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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.27T
$29.4 Million 6.96% of portfolio
68,331
Q3 2024 Added 0.9%
$4.15T
$24.7 Million 5.85% of portfolio
106,162
Q3 2024 Reduced 0.61%
$2.33T
$24 Million 5.67% of portfolio
128,692
Q3 2024 Added 0.71%
$1.17T
$22.9 Million 5.42% of portfolio
138,162
Q3 2024 Added 0.08%
$756B
$11.8 Million 2.79% of portfolio
13,320
Q3 2024 Reduced 2.68%
$1.46T
$11.4 Million 2.7% of portfolio
43,601
Q3 2024 Added 14.56%
$223B
$11.1 Million 2.63% of portfolio
12,410
Q3 2024 Reduced 2.77%
$344B
$8.87 Million 2.1% of portfolio
32,419
Q3 2024 Reduced 0.56%
$473B
$7.82 Million 1.85% of portfolio
13,374
Q3 2024 Reduced 2.23%
$511B
$7.7 Million 1.82% of portfolio
15,585
Q3 2024 Reduced 1.31%
$524B
$7.06 Million 1.67% of portfolio
25,689
Q3 2024 Reduced 0.12%
$208B
$6.77 Million 1.6% of portfolio
13,078
Q3 2024 Added 0.83%
$349B
$5.2 Million 1.23% of portfolio
42,849
Q3 2024 New
$597B
$1.07 Million 0.25% of portfolio
2,322
Q2 2024 New
$400B
$599,000 0.14% of portfolio
3,462
Q2 2024 New
$381B
$493,000 0.12% of portfolio
3,043
Q3 2024 Reduced 0.81%
$711B
$205,000 0.05% of portfolio
974
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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