Cmh Wealth Management LLC Closed Holding Positions

Cmh Wealth Management LLC

  • $423 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
16,103
$47.02 - $191.65 $757K - $3.09M
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Jul 15, 2022
13,325
$40.38 - $48.66 $538K - $648K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2022 Filed on Jul 15, 2022
5,700
$44.4 - $54.03 $253K - $308K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
1,165
$219.07 - $270.08 $255K - $315K
IVV
Ishares Core S&P 500 ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
5,980
$366.99 - $458.8 $2.19M - $2.74M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2022 Filed on Jul 15, 2022
51,393
$114.64 - $134.55 $5.89M - $6.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q2 2022 Filed on Jul 15, 2022
2,515
$130.84 - $158.96 $329K - $400K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2022 Filed on Apr 13, 2022
50,677
$128.66 - $144.3 $6.52M - $7.31M
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q1 2022 Filed on Apr 13, 2022
62,983
$29.45 - $40.6 $1.85M - $2.56M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Jan 18, 2022
97,659
$21.86 - $22.24 $2.13M - $2.17M
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
1,477
$142.5 - $168.39 $210K - $249K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Jan 18, 2022
16,189
$54.5 - $55.03 $882K - $891K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2021 Filed on Oct 18, 2021
22,424
$110.31 - $126.06 $2.47M - $2.83M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2021 Filed on Jul 19, 2021
10,400
$49.5 - $49.73 $515K - $517K
MCHP
Microchip Technology Inc

Technology
Q2 2021 Filed on Jul 19, 2021
2,105
$69.57 - $81.91 $146K - $172K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on Apr 19, 2021
15,397
$127.21 - $148.97 $1.96M - $2.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2021 Filed on Apr 19, 2021
4,000
$339.03 - $365.24 $1.36M - $1.46M
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2021 Filed on Apr 19, 2021
3,470
$193.5 - $234.42 $671K - $813K
NOC
Northrop Grumman Corp

Industrials
Q1 2021 Filed on Apr 19, 2021
7,751
$286.61 - $323.64 $2.22M - $2.51M
CSCO
Cisco Systems, Inc.

Technology
Q3 2020 Filed on Oct 20, 2020
52,180
$37.85 - $48.1 $1.98M - $2.51M
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2020 Filed on Jul 23, 2020
11,895
$158.17 - $202.65 $1.88M - $2.41M
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2020 Filed on Apr 16, 2020
379
$255.3 - $340.05 $96.8K - $129K
SQ
Block, Inc.

Technology
Q1 2020 Filed on Apr 16, 2020
78,090
$38.09 - $85.7 $2.97M - $6.69M
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 16, 2020
15,655
$105.64 - $208.34 $1.65M - $3.26M
BAC
Bank Of America Corp

Financial Services
Q1 2020 Filed on Apr 16, 2020
68,046
$18.08 - $35.64 $1.23M - $2.43M
EOG
Eog Resources Inc

Energy
Q1 2020 Filed on Apr 16, 2020
29,865
$29.76 - $89.29 $889K - $2.67M
SPYG
Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 16, 2020
122,675
$31.23 - $45.63 $3.83M - $5.6M
CVX
Chevron Corp

Energy
Q1 2020 Filed on Apr 16, 2020
18,690
$54.22 - $121.43 $1.01M - $2.27M
CAT
Caterpillar Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
16,806
$113.38 - $139.64 $1.91M - $2.35M
Spdr Series Trust
Q2 2019 Filed on Jul 15, 2019
25,000
N/A
CARG
Car Gurus, Inc.

Communication Services
Q2 2019 Filed on Jul 15, 2019
10,000
$33.52 - $41.45 $335K - $415K
SLB
Schlumberger Limited

Energy
Q2 2019 Filed on Jul 15, 2019
46,825
$34.69 - $47.41 $1.62M - $2.22M
SHW
Sherwin Williams CO

Basic Materials
Q1 2019 Filed on Apr 15, 2019
90
$126.8 - $146.77 $11.4K - $13.2K
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Apr 15, 2019
341,984
$32.33 - $36.43 $11.1M - $12.5M
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Apr 15, 2019
86,116
$40.25 - $47.57 $3.47M - $4.1M
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2019 Filed on Apr 15, 2019
2,790
$108.82 - $111.36 $304K - $311K
PFE
Pfizer Inc

Healthcare
Q1 2019 Filed on Apr 15, 2019
310
$37.5 - $41.2 $11.6K - $12.8K
XLE
Energy Sector Spdr

ETFs
Q1 2019 Filed on Apr 15, 2019
8,880
N/A
CVS
Cvs Health Corp

Healthcare
Q1 2019 Filed on Apr 15, 2019
18,891
$52.36 - $69.88 $989K - $1.32M
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2019 Filed on Apr 15, 2019
121,890
$20.15 - $20.85 $2.46M - $2.54M
Invesco Exch Trd Slf Idx Fd
Q1 2019 Filed on Apr 15, 2019
297,905
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2019 Filed on Apr 15, 2019
291,921
N/A
PEP
Pepsico Inc

Consumer Defensive
Q1 2019 Filed on Apr 15, 2019
1,970
$107.32 - $122.55 $211K - $241K
XLF
Financial Sector Spdr

ETFs
Q1 2019 Filed on Apr 15, 2019
71,943
N/A
Select Sector Spdr Tr
Q4 2018 Filed on Jan 16, 2019
57,453
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2018 Filed on Jan 16, 2019
7,211
$52.01 - $52.96 $375K - $382K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2018 Filed on Jan 16, 2019
406,363
$13.18 - $14.2 $5.36M - $5.77M
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2018 Filed on Jan 16, 2019
42,960
N/A
United Technologies Corp
Q4 2018 Filed on Jan 16, 2019
11,968
N/A
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