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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.8B
$5.45 Million 0.96% of portfolio
94,525
Q3 2024 Added 4,930.6%
$1.65B
$2.28 Million 0.4% of portfolio
96,224
Q3 2024 Added 15.69%
$1.58B
$1.49 Million 0.26% of portfolio
42,260
Q3 2024 Added 19.85%
$703M
$575,000 0.1% of portfolio
52,614
Q3 2024 Added 8.21%
$847M
$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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