Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024

Cfm Wealth Partners LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $589 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $77.4M, Apple Inc. with a value of $73.8M, Alphabet Inc. with a value of $24.9M, Amazon Com Inc with a value of $22.6M, and Microsoft Corp with a value of $21M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $568M to 589M.

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

Portfolio value $589 Million
Technology: $220 Million
ETFs: $65.8 Million
Consumer Cyclical: $63.6 Million
Energy: $54.9 Million
Communication Services: $53.7 Million
Financial Services: $52.1 Million
Consumer Defensive: $39.3 Million
Healthcare: $22.7 Million
Other: $16.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.12B
$6 Million 1.02% of portfolio
166,395
Q4 2024 Reduced 2.32%
$3.67B
$3.13 Million 0.53% of portfolio
54,461
Q4 2024 Reduced 1.89%
$2.64B
$1.74 Million 0.3% of portfolio
74,038
Q4 2024 Reduced 2.32%
$6.51B
$608,000 0.1% of portfolio
8,070
Q3 2024 Reduced 0.21%
$3.62B
$243,000 0.04% of portfolio
6,277
Q3 2024 Reduced 23.54%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $589 Million
  • Prior Value $568 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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