Cmh Wealth Management LLC Portfolio Holdings

Cmh Wealth Management LLC

  • $387 Million
  • Q1 2025

Cmh Wealth Management LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $387 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.1M, Apple Inc. with a value of $24M, Amazon Com Inc with a value of $20.3M, Alphabet Inc. with a value of $18M, and Ishares Tr Russell 2500 ETF with a value of $16.2M.

Examining the 13F form we can see an decrease of $38.4M in the current position value, from $425M to 387M.

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

Portfolio value $387 Million
ETFs: $142 Million
Technology: $111 Million
Consumer Cyclical: $38.6 Million
Healthcare: $27 Million
Financial Services: $19.7 Million
Communication Services: $18 Million
Industrials: $16 Million
Consumer Defensive: $6.93 Million
Other: $743,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72T
$25.1 Million 6.5% of portfolio
66,975
Q1 2025 Reduced 2.83%
$3.43T
$24 Million 6.21% of portfolio
108,174
Q1 2025 Added 1.01%
$2.28T
$20.3 Million 5.24% of portfolio
106,702
Q1 2025 Reduced 16.46%
$1.07T
$18 Million 4.66% of portfolio
116,845
Q1 2025 Reduced 15.05%
$0
$16.2 Million 4.18% of portfolio
258,417
Q1 2025 Reduced 0.18%
$0
$16 Million 4.13% of portfolio
135,356
Q1 2025 Reduced 1.82%
$0
$14.9 Million 3.86% of portfolio
116,407
Q1 2025 Added 0.39%
$0
$13.1 Million 3.37% of portfolio
233,807
Q1 2025 Added 1.2%
$176B
$11.6 Million 2.99% of portfolio
30,166
Q1 2025 Added 69.89%
$33B
$11.1 Million 2.88% of portfolio
203,648
Q1 2025 Added 261.07%
$742B
$10.2 Million 2.62% of portfolio
12,297
Q1 2025 Reduced 11.35%
$146B
$9.82 Million 2.54% of portfolio
80,615
Q1 2025 Added 0.75%
$129B
$9.5 Million 2.45% of portfolio
55,685
Q1 2025 Reduced 0.86%
$0
$9.22 Million 2.38% of portfolio
112,954
Q1 2025 Added 2.0%
$0
$9.06 Million 2.34% of portfolio
94,681
Q1 2025 Reduced 2.23%
$587B
$8.86 Million 2.29% of portfolio
25,279
Q1 2025 Reduced 2.65%
$60.4B
$8.5 Million 2.2% of portfolio
49,838
Q1 2025 Reduced 1.05%
$148B
$8.52 Million 2.2% of portfolio
41,561
Q1 2025 Added 0.34%
$996B
$8.44 Million 2.18% of portfolio
32,575
Q1 2025 Added 3.17%
$543B
$8.38 Million 2.17% of portfolio
15,297
Q1 2025 Reduced 1.73%
$0
$7.81 Million 2.02% of portfolio
60,004
Q1 2025 Reduced 0.23%
$70.9B
$7.58 Million 1.96% of portfolio
51,829
Q1 2025 Added 4.82%
$289B
$7.25 Million 1.87% of portfolio
13,852
Q1 2025 Added 1.76%
$272B
$6.96 Million 1.8% of portfolio
25,917
Q1 2025 Reduced 17.56%
$211B
$6.82 Million 1.76% of portfolio
8,566
Q1 2025 Reduced 29.63%
$0
$6.55 Million 1.69% of portfolio
45,325
Q1 2025 Reduced 0.19%
$162B
$6.48 Million 1.67% of portfolio
30,579
Q1 2025 Added 1.78%
$47.9B
$6.41 Million 1.66% of portfolio
61,420
Q1 2025 Added 31.52%
$0
$6.39 Million 1.65% of portfolio
140,331
Q1 2025 Added 1.04%
$0
$6.36 Million 1.64% of portfolio
167,139
Q1 2025 Reduced 1.62%
$0
$5.53 Million 1.43% of portfolio
29,326
Q1 2025 Reduced -0.0%
$0
$5.26 Million 1.36% of portfolio
45,115
Q1 2025 Added 5.18%
$0
$5.23 Million 1.35% of portfolio
61,549
Q1 2025 Added 0.84%
$79.5B
$4.99 Million 1.29% of portfolio
39,817
Q1 2025 Added 0.81%
$397B
$4.74 Million 1.22% of portfolio
43,726
Q1 2025 Added 1.34%
$0
$4.44 Million 1.15% of portfolio
49,523
Q1 2025 Added 2.3%
$0
$3.89 Million 1.01% of portfolio
15,419
Q1 2025 Reduced 1.69%
$0
$3.67 Million 0.95% of portfolio
61,829
Q1 2025 Reduced 1.47%
$0
$3.2 Million 0.83% of portfolio
37,949
Q1 2025 Reduced 0.49%
$0
$2.76 Million 0.71% of portfolio
43,806
Q1 2025 Reduced 0.93%
$631B
$1.69 Million 0.44% of portfolio
3,222
Q1 2025 Reduced 12.25%
$381B
$522,000 0.13% of portfolio
3,064
Q4 2024 Reduced 11.5%
$408B
$508,000 0.13% of portfolio
3,065
Q4 2024 Added 0.72%
$335B
$336,000 0.09% of portfolio
1,604
Q1 2025 Reduced 28.71%
$153B
$328,000 0.08% of portfolio
1,159
Q4 2024 New
$87.8B
$324,000 0.08% of portfolio
2,229
Q1 2025 Reduced 22.85%
$19.7B
$260,000 0.07% of portfolio
2,300
Q1 2025 Reduced 14.88%
$0
$213,000 0.06% of portfolio
456
Q1 2025 Reduced 13.31%
$868B
$229,000 0.06% of portfolio
934
Q1 2025 Reduced 4.11%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $387 Million
  • Prior Value $425 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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