Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024

Cfm Wealth Partners LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $589 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $77.4M, Apple Inc. with a value of $73.8M, Alphabet Inc. with a value of $24.9M, Amazon Com Inc with a value of $22.6M, and Microsoft Corp with a value of $21M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $568M to 589M.

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

Portfolio value $589 Million
Technology: $220 Million
ETFs: $65.8 Million
Consumer Cyclical: $63.6 Million
Energy: $54.9 Million
Communication Services: $53.7 Million
Financial Services: $52.1 Million
Consumer Defensive: $39.3 Million
Healthcare: $22.7 Million
Other: $16.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$2.44 Million 0.41% of portfolio
15,020
Q3 2024 Reduced 3.12%
$444B
$2.36 Million 0.4% of portfolio
4,666
Q4 2024 Added 6.14%
$0
$2.3 Million 0.39% of portfolio
7,135
Q4 2024 Reduced 15.64%
$182B
$1.96 Million 0.33% of portfolio
5,409
Q4 2024 Reduced 2.36%
$44.9B
$1.83 Million 0.31% of portfolio
18,190
Q3 2024 Reduced 6.83%
$0
$1.8 Million 0.31% of portfolio
23,662
Q4 2024 Added 2.06%
$54.2B
$1.81 Million 0.31% of portfolio
37,921
Q3 2024 Added 24.12%
$321M
$1.79 Million 0.3% of portfolio
264,039
Q1 2023 New
$234B
$1.79 Million 0.3% of portfolio
17,959
Q4 2024 Reduced 3.56%
$2.65B
$1.74 Million 0.3% of portfolio
74,038
Q4 2024 Reduced 2.32%
$212B
$1.69 Million 0.29% of portfolio
2,951
Q4 2024 Added 18.85%
$1.61B
$1.59 Million 0.27% of portfolio
106,119
Q4 2024 Added 10.28%
$412B
$1.57 Million 0.27% of portfolio
9,391
Q4 2024 Added 11.47%
$1.84B
$1.56 Million 0.27% of portfolio
42,260
Q3 2024 Added 19.85%
$37.1B
$1.42 Million 0.24% of portfolio
4,485
Q4 2024 Reduced 6.8%
$15.7B
$1.35 Million 0.23% of portfolio
35,040
Q3 2024 Added 72.1%
$62.4B
$1.21 Million 0.21% of portfolio
10,626
Q4 2024 Reduced 0.51%
$60.9B
$1.25 Million 0.21% of portfolio
7,285
Q4 2024 Added 15.62%
$86.5B
$1.15 Million 0.2% of portfolio
27,149
Q4 2024 Reduced 0.2%
$45.7B
$1.2 Million 0.2% of portfolio
6,709
Q4 2024 Reduced 2.95%
$19.7B
$1.19 Million 0.2% of portfolio
6,750
Q1 2024 Added 100.0%
$0
$1.2 Million 0.2% of portfolio
11,845
Q4 2024 Added 6.58%
$152B
$1.12 Million 0.19% of portfolio
4,928
Q3 2024 Reduced 0.12%
$133B
$1.1 Million 0.19% of portfolio
12,080
Q4 2024 Reduced 3.84%
$177B
$1.07 Million 0.18% of portfolio
5,474
Q4 2024 Reduced 0.56%
$177B
$1.02 Million 0.17% of portfolio
6,648
Q4 2024 Added 0.06%
$17.7B
$1.02 Million 0.17% of portfolio
22,134
Q4 2024 Reduced 9.61%
$126B
$972,000 0.17% of portfolio
9,802
Q4 2024 Reduced 10.25%
$28.3B
$987,000 0.17% of portfolio
6,026
Q4 2024 Added 17.72%
$165B
$823,000 0.14% of portfolio
3,158
Q4 2024 Reduced 0.47%
$0
$812,000 0.14% of portfolio
10,746
Q4 2024 Added 2.41%
$609M
$768,000 0.13% of portfolio
52,614
Q3 2024 Added 8.21%
$0
$724,000 0.12% of portfolio
1,230
Q4 2024 Added 8.56%
$211B
$707,000 0.12% of portfolio
4,655
Q4 2024 Added 5.44%
$148B
$701,000 0.12% of portfolio
26,424
Q4 2024 Added 9.25%
$181B
$650,000 0.11% of portfolio
16,269
Q4 2024 Added 3.43%
$7B
$608,000 0.1% of portfolio
8,070
Q3 2024 Reduced 0.21%
$0
$594,000 0.1% of portfolio
50,961
Q3 2024 Added 59.25%
$242B
$588,000 0.1% of portfolio
5,206
Q4 2024 Reduced 14.84%
$87.9B
$579,000 0.1% of portfolio
1,931
Q4 2024 Reduced 4.78%
$0
$586,000 0.1% of portfolio
10,060
Q1 2024 Added 400.0%
$154B
$526,000 0.09% of portfolio
2,133
Q3 2024 Added 5.8%
$0
$502,000 0.09% of portfolio
8,072
Q4 2024 Reduced 18.71%
$60.9B
$520,000 0.09% of portfolio
19,005
Q4 2024 Reduced 15.13%
$0
$455,000 0.08% of portfolio
4,122
Q1 2023 New
$263B
$466,000 0.08% of portfolio
7,878
Q4 2024 Reduced 1.03%
$118B
$491,000 0.08% of portfolio
1,011
Q4 2024 Added 3.06%
$226B
$422,000 0.07% of portfolio
1,920
Q3 2024 Reduced 20.23%
$131B
$437,000 0.07% of portfolio
1,495
Q4 2024 Reduced 1.64%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $589 Million
  • Prior Value $568 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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