Cmh Wealth Management LLC Portfolio Holdings

Cmh Wealth Management LLC

  • $425 Million
  • Q4 2024

Cmh Wealth Management LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $425 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.1M, Amazon Com Inc with a value of $28M, Apple Inc. with a value of $26.8M, Alphabet Inc. with a value of $26M, and Ishares Tr Russell 2500 ETF with a value of $17.6M.

Examining the 13F form we can see an increase of $2.9M in the current position value, from $423M to 425M.

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

Portfolio value $425 Million
ETFs: $142 Million
Technology: $128 Million
Consumer Cyclical: $50.4 Million
Healthcare: $28.2 Million
Communication Services: $26 Million
Financial Services: $18.8 Million
Industrials: $16.7 Million
Consumer Defensive: $6.83 Million
Other: $610,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$29.1 Million 6.83% of portfolio
68,925
Q4 2024 Added 0.87%
$2.42T
$28 Million 6.59% of portfolio
127,725
Q4 2024 Reduced 0.75%
$3.79T
$26.8 Million 6.3% of portfolio
107,097
Q4 2024 Added 0.88%
$1.22T
$26 Million 6.12% of portfolio
137,552
Q4 2024 Reduced 0.44%
$0
$17.6 Million 4.14% of portfolio
258,881
Q4 2024 Added 0.45%
$0
$16.3 Million 3.83% of portfolio
137,867
Q4 2024 Added 1.25%
$0
$14.1 Million 3.31% of portfolio
115,955
Q4 2024 Added 2.13%
$206B
$12.9 Million 3.03% of portfolio
12,173
Q4 2024 Reduced 1.91%
$1.28T
$12.8 Million 3.0% of portfolio
31,574
Q4 2024 Reduced 27.58%
$0
$12.1 Million 2.83% of portfolio
231,043
Q4 2024 Added 1.34%
$771B
$10.7 Million 2.52% of portfolio
13,872
Q4 2024 Added 4.14%
$342B
$10.5 Million 2.47% of portfolio
31,437
Q4 2024 Reduced 3.03%
$105B
$9.94 Million 2.34% of portfolio
56,167
Q4 2024 Added 71.27%
$145B
$9.67 Million 2.27% of portfolio
80,013
Q4 2024 Reduced 0.15%
$162B
$9.51 Million 2.23% of portfolio
41,422
Q4 2024 Added 3.14%
$0
$9.38 Million 2.2% of portfolio
96,842
Q4 2024 Reduced 0.76%
$0
$8.89 Million 2.09% of portfolio
110,736
Q4 2024 Added 6.0%
$0
$8.64 Million 2.03% of portfolio
40,879
Q4 2024 Added 1.68%
$530B
$8.2 Million 1.93% of portfolio
15,566
Q4 2024 Reduced 0.12%
$559B
$8.21 Million 1.93% of portfolio
25,966
Q4 2024 Added 1.08%
$0
$7.92 Million 1.86% of portfolio
60,140
Q4 2024 Added 2.82%
$203B
$7.9 Million 1.86% of portfolio
17,756
Q4 2024 Added 35.77%
$58.1B
$7.63 Million 1.79% of portfolio
49,444
Q4 2024 Reduced 38.31%
$0
$7.15 Million 1.68% of portfolio
169,886
Q4 2024 Reduced 11.31%
$80.4B
$6.92 Million 1.63% of portfolio
14,261
Q4 2024 Reduced 5.46%
$507B
$6.89 Million 1.62% of portfolio
13,612
Q4 2024 Added 1.78%
$150B
$6.79 Million 1.6% of portfolio
30,044
Q4 2024 Added 1.67%
$52.7B
$6.63 Million 1.56% of portfolio
56,401
Q4 2024 Reduced 19.73%
$0
$6.32 Million 1.49% of portfolio
29,327
Q4 2024 Added 0.97%
$63.5B
$6.31 Million 1.48% of portfolio
46,701
Q4 2024 Added 2.0%
$0
$6.25 Million 1.47% of portfolio
45,411
Q4 2024 Added 3.46%
$0
$6.23 Million 1.46% of portfolio
138,891
Q4 2024 Added 7.84%
$299B
$5.79 Million 1.36% of portfolio
43,146
Q4 2024 Added 0.69%
$0
$5.14 Million 1.21% of portfolio
61,039
Q4 2024 Added 2.42%
$0
$4.92 Million 1.16% of portfolio
42,894
Q4 2024 Added 10.42%
$79.5B
$4.95 Million 1.16% of portfolio
39,497
Q4 2024 Reduced 2.17%
$0
$4.31 Million 1.01% of portfolio
48,410
Q4 2024 Added 2.4%
$0
$4.18 Million 0.98% of portfolio
15,684
Q4 2024 Reduced 10.46%
$0
$3.66 Million 0.86% of portfolio
62,754
Q4 2024 Reduced 30.98%
$0
$3.43 Million 0.81% of portfolio
38,135
Q4 2024 Reduced 40.81%
$0
$2.8 Million 0.66% of portfolio
44,218
Q4 2024 Reduced 9.55%
$610B
$1.66 Million 0.39% of portfolio
3,672
Q4 2024 Added 58.14%
$393B
$513,000 0.12% of portfolio
3,064
Q4 2024 Reduced 11.5%
$398B
$443,000 0.1% of portfolio
3,065
Q4 2024 Added 0.72%
$325B
$399,000 0.09% of portfolio
2,250
Q4 2024 Reduced 0.18%
$72.7B
$403,000 0.09% of portfolio
2,889
Q4 2024 Reduced 1.3%
$144B
$277,000 0.07% of portfolio
1,159
Q4 2024 New
$23B
$285,000 0.07% of portfolio
2,702
Q2 2024 New
$91.5B
$252,000 0.06% of portfolio
533
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $425 Million
  • Prior Value $423 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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