below you can find more details about Cfm Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$541 Million
Technology: $210 Million
ETFs: $60.3 Million
Energy: $57.6 Million
Consumer Cyclical: $56.2 Million
Communication Services: $45.6 Million
Financial Services: $39.7 Million
Consumer Defensive: $33.6 Million
Healthcare: $21.8 Million
Other: $16.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more