Cfm Wealth Partners LLC Portfolio Holdings by Sector

Cfm Wealth Partners LLC

$683 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO AMD TXN QCOM INTC TSM 7 stocks	$123,819 18.14% of portfolio	3	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY QQQ IWF IWD IWR USMV VOO QUAL 29 stocks	$75,670 11.09% of portfolio	11	7	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$73,592 10.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$65,564 9.6% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW CRWD PLTR ORCL 5 stocks	$50,495 7.4% of portfolio	5	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB EPD ET MPLX WES HESM ENB OKE 11 stocks	$33,656 4.93% of portfolio	3	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA ALLY 3 stocks	$24,923 3.65% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$24,216 3.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$19,993 2.93% of portfolio	1	-	-	-	0 Calls 0 Puts

Discount Stores \| Consumer Defensive COST WMT 2 stocks	$17,404 2.55% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY ASO 2 stocks	$16,878 2.47% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV AMGN MRK JNJ PFE 6 stocks	$16,158 2.37% of portfolio	1	5	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW COIN UBER 4 stocks	$15,471 2.27% of portfolio	3	1	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM RY BAC C 4 stocks	$14,755 2.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$14,020 2.05% of portfolio	-	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$8,755 1.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$8,748 1.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$6,360 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$6,236 0.91% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FFIN PB 2 stocks	$5,978 0.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$5,814 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR NAD APO BX 4 stocks	$5,644 0.83% of portfolio	4	-	1	-	0 Calls 0 Puts

Capital Markets \| Financial Services GS MS 2 stocks	$5,204 0.76% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4,999 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$4,795 0.7% of portfolio	-	2	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$3,155 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$3,012 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT COP CRGY 3 stocks	$2,728 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$2,311 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy USAC 1 stocks	$2,211 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials SBLK 1 stocks	$2,093 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2,055 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts

Engineering & Construction \| Industrials PWR 1 stocks	$1,857 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$1,444 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,426 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$1,348 0.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT LUNG 2 stocks	$1,089 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$1,070 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$950 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH GE EMR 3 stocks	$891 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$868 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$822 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR VTI 2 stocks	$739 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$618 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$575 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$436 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$429 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$384 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$295 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC 1 stocks	$251 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$218 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$206 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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Cfm Wealth Partners LLC Portfolio Holdings by Sector

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