Cfm Wealth Partners LLC Portfolio Holdings by Sector

Cfm Wealth Partners LLC

$626 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AMD AVGO TXN QCOM TSM INTC 7 stocks	$100,657 16.08% of portfolio	2	4	1	-	0 Calls 0 Puts
ETFs \| ETFs SPY QQQ IWF IWD IWR USMV VOO QUAL 28 stocks	$70,771 11.31% of portfolio	11	9	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$59,513 9.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$51,488 8.23% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW CRWD PLTR ORCL FTNT 6 stocks	$45,849 7.32% of portfolio	5	1	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB EPD ET MPLX WES HESM OKE ENB 11 stocks	$33,504 5.35% of portfolio	-	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA ALLY 3 stocks	$25,125 4.01% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$23,739 3.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$21,157 3.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW 2 stocks	$17,572 2.81% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$17,468 2.79% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$16,789 2.68% of portfolio	-	3	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV AMGN MRK JNJ PFE 6 stocks	$15,499 2.48% of portfolio	1	5	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY ASO 2 stocks	$14,402 2.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM RY BAC C 4 stocks	$13,081 2.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG SBUX 3 stocks	$11,775 1.88% of portfolio	1	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$9,134 1.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$7,708 1.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FFIN PB 2 stocks	$6,386 1.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$6,132 0.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,628 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$5,492 0.88% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR NAD APO 3 stocks	$5,030 0.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4,724 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$3,995 0.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$3,175 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT COP CRGY FANG 4 stocks	$2,874 0.46% of portfolio	-	3	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$2,694 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2,206 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy USAC 1 stocks	$2,037 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials SBLK 1 stocks	$1,942 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1,883 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1,708 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,676 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$1,400 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT LUNG 2 stocks	$1,383 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$1,349 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$1,265 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$1,095 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$1,069 0.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH GE EMR 3 stocks	$822 0.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$787 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$739 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR VTI 2 stocks	$709 0.11% of portfolio	2	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$546 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$454 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$451 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$377 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$246 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC 1 stocks	$228 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$214 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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Cfm Wealth Partners LLC Portfolio Holdings by Sector

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