Cmh Wealth Management LLC Portfolio Holdings

Cmh Wealth Management LLC

  • $423 Million
  • Q3 2024

Cmh Wealth Management LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $423 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.4M, Apple Inc. with a value of $24.7M, Amazon Com Inc with a value of $24M, Alphabet Inc. with a value of $22.9M, and Ishares Tr Russell 2500 ETF with a value of $17.5M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $405M to 423M.

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

Portfolio value $423 Million
ETFs: $148 Million
Technology: $124 Million
Consumer Cyclical: $44.8 Million
Healthcare: $32 Million
Financial Services: $23.9 Million
Communication Services: $22.9 Million
Industrials: $11.1 Million
Consumer Defensive: $7.74 Million
Other: $689,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$11.2 Million 2.64% of portfolio
40,161
Q3 2024 Added 0.35%
$141B
$9.42 Million 2.23% of portfolio
80,131
Q3 2024 Reduced 2.48%
$53.6B
$9.21 Million 2.18% of portfolio
80,144
Q3 2024 Added 83.25%
$115B
$8.56 Million 2.03% of portfolio
25,055
Q3 2024 Added 1.73%
$57.6B
$7.7 Million 1.82% of portfolio
70,261
Q3 2024 Reduced 4.66%
$86.4B
$7.64 Million 1.81% of portfolio
15,084
Q3 2024 Added 2.21%
$156B
$7.57 Million 1.79% of portfolio
7,973
Q3 2024 Reduced 1.81%
$57.5B
$7.14 Million 1.69% of portfolio
45,785
Q3 2024 Reduced 29.4%
$154B
$6.11 Million 1.45% of portfolio
29,550
Q3 2024 Added 0.38%
$79.5B
$5.05 Million 1.2% of portfolio
40,374
Q3 2024 Reduced 2.36%
$89B
$4.99 Million 1.18% of portfolio
32,795
Q3 2024 Reduced 36.35%
$79B
$476,000 0.11% of portfolio
2,927
Q3 2024 Reduced 3.3%
$23.1B
$291,000 0.07% of portfolio
2,702
Q2 2024 New
$88.1B
$252,000 0.06% of portfolio
533
Q2 2024 New
$73.6B
$213,000 0.05% of portfolio
717
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $423 Million
  • Prior Value $405 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Cmh Wealth Management LLC Portfolio

Follow Cmh Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cmh Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cmh Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email