Cfm Wealth Partners LLC Portfolio Holdings by Sector

Cfm Wealth Partners LLC

$565 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AMD TXN QCOM AVGO INTC 6 stocks	$70,302 12.45% of portfolio	2	3	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$65,426 11.58% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY QQQ IWF IWD IWR USMV VOO QUAL 27 stocks	$63,043 11.16% of portfolio	11	7	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$42,329 7.49% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB EPD ET MPLX WES OKE HESM TRGP 11 stocks	$34,660 6.14% of portfolio	4	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW CRWD FTNT 4 stocks	$34,252 6.06% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA ALLY 3 stocks	$24,275 4.3% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$20,041 3.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$19,223 3.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$19,199 3.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV MRK AMGN PFE JNJ BMY 7 stocks	$18,752 3.32% of portfolio	3	3	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$15,990 2.83% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW 2 stocks	$15,174 2.69% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY ASO 2 stocks	$15,073 2.67% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG SBUX 3 stocks	$11,917 2.11% of portfolio	1	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM RY BAC C 4 stocks	$11,057 1.96% of portfolio	1	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$7,536 1.33% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FFIN PB 2 stocks	$6,548 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$6,005 1.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,895 1.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$5,584 0.99% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$5,165 0.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4,616 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR NAD APO 3 stocks	$4,150 0.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT COP FANG CRGY 4 stocks	$3,841 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$3,194 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$3,039 0.54% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare LUNG ABT 2 stocks	$2,458 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy USAC 1 stocks	$2,260 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$2,161 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$2,101 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,906 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials SBLK 1 stocks	$1,752 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,716 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1,600 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$1,373 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$1,309 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$1,301 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$1,152 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1,148 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$1,116 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH GE EMR 3 stocks	$763 0.14% of portfolio	2	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$709 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$667 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$486 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$479 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$447 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$438 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$282 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC 1 stocks	$244 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$236 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$216 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$203 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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Cfm Wealth Partners LLC Portfolio Holdings by Sector

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