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
$168B
$11.2 Million 2.64% of portfolio
40,161
Q3 2024 Added 0.35%
$143B
$9.42 Million 2.23% of portfolio
80,131
Q3 2024 Reduced 2.48%
$52.2B
$9.21 Million 2.18% of portfolio
80,144
Q3 2024 Added 83.25%
$56.7B
$8.56 Million 2.03% of portfolio
25,055
Q3 2024 Added 1.73%
$55B
$7.7 Million 1.82% of portfolio
70,261
Q3 2024 Reduced 4.66%
$76.5B
$7.64 Million 1.81% of portfolio
15,084
Q3 2024 Added 2.21%
$159B
$7.57 Million 1.79% of portfolio
7,973
Q3 2024 Reduced 1.81%
$60.9B
$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%
$107B
$4.99 Million 1.18% of portfolio
32,795
Q3 2024 Reduced 36.35%
$67.5B
$476,000 0.11% of portfolio
2,927
Q3 2024 Reduced 3.3%
$22.5B
$291,000 0.07% of portfolio
2,702
Q2 2024 New
$88B
$252,000 0.06% of portfolio
533
Q2 2024 New
$65.7B
$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
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