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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.76B
$5.97 Million 1.06% of portfolio
166,313
Q1 2025 Reduced 0.05%
$2.47B
$2.26 Million 0.4% of portfolio
83,799
Q1 2025 Added 13.18%
$3.05B
$2.24 Million 0.4% of portfolio
49,007
Q1 2025 Reduced 10.01%
$6.12B
$575,000 0.1% of portfolio
8,070
Q3 2024 Reduced 0.21%
$9.89B
$246,000 0.04% of portfolio
6,769
Q1 2025 Added 0.01%

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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