Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $565 Million
  • Q1 2025

Cfm Wealth Partners LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $565 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65.4M, Nvidia Corp with a value of $62.3M, Alphabet Inc. with a value of $20.5M, Amazon Com Inc with a value of $20M, and Microsoft Corp with a value of $18.8M.

Examining the 13F form we can see an decrease of $23.7M in the current position value, from $589M to 565M.

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

Portfolio value $565 Million
Technology: $189 Million
ETFs: $63.5 Million
Consumer Cyclical: $61.3 Million
Energy: $61.3 Million
Financial Services: $55 Million
Communication Services: $48.6 Million
Consumer Defensive: $45.7 Million
Healthcare: $24 Million
Other: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.05B
$2.24 Million 0.4% of portfolio
49,007
Q1 2025 Reduced 10.01%
$0
$2.2 Million 0.39% of portfolio
7,183
Q1 2025 Added 0.67%
$130B
$2.16 Million 0.38% of portfolio
14,895
Q1 2025 Reduced 0.83%
$392B
$2.1 Million 0.37% of portfolio
4,013
Q1 2025 Reduced 13.99%
$0
$2.01 Million 0.36% of portfolio
24,637
Q1 2025 Added 4.12%
$900B
$1.91 Million 0.34% of portfolio
7,355
Q1 2025 Reduced 0.59%
$15B
$1.84 Million 0.33% of portfolio
44,944
Q1 2025 Added 28.26%
$1.71B
$1.79 Million 0.32% of portfolio
42,260
Q3 2024 Added 19.85%
$186B
$1.8 Million 0.32% of portfolio
3,292
Q1 2025 Added 11.56%
$38.6B
$1.8 Million 0.32% of portfolio
18,190
Q3 2024 Reduced 6.83%
$194M
$1.78 Million 0.31% of portfolio
264,039
Q1 2023 New
$1.49B
$1.75 Million 0.31% of portfolio
112,601
Q1 2025 Added 6.11%
$382B
$1.72 Million 0.3% of portfolio
10,073
Q1 2025 Added 7.26%
$162B
$1.6 Million 0.28% of portfolio
4,853
Q1 2025 Reduced 10.28%
$40.2B
$1.34 Million 0.24% of portfolio
6,709
Q4 2024 Reduced 2.95%
$210B
$1.28 Million 0.23% of portfolio
14,260
Q1 2025 Reduced 20.6%
$51.3B
$1.3 Million 0.23% of portfolio
7,834
Q1 2025 Added 7.54%
$197B
$1.24 Million 0.22% of portfolio
10,642
Q1 2025 Added 0.93%
$131B
$1.16 Million 0.21% of portfolio
4,928
Q3 2024 Reduced 0.12%
$93.5B
$1.16 Million 0.21% of portfolio
26,264
Q1 2025 Reduced 3.26%
$18.4B
$1.18 Million 0.21% of portfolio
22,134
Q4 2024 Reduced 9.61%
$41.1B
$1.15 Million 0.2% of portfolio
4,518
Q1 2025 Added 0.74%
$96.2B
$1.12 Million 0.2% of portfolio
11,389
Q1 2025 Reduced 5.72%
$16.4B
$1.12 Million 0.2% of portfolio
6,750
Q1 2024 Added 100.0%
$117B
$1.11 Million 0.2% of portfolio
10,522
Q1 2025 Added 7.35%
$177B
$1.07 Million 0.19% of portfolio
5,474
Q4 2024 Reduced 0.56%
$0
$1.1 Million 0.19% of portfolio
11,819
Q1 2025 Reduced 0.22%
$150B
$990,000 0.18% of portfolio
3,179
Q1 2025 Added 0.66%
$167B
$1.02 Million 0.18% of portfolio
6,651
Q1 2025 Added 0.05%
$24.3B
$963,000 0.17% of portfolio
6,026
Q4 2024 Added 17.72%
$0
$878,000 0.16% of portfolio
10,746
Q4 2024 Added 2.41%
$176B
$764,000 0.14% of portfolio
16,856
Q1 2025 Added 3.61%
$184B
$703,000 0.12% of portfolio
4,695
Q1 2025 Added 0.86%
$226B
$682,000 0.12% of portfolio
5,147
Q1 2025 Reduced 1.13%
$0
$671,000 0.12% of portfolio
1,195
Q1 2025 Reduced 2.85%
$94.1B
$667,000 0.12% of portfolio
1,931
Q4 2024 Reduced 4.78%
$0
$612,000 0.11% of portfolio
10,060
Q1 2024 Added 400.0%
$77.9B
$614,000 0.11% of portfolio
3,668
Q1 2025 New
$6.12B
$575,000 0.1% of portfolio
8,070
Q3 2024 Reduced 0.21%
$421M
$591,000 0.1% of portfolio
52,614
Q3 2024 Added 8.21%
$60.4B
$542,000 0.1% of portfolio
19,002
Q1 2025 Reduced 0.02%
$129B
$577,000 0.1% of portfolio
22,793
Q1 2025 Reduced 13.74%
$0
$587,000 0.1% of portfolio
50,961
Q3 2024 Added 59.25%
$137B
$520,000 0.09% of portfolio
2,233
Q1 2025 Added 4.69%
$233B
$486,000 0.09% of portfolio
7,878
Q4 2024 Reduced 1.03%
$0
$465,000 0.08% of portfolio
4,122
Q1 2023 New
$404B
$430,000 0.08% of portfolio
2,595
Q1 2025 Reduced 4.24%
$0
$479,000 0.08% of portfolio
5,011
Q1 2025 Added 7.56%
$208B
$477,000 0.08% of portfolio
1,920
Q3 2024 Reduced 20.23%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $565 Million
  • Prior Value $589 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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